Atmus Filtration Technologies (ATMU)

• Market cap: $2.87B
• 1 day: 0.70%
• 5 days: 3.52%
• 1 month: -5.61%
• 3 months: -19.13%
• 6 months: -11.15%
• Year to date: -10.94%
• 1 year: 14.46%
• 5 years: 60.14%
• 10 years: 60.14%
• Sector: Industrials
• Industry: Pollution & Treatment Controls

About: Atmus Filtration Technologies Inc manufactures filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power generation vehicles and equipment. It designs and manufactures Developed filtration products, principally under the Fleetguard brand, that enable lower emissions and provide asset protection. It designs, manufactures, and sells filters, coolants, and chemical products. The company offers products for first-fit and aftermarket applications including air filters, fuel filters, fuel water separators, lube filters, hydraulic filters, coolants, fuel additives, and other filtration systems to original equipment manufacturers, dealers/distributors, and end-users.

Employees: 4,500

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

612% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

17% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]

2% more funds holding

Funds holding: 278 [Q3] → 284 (+6) [Q4]

4% more capital invested

Capital invested by funds: $3.14B [Q3] → $3.27B (+$131M) [Q4]

0.22% more ownership

Funds ownership: 100.37% [Q3] → 100.59% (+0.22%) [Q4]

4% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 95

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38 10% upside
• Avg. target: $41 17% upside
• High target: $45 30% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

JP Morgan Tami Zakaria 34% 1-year accuracy 12 / 35 met price target	10% upside $38	Overweight Maintained	11 Apr 2025
Wells Fargo Joseph O'Dea 40% 1-year accuracy 14 / 35 met price target	12% upside $39	Equal-Weight Maintained	24 Feb 2025
Baird Robert Mason 29% 1-year accuracy 4 / 14 met price target	30% upside $45	Outperform Maintained	24 Feb 2025