What is Northland Securities' Forecast for ATMU Q2 Earnings?

Key Points

• Northland Securities raised its Q2 2026 EPS estimate for Atmus to $0.82 (from $0.79) and now forecasts FY2026 EPS of $3.07 and FY2027 EPS of $3.32.
• Atmus recently beat Q1 estimates with $0.69 EPS (consensus $0.65) and revenue of $477.5M (up 14.6% year‑over‑year), and reiterated FY2026 guidance of $2.75–$3.00 EPS.
• Analyst sentiment is mixed: the stock has an average MarketBeat consensus rating of “Moderate Buy” and a $56.75 price target, though several firms (Wells Fargo, JPMorgan) have trimmed targets while others maintain buy/outperform views.

Atmus Filtration Technologies Inc. (NYSE:ATMU - Free Report) - Equities researchers at Northland Securities lifted their Q2 2026 earnings per share (EPS) estimates for shares of Atmus Filtration Technologies in a report issued on Tuesday, May 5th. Northland Securities analyst B. Brooks now expects that the company will earn $0.82 per share for the quarter, up from their prior forecast of $0.79. The consensus estimate for Atmus Filtration Technologies' current full-year earnings is $2.91 per share. Northland Securities also issued estimates for Atmus Filtration Technologies' Q3 2026 earnings at $0.77 EPS, Q4 2026 earnings at $0.80 EPS, FY2026 earnings at $3.07 EPS, Q1 2027 earnings at $0.73 EPS and FY2027 earnings at $3.32 EPS.

Several other equities research analysts also recently weighed in on ATMU. Wells Fargo & Company dropped their target price 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. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Atmus Filtration Technologies in a research report on Wednesday, January 21st. Citigroup reissued an "outperform" rating on shares of Atmus Filtration Technologies in a report on Wednesday, February 18th. 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. Finally, Zacks Research downgraded Atmus Filtration Technologies from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. Four investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $56.75.

Atmus Filtration Technologies Trading Up 5.3%

NYSE ATMU opened at $53.38 on Wednesday. The company has a market capitalization of $4.36 billion, a price-to-earnings ratio of 20.93, a price-to-earnings-growth ratio of 2.30 and a beta of 1.47. The company has a debt-to-equity ratio of 2.47, a current ratio of 2.53 and a quick ratio of 1.66. Atmus Filtration Technologies has a 12 month low of $34.58 and a 12 month high of $66.50. The company's fifty day moving average price is $60.35 and its two-hundred day moving average price is $55.63.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last released its quarterly earnings results on Friday, May 1st. The company reported $0.69 earnings per share for the quarter, topping analysts' consensus estimates of $0.65 by $0.04. The business had revenue of $477.50 million during the quarter, compared to the consensus estimate of $474.41 million. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. The business's quarterly revenue was up 14.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.63 earnings per share. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

Institutional Investors Weigh In On Atmus Filtration Technologies

Institutional investors have recently modified their holdings of the business. Eminence Capital LP lifted its holdings in 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 acquiring an additional 73,411 shares during the last quarter. Price T Rowe Associates Inc. MD raised its position in shares of Atmus Filtration Technologies by 14.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,677,884 shares of the company's stock worth $242,830,000 after purchasing an additional 596,553 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of Atmus Filtration Technologies by 5.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 3,200,311 shares of the company's stock worth $166,128,000 after purchasing an additional 163,659 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Atmus Filtration Technologies by 22.7% in the 4th quarter. Invesco Ltd. now owns 2,728,470 shares of the company's stock worth $141,635,000 after purchasing an additional 504,647 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in Atmus Filtration Technologies by 2.3% during the 4th quarter. Geode Capital Management LLC now owns 2,428,684 shares of the company's stock valued at $126,088,000 after purchasing an additional 54,376 shares during the period. Institutional investors own 32.73% of the company's stock.

Atmus Filtration Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Friday, February 20th were given a $0.055 dividend. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Friday, February 20th. Atmus Filtration Technologies's dividend payout ratio (DPR) is presently 8.63%.

About Atmus Filtration Technologies

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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