Medina Value Partners LLC Buys Shares of 318,986 Atmus Filtration Technologies Inc. $ATMU

Key Points

• Medina Value Partners purchased 318,986 Atmus Filtration Technologies shares, giving it a 0.39% stake and making ATMU roughly 3.2% of the fund’s portfolio. Institutional investors collectively own 32.73% of the company.
• Atmus exceeded quarterly expectations, reporting $0.82 EPS and $527.9 million in revenue, up 16.5% year over year. The company maintained fiscal 2026 EPS guidance of $2.85–$3.00.
• Analysts give ATMU a “Moderate Buy” consensus rating with an average $62 price target, compared with a recent share price of $49.61. The company also declared a quarterly dividend of $0.06 per share, representing a 0.5% yield.

Medina Value Partners LLC bought a new position in shares of Atmus Filtration Technologies Inc. (NYSE:ATMU - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 318,986 shares of the company's stock, valued at approximately $16,265,096,000. Atmus Filtration Technologies makes up about 3.2% of Medina Value Partners LLC's portfolio, making the stock its 15th biggest position. Medina Value Partners LLC owned 0.39% of Atmus Filtration Technologies at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Ieq Capital LLC boosted its stake in shares of Atmus Filtration Technologies by 3.4% in the 4th quarter. Ieq Capital LLC now owns 5,530 shares of the company's stock valued at $287,000 after purchasing an additional 182 shares in the last quarter. California State Teachers Retirement System increased its position in Atmus Filtration Technologies by 0.3% during the 2nd quarter. California State Teachers Retirement System now owns 83,277 shares of the company's stock worth $3,033,000 after purchasing an additional 236 shares in the last quarter. Anchyra Partners LLC increased its position in Atmus Filtration Technologies by 6.6% during the 1st quarter. Anchyra Partners LLC now owns 4,256 shares of the company's stock worth $242,000 after purchasing an additional 264 shares in the last quarter. Creative Planning lifted its stake in Atmus Filtration Technologies by 4.9% in the 2nd quarter. Creative Planning now owns 6,688 shares of the company's stock valued at $244,000 after purchasing an additional 312 shares during the last quarter. Finally, CWM LLC lifted its stake in Atmus Filtration Technologies by 8.1% in the 4th quarter. CWM LLC now owns 4,949 shares of the company's stock valued at $257,000 after purchasing an additional 371 shares during the last quarter. Institutional investors own 32.73% of the company's stock.

Atmus Filtration Technologies Stock Up 3.1%

Shares of NYSE ATMU opened at $49.61 on Wednesday. The company has a 50 day simple moving average of $51.36 and a 200 day simple moving average of $55.23. The company has a debt-to-equity ratio of 2.18, a current ratio of 2.65 and a quick ratio of 1.83. Atmus Filtration Technologies Inc. has a 1 year low of $42.60 and a 1 year high of $66.50. The firm has a market cap of $4.05 billion, a PE ratio of 19.01, a price-to-earnings-growth ratio of 2.03 and a beta of 1.19.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last posted its earnings results on Friday, August 7th. The company reported $0.82 earnings per share for the quarter, topping analysts' consensus estimates of $0.78 by $0.04. Atmus Filtration Technologies had a net margin of 11.32% and a return on equity of 59.85%. The firm had revenue of $527.90 million for the quarter, compared to analyst estimates of $507.02 million. During the same period in the previous year, the firm posted $0.75 EPS. The company's revenue for the quarter was up 16.5% compared to the same quarter last year. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS. On average, research analysts forecast that Atmus Filtration Technologies Inc. will post 2.97 EPS for the current year.

Atmus Filtration Technologies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 9th. Stockholders of record on Thursday, August 27th will be issued a dividend of $0.06 per share. This represents a $0.24 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Atmus Filtration Technologies's previous quarterly dividend of $0.06. The ex-dividend date is Thursday, August 27th. Atmus Filtration Technologies's dividend payout ratio (DPR) is presently 8.43%.

Analysts Set New Price Targets

A number of analysts have weighed in on ATMU shares. Wall Street Zen cut shares of Atmus Filtration Technologies from a "buy" rating to a "hold" rating in a research note on Sunday, June 14th. Weiss Ratings upgraded Atmus Filtration Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Tuesday, August 11th. JPMorgan Chase & Co. cut their price objective on Atmus Filtration Technologies from $70.00 to $67.00 and set an "overweight" rating on the stock in a report on Monday, May 4th. Robert W. Baird cut their price objective on Atmus Filtration Technologies from $66.00 to $63.00 and set an "outperform" rating on the stock in a report on Monday, May 4th. Finally, Wells Fargo & Company initiated coverage on Atmus Filtration Technologies in a research report on Monday, August 3rd. They set an "equal weight" rating and a $56.00 price objective on the stock. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Atmus Filtration Technologies presently has a consensus rating of "Moderate Buy" and a consensus price target of $62.00.

Insider Buying and Selling

In other Atmus Filtration Technologies news, SVP Charles Masters sold 2,890 shares of Atmus Filtration Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $130,772.50. Following the transaction, the senior vice president directly owned 43,579 shares of the company's stock, valued at approximately $1,971,949.75. The trade was a 6.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Jack Kienzler sold 5,132 shares of Atmus Filtration Technologies stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $232,223.00. Following the transaction, the chief financial officer directly owned 75,804 shares in the company, valued at $3,430,131. The trade was a 6.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 40,110 shares of company stock valued at $1,836,804 over the last quarter. 0.43% of the stock is currently owned by company insiders.

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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