Q1 EPS Estimates for AESI Lowered by Capital One Financial

Atlas Energy Solutions Inc. (NYSE:AESI) – Research analysts at Capital One Financial lowered their Q1 2025 earnings estimates for Atlas Energy Solutions in a report released on Tuesday, February 25th. Capital One Financial analyst D. Becker now anticipates that the company will post earnings of $0.16 per share for the quarter, down from their previous forecast of $0.25. The consensus estimate for Atlas Energy Solutions’ current full-year earnings is $0.83 per share. Capital One Financial also issued estimates for Atlas Energy Solutions’ Q2 2025 earnings at $0.33 EPS, FY2025 earnings at $1.32 EPS, Q1 2026 earnings at $0.46 EPS, Q2 2026 earnings at $0.53 EPS, Q3 2026 earnings at $0.60 EPS and FY2026 earnings at $2.18 EPS.

Several other research analysts have also recently weighed in on the stock. Barclays boosted their price objective on shares of Atlas Energy Solutions from $19.00 to $23.00 and gave the company an “equal weight” rating in a report on Thursday, January 30th. Pickering Energy Partners cut shares of Atlas Energy Solutions from an “outperform” rating to a “neutral” rating in a report on Wednesday, October 30th. Bank of America reissued a “neutral” rating and set a $22.50 price objective on shares of Atlas Energy Solutions in a report on Monday, January 13th. Citigroup cut shares of Atlas Energy Solutions from a “buy” rating to a “neutral” rating and decreased their price objective for the company from $23.00 to $22.00 in a report on Thursday, November 14th. Finally, Royal Bank of Canada reduced their target price on shares of Atlas Energy Solutions from $28.00 to $25.00 and set an “outperform” rating for the company in a report on Wednesday. Six equities research analysts have rated the stock with a hold rating, five have issued a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Atlas Energy Solutions presently has an average rating of “Moderate Buy” and an average target price of $24.83.

Atlas Energy Solutions Stock Down 0.5 %

AESI opened at $19.33 on Thursday. The company has a quick ratio of 1.08, a current ratio of 1.23 and a debt-to-equity ratio of 0.42. The firm has a 50 day moving average price of $22.41 and a 200-day moving average price of $21.68. Atlas Energy Solutions has a twelve month low of $17.49 and a twelve month high of $26.86. The stock has a market capitalization of $2.13 billion, a price-to-earnings ratio of 24.47 and a beta of 1.03.

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

Institutional Trading of Atlas Energy Solutions

Several institutional investors have recently made changes to their positions in AESI. CBIZ Investment Advisory Services LLC grew its holdings in Atlas Energy Solutions by 62.9% during the 4th 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 in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Atlas Energy Solutions by 1.6% during the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 44,931 shares of the company’s stock valued at $979,000 after buying an additional 711 shares in the last quarter. Tower Research Capital LLC TRC grew its holdings in Atlas Energy Solutions by 307.9% during the 4th quarter. Tower Research Capital LLC TRC now owns 1,387 shares of the company’s stock valued at $31,000 after buying an additional 1,047 shares in the last quarter. Wilmington Savings Fund Society FSB grew its holdings in Atlas Energy Solutions by 8.0% during the 4th quarter. Wilmington Savings Fund Society FSB now owns 14,770 shares of the company’s stock valued at $328,000 after buying an additional 1,100 shares in the last quarter. Finally, Quarry LP purchased a new position in Atlas Energy Solutions during the 4th quarter valued at approximately $27,000. Hedge funds and other institutional investors own 34.59% of the company’s stock.

Insider Transactions at Atlas Energy Solutions

In related news, major shareholder Stacy Hock sold 10,000 shares of the stock in a transaction dated Friday, January 10th. The stock was sold at an average price of $21.96, for a total transaction of $219,600.00. Following the completion of the sale, the insider now owns 907,604 shares in the company, valued at approximately $19,930,983.84. This trade represents a 1.09 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Brian Anthony Leveille sold 5,000 shares of the stock in a transaction dated Monday, December 16th. The stock was sold at an average price of $23.17, for a total value of $115,850.00. Following the sale, the insider now owns 409,510 shares of the company’s stock, valued at $9,488,346.70. This represents a 1.21 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 76,071 shares of company stock valued at $1,773,251 over the last three months. Corporate insiders own 24.34% of the company’s stock.

Atlas Energy Solutions Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 21st will be paid a $0.25 dividend. The ex-dividend date is Friday, February 21st. This is a boost from Atlas Energy Solutions’s previous quarterly dividend of $0.24. This represents a $1.00 dividend on an annualized basis and a dividend yield of 5.17%. Atlas Energy Solutions’s dividend payout ratio is 126.58%.

Atlas Energy Solutions Company Profile

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.