What is Northland Securities' Estimate for ATMU Q1 Earnings?

Key Points

• Northland Securities raised its Q1 2027 EPS estimate for Atmus Filtration Technologies to $0.75, up from $0.73; it also projects $0.84 EPS for Q4 2027, versus a full-year consensus estimate of $2.94.
• Atmus recently exceeded quarterly expectations, reporting $0.82 EPS versus the $0.78 consensus and revenue of $527.9 million versus $507.0 million expected. Revenue increased 16.5% year over year, and fiscal 2026 guidance remains $2.85–$3.00 EPS.
• The stock opened at $50.92 and analysts maintain a “Moderate Buy” consensus with a $62 average price target; the company also declared a $0.06 quarterly dividend, yielding approximately 0.5%.

Atmus Filtration Technologies Inc. (NYSE:ATMU - Free Report) - Northland Securities boosted their Q1 2027 earnings per share estimates for shares of Atmus Filtration Technologies in a report released on Friday, August 14th. Northland Securities analyst B. Brooks now anticipates that the company will earn $0.75 per share for the quarter, up from their previous estimate of $0.73. The consensus estimate for Atmus Filtration Technologies' current full-year earnings is $2.94 per share. Northland Securities also issued estimates for Atmus Filtration Technologies' Q4 2027 earnings at $0.84 EPS.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last released its quarterly 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. The business had revenue of $527.90 million during the quarter, compared to the consensus estimate of $507.02 million. Atmus Filtration Technologies had a net margin of 11.32% and a return on equity of 59.85%. The business's quarterly revenue was up 16.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.75 earnings per share. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS.

Other equities research analysts also recently issued research reports about the stock. Wells Fargo & Company began coverage on shares of Atmus Filtration Technologies in a research report on Monday, August 3rd. They issued an "equal weight" rating and a $56.00 target price for the company. Robert W. Baird reduced their price target on shares of Atmus Filtration Technologies from $66.00 to $63.00 and set an "outperform" rating on the stock in a research report on Monday, May 4th. Wall Street Zen downgraded Atmus Filtration Technologies from a "buy" rating to a "hold" rating in a research note on Sunday, June 14th. Weiss Ratings raised Atmus Filtration Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. Finally, 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 research note on Monday, May 4th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $62.00.

Atmus Filtration Technologies Trading Down 0.2%

NYSE ATMU opened at $50.92 on Monday. Atmus Filtration Technologies has a 12 month low of $41.82 and a 12 month high of $66.50. The company has a debt-to-equity ratio of 2.18, a current ratio of 2.65 and a quick ratio of 1.83. The company has a market capitalization of $4.16 billion, a price-to-earnings ratio of 19.51, a price-to-earnings-growth ratio of 2.17 and a beta of 1.19. The company's fifty day moving average price is $51.25 and its two-hundred day moving average price is $55.69.

Atmus Filtration Technologies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Thursday, August 27th will be paid a $0.06 dividend. The ex-dividend date is Thursday, August 27th. This is a positive change from Atmus Filtration Technologies's previous quarterly dividend of $0.06. This represents a $0.24 dividend on an annualized basis and a yield of 0.5%. Atmus Filtration Technologies's dividend payout ratio (DPR) is 8.43%.

Insider Buying and Selling

In other news, insider Renee Swan sold 2,566 shares of the company's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $45.25, for a total transaction of $116,111.50. Following the completion of the transaction, the insider owned 50,745 shares in the company, valued at approximately $2,296,211.25. This represents a 4.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Stephanie Disher sold 25,652 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $45.25, for a total transaction of $1,160,753.00. Following the completion of the sale, the chief executive officer directly owned 363,024 shares in the company, valued at approximately $16,426,836. This trade represents a 6.60% decrease in their position. 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 sold a total of 36,240 shares of company stock valued at $1,639,860 in the last three months. 0.43% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of ATMU. BlackRock Inc. acquired a new stake in shares of Atmus Filtration Technologies in the second quarter valued at approximately $631,617,000. Price T Rowe Associates Inc. MD raised its holdings in shares of Atmus Filtration Technologies by 14.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,677,884 shares of the company's stock valued at $242,830,000 after buying an additional 596,553 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Atmus Filtration Technologies by 5.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 3,200,311 shares of the company's stock worth $166,128,000 after buying an additional 163,659 shares during the period. Invesco Ltd. boosted its position in shares of Atmus Filtration Technologies by 22.7% during the fourth quarter. Invesco Ltd. now owns 2,728,470 shares of the company's stock worth $141,635,000 after buying an additional 504,647 shares during the period. Finally, Geode Capital Management LLC grew its holdings in Atmus Filtration Technologies by 2.3% in the 4th quarter. Geode Capital Management LLC now owns 2,428,684 shares of the company's stock worth $126,088,000 after buying an additional 54,376 shares in the last quarter. 32.73% of the stock is owned by institutional investors and hedge funds.

Atmus Filtration Technologies Company 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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