Subscribe

Atmus Filtration Technologies Inc. (ATMU)

USD51.64 -0.44 (-0.84%)
US NYSE Industrials Industrial - Pollution & Treatment Controls
Address 26 Century Boulevard 37214
Nashville, TN, US
CEO Stephanie Juanita Disher
Website Atmus.com
IPO 2023-05-26
CIK 1921963 ISIN US04956D1072

Explore sections of this company profile

Description

Atmus Filtration Technologies Inc. specializes in the global design, manufacturing, and distribution of advanced filtration products, marketed under its reputable Fleetguard brand. The company's comprehensive portfolio includes essential components such as fuel, lubrication, air, crankcase ventilation, and hydraulic filters, in addition to coolants and fuel additives. These solutions are critical for a wide array of applications, from on-highway and off-highway commercial vehicles to heavy equipment used in agriculture, construction, mining, and power generation. Atmus serves a diverse international customer base spanning North America, Europe, South America, Asia, Australia, and Africa, catering to original equipment manufacturers (OEMs), various dealers/distributors, and direct end-users. Founded in 1958, the company maintains its headquarters in Nashville, Tennessee, and operates as a subsidiary of Cummins Inc.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Cummins Inc. CMI 2024-02-14 View
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD51.64 -0.44 (-0.84%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.25
Float Shares
80.99M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.82% +4.10% -10.44% -8.89% +13.34% +9.03% +48.36% +161.43% +161.43% +161.43% +161.43%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
51.64
Low 34.00 -34.2%
Consensus 40.33 -21.9%
Median 42.00 -18.7%
High 45.00 -12.8%
DCF (Unlevered) 38.74 -25.0%
DCF (Levered) 20.82 -59.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
39.50
-23.5%
Quality scores
Altman Z-Score
4.19
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Pollution & Treatment Controls: +8.0%
    +5.7% Q1'26: +14.6% (vs Q1'25)
  • EPS growth Industrial - Pollution & Treatment Controls: +15.8%
    +12.6% Q1'26: +9.3% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Pollution & Treatment Controls: +35.7%
    +7.5% Q1'26: +5.3% (vs Q1'25)
  • EBIT margin Industrial - Pollution & Treatment Controls: +10.2%
    +16.4% Q1'26: +17.2% (vs Q1'25)
  • ROIC Industrial - Pollution & Treatment Controls: +6.6%
    +31.6% Q1'26: +20.8% (vs Q1'25)
  • Share dilution Industrial - Pollution & Treatment Controls: 0.0%
    -1.0% Q1'26: -1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Pollution & Treatment Controls: -0.39×
    1.79× Q1'26: 2.82× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.48) × ERP
WACC = 89% × Ke + 11% × Kd (5.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 38.74 Current price: 51.64
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
1.63B
est: 1.64B (-0.5%)
1.67B
est: 1.66B (+0.4%)
1.76B
est: 1.74B (+1.4%)
1.99B
1.97B – 2.00B
+14.5% YoY
2.09B
2.07B – 2.10B
+4.9% YoY
2.17B
2.15B – 2.18B
+3.8% YoY
EBITDA
255.30M
est: 388.29M (-34.3%)
286.00M
est: 394.48M (-27.5%)
318.80M
est: 412.93M (-22.8%)
472.85M
468.12M – 475.22M
+14.5% YoY
495.79M
492.43M – 498.16M
+4.9% YoY
514.76M
511.27M – 518.09M
+3.8% YoY
EBIT
233.80M
est: 357.02M (-34.5%)
261.20M
est: 362.71M (-28.0%)
288.80M
