AESI Q3 EPS Estimate Boosted by Capital One Financial

Atlas Energy Solutions Inc. (NYSE:AESI) – Equities researchers at Capital One Financial boosted their Q3 2025 earnings estimates for shares of Atlas Energy Solutions in a research report issued on Tuesday, February 25th. Capital One Financial analyst D. Becker now expects that the company will earn $0.43 per share for the quarter, up from their prior estimate of $0.42. The consensus estimate for Atlas Energy Solutions’ current full-year earnings is $0.83 per share.

Atlas Energy Solutions (NYSE:AESI) last issued its earnings results on Monday, February 24th. The company reported $0.06 earnings per share for the quarter, missing the consensus estimate of $0.18 by ($0.12). The company had revenue of $271.34 million during the quarter, compared to analysts’ expectations of $272.94 million. Atlas Energy Solutions had a return on equity of 11.01% and a net margin of 8.78%.

AESI has been the topic of a number of other reports. Barclays boosted their target price on shares of Atlas Energy Solutions from $19.00 to $23.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 30th. Royal Bank of Canada cut their price objective on shares of Atlas Energy Solutions from $28.00 to $25.00 and set an “outperform” rating on the stock in a report on Wednesday. Benchmark lowered their target price on Atlas Energy Solutions from $28.00 to $25.00 and set a “buy” rating for the company in a research note on Wednesday. Bank of America reiterated a “neutral” rating and issued a $22.50 price target on shares of Atlas Energy Solutions in a research note on Monday, January 13th. Finally, Raymond James downgraded Atlas Energy Solutions from a “strong-buy” rating to a “hold” rating in a report on Monday, January 6th. Six analysts have rated the stock with a hold rating, five have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $24.83.

Atlas Energy Solutions Stock Up 0.8 %

NYSE AESI opened at $19.51 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.23 and a debt-to-equity ratio of 0.42. Atlas Energy Solutions has a fifty-two week low of $17.49 and a fifty-two week high of $26.86. The business has a 50 day moving average price of $22.37 and a two-hundred day moving average price of $21.66. The stock has a market cap of $2.15 billion, a PE ratio of 24.69 and a beta of 1.03.

Institutional Trading of Atlas Energy Solutions

A number of institutional investors and hedge funds have recently made changes to their positions in AESI. Quarry LP acquired a new position in Atlas Energy Solutions during the 4th quarter valued at approximately $27,000. CBIZ Investment Advisory Services LLC lifted its stake in Atlas Energy Solutions by 62.9% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 1,354 shares of the company’s stock valued at $30,000 after buying an additional 523 shares during the last quarter. Tower Research Capital LLC TRC boosted its holdings in shares of Atlas Energy Solutions by 307.9% during the fourth quarter. Tower Research Capital LLC TRC now owns 1,387 shares of the company’s stock valued at $31,000 after acquiring an additional 1,047 shares during the period. Global Retirement Partners LLC grew its position in shares of Atlas Energy Solutions by 191.9% during the fourth quarter. Global Retirement Partners LLC now owns 1,941 shares of the company’s stock worth $43,000 after acquiring an additional 1,276 shares during the last quarter. Finally, Quest Partners LLC acquired a new stake in shares of Atlas Energy Solutions in the 3rd quarter worth about $48,000. 34.59% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, major shareholder Brian Anthony Leveille sold 5,000 shares of Atlas Energy Solutions stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $23.17, for a total value of $115,850.00. Following the completion of the transaction, the insider now directly owns 409,510 shares of the company’s stock, valued at approximately $9,488,346.70. The trade was a 1.21 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, major shareholder Stacy Hock sold 10,000 shares of the business’s stock in a transaction dated Friday, January 10th. The shares were sold at an average price of $21.96, for a total transaction of $219,600.00. Following the sale, the insider now directly owns 907,604 shares of the company’s stock, valued at approximately $19,930,983.84. This represents a 1.09 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 76,071 shares of company stock worth $1,773,251. 24.34% of the stock is currently owned by insiders.

Atlas Energy Solutions Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 21st will be given a $0.25 dividend. This is a positive change from Atlas Energy Solutions’s previous quarterly dividend of $0.24. The ex-dividend date is Friday, February 21st. This represents a $1.00 annualized dividend and a dividend yield of 5.13%. Atlas Energy Solutions’s dividend payout ratio (DPR) is presently 126.58%.

About Atlas Energy Solutions

Atlas Energy Solutions Inc engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies.