Atmus Filtration Technologies (NYSE:ATMU) Sees Large Volume Increase on Strong Earnings

Shares of Atmus Filtration Technologies Inc. (NYSE:ATMU) saw unusually-strong trading volume on Friday following a better than expected earnings announcement. Approximately 861,395 shares traded hands during mid-day trading, an increase of 37% from the previous session’s volume of 626,793 shares.The stock last traded at $65.0530 and had previously closed at $62.12.

The company reported $0.66 earnings per share for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. The business had revenue of $446.60 million during the quarter, compared to analyst estimates of $422.25 million. Atmus Filtration Technologies had a net margin of 11.57% and a return on equity of 76.84%. The company’s quarterly revenue was up 9.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.58 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

Atmus Filtration Technologies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.055 per share. This represents a $0.22 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Friday, February 20th. Atmus Filtration Technologies’s payout ratio is currently 9.17%.

Atmus Filtration Technologies News Roundup

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

• Positive Sentiment: Q4 earnings beat and revenue upside — Atmus reported $0.66 EPS vs. consensus $0.57 and revenue of ~$446.6M vs. ~$422.3M expected; revenue was up ~9.8% YoY, and GAAP net income and margins were healthy. Zacks: Atmus Q4 Beats
• Positive Sentiment: Company press release and investor materials confirm results and provide color — full Q4 and FY‑2025 results, slide deck and press release are available for deeper review. Press Release / Slide Deck
• Positive Sentiment: Dividend and investor sentiment — recent dividend announcement helped push ATMU to a one‑year high ahead of the print, signaling shareholder-friendly policy that can support the stock. Dividend Announcement
• Neutral Sentiment: FY‑2026 guidance is mixed/inline — management gave EPS guidance of $2.75–$3.00 and revenue guidance roughly $1.9B–$2.0B, which sits close to consensus but includes a lower bound below the street; guidance reduces forecast uncertainty but leaves range risk. BusinessWire: Q4 & FY Results (guidance)
• Neutral Sentiment: Market previews and analyst discussion — several previews and snapshots ran ahead of the print (Investing, Yahoo, WTOP) that framed expectations and may have amplified intraday moves as results hit. WTOP Earnings Snapshot
• Negative Sentiment: Analyst targets still conservative — the reported average analyst price target (~$50.50) sits well below the current trading level, implying limited analyst upside and potential downside if sentiment weakens. Analyst Price Targets

Analyst Upgrades and Downgrades

ATMU has been the subject of several research analyst reports. Wells Fargo & Company raised their target price on shares of Atmus Filtration Technologies from $52.00 to $54.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 7th. JPMorgan Chase & Co. lifted their target price on Atmus Filtration Technologies from $60.00 to $64.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Zacks Research downgraded Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Wall Street Zen lowered Atmus Filtration Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research note on Wednesday, January 21st. Three analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Atmus Filtration Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $50.50.

Institutional Trading of Atmus Filtration Technologies

Institutional investors have recently added to or reduced their stakes in the stock. Channing Capital Management LLC raised its stake in shares of Atmus Filtration Technologies by 3,192.8% during the 3rd quarter. Channing Capital Management LLC now owns 1,715,015 shares of the company’s stock worth $77,330,000 after buying an additional 1,662,931 shares during the last quarter. Boston Trust Walden Corp acquired a new stake in Atmus Filtration Technologies during the fourth quarter worth approximately $44,304,000. Eminence Capital LP boosted its holdings in shares of Atmus Filtration Technologies by 12.0% during the second quarter. Eminence Capital LP now owns 6,448,993 shares of the company’s stock worth $234,872,000 after purchasing an additional 691,939 shares during the last quarter. First Trust Advisors LP raised its holdings in shares of Atmus Filtration Technologies by 49.1% during the third quarter. First Trust Advisors LP now owns 1,527,957 shares of the company’s stock valued at $68,896,000 after buying an additional 503,383 shares during the last quarter. Finally, Port Capital LLC bought a new position in Atmus Filtration Technologies in the 3rd quarter worth approximately $19,409,000. Hedge funds and other institutional investors own 32.73% of the company’s stock.

Atmus Filtration Technologies Trading Up 4.7%

The firm has a 50-day moving average of $55.62 and a 200 day moving average of $48.80. The company has a current ratio of 2.14, a quick ratio of 1.41 and a debt-to-equity ratio of 1.63. The stock has a market capitalization of $5.30 billion, a price-to-earnings ratio of 26.86, a PEG ratio of 2.77 and a beta of 1.56.

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.