ATMU
Atmus Filtration Technologies Inc.
$49.80
+3.36%
$4.1B
No data for this timeframe.
Vol
Market Cap$4.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$3.1B
Inst. Activity21 buys / 12 sells
Insider Activity1B / 4S
Insider Net $-$1.6M
SEC Reports4
Recent Activity
Jun 12, 2026
short_volume
Short Volume: ATMU — 86.5% short (0.6M / 0.7M)
Short: 625,706 | Exempt: 3,910 | TRF Vol: 723,472 | Short Ratio: 86.5% | Off-exchange volume (dark p
Jun 2, 2026
SEC
CEO Stephanie Disher and CFO Jack Kienzler sold a combined $1.39M in open-market shares on June 1, 2026, at ~$45.25 per
CLUSTER — Impact 2/10
Jun 1, 2026
Insider
Swan Renee sold 2,566 shares
Chief People Officer @ $45.25 ($116.1K)
Jun 1, 2026
Insider
Masters Charles sold 2,890 shares
Senior Vice President @ $45.25 ($130.8K)
Jun 1, 2026
Insider
Kienzler Jack sold 5,132 shares
Chief Financial Officer @ $45.25 ($232.2K)
May 13, 2026
SEC
Atmus Filtration Technologies declared a quarterly cash dividend of $0.055 per common share, payable June 10, 2026, to s
8-K — Impact 2/10
May 11, 2026
SEC
Kevin N. Carpenter, the new SVP-Chief Supply Chain Officer, filed a Form 3 initial statement of beneficial ownership wit
3 — Impact 1/10
Inst.
Neuberger Berman Group LLC — DOUBLED
1,174,210 shares ($66.7M)
Price Targets
$66.40
+33.3% upside
Strong Buy
Current $49.80
Low $58.00
Median $67.00
High $73.00
5 analysts
$58.00
$73.00
Analyst Ratings
4Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 4, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Apr 1, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 30, 2026 | Baird | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.77 ▼ -1.3% | $0.73 — $0.82 | 2% YoY | 5 |
| Next Q | $0.76 ▲ +1.0% | $0.74 — $0.77 | 10% YoY | 5 |
| Current FY | $2.94 ▲ +0.6% | $2.87 — $3.07 | 8% YoY | 5 |
| Next FY | $3.21 | $3.14 — $3.32 | 10% YoY | 5 |
Latest Reports
NEUTRAL
CLUSTER
2/10
CEO Stephanie Disher and CFO Jack Kienzler sold a combined $1.39M in open-market shares on June 1, 2026, at ~$45.25 per
Jun 2, 2026
NEUTRAL
8-K
2/10
Atmus Filtration Technologies declared a quarterly cash dividend of $0.055 per common share, payable June 10, 2026, to s
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $386.7M | — |
| FMR LLC | $280.3M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $209.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $202.5M | — |
| Invesco Ltd. | $189.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Swan Renee | SELL | $116.1K |
| Jun 1, 2026 | Masters Charles | SELL | $130.8K |
| Jun 1, 2026 | Kienzler Jack | SELL | $232.2K |
| Jun 1, 2026 | Disher Stephanie | SELL | $1.2M |
| May 12, 2026 | HAGGERTY GRETCHEN | BUY | $5.6K |
50 institutional holders with $3.1B total value (55,262,195 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 21 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,810,861 | $386.7M | 12.3% | — |
| 2 | FMR LLC | 4,937,777 | $280.3M | 8.9% | ADD +26.2% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,689,470 | $209.5M | 6.7% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,566,486 | $202.5M | 6.4% | — |
| 5 | Invesco Ltd. | 3,343,900 | $189.8M | 6.0% | — |
| 6 | GOLDMAN SACHS GROUP INC | 3,290,936 | $186.8M | 6.0% | — |
| 7 | FIRST TRUST ADVISORS LP | 2,202,816 | $125.1M | 4.0% | ADD +39.5% |
| 8 | STATE STREET CORP | 1,895,114 | $107.6M | 3.4% | — |
| 9 | MORGAN STANLEY | 1,736,994 | $98.6M | 3.1% | — |
| 10 | D. E. Shaw & Co., Inc. | 1,620,752 | $92.0M | 2.9% | — |
| 11 | JANUS HENDERSON GROUP PLC | 1,551,117 | $88.1M | 2.8% | ADD +53.4% |
| 12 | Nuveen, LLC | 1,444,750 | $82.0M | 2.6% | — |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 1,386,421 | $78.7M | 2.5% | TRIM -27.8% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1,302,972 | $74.0M | 2.4% | — |
| 15 | Neuberger Berman Group LLC | 1,174,210 | $66.7M | 2.1% | DOUBLED +21648.7% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 999,548 | $56.7M | 1.8% | DOUBLED +193.8% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 940,625 | $53.4M | 1.7% | — |
| 18 | BANK OF AMERICA CORP /DE/ | 893,577 | $50.7M | 1.6% | ADD +33.8% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 818,850 | $50.3M | 1.6% | — |
