Channing Capital Management LLC Grows Position in Atmus Filtration Technologies Inc. $ATMU

Channing Capital Management LLC increased its holdings in Atmus Filtration Technologies Inc. (NYSE:ATMU) by 3,192.8% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,715,015 shares of the company’s stock after buying an additional 1,662,931 shares during the quarter. Atmus Filtration Technologies comprises approximately 2.0% of Channing Capital Management LLC’s portfolio, making the stock its 20th biggest position. Channing Capital Management LLC owned about 2.09% of Atmus Filtration Technologies worth $77,330,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Eminence Capital LP boosted its holdings in shares of Atmus Filtration Technologies by 12.0% during the 2nd quarter. Eminence Capital LP now owns 6,448,993 shares of the company’s stock valued at $234,872,000 after acquiring an additional 691,939 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Atmus Filtration Technologies by 20.8% in the second quarter. Geode Capital Management LLC now owns 2,365,362 shares of the company’s stock worth $86,154,000 after purchasing an additional 407,484 shares during the last quarter. Invesco Ltd. grew its position in Atmus Filtration Technologies by 1.5% in the 2nd quarter. Invesco Ltd. now owns 2,189,677 shares of the company’s stock worth $79,748,000 after purchasing an additional 31,827 shares during the period. State Street Corp raised its stake in Atmus Filtration Technologies by 0.7% during the 2nd quarter. State Street Corp now owns 1,953,607 shares of the company’s stock valued at $71,150,000 after buying an additional 14,269 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of Atmus Filtration Technologies by 10.7% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,474,370 shares of the company’s stock valued at $53,697,000 after buying an additional 142,455 shares during the period. Institutional investors own 32.73% of the company’s stock.

Trending Headlines about Atmus Filtration Technologies

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Northland Securities raised EPS forecasts across multiple quarters and lifted its FY2026 view to $2.96 (from $2.70), reflecting updated analyst confidence in Atmus’s revenue and margin trajectory — a clear analyst-led tailwind for the shares. Northland estimates raise
• Positive Sentiment: A Wells Fargo analyst publicly said the stock price is expected to rise, signalling institutional support that can attract buyers and lift sentiment. Wells Fargo analyst bullish
• Positive Sentiment: An MSN recap of the Q4 earnings call highlighted five analyst questions that probe growth drivers, pricing, margins and capacity — coverage that follows Atmus’s quarter where revenue and EPS beat consensus, and supports the view management provided constructive guidance. Q4 earnings call—analyst questions
• Positive Sentiment: Zacks published a momentum-themed piece arguing ATMU is attractive to momentum investors, underscoring recent upside and relative strength that can keep momentum flows into the stock. Zacks momentum article
• Neutral Sentiment: A separate Zacks piece compares ATMU’s year-to-date performance with peers in the auto/tires/trucks segment — useful context for sector-relative positioning but not a direct catalyst. Zacks sector comparison

Analyst Upgrades and Downgrades

Several analysts recently commented on ATMU shares. Wall Street Zen raised Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 14th. Zacks Research downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Wells Fargo & Company upped their price target on shares of Atmus Filtration Technologies from $54.00 to $67.00 and gave the company an “equal weight” rating in a research report on Tuesday, February 17th. JPMorgan Chase & Co. raised their price objective on shares of Atmus Filtration Technologies from $60.00 to $64.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Citigroup restated an “outperform” rating on shares of Atmus Filtration Technologies in a research report on Wednesday. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $59.75.

Atmus Filtration Technologies Stock Down 0.7%

ATMU stock opened at $64.60 on Friday. The business’s 50-day moving average price is $57.10 and its 200-day moving average price is $49.97. The stock has a market cap of $5.27 billion, a P/E ratio of 25.84, a PEG ratio of 2.91 and a beta of 1.56. The company has a quick ratio of 1.41, a current ratio of 2.42 and a debt-to-equity ratio of 1.43. Atmus Filtration Technologies Inc. has a twelve month low of $30.94 and a twelve month high of $66.00.

Atmus Filtration Technologies (NYSE:ATMU) last released its earnings results on Friday, February 13th. The company reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The company had revenue of $446.60 million for the quarter, compared to analysts’ expectations of $422.25 million. During the same quarter last year, the business earned $0.58 EPS. The firm’s revenue was up 9.8% compared to the same quarter last year. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. On average, equities research analysts forecast that Atmus Filtration Technologies Inc. will post 2.52 EPS for the current year.

Atmus Filtration Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 4th. Investors of record on Friday, February 20th will be paid a dividend of $0.055 per share. The ex-dividend date is Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.3%. Atmus Filtration Technologies’s payout ratio is 8.80%.

Atmus Filtration Technologies Profile

Atmus Filtration Technologies is a global developer and manufacturer of high-performance filter media and filtration solutions. The company designs and produces advanced materials that capture airborne particles across a range of applications, from heating, ventilation and air-conditioning (HVAC) systems to industrial and cleanroom environments. By focusing on proprietary meltblown and nanofiber technologies, Atmus delivers media that balances efficiency, airflow and durability for both original equipment manufacturers (OEMs) and aftermarket customers.

The company’s product portfolio encompasses pleated and panel filter media, depth filtration products and specialty laminates used in industries such as commercial buildings, healthcare, transportation and power generation.