Equities Analysts Offer Predictions for ATMU Q1 Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Research analysts at Northland Securities raised their Q1 2026 earnings estimates for shares of Atmus Filtration Technologies in a note issued to investors on Wednesday, February 18th. Northland Securities analyst B. Brooks now expects that the company will post earnings per share of $0.64 for the quarter, up from their prior estimate of $0.59. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.52 per share. Northland Securities also issued estimates for Atmus Filtration Technologies’ Q2 2026 earnings at $0.79 EPS, Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.78 EPS and FY2026 earnings at $2.96 EPS.

Several other brokerages also recently weighed in on ATMU. Weiss Ratings reissued a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, January 21st. Wall Street Zen upgraded shares of Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 14th. Wells Fargo & Company upped their price objective on Atmus Filtration Technologies from $54.00 to $67.00 and gave the company an “equal weight” rating in a research report on Tuesday. Robert W. Baird raised their target price on shares of Atmus Filtration Technologies from $59.00 to $69.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Zacks Research downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Four investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $59.75.

Atmus Filtration Technologies Stock Performance

NYSE:ATMU opened at $64.60 on Thursday. The firm has a market capitalization of $5.27 billion, a PE ratio of 25.84, a PEG ratio of 2.93 and a beta of 1.56. The stock’s fifty day moving average is $57.10 and its 200 day moving average is $49.89. Atmus Filtration Technologies has a fifty-two week low of $30.94 and a fifty-two week high of $66.00. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.41 and a current ratio of 2.42.

Atmus Filtration Technologies (NYSE:ATMU) last issued its quarterly earnings data on Friday, February 13th. The company reported $0.66 earnings per share for the quarter, topping the consensus estimate of $0.57 by $0.09. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.The company had revenue of $446.60 million for the quarter, compared to analysts’ expectations of $422.25 million. During the same period in the previous year, the firm posted $0.58 earnings per share. The firm’s revenue for the quarter 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.

Institutional Investors Weigh In On Atmus Filtration Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Jones Financial Companies Lllp increased its stake in shares of Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock worth $26,000 after acquiring an additional 412 shares during the last quarter. Essex Investment Management Co. LLC acquired a new position in Atmus Filtration Technologies in the fourth quarter valued at approximately $37,000. Bessemer Group Inc. grew its holdings in shares of Atmus Filtration Technologies by 31.4% during the 2nd quarter. Bessemer Group Inc. now owns 1,138 shares of the company’s stock worth $42,000 after purchasing an additional 272 shares during the period. PNC Financial Services Group Inc. boosted its stake in Atmus Filtration Technologies by 87.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 849 shares of the company’s stock worth $44,000 after buying an additional 397 shares during the period. Finally, Geneos Wealth Management Inc. lifted its holdings in shares of Atmus Filtration Technologies by 93.6% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock worth $49,000 after acquiring an additional 644 shares during the last quarter. Institutional investors and hedge funds own 32.73% of the company’s stock.

Atmus Filtration Technologies Announces Dividend

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

Key Atmus Filtration Technologies News

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

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.