Atlas Energy Solutions (AESI) – Analysts’ Weekly Ratings Updates

Atlas Energy Solutions (NYSE: AESI) recently received a number of ratings updates from brokerages and research firms:

• 3/12/2025 – Atlas Energy Solutions is now covered by analysts at Piper Sandler. They set an “overweight” rating and a $22.00 price target on the stock.
• 3/3/2025 – Atlas Energy Solutions had its price target lowered by analysts at Barclays PLC from $23.00 to $19.00. They now have an “equal weight” rating on the stock.
• 2/26/2025 – Atlas Energy Solutions had its price target lowered by analysts at Royal Bank of Canada from $28.00 to $25.00. They now have an “outperform” rating on the stock.
• 2/26/2025 – Atlas Energy Solutions had its price target lowered by analysts at Benchmark Co. from $28.00 to $25.00. They now have a “buy” rating on the stock.
• 1/30/2025 – Atlas Energy Solutions had its price target raised by analysts at Barclays PLC from $19.00 to $23.00. They now have an “equal weight” rating on the stock.
• 1/29/2025 – Atlas Energy Solutions had its price target raised by analysts at Benchmark Co. from $23.00 to $28.00. They now have a “buy” rating on the stock.
• 1/28/2025 – Atlas Energy Solutions had its price target raised by analysts at Stephens from $28.00 to $29.00. They now have an “overweight” rating on the stock.
• 1/28/2025 – Atlas Energy Solutions had its price target raised by analysts at Royal Bank of Canada from $27.00 to $28.00. They now have an “outperform” rating on the stock.
• 1/13/2025 – Atlas Energy Solutions had its “neutral” rating reaffirmed by analysts at Bank of America Co.. They now have a $22.50 price target on the stock.

Atlas Energy Solutions Price Performance

Shares of NYSE AESI opened at $17.21 on Friday. The stock has a market capitalization of $2.10 billion, a price-to-earnings ratio of 21.79 and a beta of 1.18. The business has a 50-day moving average of $21.61 and a 200-day moving average of $21.53. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.23 and a quick ratio of 1.08. Atlas Energy Solutions Inc. has a fifty-two week low of $16.98 and a fifty-two week high of $26.86.

Atlas Energy Solutions (NYSE:AESI) last posted its quarterly earnings results on Monday, February 24th. The company reported $0.06 EPS for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.12). Atlas Energy Solutions had a return on equity of 11.01% and a net margin of 8.78%. The business had revenue of $271.34 million for the quarter, compared to the consensus estimate of $272.94 million. As a group, sell-side analysts predict that Atlas Energy Solutions Inc. will post 0.83 earnings per share for the current fiscal year.

Atlas Energy Solutions Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 28th. Investors of record on Friday, February 21st were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Friday, February 21st. This represents a $1.00 dividend on an annualized basis and a yield of 5.81%. This is a boost from Atlas Energy Solutions’s previous quarterly dividend of $0.24. Atlas Energy Solutions’s dividend payout ratio (DPR) is presently 178.57%.

Insider Buying and Selling

In other news, major shareholder Brian Anthony Leveille sold 12,500 shares of Atlas Energy Solutions stock in a transaction that occurred on Monday, January 27th. The shares were sold at an average price of $24.46, for a total value of $305,750.00. Following the completion of the sale, the insider now directly owns 362,010 shares in the company, valued at approximately $8,854,764.60. The trade was a 3.34 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, major shareholder Gregory M. Shepard purchased 32,155 shares of the company’s stock in a transaction dated Thursday, February 27th. The stock was acquired at an average price of $19.04 per share, with a total value of $612,231.20. Following the completion of the transaction, the insider now owns 7,651,210 shares of the company’s stock, valued at $145,679,038.40. This represents a 0.42 % increase in their position. The disclosure for this purchase can be found here. Over the last 90 days, insiders sold 63,571 shares of company stock worth $1,473,876. Company insiders own 24.34% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in AESI. First Trust Advisors LP raised its position in Atlas Energy Solutions by 31.5% during the fourth quarter. First Trust Advisors LP now owns 3,908,810 shares of the company’s stock valued at $86,697,000 after purchasing an additional 935,410 shares in the last quarter. Frontier Capital Management Co. LLC acquired a new position in Atlas Energy Solutions during the fourth quarter valued at approximately $17,770,000. Wellington Management Group LLP acquired a new position in Atlas Energy Solutions during the third quarter valued at approximately $17,314,000. Vanguard Group Inc. raised its position in Atlas Energy Solutions by 12.6% during the fourth quarter. Vanguard Group Inc. now owns 6,915,325 shares of the company’s stock valued at $153,382,000 after purchasing an additional 773,035 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in Atlas Energy Solutions by 25.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 3,390,269 shares of the company’s stock valued at $75,197,000 after purchasing an additional 689,846 shares in the last quarter. 34.59% of the stock is currently owned by institutional investors and hedge funds.

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.