28,343 Shares in Atmus Filtration Technologies Inc. $ATMU Purchased by Tudor Investment Corp ET AL

Key Points

• Tudor Investment Corp. opened a new position in Atmus with 28,343 shares (~$1.28M) in Q3, while other institutions also ramped up exposure—most notably Channing Capital added ~1.66M shares (now 1.715M) and Eminence Capital holds 6.52M shares (~$294M).
• Q4 results beat expectations: Atmus reported $0.66 EPS vs. $0.57 expected and $446.6M revenue vs. $422.3M expected (revenue +9.8% YoY), and set FY2026 guidance of $2.75–3.00 EPS.
• Analyst sentiment is mixed but cautiously positive—MarketBeat shows an average rating of "Moderate Buy" with a $58.25 average target, while Wells Fargo cut its target to $58 and several firms shifted ratings from strong-buy to buy/hold.

Tudor Investment Corp ET AL acquired a new position in shares of Atmus Filtration Technologies Inc. (NYSE:ATMU - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 28,343 shares of the company's stock, valued at approximately $1,278,000.

A number of other large investors have also added to or reduced their stakes in the stock. Eminence Capital LP increased its stake in shares of Atmus Filtration Technologies by 1.1% in the third quarter. Eminence Capital LP now owns 6,522,404 shares of the company's stock worth $294,095,000 after purchasing an additional 73,411 shares in the last quarter. Invesco Ltd. increased its stake in shares of Atmus Filtration Technologies by 1.6% in the third quarter. Invesco Ltd. now owns 2,223,823 shares of the company's stock worth $100,272,000 after purchasing an additional 34,146 shares in the last quarter. State Street Corp increased its stake in shares of Atmus Filtration Technologies by 0.7% in the second quarter. State Street Corp now owns 1,953,607 shares of the company's stock worth $71,150,000 after purchasing an additional 14,269 shares in the last quarter. Channing Capital Management LLC increased its stake in shares of Atmus Filtration Technologies by 3,192.8% in the third quarter. Channing Capital Management LLC now owns 1,715,015 shares of the company's stock worth $77,330,000 after purchasing an additional 1,662,931 shares in the last quarter. Finally, First Trust Advisors LP increased its stake in shares of Atmus Filtration Technologies by 49.1% in the third quarter. First Trust Advisors LP now owns 1,527,957 shares of the company's stock worth $68,896,000 after purchasing an additional 503,383 shares in the last quarter. Hedge funds and other institutional investors own 32.73% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. Citigroup reiterated an "outperform" rating on shares of Atmus Filtration Technologies in a research note on Wednesday, February 18th. Zacks Research downgraded shares of Atmus Filtration Technologies from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 6th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Atmus Filtration Technologies in a research note on Wednesday, January 21st. Wall Street Zen lowered shares of Atmus Filtration Technologies from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Finally, Wells Fargo & Company cut their price objective on shares of Atmus Filtration Technologies from $67.00 to $58.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 1st. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Atmus Filtration Technologies currently has an average rating of "Moderate Buy" and an average target price of $58.25.

Atmus Filtration Technologies Price Performance

ATMU stock opened at $63.40 on Tuesday. The firm has a 50 day moving average of $60.77 and a 200-day moving average of $53.95. The company has a current ratio of 2.42, a quick ratio of 1.66 and a debt-to-equity ratio of 1.43. Atmus Filtration Technologies Inc. has a 12 month low of $31.68 and a 12 month high of $66.50. The firm has a market capitalization of $5.18 billion, a P/E ratio of 25.36, a price-to-earnings-growth ratio of 2.87 and a beta of 1.58.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last announced its earnings results on Friday, February 13th. The company reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $446.60 million during the quarter, compared to analyst estimates of $422.25 million. During the same period in the previous year, the business posted $0.58 earnings per share. Atmus Filtration Technologies'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. As a group, sell-side analysts predict that Atmus Filtration Technologies Inc. will post 2.52 earnings per share for the current fiscal year.

Atmus Filtration Technologies Dividend Announcement

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

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