Atkore Inc.
In the published model solve dated 2026-Q2, anchored at $93.76, Atkore Inc. (ATKR) is priced for +1.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The revenue decline is a price event, not a demand event: fiscal 2025 ⟦"Net sales for fiscal 2025 decreased $351.7 million to $2,850.4 million, a decrease of 11.0%"⟧, and the filing attributes it to ⟦"decreased average selling prices of $381.8 million and divestitures of $9.3 million"⟧ rather than to volume. • Nothing shields the margin when prices move, because Atkore ⟦"generally sell our products on a spot basis"⟧ and ⟦"Historically, we have not engaged in material hedging strategies for raw
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290 institutional managers reported holding ATKR in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 49%. 41 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.7 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.
ATKR has cut its share count 27.6% over the past five years, spending $1.50B on repurchases. It pays a dividend, and has for 2 years running. Cash returned over the past three years: $100.95M in dividends and $563.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ATKR over the trailing three years. Absence is a fact about the company, not a signal. 17 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.
ATKR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +0.9% | -1.3% |
| 2023-11-18 | -2.8% | +16.4% |
| 2024-02-02 | -2.6% | +23.7% |
| 2024-05-08 | -10.6% | -11.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ATKR's latest 8-K filings: 2026-08-03 (items 2.02, 9.01); 2026-08-03 (items 1.01, 7.01, 9.01); 2026-06-04 (items 1.01, 9.01); 2026-05-05 (items 2.02, 7.01, 9.01); 2026-04-29 (items 1.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.