est: 379.67M (-23.9%)
434.77M
430.42M – 436.94M
+14.5% YoY
455.86M
452.77M – 458.04M
+4.9% YoY
473.30M
470.10M – 476.36M
+3.8% YoY
Net Income
171.30M
est: 164.10M (+4.4%)
185.60M
est: 202.14M (-8.2%)
207.40M
est: 217.12M (-4.5%)
244.70M
236.46M – 252.94M
+12.7% YoY
260.56M
260.37M – 275.29M
+6.5% YoY
288.09M
285.61M – 290.57M
+10.6% YoY
SGA
est: 34.18M (-100.0%)
est: 34.73M (-100.0%)
184.30M
est: 36.35M (+407.0%)
41.63M
41.21M – 41.83M
+14.5% YoY
43.64M
43.35M – 43.85M
+4.9% YoY
45.32M
45.01M – 45.61M
+3.8% YoY
EPS
2.06
est: 1.97 (+4.6%)
2.23
est: 2.45 (-8.8%)
2.52
est: 2.63 (-4.3%)
2.94
2.86 – 3.05
+11.5% YoY
3.21
3.14 – 3.32
+9.5% YoY
3.48
3.45 – 3.51
+8.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 JP Morgan Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
174.20M
OE per share TTM
2.11
Owner's Yield
3.77%
Maintenance CapEx ratio
13.72%
Maint CapEx / Avg PPE
9.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
81
Total invested
247.73M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Cummins Inc. 67.05M 80.50% 67.05M 67.05M CO Indiana 2024-02-14
2 The Vanguard Group - 23-1945930 8.40M 10.08% 186.0K IA Pennsylvania 2024-06-10
3 (1) BlackRock, Inc. 6.04M 7.20% 5.95M 6.04M HC Delaware 2024-10-25
4 Abigail P. Johnson 5.34M 6.41% 5.34M IN Delaware 2024-11-12
5 FMR LLC 5.34M 6.41% 5.34M 5.34M HC Delaware 2024-11-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
81
-235 vs prev Q
New positions
12
Closed positions
240
Increased
40
Reduced
21
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 7.84M -132.3K (-1.7%) 407.09M +47.5M (+13.2%) 9.54% -0.126 pp 0.01% +0.001 pp USD30.01 +73.0% 11 qtrs
2 BLACKROCK, INC. 6.77M +109.6K (+1.6%) 351.46M +51.1M (+17.0%) 8.24% +0.163 pp 0.01% +0.001 pp USD37.81 +37.3% 6 qtrs
3 PRICE T ROWE ASSOCIATES INC /MD/ 4.68M +596.6K (+14.6%) 242.83M +58.8M (+32.0%) 5.69% +0.744 pp 0.03% +0.007 pp USD39.85 +30.3% 11 qtrs
4 FMR LLC 4.42M +917.2K (+26.2%) 229.43M +71.5M (+45.3%) 5.38% +1.131 pp 0.01% +0.004 pp USD34.20 +51.8% 11 qtrs
5 EMINENCE CAPITAL, LP 3.83M -2.7M (-41.4%) 198.57M -95.5M (-32.5%) 4.65% -3.252 pp 3.14% -0.426 pp USD37.87 +37.1% 6 qtrs
6 GOLDMAN SACHS GROUP INC 3.20M +165.5K (+5.4%) 166.22M +29.3M (+21.4%) 3.90% +0.215 pp 0.02% +0.004 pp USD32.42 +60.1% 11 qtrs
7 INVESCO LTD. 2.73M +504.6K (+22.7%) 141.63M +41.4M (+41.3%) 3.32% +0.624 pp 0.02% +0.006 pp USD40.45 +28.3% 9 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 2.43M +54.4K (+2.3%) 126.09M +19.0M (+17.8%) 2.95% +0.077 pp 0.01% +0.001 pp USD32.16 +61.4% 10 qtrs
9 FIRST TRUST ADVISORS LP 2.13M +604.0K (+39.5%) 110.67M +41.8M (+60.6%) 2.59% +0.742 pp 0.08% +0.029 pp USD42.97 +20.8% 7 qtrs
10 MORGAN STANLEY 2.12M -193.4K (-8.3%) 110.23M +5.8M (+5.5%) 2.58% -0.225 pp 0.01% +0.000 pp USD29.71 +74.7% 11 qtrs
11 STATE STREET CORP 1.90M -31.9K (-1.7%) 98.72M +11.5M (+13.2%) 2.31% -0.030 pp 0.00% +0.000 pp USD30.60 +69.6% 10 qtrs
12 CHANNING CAPITAL MANAGEMENT, LLC 1.63M -86.1K (-5.0%) 84.56M +7.2M (+9.3%) 1.98% -0.097 pp 2.17% +0.139 pp USD44.83 +15.8% 3 qtrs
13 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.62M +297.9K (+22.5%) 84.24M +24.5M (+41.0%) 1.97% +0.368 pp 0.05% +0.017 pp USD41.46 +25.2% 5 qtrs
14 WELLINGTON MANAGEMENT GROUP LLP 1.60M -616.4K (-27.8%) 83.19M -16.9M (-16.9%) 1.95% -0.740 pp 0.01% -0.003 pp USD31.35 +65.6% 11 qtrs
