Steadtrust LLC Buys 60,000 Shares of Atlas Energy Solutions Inc. $AESI

Steadtrust LLC raised its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 300.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 80,000 shares of the company’s stock after buying an additional 60,000 shares during the quarter. Steadtrust LLC owned about 0.06% of Atlas Energy Solutions worth $754,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. EverSource Wealth Advisors LLC acquired a new position in Atlas Energy Solutions during the second quarter worth $25,000. Quarry LP bought a new position in Atlas Energy Solutions in the third quarter valued at $26,000. Centerpoint Advisors LLC grew its position in Atlas Energy Solutions by 270.6% in the third quarter. Centerpoint Advisors LLC now owns 2,850 shares of the company’s stock valued at $32,000 after purchasing an additional 2,081 shares in the last quarter. BNP Paribas Financial Markets grew its position in Atlas Energy Solutions by 43.4% in the second quarter. BNP Paribas Financial Markets now owns 7,823 shares of the company’s stock valued at $105,000 after purchasing an additional 2,369 shares in the last quarter. Finally, Tower Research Capital LLC TRC grew its position in Atlas Energy Solutions by 34.8% in the second quarter. Tower Research Capital LLC TRC now owns 8,954 shares of the company’s stock valued at $120,000 after purchasing an additional 2,314 shares in the last quarter. Institutional investors own 34.59% of the company’s stock.

Insider Buying and Selling at Atlas Energy Solutions

In other Atlas Energy Solutions news, insider Gregory M. Shepard sold 130,000 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $11.98, for a total transaction of $1,557,400.00. Following the sale, the insider directly owned 7,421,210 shares of the company’s stock, valued at approximately $88,906,095.80. This represents a 1.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, major shareholder Chris Scholla sold 8,912 shares of the company’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $11.79, for a total transaction of $105,072.48. Following the sale, the insider directly owned 567,972 shares in the company, valued at $6,696,389.88. This trade represents a 1.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 238,912 shares of company stock worth $2,837,472 over the last ninety days. Insiders own 15.98% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on AESI. Weiss Ratings downgraded shares of Atlas Energy Solutions from a “hold (c-)” rating to a “sell (d)” rating in a research report on Friday, February 27th. Citigroup decreased their target price on shares of Atlas Energy Solutions from $11.00 to $10.40 and set a “neutral” rating for the company in a research report on Tuesday, December 23rd. Royal Bank Of Canada raised their target price on shares of Atlas Energy Solutions from $12.00 to $13.00 and gave the company a “sector perform” rating in a research report on Thursday, April 2nd. Stephens set a $16.00 target price on shares of Atlas Energy Solutions in a research report on Tuesday, January 27th. Finally, Barclays raised their target price on shares of Atlas Energy Solutions from $11.00 to $12.00 and gave the company an “underweight” rating in a research report on Monday. Two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Atlas Energy Solutions currently has a consensus rating of “Reduce” and a consensus target price of $11.91.

Key Atlas Energy Solutions News

Here are the key news stories impacting Atlas Energy Solutions this week:

• Positive Sentiment: Stephens reaffirmed a buy rating on AESI, supporting bullish investor views that the company’s operating outlook or valuation still merits upside. Stephens Remains a Buy on Atlas Energy Solutions (AESI)
• Neutral Sentiment: Context pieces and earnings commentary compare AESI’s Q4 results to peers — useful for longer‑term thesis but not an immediate catalyst. Unpacking Q4 Earnings: Atlas Energy Solutions (NYSE:AESI) In The Context Of Other Oilfield Services Stocks
• Negative Sentiment: The company priced an upsized private placement of convertible senior notes totaling $390M due 2031 at a 0.50% coupon — investors are selling on dilution concerns and potential share issuance if conversions occur. The low coupon reduces near‑term cash interest burden, but the size and convertibility are the main negative for the stock. Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031
• Negative Sentiment: Initial offering news and subsequent market coverage drove intraday selling and headlines that AESI shares were trading lower; several outlets flagged the convertible-debt news as the trigger. Why Atlas Energy Solutions (AESI) Shares Are Trading Lower Today
• Negative Sentiment: Barclays reaffirmed an underweight/sell view on AESI (while raising its price target modestly to $12), which reinforces downside sentiment among institutional sellers even though the PT change is small. Barclays Reaffirms Their Sell Rating on Atlas Energy Solutions (AESI)

Atlas Energy Solutions Stock Performance

NYSE AESI opened at $11.20 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.16 and a debt-to-equity ratio of 0.47. The firm’s fifty day moving average price is $12.00 and its two-hundred day moving average price is $10.92. Atlas Energy Solutions Inc. has a 1 year low of $7.64 and a 1 year high of $14.93. The firm has a market capitalization of $1.39 billion, a P/E ratio of -27.99 and a beta of 0.62.

Atlas Energy Solutions Company Profile

Atlas Energy Solutions (NYSE: AESI) is an independent energy infrastructure company specializing in the development and operation of low-carbon and renewable natural gas (RNG) projects alongside complementary clean energy offerings. Through its diversified platform, the company seeks to deliver decarbonization solutions across heavy-duty transportation and industrial markets, leveraging technologies that reduce greenhouse gas emissions while providing reliable fuel and energy services.

The company’s core business activities encompass four primary segments.