Northland Capmk Issues Negative Forecast for ATMU Earnings

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Investment analysts at Northland Capmk dropped their Q3 2025 earnings per share estimates for shares of Atmus Filtration Technologies in a research report issued to clients and investors on Tuesday, August 12th. Northland Capmk analyst B. Brooks now anticipates that the company will post earnings per share of $0.61 for the quarter, down from their previous forecast of $0.62. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.52 per share. Northland Capmk also issued estimates for Atmus Filtration Technologies’ Q4 2025 earnings at $0.58 EPS, Q2 2026 earnings at $0.73 EPS and FY2026 earnings at $2.60 EPS.

Atmus Filtration Technologies (NYSE:ATMU) last posted its earnings results on Friday, August 8th. The company reported $0.75 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.09. The firm had revenue of $453.50 million for the quarter, compared to analyst estimates of $433.51 million. Atmus Filtration Technologies had a return on equity of 83.23% and a net margin of 11.22%. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.71 earnings per share.

Several other research analysts have also weighed in on the company. Robert W. Baird lifted their target price on Atmus Filtration Technologies from $41.00 to $45.00 and gave the stock an “outperform” rating in a report on Monday. The Goldman Sachs Group lowered Atmus Filtration Technologies from a “buy” rating to a “neutral” rating and set a $39.00 target price on the stock. in a report on Tuesday, May 27th. Wells Fargo & Company lifted their target price on Atmus Filtration Technologies from $37.00 to $39.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 1st. Finally, JPMorgan Chase & Co. lifted their target price on Atmus Filtration Technologies from $38.00 to $41.00 and gave the stock an “overweight” rating in a report on Monday, May 5th. Two research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company’s stock. According to MarketBeat.com, Atmus Filtration Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $42.80.

Atmus Filtration Technologies Stock Performance

ATMU stock opened at $45.15 on Wednesday. The business’s 50-day moving average price is $37.87 and its two-hundred day moving average price is $37.38. The company has a current ratio of 2.15, a quick ratio of 1.46 and a debt-to-equity ratio of 1.75. The firm has a market cap of $3.71 billion, a PE ratio of 19.98, a P/E/G ratio of 5.49 and a beta of 1.64. Atmus Filtration Technologies has a 1-year low of $30.94 and a 1-year high of $45.92.

Institutional Trading of Atmus Filtration Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the company. Eminence Capital LP increased its position in shares of Atmus Filtration Technologies by 25.4% in the first quarter. Eminence Capital LP now owns 5,757,054 shares of the company’s stock valued at $211,457,000 after acquiring an additional 1,164,440 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Atmus Filtration Technologies by 5.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,262,408 shares of the company’s stock valued at $167,003,000 after acquiring an additional 223,712 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Atmus Filtration Technologies by 24.5% in the first quarter. Wellington Management Group LLP now owns 2,425,657 shares of the company’s stock valued at $89,094,000 after acquiring an additional 478,018 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Atmus Filtration Technologies by 20.8% in the second quarter. Geode Capital Management LLC now owns 2,365,362 shares of the company’s stock valued at $86,154,000 after acquiring an additional 407,484 shares during the last quarter. Finally, Invesco Ltd. increased its position in shares of Atmus Filtration Technologies by 1.5% in the second quarter. Invesco Ltd. now owns 2,189,677 shares of the company’s stock valued at $79,748,000 after acquiring an additional 31,827 shares during the last quarter. Institutional investors and hedge funds own 32.73% of the company’s stock.

Atmus Filtration Technologies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 10th. Shareholders of record on Tuesday, August 26th will be paid a $0.055 dividend. The ex-dividend date of this dividend is Tuesday, August 26th. This represents a $0.22 annualized dividend and a dividend yield of 0.5%. This is a positive change from Atmus Filtration Technologies’s previous quarterly dividend of $0.05. Atmus Filtration Technologies’s dividend payout ratio (DPR) is 8.85%.

Atmus Filtration Technologies Company Profile

Atmus Filtration Technologies Inc designs, manufactures, and sells filtration products under the Fleetguard brand name in North America, Europe, South America, Asia, Australia, Africa, and internationally. The company offers fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters, coolants, and fuel additives, as well as other chemicals; and fuel water separators and other filtration systems to original equipment manufacturers, dealers/distributors, and end-users.