15 D. E. SHAW & CO., INC. 1.44M -324.5K (-18.3%) 74.96M -4.8M (-6.0%) 1.76% -0.387 pp 0.04% -0.004 pp USD34.93 +48.6% 9 qtrs
16 WESTWOOD HOLDINGS GROUP INC 1.38M -256.9K (-15.7%) 71.71M -2.2M (-2.9%) 1.68% -0.305 pp 0.58% +0.056 pp USD43.32 +19.8% 3 qtrs
17 JANUS HENDERSON GROUP PLC 1.37M +476.4K (+53.4%) 71.07M +30.8M (+76.5%) 1.67% +0.584 pp 0.03% +0.013 pp USD42.80 +21.3% 7 qtrs
18 MANGROVE PARTNERS 1.32M -15.3K (-1.2%) 68.27M +8.3M (+13.8%) 1.60% -0.013 pp 5.56% +1.131 pp USD26.92 +92.8% 10 qtrs
19 NUVEEN, LLC 1.31M +195.4K (+17.5%) 68.02M +17.7M (+35.3%) 1.59% +0.243 pp 0.02% +0.005 pp USD40.59 +27.9% 4 qtrs
20 DIMENSIONAL FUND ADVISORS LP 1.26M +70.0K (+5.9%) 65.30M +11.7M (+21.9%) 1.53% +0.094 pp 0.01% +0.002 pp USD37.89 +37.0% 7 qtrs
21 PARSIFAL CAPITAL MANAGEMENT, LP 1.23M -8.7K (-0.7%) 64.07M +8.0M (+14.3%) 1.50% -0.005 pp 5.26% +0.039 pp USD29.62 +75.3% 8 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 935.9K +27.6K (+3.0%) 48.58M +7.6M (+18.6%) 1.14% +0.040 pp 0.01% +0.001 pp USD33.10 +56.8% 10 qtrs
23 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 877.4K -215.9K (-19.8%) 45.55M -3.8M (-7.6%) 1.07% -0.255 pp 0.01% -0.001 pp USD32.87 +57.9% 8 qtrs
24 PORT CAPITAL LLC 876.7K +446.3K (+103.7%) 45.51M +26.1M (+134.5%) 1.07% +0.545 pp 1.96% +1.154 pp USD48.56 +6.9% 2 qtrs
25 RAYMOND JAMES FINANCIAL INC 865.5K -85.8K (-9.0%) 45.25M +2.4M (+5.5%) 1.05% -0.100 pp 0.01% +0.000 pp USD38.37 +35.3% 5 qtrs
26 BOSTON TRUST WALDEN CORP 853.5K +853.5K (+100.0%) 44.30M +44.3M (+100.0%) 1.04% +1.041 pp 0.33% +0.334 pp USD51.91 +0.0% 1 qtrs NEW
27 MANUFACTURERS LIFE INSURANCE COMPANY, THE 769.7K -268.9K (-25.9%) 39.96M -6.9M (-14.7%) 0.94% -0.320 pp 0.03% -0.006 pp USD28.79 +80.3% 11 qtrs
28 SILVERCREST ASSET MANAGEMENT GROUP LLC 750.7K +750.7K (+100.0%) 38.97M +39.0M (+100.0%) 0.91% +0.913 pp 0.27% +0.268 pp USD51.91 +0.0% 1 qtrs NEW
29 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 740.5K -509.5K (-40.8%) 38.81M -16.8M (-30.2%) 0.90% -0.614 pp 0.06% -0.026 pp USD30.93 +67.8% 11 qtrs
30 NORTHERN TRUST CORP 716.7K -40.2K (-5.3%) 37.20M +3.1M (+9.0%) 0.87% -0.046 pp 0.00% +0.000 pp USD31.51 +64.7% 10 qtrs
31 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 682.0K -69.8K (-9.3%) 35.40M +1.5M (+4.4%) 0.83% -0.080 pp 0.10% +0.011 pp USD36.73 +41.3% 4 qtrs
32 BANK OF AMERICA CORP /DE/ 668.0K +134.8K (+25.3%) 34.67M +10.6M (+44.2%) 0.81% +0.166 pp 0.00% +0.001 pp USD37.97 +36.7% 11 qtrs
33 ROYCE & ASSOCIATES LP 667.8K +17.7K (+2.7%) 34.67M +5.4M (+18.3%) 0.81% +0.026 pp 0.35% +0.059 pp USD29.83 +74.0% 11 qtrs
34 FRONTIER CAPITAL MANAGEMENT CO LLC 653.6K +284.9K (+77.3%) 33.93M +17.3M (+104.1%) 0.80% +0.348 pp 0.36% +0.211 pp USD44.25 +17.3% 6 qtrs
35 ASSENAGON ASSET MANAGEMENT S.A. 634.6K +252.3K (+66.0%) 32.94M +15.7M (+91.1%) 0.77% +0.311 pp 0.05% +0.022 pp USD44.10 +17.7% 5 qtrs
36 TEACHER RETIREMENT SYSTEM OF TEXAS 590.7K +31.6K (+5.7%) 30.66M +5.5M (+21.6%) 0.72% +0.043 pp 0.11% +0.005 pp USD40.24 +29.0% 6 qtrs
37 ALGERT GLOBAL LLC 569.9K +101.9K (+21.8%) 29.59M +8.5M (+40.2%) 0.69% +0.126 pp 0.46% +0.108 pp USD40.67 +27.6% 7 qtrs
38 MARSHALL WACE, LLP 564.7K +87.2K (+18.3%) 29.31M +7.8M (+36.1%) 0.69% +0.108 pp 0.03% +0.005 pp USD39.04 +33.0% 8 qtrs
39 MEDINA VALUE PARTNERS, LLC 512.3K +7.4K (+1.5%) 26.59M +3.8M (+16.8%) 0.62% +0.013 pp 6.21% +0.895 pp USD28.27 +83.6% 11 qtrs
