Capital One Financial Predicts AESI Q2 Earnings

Key Points

• Capital One Financial has forecasted Atlas Energy Solutions Inc. (NYSE:AESI) to post Q2 2025 earnings of $0.10 per share, with a full-year earnings estimate of $0.83 per share.
• Analysts have generally lowered target prices for Atlas Energy Solutions, with Stifel Nicolaus reducing their target from $15.00 to $14.50, while Piper Sandler maintains a $16.00 target price.
• Atlas Energy Solutions recently declared a quarterly dividend of $0.25 per share, resulting in an annualized yield of 7.18%, though their dividend payout ratio stands at 322.58%.

Atlas Energy Solutions Inc. (NYSE:AESI - Free Report) - Research analysts at Capital One Financial issued their Q2 2025 earnings per share (EPS) estimates for Atlas Energy Solutions in a report issued on Monday, July 28th. Capital One Financial analyst D. Becker anticipates that the company will post earnings of $0.10 per share for the quarter. The consensus estimate for Atlas Energy Solutions' current full-year earnings is $0.83 per share. Capital One Financial also issued estimates for Atlas Energy Solutions' Q3 2025 earnings at $0.06 EPS, Q4 2025 earnings at $0.01 EPS, Q1 2026 earnings at $0.05 EPS, Q2 2026 earnings at $0.09 EPS, Q3 2026 earnings at $0.12 EPS, Q4 2026 earnings at $0.08 EPS and FY2026 earnings at $0.34 EPS.

Atlas Energy Solutions (NYSE:AESI - Get Free Report) last released its quarterly earnings results on Monday, May 5th. The company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.10). The company had revenue of $297.59 million for the quarter, compared to the consensus estimate of $291.13 million. Atlas Energy Solutions had a return on equity of 4.99% and a net margin of 2.96%. The business's revenue was up 54.5% compared to the same quarter last year. During the same quarter last year, the company posted $0.26 EPS.

AESI has been the subject of several other research reports. The Goldman Sachs Group cut their price objective on Atlas Energy Solutions from $22.00 to $15.00 and set a "neutral" rating for the company in a research report on Thursday, April 10th. Royal Bank Of Canada lowered their price objective on Atlas Energy Solutions from $21.00 to $17.00 and set an "outperform" rating on the stock in a research report on Wednesday, May 7th. Stifel Nicolaus dropped their target price on Atlas Energy Solutions from $15.00 to $14.50 and set a "buy" rating for the company in a report on Wednesday, July 16th. Piper Sandler reaffirmed a "neutral" rating and set a $16.00 price target on shares of Atlas Energy Solutions in a report on Tuesday, July 15th. Finally, Citigroup decreased their price objective on Atlas Energy Solutions from $18.00 to $14.00 and set a "neutral" rating on the stock in a research report on Tuesday, May 13th. Seven equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $19.11.

Atlas Energy Solutions Stock Down 3.7%

Shares of AESI traded down $0.48 during trading hours on Wednesday, hitting $12.52. 1,784,559 shares of the company were exchanged, compared to its average volume of 1,240,033. The company has a market cap of $1.55 billion, a PE ratio of 40.39 and a beta of 1.20. The firm's 50 day moving average is $13.63 and its 200-day moving average is $16.28. Atlas Energy Solutions has a 52 week low of $11.76 and a 52 week high of $26.86. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.40 and a current ratio of 1.62.

Atlas Energy Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, May 22nd. Shareholders of record on Thursday, May 15th were issued a dividend of $0.25 per share. The ex-dividend date was Thursday, May 15th. This represents a $1.00 annualized dividend and a yield of 8.0%. Atlas Energy Solutions's payout ratio is currently 322.58%.

Insider Activity

In other news, Director Douglas G. Rogers purchased 7,000 shares of the company's stock in a transaction on Wednesday, May 14th. The shares were purchased at an average price of $13.27 per share, with a total value of $92,890.00. Following the purchase, the director directly owned 10,000 shares of the company's stock, valued at $132,700. This trade represents a 233.33% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Chairman Ben M. Brigham purchased 9,635 shares of the company's stock in a transaction on Wednesday, May 14th. The stock was purchased at an average cost of $13.38 per share, for a total transaction of $128,916.30. Following the purchase, the chairman directly owned 572,397 shares in the company, valued at approximately $7,658,671.86. This trade represents a 1.71% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders own 15.98% of the company's stock.

Institutional Trading of Atlas Energy Solutions

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Quarry LP bought a new stake in shares of Atlas Energy Solutions during the fourth quarter worth approximately $27,000. CWM LLC increased its holdings in Atlas Energy Solutions by 244.4% in the second quarter. CWM LLC now owns 2,235 shares of the company's stock valued at $30,000 after purchasing an additional 1,586 shares during the period. Tower Research Capital LLC TRC increased its holdings in Atlas Energy Solutions by 307.9% in the fourth quarter. Tower Research Capital LLC TRC now owns 1,387 shares of the company's stock valued at $31,000 after purchasing an additional 1,047 shares during the period. Fifth Third Bancorp boosted its position in Atlas Energy Solutions by 1,240.1% during the first quarter. Fifth Third Bancorp now owns 1,970 shares of the company's stock valued at $35,000 after acquiring an additional 1,823 shares during the last quarter. Finally, Larson Financial Group LLC boosted its position in Atlas Energy Solutions by 201.8% during the first quarter. Larson Financial Group LLC now owns 1,968 shares of the company's stock valued at $35,000 after acquiring an additional 1,316 shares during the last quarter. Institutional investors and hedge funds own 34.59% of the company's stock.

Atlas Energy Solutions Company Profile

Atlas Energy Solutions Inc engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies.