Atmus Filtration Technologies Inc.
At today's price, Atmus Filtration Technologies Inc. (ATMU) is priced for +14.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• The number that defines Atmus is its installed base: it sells filtration under the Fleetguard brand for trucks and equipment, and most of its revenue is replacement filters that wear out and get bought again, a recurring aftermarket stream that turns every engine running its first-fit filter into years of follow-on demand. • The defining risk is customer concentration, which the 10-K names directly: heavy reliance on Cummins ⟦"increases the risk of fluctuations in our operating results and our
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340 institutional managers reported holding ATMU in 13F filings for the quarter ended 2026-03-31. 60 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 3.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.5 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 for 2 years running; the current rate is $0.21 a share annually. Cash returned over the past three years: $30.00M in dividends and $98.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ATMU over the trailing three years: 2023: 1 buy totaling $101k; 2024: 2 buys totaling $460k; 2025: 2 buys totaling $2k. 12 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.
ATMU's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-11-04 | +2.1% | +12.3% |
| 2024-02-15 | +0.8% | +38.0% |
| 2024-05-04 | -8.0% | +0.4% |
| 2024-08-03 | +3.1% | +23.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ATMU's latest 8-K filings: 2026-05-13 (items 7.01, 9.01); 2026-05-12 (items 5.07); 2026-05-11 (items 5.02); 2026-05-01 (items 2.02, 9.01); 2026-02-13 (items 2.02, 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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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.