Update shared on20 Sep 2025
Fair value Increased 2.16%Atmus Filtration Technologies’ consensus price target was raised from $46.20 to $47.20 as analysts cited strong execution, record Q2 performance, and increased 2025 guidance, underscoring resilience and reinforced multi-year growth prospects.
Analyst Commentary
- Bullish analysts note strong execution from Atmus Filtration Technologies, even amid challenging demand conditions.
- Upward price target revisions are attributed to record Q2 results and a raised full-year 2025 guidance.
- Management engagement, including insights from the CFO, reassured analysts about ongoing multi-year growth initiatives.
- The company's ability to deliver stellar results despite awaiting broader market recovery underpins positive sentiment.
- Analysts emphasize a growing track record of outperformance and operational resilience.
What's in the News
- Quarterly dividend increased by 10% to $0.055 per common share.
- Earnings guidance for 2025 raised; revenue expected between $1,685 million and $1,735 million.
- Company is actively seeking M&A opportunities and balancing this with potential share repurchases, emphasizing growth via both organic and inorganic strategies.
- Completed repurchase of 1,329,110 shares (1.6% of share count) for $50.36 million under the announced buyback program.
- Added to multiple Russell value and defensive indices, including the Russell 2000, 2500, and 3000 series.
Valuation Changes
Summary of Valuation Changes for Atmus Filtration Technologies
- The Consensus Analyst Price Target has risen slightly from $46.20 to $47.20.
- The Future P/E for Atmus Filtration Technologies has risen slightly from 17.27x to 17.65x.
- The Discount Rate for Atmus Filtration Technologies remained effectively unchanged, moving only marginally from 8.33% to 8.35%.
Disclaimer
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