Atmus Filtration Technologies Inc.
In the published model solve dated 2026-Q2, anchored at $47.73, Atmus Filtration Technologies Inc. (ATMU) is priced for +8.3% 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.
• Roughly seven of every eight sales dollars come from replacement parts rather than new equipment, since the company estimates that ⟦"approximately 86% of our net sales in 2025 were generated in the aftermarket, where our"⟧ products go in as replacement or repair parts, with first-fit sales to vehicle makers making up the rest. • The customer list is short and old at the same time: top customers ⟦"in the aggregate accounted for approximately 70% of Atmus' net sales in 2025 and have consistently
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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: 2026-08-14 (items 7.01, 9.01); 2026-08-07 (items 2.02, 9.01); 2026-05-13 (items 7.01, 9.01); 2026-05-12 (items 5.07); 2026-05-11 (items 5.02).
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.