Atmus Filtration Technologies (NYSE:ATMU) Upgraded by Wall Street Zen to Strong-Buy Rating

Atmus Filtration Technologies (NYSE:ATMU) was upgraded by equities researchers at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report issued on Saturday.

Several other research firms also recently commented on ATMU. Zacks Research downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Wells Fargo & Company raised their price objective on shares of Atmus Filtration Technologies from $52.00 to $54.00 and gave the company an “equal weight” rating in a report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. upped their price target on shares of Atmus Filtration Technologies from $60.00 to $64.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $50.50.

Atmus Filtration Technologies Trading Up 3.3%

Shares of Atmus Filtration Technologies stock opened at $64.17 on Friday. The firm’s 50 day moving average is $55.86 and its 200 day moving average is $48.98. The firm has a market capitalization of $5.23 billion, a PE ratio of 26.74, a price-to-earnings-growth ratio of 2.73 and a beta of 1.56. Atmus Filtration Technologies has a 1 year low of $30.94 and a 1 year high of $66.00. The company has a current ratio of 2.14, a quick ratio of 1.41 and a debt-to-equity ratio of 1.63.

Atmus Filtration Technologies (NYSE:ATMU) last issued its earnings results on Friday, February 13th. The company reported $0.66 earnings per share for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. Atmus Filtration Technologies had a net margin of 11.57% and a return on equity of 76.84%. The firm had revenue of $446.60 million for the quarter, compared to analyst estimates of $422.25 million. During the same quarter last year, the business posted $0.58 earnings per share. The company’s quarterly revenue was up 9.8% on a year-over-year basis. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. Equities research analysts forecast that Atmus Filtration Technologies will post 2.52 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Atmus Filtration Technologies

Several large investors have recently modified their holdings of ATMU. Channing Capital Management LLC raised its stake in Atmus Filtration Technologies by 3,192.8% during the third quarter. Channing Capital Management LLC now owns 1,715,015 shares of the company’s stock worth $77,330,000 after buying an additional 1,662,931 shares during the last quarter. Boston Trust Walden Corp bought a new stake in Atmus Filtration Technologies during the fourth quarter valued at $44,304,000. Eminence Capital LP grew its holdings in Atmus Filtration Technologies by 12.0% during the 2nd quarter. Eminence Capital LP now owns 6,448,993 shares of the company’s stock worth $234,872,000 after acquiring an additional 691,939 shares during the period. First Trust Advisors LP raised its position in shares of Atmus Filtration Technologies by 39.5% in the 4th quarter. First Trust Advisors LP now owns 2,131,911 shares of the company’s stock worth $110,668,000 after acquiring an additional 603,954 shares in the last quarter. Finally, Port Capital LLC acquired a new position in shares of Atmus Filtration Technologies in the 3rd quarter valued at about $19,409,000. 32.73% of the stock is currently owned by institutional investors and hedge funds.

Key Atmus Filtration Technologies News

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

• Positive Sentiment: Q4 beat and solid fundamentals: ATMU posted $0.66 EPS vs. a $0.57 consensus and revenue of $446.6M vs. ~$422M expected; revenue was up ~9.8% YoY, net margin ~11.6% and ROE ~76.8% — a clear earnings-driven catalyst. Read More.
• Positive Sentiment: Corporate announcement momentum: The company recently announced a dividend and shares hit a new 1‑year high, which supports positive investor sentiment around cash return and shareholder-friendly actions. Read More.
• Neutral Sentiment: FY‑2026 guidance roughly in line with consensus: Management guided EPS to $2.75–$3.00 and revenue to $1.9B–$2.0B (street ~ $2.86 EPS / ~$1.9B revenue). The range keeps expectations intact but leaves upside/back‑end risk tied to execution. Read More.
• Neutral Sentiment: Management commentary and next‑steps: The earnings call and transcript provide color on product mix, margins and any integration/partner deals (e.g., references to a potential Koch-related deal) that could affect future growth; details remain to be validated by execution. Read More. · Read More.
• Negative Sentiment: Street valuation headwinds: The published average analyst price target (~$50.50) is materially below recent trading levels, indicating some sell‑side skepticism on sustained upside at current multiples. Read More.

About Atmus Filtration Technologies

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.