UBS Group AG Has $98.48 Million Stock Position in Atmos Energy Corporation $ATO

Key Points

• UBS Group AG trimmed its stake in Atmos Energy by 32.4% in Q4, selling 282,015 shares and retaining 587,461 shares worth $98.48 million (about 0.36% of the company).
• Atmos beat Q4 EPS estimates ($2.44 vs. $2.41) and set FY2026 guidance of $8.15–$8.35 EPS; the company also pays a $1.00 quarterly dividend (about a 2.1% yield).
• Analysts’ consensus is a Hold with an average price target of $181.11 amid mixed rating changes, and roughly 90% of the stock is owned by institutional investors.

UBS Group AG trimmed its position in Atmos Energy Corporation (NYSE:ATO - Free Report) by 32.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 587,461 shares of the utilities provider's stock after selling 282,015 shares during the quarter. UBS Group AG owned about 0.36% of Atmos Energy worth $98,476,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of ATO. Root Financial Partners LLC acquired a new stake in shares of Atmos Energy in the third quarter worth $25,000. JFS Wealth Advisors LLC lifted its stake in shares of Atmos Energy by 85.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 158 shares of the utilities provider's stock worth $26,000 after buying an additional 73 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. acquired a new stake in shares of Atmos Energy in the third quarter worth $29,000. Princeton Global Asset Management LLC lifted its stake in shares of Atmos Energy by 270.2% in the fourth quarter. Princeton Global Asset Management LLC now owns 174 shares of the utilities provider's stock worth $29,000 after buying an additional 127 shares during the last quarter. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of Atmos Energy in the fourth quarter worth $32,000. 90.17% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on ATO shares. Morgan Stanley reduced their price objective on shares of Atmos Energy from $197.00 to $195.00 and set an "equal weight" rating for the company in a research note on Tuesday, April 21st. Wall Street Zen cut shares of Atmos Energy from a "hold" rating to a "sell" rating in a research note on Saturday. Barclays upped their target price on shares of Atmos Energy from $167.00 to $184.00 and gave the company an "equal weight" rating in a research note on Wednesday, April 8th. Truist Financial initiated coverage on shares of Atmos Energy in a research note on Tuesday, April 21st. They set a "hold" rating and a $195.00 target price for the company. Finally, Weiss Ratings upgraded shares of Atmos Energy from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Atmos Energy currently has a consensus rating of "Hold" and an average price target of $181.11.

Atmos Energy Price Performance

NYSE:ATO opened at $188.80 on Friday. The stock has a market cap of $31.23 billion, a P/E ratio of 24.52, a PEG ratio of 3.33 and a beta of 0.65. Atmos Energy Corporation has a one year low of $149.98 and a one year high of $192.51. The company has a fifty day moving average price of $185.68 and a 200 day moving average price of $176.72. 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 (NYSE:ATO - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The utilities provider reported $2.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.41 by $0.03. The firm had revenue of $1.34 billion for the quarter, compared to analyst estimates of $1.21 billion. Atmos Energy had a net margin of 25.67% and a return on equity of 9.20%. During the same quarter in the previous year, the firm posted $2.23 EPS. Atmos Energy has set its FY 2026 guidance at 8.150-8.350 EPS. Analysts anticipate that Atmos Energy Corporation will post 8.3 earnings per share for the current year.

Atmos Energy Announces Dividend

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

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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