Atlas Energy Solutions Inc.
Atlas Energy Solutions Inc. (AESI) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
Atlas Energy Solutions is a Permian frac-sand and logistics company in the middle of a capital-intensive pivot into distributed power. At $16.21 the price sits above every valuation family: it is rich on assets, peers, and even forward growth, so the price is a bet beyond what standard frames support. The single decisive number is frac-sand pricing. Average proppant sales fell to about $19.85 per ton in Q1 2026 with guidance toward roughly $18, and the company posted a net loss as weak pricing
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231 institutional managers reported holding AESI in 13F filings for the quarter ended 2026-03-31. Together they hold about 72% of the company; the top 10 hold 40%. 38 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 19.4M shares were sold short as of the 2026-06-15 count, about 16% of shares outstanding (7.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (3 and counting), raised 2 years straight; the current rate is $0.75 a share annually. Cash returned over the past three years: $182.73M in dividends and $200k in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AESI over the trailing three years: 2024: 15 buys totaling $5.76M; 2025: 6 buys totaling $6.23M. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AESI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-05-09 | +2.4% | -8.8% |
| 2024-08-07 | +5.7% | +13.1% |
| 2024-10-30 | +1.7% | +11.8% |
| 2025-02-26 | -5.9% | -30.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AESI's latest 8-K filings: 2026-05-08 (items 5.07); 2026-05-04 (items 2.02, 7.01, 9.01); 2026-04-09 (items 1.01, 2.03, 3.02, 8.01, 9.01); 2026-04-06 (items 2.02, 7.01, 8.01, 9.01); 2026-04-01 (items 2.02, 7.01, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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