Q2 Earnings Forecast for ATMU Issued By Northland Securities

Atmus Filtration Technologies Inc. (NYSE:ATMU) – Analysts at Northland Securities issued their Q2 2027 earnings per share estimates for Atmus Filtration Technologies in a note issued to investors on Wednesday, April 1st. Northland Securities analyst B. Brooks anticipates that the company will post earnings of $0.89 per share for the quarter. The consensus estimate for Atmus Filtration Technologies’ current full-year earnings is $2.52 per share. Northland Securities also issued estimates for Atmus Filtration Technologies’ Q3 2027 earnings at $0.84 EPS, Q4 2027 earnings at $0.85 EPS and FY2027 earnings at $3.20 EPS.

A number of other research analysts have also recently commented on the company. JPMorgan Chase & Co. decreased their price target on Atmus Filtration Technologies from $73.00 to $70.00 and set an “overweight” rating on the stock in a research report on Wednesday. Wall Street Zen upgraded shares of Atmus Filtration Technologies from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Wells Fargo & Company dropped their target price on shares of Atmus Filtration Technologies from $67.00 to $58.00 and set an “equal weight” rating for the company in a research report on Wednesday. Finally, Zacks Research raised shares of Atmus Filtration Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $58.25.

Atmus Filtration Technologies Stock Performance

NYSE:ATMU opened at $58.13 on Thursday. The company has a market cap of $4.74 billion, a price-to-earnings ratio of 23.25, a PEG ratio of 2.55 and a beta of 1.48. Atmus Filtration Technologies has a fifty-two week low of $30.94 and a fifty-two week high of $66.50. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.66 and a current ratio of 2.42. The stock has a fifty day moving average price of $60.22 and a 200-day moving average price of $53.03.

Atmus Filtration Technologies (NYSE:ATMU) last posted its quarterly earnings data on Friday, February 13th. The company reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. The firm had revenue of $446.60 million for the quarter, compared to analyst estimates of $422.25 million. Atmus Filtration Technologies had a return on equity of 69.78% and a net margin of 11.76%.The company’s revenue was up 9.8% on a year-over-year basis. During the same quarter last year, the company earned $0.58 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS.

Institutional Investors Weigh In On Atmus Filtration Technologies

Hedge funds have recently made changes to their positions in the stock. Channing Capital Management LLC lifted its stake in Atmus Filtration Technologies by 3,192.8% in the 3rd quarter. Channing Capital Management LLC now owns 1,715,015 shares of the company’s stock valued at $77,330,000 after purchasing an additional 1,662,931 shares during the last quarter. Altrinsic Global Advisors LLC grew its stake in shares of Atmus Filtration Technologies by 21.8% during the third quarter. Altrinsic Global Advisors LLC now owns 251,382 shares of the company’s stock worth $11,335,000 after buying an additional 45,005 shares during the last quarter. Mangrove Partners IM LLC increased its holdings in shares of Atmus Filtration Technologies by 21.0% during the third quarter. Mangrove Partners IM LLC now owns 1,330,553 shares of the company’s stock worth $59,995,000 after buying an additional 230,922 shares in the last quarter. New York State Common Retirement Fund increased its holdings in shares of Atmus Filtration Technologies by 1,589.1% during the third quarter. New York State Common Retirement Fund now owns 432,389 shares of the company’s stock worth $19,496,000 after buying an additional 406,790 shares in the last quarter. Finally, Kennedy Capital Management LLC lifted its stake in shares of Atmus Filtration Technologies by 90.6% in the 3rd quarter. Kennedy Capital Management LLC now owns 351,610 shares of the company’s stock valued at $15,854,000 after acquiring an additional 167,095 shares during the last quarter. 32.73% of the stock is currently owned by institutional investors and hedge funds.

Atmus Filtration Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Friday, February 20th were paid a dividend of $0.055 per share. The ex-dividend date of this dividend was Friday, February 20th. This represents a $0.22 annualized dividend and a yield of 0.4%. Atmus Filtration Technologies’s payout ratio is presently 8.80%.

Atmus Filtration Technologies News Summary

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

• Positive Sentiment: Northland Securities published higher FY2027 modeling, projecting FY2027 EPS of $3.20 (vs. street FY2026 consensus ~ $2.52) and quarterly EPS of $0.89 (Q2), $0.84 (Q3) and $0.85 (Q4) — this signals expectations for continued earnings growth that can support a higher stock multiple.
• Positive Sentiment: Recent fundamentals remain supportive: Atmus beat Q4/quarterly consensus (reported $0.66 vs. $0.57) and set FY2026 guidance of $2.75–3.00 EPS, showing revenue growth and margin expansion that underpin the stock’s upside.
• Positive Sentiment: Operational expansion: Atmus expanded its French testing lab to boost testing capabilities, which may improve product validation, speed-to-market for new filters, and incremental sales in Europe. Atmus Filtration expands French lab
• Neutral Sentiment: JPMorgan lowered its price target from $73 to $70 but kept an “overweight” rating — the cut trims upside math but the buy stance remains, suggesting confidence in longer-term thesis. Read More
• Neutral Sentiment: General company profile pages and coverage updates (e.g., CNN markets) continue to circulate, keeping the stock in investors’ screens without introducing new directional catalysts. Atmus Filtration Technologies, Inc.
• Negative Sentiment: Wells Fargo cut its price target materially from $67 to $58 and moved to “equal weight,” which reduces implied upside and could pressure shares if other brokers follow. Wells Fargo target cut
• Negative Sentiment: Robert W. Baird lowered expectations for the stock, adding to the mix of downward analyst revisions that can keep near-term volatility elevated. Baird lowers expectations

Atmus Filtration Technologies Company Profile

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.