Atmus Filtration Technologies (NYSE:ATMU) Updates FY 2026 Earnings Guidance

Atmus Filtration Technologies (NYSE:ATMU) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 2.850-3.000 for the period, compared to the consensus estimate of 2.940. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion.

Atmus Filtration Technologies Price Performance

Shares of NYSE ATMU opened at $51.41 on Friday. Atmus Filtration Technologies has a 1 year low of $39.19 and a 1 year high of $66.50. The company has a debt-to-equity ratio of 2.47, a current ratio of 2.53 and a quick ratio of 1.70. The company’s 50-day moving average is $50.92 and its 200 day moving average is $55.94. The stock has a market capitalization of $4.20 billion, a P/E ratio of 19.70, a P/E/G ratio of 2.18 and a beta of 1.19.

Atmus Filtration Technologies (NYSE:ATMU) last issued its quarterly earnings data on Friday, August 7th. The company reported $0.82 EPS for the quarter, topping the consensus estimate of $0.78 by $0.04. The business had revenue of $527.90 million during the quarter, compared to analyst estimates of $507.02 million. Atmus Filtration Technologies had a net margin of 11.56% and a return on equity of 64.29%. Atmus Filtration Technologies’s quarterly revenue was up 16.5% compared to the same quarter last year. During the same period last year, the business posted $0.75 earnings per share. Atmus Filtration Technologies has set its FY 2026 guidance at 2.850-3.000 EPS. On average, sell-side analysts expect that Atmus Filtration Technologies will post 2.92 earnings per share for the current year.

Atmus Filtration Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Tuesday, May 26th were paid 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 Tuesday, May 26th. Atmus Filtration Technologies’s dividend payout ratio (DPR) is presently 8.43%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on ATMU shares. Weiss Ratings lowered Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 15th. Wells Fargo & Company started coverage on Atmus Filtration Technologies in a report on Monday, August 3rd. They issued an “equal weight” rating and a $56.00 price objective for the company. Wall Street Zen lowered Atmus Filtration Technologies from a “buy” rating to a “hold” rating in a research report on Sunday, June 14th. Robert W. Baird dropped their target price on shares of 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, JPMorgan Chase & Co. reduced their target price on shares of Atmus Filtration Technologies from $70.00 to $67.00 and set an “overweight” rating on the stock in a research report on Monday, May 4th. Three research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Atmus Filtration Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $62.00.

Insider Transactions at Atmus Filtration Technologies

In other news, CFO Jack Kienzler sold 5,132 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $45.25, for a total value of $232,223.00. Following the sale, the chief financial officer directly owned 75,804 shares of the company’s stock, valued at $3,430,131. The trade was a 6.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Charles Masters sold 2,890 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $45.25, for a total value 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. This trade represents a 6.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 36,240 shares of company stock worth $1,639,860. Company insiders own 0.43% of the company’s stock.

Key Stories Impacting Atmus Filtration Technologies

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Atmus reported record Q2 2026 sales of approximately $528 million, up 16.5% year over year. Adjusted EPS was $0.82, exceeding analyst estimates ranging from $0.78 to $0.79 and improving from $0.75 a year earlier. Atmus Filtration Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised or reaffirmed full-year 2026 guidance at $2.85-$3.00 in EPS and approximately $2.0 billion in revenue. The EPS range is consistent with expectations and indicates management continues to anticipate solid profitability. Atmus Filtration Technologies Q2 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Atmus’ 64.29% return on equity and 11.56% net margin highlight strong financial performance, although its debt-to-equity ratio of 2.47 may remain a consideration for investors.
• Neutral Sentiment: Analyst sentiment remains generally constructive: brokerages assign the stock an average “Moderate Buy” rating, while Wells Fargo recently initiated research coverage. Atmus Filtration Technologies Given Average Moderate Buy Rating
• Negative Sentiment: The share-price decline despite the earnings and revenue beats indicates the results may have fallen short of elevated investor expectations. The midpoint of the full-year EPS outlook, $2.925, is slightly below the $2.94 consensus estimate, potentially limiting the upside reaction. Atmus Filtration Technologies Delivers Strong Q2 Numbers

Hedge Funds Weigh In On Atmus Filtration Technologies

A number of hedge funds have recently bought and sold shares of ATMU. Prelude Capital Management LLC bought a new stake in Atmus Filtration Technologies during the 3rd quarter valued at about $341,000. Cibc World Markets Corp bought a new position in shares of Atmus Filtration Technologies in the fourth quarter worth approximately $287,000. Ieq Capital LLC grew its holdings in shares of Atmus Filtration Technologies by 3.4% during the fourth quarter. Ieq Capital LLC now owns 5,530 shares of the company’s stock valued at $287,000 after buying an additional 182 shares during the last quarter. Brooklyn Investment Group grew its holdings in shares of Atmus Filtration Technologies by 21.8% during the third quarter. Brooklyn Investment Group now owns 6,307 shares of the company’s stock valued at $284,000 after buying an additional 1,129 shares during the last quarter. Finally, Caxton Associates LLP bought a new stake in shares of Atmus Filtration Technologies during the first quarter valued at approximately $283,000. Institutional investors own 32.73% of the company’s stock.

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.