| 20 | RAYMOND JAMES FINANCIAL INC | 821,724 | $45.2M | 1.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | DOUBLED | 5,399 | 1,174,210 | +21648.7% | $66.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 340,191 | 999,548 | +193.8% | $56.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 667,976 | 893,577 | +33.8% | $50.7M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 53,323 | 454,638 | +752.6% | $25.8M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 681,972 | 426,072 | -37.5% | $24.2M | 2026-Q1 |
| Woodline Partners LP | ADD | 257,222 | 355,936 | +38.4% | $20.2M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 564,727 | 322,609 | -42.9% | $18.3M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 284,198 | — | $16.1M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 67,468 | 283,401 | +320.1% | $16.1M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 740,503 | 257,251 | -65.3% | $15.0M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 634,588 | 181,867 | -71.3% | $10.3M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 300,334 | 167,596 | -44.2% | $9.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 102,132 | 164,150 | +60.7% | $9.3M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 291,153 | 158,026 | -45.7% | $9.0M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 64,932 | 93,363 | +43.8% | $5.3M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 22,100 | 81,826 | +270.3% | $4.6M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 15,449 | 66,321 | +329.3% | $3.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 17,839 | 52,044 | +191.7% | $3.0M | 2026-Q1 |
| Jain Global LLC | TRIM | 62,270 | 43,795 | -29.7% | $2.5M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 72,103 | 41,165 | -42.9% | $2.3M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 24,865 | 39,396 | +58.4% | $2.2M | 2026-Q1 |
| GABELLI FUNDS LLC | ADD | 29,500 | 38,500 | +30.5% | $2.2M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 67,293 | 27,213 | -59.6% | $1.5M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 21,000 | 26,645 | +26.9% | $1.5M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 47,400 | 18,700 | -60.5% | $1.1M | 2026-Q1 |
13 unique insiders with 27 transactions. Net insider value: -$1.6M ($5.6K bought, $1.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Swan Renee | Chief People Officer | SELL | 2,566 | $45.25 | $116.1K |
| Jun 1, 2026 | Masters Charles | Senior Vice President | SELL | 2,890 | $45.25 | $130.8K |
| Jun 1, 2026 | Kienzler Jack | Chief Financial Officer | SELL | 5,132 | $45.25 | $232.2K |
| Jun 1, 2026 | Disher Stephanie | Chief Executive Officer | SELL | 25,652 | $45.25 | $1.2M |
| May 12, 2026 | HAGGERTY GRETCHEN R | Director | BUY | 100.351 | $55.71 | $5.6K |
| May 12, 2026 | HAGGERTY GRETCHEN R | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Bennett Roy Edwin | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Donoso Diego | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | TAYLOR STUART A II | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Leipold Jane A | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Macadam Stephen E. | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Sharp Heath | Director | AWARD | 2,619 | — | — |
| May 12, 2026 | Carpenter Kevin N | SVP-Chief Supply Chain Officer | AWARD | 28,509 | — | — |
| Apr 1, 2026 | Heltebran Laura | CLO & Corp Sec | AWARD | 3,717 | — | — |
| Apr 1, 2026 | Kienzler Jack | Chief Financial Officer | AWARD | 5,163 | — | — |
| Apr 1, 2026 | Disher Stephanie | Chief Executive Officer | AWARD | 31,492 | — | — |
| Apr 1, 2026 | Swan Renee | Chief People Officer | AWARD | 1,962 | — | — |
| Apr 1, 2026 | Masters Charles | Senior Vice President | AWARD | 4,130 | — | — |
| Feb 27, 2026 | Swan Renee | Chief People Officer | TAX W/H | 9,570 | $64.53 | $617.6K |
| Feb 27, 2026 | Kienzler Jack | Chief Financial Officer | TAX W/H | 16,266 | $64.53 | $1.0M |
| Feb 27, 2026 | Masters Charles | Senior Vice President | TAX W/H | 9,046 | $64.53 | $583.7K |
| Feb 27, 2026 | Disher Stephanie | Chief Executive Officer | TAX W/H | 66,639 | $64.53 | $4.3M |
| Feb 13, 2026 | Disher Stephanie | Chief Executive Officer | AWARD | 169,209 | — | — |
| Feb 13, 2026 | Swan Renee | Chief People Officer | AWARD | 18,536 | — | — |
| Feb 13, 2026 | Masters Charles | Senior Vice President | AWARD | 21,152 | — | — |
| Feb 13, 2026 | Kienzler Jack | Chief Financial Officer | AWARD | 41,094 | — | — |
| Feb 5, 2026 | Sharp Heath | Director | AWARD | 614 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 1.8/10.
NEUTRAL
CLUSTER
2/10
CEO Stephanie Disher and CFO Jack Kienzler sold a combined $1.39M in open-market shares on June 1, 2
Jun 2, 2026
NEUTRAL
8-K
2/10
Atmus Filtration Technologies declared a quarterly cash dividend of $0.055 per common share, payable
May 13, 2026
NEUTRAL
3
1/10
Kevin N. Carpenter, the new SVP-Chief Supply Chain Officer, filed a Form 3 initial statement of bene
May 11, 2026
NEUTRAL
8-K
2/10
Atmus appointed Kevin Carpenter as SVP & Chief Supply Chain Officer, effective May 11, 2026. This is
May 11, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 4 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$66.40 mean target
+33.3% upside
Strong Buy (3.00)
$58.00 Low
$73.00 High
| Metric | Value |
|---|---|
| Current Price | $49.80 |
| Target Low | $58.00 |
| Target Mean | $66.40 |
| Target Median | $67.00 |
| Target High | $73.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.77 | $0.73 | $0.82 | 2.4% | -1.3% | 3↑ 2↓ | $0.5B | 11.4% | 5 |
| Next Q 2026-09-30 |
$0.76 | $0.74 | $0.77 | 9.8% | +1.0% | 3↑ 2↓ | $0.5B | 12.7% | 5 |
| Current FY 2026-12-31 |
$2.94 | $2.87 | $3.07 | 7.5% | +0.6% | 3↑ 1↓ | $2.0B | 12.9% | 5 |
| Next FY 2027-12-31 |
$3.21 | $3.14 | $3.32 | 9.5% | -0.1% | 2↑ 2↓ | $2.1B | 4.8% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.768 | |
| 7d ago | $0.768 | |
| 30d ago | $0.778 | -0.010 |
| 60d ago | $0.782 | -0.014 |
| 90d ago | $0.770 | -0.002 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 4, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Apr 1, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 30, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 17, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jan 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Jun 12, 2026
short_volume
Short Volume: ATMU — 86.5% short (0.6M / 0.7M)
Short: 625,706 | Exempt: 3,910 | TRF Vol: 723,472 | Short Ratio: 86.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ATMU — 65.9% short (0.4M / 0.6M)
Short: 415,180 | Exempt: 0 | TRF Vol: 630,356 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ATMU — 75.6% short (0.5M / 0.6M)
Short: 480,543 | Exempt: 0 | TRF Vol: 635,872 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ATMU — 64.5% short (0.4M / 0.7M)
Short: 439,925 | Exempt: 25,567 | TRF Vol: 681,591 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 1, 2026
earnings_calendar
ATMU Q1 2026 Earnings Scheduled — 2026-05-01
May 1, 2026
short_volume
Short Volume: ATMU — 74.2% short (1.3M / 1.7M)
Short: 1,297,905 | Exempt: 25,832 | TRF Vol: 1,748,173 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: ATMU — 31,459 shares ($2.0M) failed to deliver
Settlement: 20260501, Price: $63.40, FTD Value: $1,994,500.6, ATMUS FILTRATION TECHNOLOGIES
Apr 30, 2026
short_volume
Short Volume: ATMU — 74.1% short (0.5M / 0.6M)
Short: 473,178 | Exempt: 0 | TRF Vol: 638,938 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: ATMU — 57.2% short (0.3M / 0.5M)
Short: 297,570 | Exempt: 0 | TRF Vol: 520,247 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: ATMU — 68.4% short (0.7M / 1.0M)
Short: 675,433 | Exempt: 1,971 | TRF Vol: 987,310 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: ATMU — 64.0% short (0.7M / 1.2M)
Short: 740,720 | Exempt: 0 | TRF Vol: 1,156,769 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)