40 GW&K INVESTMENT MANAGEMENT, LLC 482.7K +34.3K (+7.6%) 25.06M +4.8M (+23.9%) 0.59% +0.045 pp 0.22% +0.038 pp USD28.64 +81.3% 9 qtrs
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 444.0K +126.3K (+39.7%) 23.05M +8.7M (+60.9%) 0.54% +0.155 pp 0.00% +0.001 pp USD41.25 +25.8% 9 qtrs
42 FEDERATED HERMES, INC. 413.0K +131.1K (+46.5%) 21.44M +8.7M (+68.7%) 0.50% +0.162 pp 0.04% +0.013 pp USD38.27 +35.6% 9 qtrs
43 NEW YORK STATE COMMON RETIREMENT FUND 409.3K -23.1K (-5.3%) 21.25M +1.7M (+9.0%) 0.50% -0.025 pp 0.03% +0.003 pp USD44.14 +17.6% 10 qtrs
44 ABRDN PLC 400.7K -23.5K (-5.5%) 20.80M +1.6M (+8.4%) 0.49% -0.026 pp 0.03% +0.002 pp USD31.23 +66.2% 7 qtrs
45 ANCORA ADVISORS, LLC 375.6K -70.0 (0.0%) 19.50M +2.6M (+15.1%) 0.46% +0.002 pp 0.40% +0.063 pp USD30.75 +68.8% 7 qtrs
46 SCHONFELD STRATEGIC ADVISORS LLC 366.1K +366.1K (+100.0%) 19.01M +19.0M (+100.0%) 0.45% +0.445 pp 0.08% +0.084 pp USD51.91 +0.0% 1 qtrs NEW
47 LOOMIS SAYLES & CO L P 352.0K -13.8K (-3.8%) 18.27M +1.8M (+10.8%) 0.43% -0.014 pp 0.02% +0.002 pp USD32.95 +57.5% 8 qtrs
48 BANK OF NEW YORK MELLON CORP 351.1K -11.9K (-3.3%) 18.22M +1.9M (+11.3%) 0.43% -0.012 pp 0.00% +0.000 pp USD33.18 +56.4% 10 qtrs
49 KENNEDY CAPITAL MANAGEMENT LLC 343.8K -7.8K (-2.2%) 17.85M +2.0M (+12.6%) 0.42% -0.008 pp 0.38% +0.028 pp USD35.62 +45.7% 10 qtrs
50 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 340.2K +312.2K (+1,114.9%) 17.66M +16.4M (+1,298.7%) 0.41% +0.380 pp 0.01% +0.010 pp USD50.86 +2.1% 8 qtrs
51 QUBE RESEARCH & TECHNOLOGIES LTD 334.2K +164.6K (+97.0%) 17.35M +9.7M (+126.8%) 0.41% +0.201 pp 0.02% +0.010 pp USD44.93 +15.5% 8 qtrs
52 UBS GROUP AG 333.7K +224.5K (+205.5%) 17.32M +12.4M (+251.7%) 0.41% +0.274 pp 0.00% +0.002 pp USD45.58 +13.9% 11 qtrs
53 AMERIPRISE FINANCIAL INC 327.9K -22.9K (-6.5%) 17.02M +1.2M (+7.6%) 0.40% -0.026 pp 0.00% +0.000 pp USD25.51 +103.5% 11 qtrs
54 JPMORGAN CHASE & CO 324.1K -182.7K (-36.1%) 16.82M -6.0M (-26.4%) 0.40% -0.219 pp 0.00% 0.000 pp USD34.97 +48.4% 11 qtrs
55 VICTORY CAPITAL MANAGEMENT INC 300.9K -185.9K (-38.2%) 15.62M -6.3M (-28.8%) 0.37% -0.224 pp 0.01% -0.004 pp USD30.22 +71.8% 10 qtrs
56 VOLORIDGE INVESTMENT MANAGEMENT, LLC 300.3K +64.3K (+27.2%) 15.59M +4.9M (+46.5%) 0.37% +0.079 pp 0.05% +0.019 pp USD39.06 +32.9% 7 qtrs
57 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 291.2K -242.0K (-45.4%) 15.11M -8.9M (-37.1%) 0.35% -0.292 pp 0.05% -0.029 pp USD20.87 +148.7% 10 qtrs
58 RUSSELL INVESTMENTS GROUP, LTD. 277.0K +44.6K (+19.2%) 14.38M +3.9M (+37.2%) 0.34% +0.055 pp 0.02% +0.004 pp USD34.09 +52.3% 9 qtrs
59 WOODLINE PARTNERS LP 257.2K +50.1K (+24.2%) 13.35M +4.0M (+43.0%) 0.31% +0.062 pp 0.05% +0.008 pp USD39.52 +31.4% 4 qtrs
60 ALTRINSIC GLOBAL ADVISORS LLC 247.2K -4.1K (-1.6%) 12.83M +1.5M (+13.2%) 0.30% -0.004 pp 0.46% +0.041 pp USD37.97 +36.7% 3 qtrs
61 AXIOM INVESTORS LLC /DE 224.7K +224.7K (+100.0%) 11.67M +11.7M (+100.0%) 0.27% +0.274 pp 0.10% +0.102 pp USD51.91 +0.0% 1 qtrs NEW
62 CITADEL ADVISORS LLC 197.3K +120.0K (+155.2%) 10.24M +6.8M (+193.9%) 0.24% +0.146 pp 0.00% +0.001 pp USD45.77 +13.4% 11 qtrs
63 WELLS FARGO & COMPANY/MN 178.8K +44.2K (+32.8%) 9.28M +3.2M (+52.9%) 0.22% +0.054 pp 0.00% +0.001 pp USD37.96 +36.7% 11 qtrs
64 PANAGORA ASSET MANAGEMENT INC 175.1K +120.7K (+221.8%) 9.09M +6.6M (+270.5%) 0.21% +0.148 pp 0.03% +0.022 pp USD49.79 +4.3% 2 qtrs
65 THRIVENT FINANCIAL FOR LUTHERANS 173.8K -16.2K (-8.5%) 9.03M +455.0K (+5.3%) 0.21% -0.018 pp 0.02% -0.001 pp USD35.41 +46.6% 8 qtrs
