Northland Securities Comments on ATMU Q1 Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Stock analysts at Northland Securities issued their Q1 2027 earnings per share (EPS) estimates for shares of Atmus Filtration Technologies in a research report issued to clients and investors on Wednesday, April 1st. Northland Securities analyst B. Brooks forecasts that the company will post earnings per share of $0.68 for the quarter. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.52 per share.

A number of other research firms also recently issued reports on ATMU. Citigroup reiterated an “outperform” rating on shares of Atmus Filtration Technologies in a research report on Wednesday, February 18th. Weiss Ratings restated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Wall Street Zen raised shares of Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Wells Fargo & Company cut their price objective on Atmus Filtration Technologies from $67.00 to $58.00 and set an “equal weight” rating for the company in a report on Wednesday. Finally, JPMorgan Chase & Co. reduced their price objective on Atmus Filtration Technologies from $73.00 to $70.00 and set an “overweight” rating for the company in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $58.25.

Atmus Filtration Technologies Stock Performance

ATMU stock opened at $57.65 on Friday. The firm has a 50 day simple moving average of $60.24 and a 200 day simple moving average of $53.19. Atmus Filtration Technologies has a 52 week low of $30.94 and a 52 week high of $66.50. The stock has a market cap of $4.71 billion, a P/E ratio of 23.06, a P/E/G ratio of 2.59 and a beta of 1.58. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.66 and a current ratio of 2.42.

Atmus Filtration Technologies (NYSE:ATMU) last released its earnings results on Friday, February 13th. The company reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.09. The company had revenue of $446.60 million for the quarter, compared to analysts’ expectations of $422.25 million. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.The business’s revenue for the quarter was up 9.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.58 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

Atmus Filtration Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were paid a $0.055 dividend. The ex-dividend date was Friday, February 20th. This represents a $0.22 dividend on an annualized basis and a yield of 0.4%. Atmus Filtration Technologies’s payout ratio is 8.80%.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Jones Financial Companies Lllp lifted 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 valued at $26,000 after purchasing an additional 412 shares during the last quarter. Essex Investment Management Co. LLC acquired a new position in Atmus Filtration Technologies during the fourth quarter worth $37,000. PNC Financial Services Group Inc. increased its position 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 last quarter. Geneos Wealth Management Inc. raised its holdings in Atmus Filtration Technologies by 93.6% during the second quarter. Geneos Wealth Management Inc. now owns 1,332 shares of the company’s stock valued at $49,000 after buying an additional 644 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its holdings in Atmus Filtration Technologies by 1,498.3% during the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the company’s stock valued at $50,000 after buying an additional 899 shares in the last quarter. Institutional investors and hedge funds own 32.73% of the company’s stock.

Key Stories Impacting Atmus Filtration Technologies

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

• Positive Sentiment: S&P SmallCap 600 inclusion announced — Inclusion into the S&P SmallCap 600 boosts index-driven demand, visibility and liquidity, which likely caused the recent surge in ATMU shares and can support further upward pressure as index funds and ETFs rebalance. Atmus Filtration stock surges on S&P SmallCap 600 inclusion
• Positive Sentiment: Northland Securities raised near-term and FY2027 EPS outlook — Analyst B. Brooks published quarterly estimates (Q1: $0.68; Q2: $0.89; Q3: $0.84; Q4: $0.85) and lifted FY2027 to $3.20, well above the current consensus cited (~$2.52). Higher analyst forecasts can lift investor expectations for earnings beats and re-rate the stock if results align. MarketBeat – Northland estimates
• Neutral Sentiment: JPMorgan trims price target but keeps an Overweight rating — JPM lowered its target from $73 to $70 while maintaining an overweight stance, signaling continued confidence in the thesis but slightly reduced upside expectations; this is mildly offsetting the bullish index/investment flows. Benzinga
• Negative Sentiment: Wells Fargo lowers expectations for ATMU — A note/article indicating reduced expectations from Wells Fargo can weigh on sentiment, particularly among investors who follow institutional shop guidance; this introduces downside risk if other analysts follow suit. Wells Fargo & Company Has Lowered Expectations for Atmus Filtration Technologies (NYSE:ATMU) Stock Price

Atmus Filtration Technologies Company 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.