Wall Street Zen Upgrades Atmus Filtration Technologies (NYSE:ATMU) to Strong-Buy

Atmus Filtration Technologies (NYSE:ATMU) was upgraded by stock analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued to clients and investors on Saturday.

Other equities analysts have also issued reports about the company. JPMorgan Chase & Co. lifted their price objective on Atmus Filtration Technologies from $60.00 to $64.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Atmus Filtration Technologies in a research report on Wednesday, January 21st. Zacks Research downgraded shares of Atmus Filtration Technologies from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Finally, 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. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $50.50.

Atmus Filtration Technologies Stock Performance

NYSE:ATMU opened at $64.17 on Friday. The company has a market cap of $5.23 billion, a P/E ratio of 25.67, a P/E/G ratio of 2.77 and a beta of 1.56. The firm’s 50 day moving average is $55.86 and its two-hundred day moving average is $49.13. Atmus Filtration Technologies has a fifty-two week low of $30.94 and a fifty-two week high of $66.00. The company has a quick ratio of 1.41, a current ratio of 2.14 and a debt-to-equity ratio of 1.63.

Atmus Filtration Technologies (NYSE:ATMU) last announced its quarterly earnings data on Friday, February 13th. The company reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.09. The company had revenue of $446.60 million during the quarter, compared to analysts’ expectations of $422.25 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 73.91%. The business’s quarterly revenue was up 9.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.58 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. Analysts expect that Atmus Filtration Technologies will post 2.52 EPS for the current year.

Hedge Funds Weigh In On Atmus Filtration Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Atmus Filtration Technologies by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 49,874 shares of the company’s stock worth $1,832,000 after buying an additional 2,176 shares during the last quarter. Millennium Management LLC grew its holdings in Atmus Filtration Technologies by 17.5% during the 1st quarter. Millennium Management LLC now owns 219,639 shares of the company’s stock worth $8,067,000 after acquiring an additional 32,727 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of Atmus Filtration Technologies by 143.1% in the 1st quarter. Jones Financial Companies Lllp now owns 700 shares of the company’s stock worth $26,000 after purchasing an additional 412 shares during the last quarter. Caxton Associates LLP acquired a new stake in shares of Atmus Filtration Technologies in the 1st quarter valued at about $283,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Atmus Filtration Technologies by 2.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 159,638 shares of the company’s stock valued at $5,864,000 after purchasing an additional 3,419 shares in the last quarter. 32.73% of the stock is owned by hedge funds and other institutional investors.

Atmus Filtration Technologies News Roundup

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

• Positive Sentiment: Q4 beat and solid fundamentals: ATMU posted $0.66 EPS vs. a $0.57 consensus and revenue of $446.6M vs. ~$422M expected; revenue was up ~9.8% YoY, net margin ~11.6% and ROE ~76.8% — a clear earnings-driven catalyst. Read More.
• Positive Sentiment: Corporate announcement momentum: The company recently announced a dividend and shares hit a new 1‑year high, which supports positive investor sentiment around cash return and shareholder-friendly actions. Read More.
• Neutral Sentiment: FY‑2026 guidance roughly in line with consensus: Management guided EPS to $2.75–$3.00 and revenue to $1.9B–$2.0B (street ~ $2.86 EPS / ~$1.9B revenue). The range keeps expectations intact but leaves upside/back‑end risk tied to execution. Read More.
• Neutral Sentiment: Management commentary and next‑steps: The earnings call and transcript provide color on product mix, margins and any integration/partner deals (e.g., references to a potential Koch-related deal) that could affect future growth; details remain to be validated by execution. Read More. · Read More.
• Negative Sentiment: Street valuation headwinds: The published average analyst price target (~$50.50) is materially below recent trading levels, indicating some sell‑side skepticism on sustained upside at current multiples. Read More.

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.