66 PEAK6 LLC 171.5K +3.7K (+2.2%) 8.90M +1.3M (+17.7%) 0.21% +0.005 pp 0.02% +0.005 pp USD45.24 +14.7% 2 qtrs
67 SWISS NATIONAL BANK 162.0K +1.8K (+1.1%) 8.41M +1.2M (+16.4%) 0.20% +0.003 pp 0.01% +0.001 pp USD30.93 +67.8% 10 qtrs
68 PRUDENTIAL FINANCIAL INC 152.5K +118.9K (+354.5%) 7.91M +6.4M (+423.3%) 0.19% +0.145 pp 0.01% +0.008 pp USD49.95 +3.9% 6 qtrs
69 DARK FOREST CAPITAL MANAGEMENT LP 151.9K +26.5K (+21.1%) 7.89M +2.2M (+39.5%) 0.18% +0.033 pp 0.36% +0.190 pp USD41.68 +24.5% 8 qtrs
70 BARCLAYS PLC 143.7K -97.6K (-40.5%) 7.46M -1.6M (-17.6%) 0.17% -0.118 pp 0.00% -0.001 pp USD36.91 +40.6% 10 qtrs
71 CBOE VEST FINANCIAL, LLC 140.0K +41.7K (+42.4%) 7.27M +2.8M (+63.9%) 0.17% +0.052 pp 0.09% +0.034 pp USD43.67 +18.9% 4 qtrs
72 TREXQUANT INVESTMENT LP 133.7K -93.6K (-41.2%) 6.94M -3.3M (-32.3%) 0.16% -0.113 pp 0.06% -0.044 pp USD42.91 +21.0% 6 qtrs
73 UBS ASSET MANAGEMENT AMERICAS INC 130.6K +733.0 (+0.6%) 6.78M +923.6K (+15.8%) 0.16% +0.002 pp 0.00% +0.000 pp USD33.07 +57.0% 8 qtrs
74 AMERICAN CENTURY COMPANIES INC 128.7K +62.1K (+93.3%) 6.68M +3.7M (+122.5%) 0.16% +0.076 pp 0.00% +0.002 pp USD38.61 +34.4% 11 qtrs
75 MILLENNIUM MANAGEMENT LLC 117.8K -22.1K (-15.8%) 6.11M -191.9K (-3.0%) 0.14% -0.026 pp 0.00% 0.000 pp USD39.01 +33.1% 8 qtrs
76 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 114.7K -26.4K (-18.7%) 5.95M -410.2K (-6.4%) 0.14% -0.032 pp 0.09% -0.009 pp USD42.92 +20.9% 8 qtrs
77 BAR HARBOR WEALTH MANAGEMENT 112.7K +112.7K (+100.0%) 5.85M +5.8M (+100.0%) 0.14% +0.137 pp 0.34% +0.338 pp USD51.91 +0.0% 1 qtrs NEW
78 YOST CAPITAL MANAGEMENT, LP 109.0K -40.0K (-26.8%) 5.66M -1.1M (-15.8%) 0.13% -0.048 pp 8.21% +0.045 pp USD37.53 +38.3% 6 qtrs
79 PRENTISS SMITH & CO INC 106.7K -473.0 (-0.4%) 5.54M +706.3K (+14.6%) 0.13% +0.000 pp 3.31% +0.580 pp USD37.52 +38.4% 8 qtrs
80 HRT FINANCIAL LP 106.0K +4.2K (+4.1%) 5.50M +914.0K (+19.9%) 0.13% +0.006 pp 0.02% +0.001 pp USD41.95 +23.7% 6 qtrs
81 RHUMBLINE ADVISERS 105.7K -18.3K (-14.7%) 5.49M -102.0K (-1.8%) 0.13% -0.022 pp 0.00% 0.000 pp USD30.58 +69.8% 10 qtrs
82 SEI INVESTMENTS CO 102.1K +28.3K (+38.4%) 5.30M +2.0M (+59.3%) 0.12% +0.035 pp 0.01% +0.002 pp USD34.83 +49.0% 11 qtrs
83 LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT 94.2K +— (+0.0%) 4.89M +640.6K (+15.1%) 0.11% +0.000 pp 0.19% +0.024 pp USD38.61 +34.4% 6 qtrs
84 MOODY ALDRICH PARTNERS LLC 93.1K -4.5K (-4.6%) 4.83M +431.4K (+9.8%) 0.11% -0.005 pp 0.90% +0.067 pp USD28.08 +84.9% 7 qtrs
85 AQR CAPITAL MANAGEMENT LLC 91.6K +13.1K (+16.6%) 4.75M +1.2M (+34.3%) 0.11% +0.016 pp 0.00% +0.000 pp USD40.69 +27.6% 7 qtrs
86 TEMA ETFS LLC 89.9K +33.2K (+58.6%) 4.66M +2.1M (+82.6%) 0.11% +0.041 pp 0.36% +0.150 pp USD43.48 +19.4% 5 qtrs
87 NEOS INVESTMENT MANAGEMENT LLC 89.9K +33.2K (+58.6%) 4.66M +2.1M (+82.6%) 0.11% +0.041 pp 0.03% +0.008 pp USD43.48 +19.4% 5 qtrs
88 ALLIANCEBERNSTEIN L.P. 88.5K +91.0 (+0.1%) 4.59M +607.5K (+15.2%) 0.11% +0.001 pp 0.00% +0.000 pp USD32.59 +59.3% 8 qtrs
89 LEGAL & GENERAL GROUP PLC 85.7K -8.3K (-8.8%) 4.45M +209.6K (+4.9%) 0.10% -0.009 pp 0.00% +0.000 pp USD28.19 +84.1% 10 qtrs
90 VOYA INVESTMENT MANAGEMENT LLC 83.5K -10.0K (-10.7%) 4.34M +116.5K (+2.8%) 0.10% -0.012 pp 0.00% +0.000 pp USD36.55 +42.0% 8 qtrs
91 STATE OF WISCONSIN INVESTMENT BOARD 83.2K -11.5K (-12.1%) 4.32M +50.5K (+1.2%) 0.10% -0.014 pp 0.01% 0.000 pp USD25.52 +103.4% 10 qtrs
92 MARATHON PARTNERS EQUITY MANAGEMENT, LLC 80.0K -32.5K (-28.9%) 4.15M -919.8K (-18.1%) 0.10% -0.039 pp 4.13% +0.480 pp USD39.18 +32.5% 5 qtrs
93 PRINCIPAL FINANCIAL GROUP INC 79.6K +25.7K (+47.7%) 4.13M +1.7M (+70.1%) 0.10% +0.032 pp 0.00% +0.001 pp USD41.16 +26.1% 8 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 78.6K +1.1K (+1.4%) 4.08M +585.4K (+16.8%) 0.10% +0.002 pp 0.00% +0.001 pp USD27.84 +86.5% 10 qtrs
95 JUMP FINANCIAL, LLC 74.2K +29.0K (+64.3%) 3.85M +1.8M (+89.1%) 0.09% +0.036 pp 0.05% +0.023 pp USD43.82 +18.5% 10 qtrs
96 CANADA PENSION PLAN INVESTMENT BOARD 73.4K +14.1K (+23.8%) 3.81M +1.1M (+42.5%) 0.09% +0.017 pp 0.00% +0.001 pp USD46.35 +12.0% 7 qtrs
97 LAZARD ASSET MANAGEMENT LLC 72.1K +3.0K (+4.3%) 3.74M +624.9K (+20.0%) 0.09% +0.004 pp 0.01% +0.002 pp USD38.75 +34.0% 7 qtrs
98 VERITION FUND MANAGEMENT LLC 68.0K +12.7K (+23.0%) 3.53M +1.0M (+41.6%) 0.08% +0.016 pp 0.01% +0.004 pp USD39.74 +30.6% 8 qtrs
99 BNP PARIBAS ARBITRAGE, SNC 67.8K -270.8K (-80.0%) 3.52M -11.7M (-76.9%) 0.08% -0.328 pp 0.00% -0.007 pp USD38.83 +33.7% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 158 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 abrdn Focused U.S. Small Cap Active ETF AFSC 1.97% 197.3K 1.09%
2 Tema U.S. Manufacturing & Reshoring ETF WELD 1.91% 5.76M 0.00%
3 Invesco S&P SmallCap Industrials ETF PSCI 1.34% 2.47M 0.29%
4 Invesco S&P SmallCap Quality ETF XSHQ 1.01% 2.52M 0.29%
5 Neuberger Berman Small-Mid Cap ETF NBSM 0.93% 1.07M 0.75%
6 Franklin Small Cap Enhanced ETF FSML 0.89% 1.32M 0.45%
7 First Trust SMID Capital Strength ETF FSCS 0.79% 453.1K 0.60%
8 Acuitas Small Cap Active ETF AIMS 0.70% 517.8K 0.75%
9 T. Rowe Price Small-Mid Cap ETF TMSL 0.60% 16.66M 0.55%
10 Applied Finance IVS US SMID ETF IVSS 0.59% 75.5K 0.59%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
46.5K
Shares disposed
Cash buys
Cash sales
Net activity
+46,464
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Swan Renee Officer A-Award A Common Stock 1,962 0.00 53,311 D
2026-04-01 Masters Charles Officer A-Award A Common Stock 4,130 0.00 46,469 D
2026-04-01 Kienzler Jack Officer A-Award A Common Stock 5,163 0.00 80,936 D
2026-04-01 Heltebran Laura Officer A-Award A Common Stock 3,717 0.00 24,161 D
2026-04-01 Disher Stephanie Director / Officer A-Award A Common Stock 31,492 0.00 388,676 D
2026-02-27 Swan Renee Officer F-InKind D Common Stock 9,570 64.53 617.6K 53,603 D
2026-02-27 Masters Charles Officer F-InKind D Common Stock 9,046 64.53 583.7K 44,470 D
2026-02-27 Kienzler Jack Officer F-InKind D Common Stock 16,266 64.53 1.05M 79,624 D
2026-02-27 Disher Stephanie Director / Officer F-InKind D Common Stock 66,639 64.53 4.30M 373,038 D
2026-02-13 Swan Renee Officer A-Award A Common Stock 18,536 0.00 63,173 D
2026-02-13 Masters Charles Officer A-Award A Common Stock 21,152 0.00 53,516 D
2026-02-13 Kienzler Jack Officer A-Award A Common Stock 41,094 0.00 95,890 D
2026-02-13 Disher Stephanie Director / Officer A-Award A Common Stock 169,209 0.00 439,677 D
2026-02-05 Sharp Heath Director A-Award A Common Stock 614 0.00 3,114 D
2025-11-18 Donoso Diego Director J-Other A Common Stock 20 0.00 9,078 D
2025-11-13 Donoso Diego Director S-Sale D Common Stock 20 48.84 976.80 9,058 D
2025-10-03 Masters Charles Officer F-InKind D Common Stock 28 44.50 1.2K 32,364 D
