Cambiar Investors LLC Has $4.38 Million Holdings in Atmos Energy Corporation $ATO

Key Points

• Cambiar Investors cut its stake in Atmos Energy by 17.7%, selling 5,621 shares to hold 26,155 shares valued at about $4.38 million as of its latest 13F filing.
• Atmos beat quarterly expectations, reporting $2.44 EPS (vs. $2.41 expected) and $1.34 billion revenue, and set FY 2026 guidance of $8.15–$8.35 EPS compared with the sell‑side consensus of about $7.18.
• Dividend and analyst view: Atmos pays a $1.00 quarterly dividend ($4.00 annual, ~2.1% yield, ~52% payout ratio), while analysts have an average "Hold" rating and a consensus price target of $177.56 versus a recent share price near $190.53 (market cap ~$31.5B).

Cambiar Investors LLC cut its holdings in shares of Atmos Energy Corporation (NYSE:ATO - Free Report) by 17.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,155 shares of the utilities provider's stock after selling 5,621 shares during the period. Cambiar Investors LLC's holdings in Atmos Energy were worth $4,384,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in the business. Robeco Institutional Asset Management B.V. lifted its position in Atmos Energy by 3.8% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 50,744 shares of the utilities provider's stock valued at $8,506,000 after purchasing an additional 1,875 shares during the period. Diversify Advisory Services LLC lifted its position in Atmos Energy by 2.1% during the 4th quarter. Diversify Advisory Services LLC now owns 15,007 shares of the utilities provider's stock valued at $2,558,000 after purchasing an additional 310 shares during the period. Carnegie Investment Counsel acquired a new position in Atmos Energy during the 4th quarter valued at about $278,000. Massachusetts Financial Services Co. MA lifted its position in Atmos Energy by 1.3% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,975,460 shares of the utilities provider's stock valued at $331,146,000 after purchasing an additional 25,963 shares during the period. Finally, Elm3 Financial Group LLC lifted its position in Atmos Energy by 11.2% during the 4th quarter. Elm3 Financial Group LLC now owns 2,260 shares of the utilities provider's stock valued at $379,000 after purchasing an additional 227 shares during the period. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Atmos Energy Stock Performance

Shares of NYSE:ATO opened at $190.53 on Friday. The company has a market capitalization of $31.52 billion, a price-to-earnings ratio of 24.74, a P/E/G ratio of 3.29 and a beta of 0.69. The firm's 50 day simple moving average is $182.38 and its 200 day simple moving average is $175.26. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.13 and a quick ratio of 1.02. Atmos Energy Corporation has a fifty-two week low of $147.33 and a fifty-two week high of $192.51.

Atmos Energy (NYSE:ATO - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The utilities provider reported $2.44 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.41 by $0.03. Atmos Energy had a return on equity of 9.20% and a net margin of 25.67%.The business had revenue of $1.34 billion during the quarter, compared to analysts' expectations of $1.21 billion. During the same period in the prior year, the business earned $2.23 EPS. Atmos Energy has set its FY 2026 guidance at 8.150-8.350 EPS. As a group, sell-side analysts forecast that Atmos Energy Corporation will post 7.18 earnings per share for the current year.

Atmos Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 9th. Investors of record on Monday, February 23rd were paid a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Monday, February 23rd. Atmos Energy's dividend payout ratio is presently 51.95%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on ATO shares. Citigroup increased their price target on shares of Atmos Energy from $163.00 to $182.00 and gave the company a "neutral" rating in a research report on Tuesday, January 13th. Barclays increased their price target on shares of Atmos Energy from $167.00 to $184.00 and gave the company an "equal weight" rating in a research report on Wednesday. Morgan Stanley set a $192.00 price target on shares of Atmos Energy in a research report on Friday, February 20th. Weiss Ratings reiterated a "buy (b)" rating on shares of Atmos Energy in a research report on Monday, December 29th. Finally, UBS Group increased their price target on shares of Atmos Energy from $159.00 to $174.00 and gave the company a "neutral" rating in a research report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Atmos Energy presently has an average rating of "Hold" and a consensus price target of $177.56.

Atmos Energy Profile

Atmos Energy Corporation NYSE: ATO is a U.S.-based natural-gas utility that primarily focuses on the regulated distribution of natural gas. Headquartered in Dallas, Texas, the company operates through local distribution systems to deliver natural gas to residential, commercial, industrial and electric generation customers. Atmos's core activities include pipeline operations, gas distribution, system maintenance and reliability programs designed to ensure safe and continuous service to its customers.

The company's services encompass gas delivery, system integrity and maintenance, storage and transmission connections, and customer-facing programs such as billing, conservation initiatives and energy-efficiency offerings.

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