Atmus Filtration Technologies Inc. $ATMU Stock Acquired by Royce & Associates LP

Royce & Associates LP lifted its holdings in shares of Atmus Filtration Technologies Inc. (NYSE:ATMU) by 17.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,164,232 shares of the company’s stock after buying an additional 168,985 shares during the period. Royce & Associates LP’s holdings in Atmus Filtration Technologies were worth $50,551,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Atmus Filtration Technologies during the second quarter worth about $631,617,000. Jupiter Topco LLC purchased a new stake in Atmus Filtration Technologies during the 2nd quarter valued at approximately $83,249,000. Port Capital LLC purchased a new stake in Atmus Filtration Technologies during the 2nd quarter valued at approximately $52,739,000. The Manufacturers Life Insurance Company purchased a new stake in Atmus Filtration Technologies during the 2nd quarter valued at approximately $39,152,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in Atmus Filtration Technologies by 193.8% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 999,548 shares of the company’s stock worth $56,744,000 after acquiring an additional 659,357 shares during the period. Institutional investors and hedge funds own 32.73% of the company’s stock.

Key Headlines Impacting Atmus Filtration Technologies

Investors following ATMU have been watching these headlines:

• Positive Sentiment: Northland Securities raised its FY2026 EPS estimate to $3.04 from $3.02, above the $2.99 consensus. It also lifted its FY2027 forecast to $3.49 from $3.32, with increases to several quarterly estimates, including Q4 2027 to $0.88 from $0.84. These upward revisions suggest improved analyst expectations for earnings. MarketBeat source
• Neutral Sentiment: A Zacks article compares ATMU’s performance this year with Honda and the auto, tires and trucks sector, but the supplied excerpt does not provide the performance results. Zacks article
• Negative Sentiment: Northland trimmed its Q4 2026 EPS estimate to $0.75 from $0.77, a modest near-term downgrade that partially offsets the broader upward revisions.

Wall Street Analyst Weigh In

ATMU has been the topic of several analyst reports. Wells Fargo & Company began coverage on Atmus Filtration Technologies in a research note on Monday, August 3rd. They issued an “equal weight” rating and a $56.00 target price on the stock. Weiss Ratings cut Atmus Filtration Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, November 9th. Finally, JPMorgan Chase & Co. upped their price target on Atmus Filtration Technologies from $54.00 to $60.00 and gave the stock an “overweight” rating in a research note on Monday, November 9th. Three analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Atmus Filtration Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $59.67.

Atmus Filtration Technologies Stock Performance

NYSE:ATMU traded down $0.54 during mid-day trading on Friday, reaching $55.28. The stock had a trading volume of 568,055 shares, compared to its average volume of 721,097. Atmus Filtration Technologies Inc. has a twelve month low of $40.75 and a twelve month high of $66.50. The business has a 50 day simple moving average of $46.17 and a 200 day simple moving average of $52.85. The firm has a market capitalization of $4.49 billion, a price-to-earnings ratio of 20.55, a PEG ratio of 2.10 and a beta of 1.17. The company has a debt-to-equity ratio of 1.88, a quick ratio of 1.73 and a current ratio of 2.56.

Atmus Filtration Technologies (NYSE:ATMU) last released its earnings results on Friday, November 6th. The company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.04. The company had revenue of $510.00 million for the quarter, compared to analysts’ expectations of $501.59 million. Atmus Filtration Technologies had a return on equity of 55.47% and a net margin of 11.26%. The firm’s quarterly revenue was up 13.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.69 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.900-3.050 EPS. On average, analysts expect that Atmus Filtration Technologies Inc. will post 3.00 earnings per share for the current fiscal year.

Insider Activity at Atmus Filtration Technologies

In related news, insider Renee Swan sold 3,870 shares of Atmus Filtration Technologies stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $50.89, for a total value of $196,944.30. Following the sale, the insider directly owned 46,875 shares in the company, valued at $2,385,468.75. The trade was a 7.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.43% of the stock is owned by corporate insiders.

Atmus Filtration Technologies Profile

Atmus Filtration Technologies designs, manufactures and distributes filtration products and solutions for equipment and engines. Its offerings include air, fuel, lubricating-oil, hydraulic and coolant filtration, as well as crankcase ventilation and emissions-related products. The company markets many of its products under the Fleetguard brand. Atmus serves customers in markets including on-highway transportation, agriculture, construction, mining, marine, power generation and industrial equipment.