2025-10-03 Kienzler Jack Officer F-InKind D Common Stock 25 44.50 1.1K 54,796 D
2025-09-05 Donoso Diego Director P-Purchase A Common Stock 15 45.81 687.15 9,078 D
2025-08-14 Swan Renee Officer F-InKind D Common Stock 5,007 45.18 226.2K 44,637 D
2025-08-13 Donoso Diego Director P-Purchase A Common Stock 25 45.00 1.1K 9,063 D
2025-05-20 TAYLOR STUART A II Director A-Award A Common Stock 3,886 0.00 9,078 D
2025-05-20 Macadam Stephen E. Director A-Award A Common Stock 3,886 0.00 35,969 D
2025-05-20 Leipold Jane A Director A-Award A Common Stock 3,886 0.00 17,919 D
2025-05-20 HAGGERTY GRETCHEN R Director A-Award A Common Stock 3,886 0.00 23,768 D
2025-05-20 Donoso Diego Director A-Award A Common Stock 3,886 0.00 9,078 D
2025-05-20 Bennett Roy Edwin Director A-Award A Common Stock 3,886 0.00 16,701 D
2025-05-13 Heltebran Laura Officer A-Award A Common Stock 20,444 0.00 20,444 D
2025-05-08 Heltebran Laura Officer 0 0.00 0
2025-04-02 Donoso Diego Director S-Sale D Common Stock 40 37.79 1.5K 9,038 D
2025-04-01 Swan Renee Officer A-Award A Common Stock 2,802 0.00 49,644 D
2025-04-01 Masters Charles Officer A-Award A Common Stock 4,402 0.00 32,392 D
2025-04-01 Kienzler Jack Officer A-Award A Common Stock 6,804 0.00 54,821 D
2025-04-01 Disher Stephanie Director / Officer A-Award A Common Stock 40,021 0.00 270,468 D
2025-03-03 Masters Charles Officer F-InKind D Common Stock 736 39.80 29.3K 28,560 D
2025-03-03 Kienzler Jack Officer F-InKind D Common Stock 456 39.80 18.1K 48,400 D
2025-03-03 Disher Stephanie Director / Officer F-InKind D Common Stock 2,715 39.80 108.1K 232,910 D
2025-02-17 Masters Charles Officer A-Award A Common Stock 2,252 0.00 29,296 D
2025-02-17 Kienzler Jack Officer A-Award A Common Stock 1,535 0.00 48,856 D
2025-02-17 Disher Stephanie Director / Officer A-Award A Common Stock 11,003 0.00 235,625 D
2024-10-03 Masters Charles Officer F-InKind D Common Stock 20 37.96 759.20 27,044 D
2024-10-03 Kienzler Jack Officer 0 0.00 0
2024-08-23 HAGGERTY GRETCHEN R Director P-Purchase A Common Stock 5,849 34.20 200.0K 19,882
2024-08-14 Swan Renee Officer F-InKind D Common Stock 3,536 32.78 115.9K 46,842
2024-08-07 Macadam Stephen E. Director P-Purchase A Common Stock 8,250 31.56 260.4K 32,083
2024-03-18 CUMMINS INC 10% Owner J-Other D Common Stock 67,054,726 0.00 0
2023-11-09 Macadam Stephen E. Director P-Purchase A Common Stock 5,200 19.49 101.3K 19,268
2023-08-14 Macadam Stephen E. Director A-Award A Common Stock 4,624 0.00 14,068
2023-06-02 Macadam Stephen E. Director A-Award A Common Stock 4,844 0.00 9,444
2023-05-26 Macadam Stephen E. Director P-Purchase A Common Stock 4,600 21.75 100.1K 4,600
2023-05-25 Satterthwaite Tony 0 0.00 0
2023-05-25 Macadam Stephen E. 0 0.00 0
2023-05-25 Barner Sharon R 0 0.00 0

Executive team

Top executives
EBIT / Employee
64.2K
Shares Outstanding
81.67M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stephanie J. Disher Chief Executive Officer 912.5K 4.96M 1.07M 53.4K 7.00M 70.88%
2 2025 Laura Heltebran SVP, Chief Legal Officer & Corporate Secretary 318.2K 1.34M 206.8K 135.8K 2.00M 66.99%
3 2025 Jack Kienzler SVP & Chief Financial Officer 520.0K 843.9K 364.0K 63.1K 1.79M 47.12%
4 2025 Charles Masters SVP & President, Power Solutions 490.0K 546.1K 331.5K 50.5K 1.42M 38.51%
5 2025 Renee Swan SVP & Chief People Officer 416.0K 347.5K 249.6K 79.0K 1.09M 31.82%
6 2024 Stephanie J. Disher Chief Executive Officer 856.3K 4.13M 985.9K 125.4K 6.09M 67.71%
7 2024 Jack Kienzler SVP & Chief Financial Officer 498.8K 975.9K 346.3K 72.6K 1.89M 51.54%
8 2024 Charles Masters SVP & President, Power Solutions 449.3K 520.8K 271.9K 78.2K 1.32M 39.45%
9 2024 Toni Y. Hickey Former Chief Legal Officer & Corporate Secretary 139.8K 490.5K 551.9K 1.18M 41.49%
10 2024 Renee Swan SVP & Chief People Officer 412.0K 424.8K 237.2K 54.4K 1.13M 37.65%
11 2023 Stephanie J. Disher Chief Executive Officer 684.2K 6.54M 1.18M 374.5K 8.78M 74.49%
12 2023 Jack Kienzler SVP & Chief Financial Officer 408.6K 64.7K 1.42M 435.6K 118.5K 2.45M 58.01%
13 2023 Jack Kienzler Chief Financial Officer 408.6K 64.7K 1.42M 435.6K 118.5K 2.45M 58.01%
14 2023 Renee Swan Chief People Officer 153.0K 122.6K 1.34M 137.7K 7.9K 1.76M 76.02%
15 2023 Renee Swan SVP & Chief People Officer 153.0K 122.6K 1.34M 137.7K 7.9K 1.76M 76.02%
16 2023 Charles Masters Vice President, Engine Products 380.1K 30.9K 805.8K 341.1K 75.0K 1.63M 49.35%
17 2023 Charles Masters SVP & President, Power Solutions 380.1K 30.9K 805.8K 341.1K 75.0K 1.63M 49.35%
18 2023 Toni Y. Hickey Former Chief Legal Officer & Corporate Secretary 386.2K 25.8K 767.2K 334.1K 117.3K 1.63M 47.05%
19 2023 Toni Y. Hickey Chief Legal Officer and Corporate Secretary 386.2K 25.8K 767.2K 334.1K 117.3K 1.63M 47.05%
20 2022 Stephanie J. Disher Chief Executive Officer 392.0K 195.0K 189.9K 129.9K 906.9K 21.50%
21 2022 Toni Y. Hickey Former Chief Legal Officer & Corporate Secretary 332.0K 50.6K 27.3K 93.1K 30.7K 533.7K 5.11%
22 2022 Toni Y. Hickey Chief Legal Officer and Corporate Secretary 332.0K 50.6K 27.3K 93.1K 30.7K 533.7K 5.11%
23 2022 Charles Masters SVP & President, Power Solutions 311.1K 30.4K 40.0K 96.9K 11.9K 490.2K 8.16%
24 2022 Charles Masters Vice President, Engine Products 311.1K 30.4K 40.0K 96.9K 11.9K 490.2K 8.16%
25 2022 Jack Kienzler Chief Financial Officer 272.5K 63.8K 27.3K 86.0K 33.1K 482.7K 5.65%
26 2022 Jack Kienzler SVP & Chief Financial Officer 272.5K 63.8K 27.3K 86.0K 33.1K 482.7K 5.65%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-30 DEFA14A
2026-03-30 DEF 14A
2025-04-02 DEFA14A
2025-04-02 DEF 14A
2025-03-19 PRE 14A
2025-03-17 DEFA14A
2025-03-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 3
2026-05-06 SC 13G/A
2026-05-01 10-Q
2026-04-29 SC 13G
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Stephanie Juanita Disher Chief Executive Officer, President & Director 2M female
Jack Kienzler SVP, CFO & Chief Accounting Officer 947.1K male
Charles Senior Vice President & President of Power Solutions 872.0K male
Laura Heltebran Senior VP, Chief Legal Officer & Corporate Secretary 835.8K female
Renee Swan Senior Vice President & Chief People Officer 744.6K female
Todd Chirillo Executive Director of Investor Relations male
Greg Hoverson Vice President & Chief Technology Officer male
Rakesh Gangwani Senior VP of Strategy & President of Industrial Solutions male
ESG Rating
B
INDUSTRIAL - POLLUTION & TREATMENT CONTROLS
Rank: 7 out of 20
2026
E (Environmental)
61.4 / 65.3
Company / Sector avg.
S (Social)
70.5 / 69.6
Company / Sector avg.
G (Governance)
68.2 / 65.4
Company / Sector avg.
ESG Total
66.7 / 66.8
Company / Sector avg.
ESG Score History INDUSTRIAL - POLLUTION & TREATMENT CONTROLS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits