Capital One Financial Predicts AESI Q1 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Research analysts at Capital One Financial issued their Q1 2026 earnings per share estimates for shares of Atlas Energy Solutions in a research note issued on Monday, November 25th. Capital One Financial analyst D. Becker forecasts that the company will earn $0.45 per share for the quarter. The consensus estimate for Atlas Energy Solutions’ current full-year earnings is $0.80 per share. Capital One Financial also issued estimates for Atlas Energy Solutions’ Q2 2026 earnings at $0.52 EPS, Q3 2026 earnings at $0.58 EPS and FY2026 earnings at $2.15 EPS.

Atlas Energy Solutions (NYSE:AESI) last posted its quarterly earnings results on Monday, October 28th. The company reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.29 by ($0.25). Atlas Energy Solutions had a return on equity of 11.01% and a net margin of 8.78%. The firm had revenue of $304.40 million for the quarter, compared to the consensus estimate of $307.93 million. During the same period last year, the company posted $0.51 earnings per share. The business’s revenue was up 93.1% compared to the same quarter last year.

Several other analysts have also issued reports on the company. Barclays lowered Atlas Energy Solutions from an “overweight” rating to an “equal weight” rating and dropped their price objective for the company from $23.00 to $19.00 in a research note on Tuesday, November 12th. The Goldman Sachs Group cut Atlas Energy Solutions from a “buy” rating to a “neutral” rating and dropped their price target for the company from $23.00 to $21.00 in a research note on Thursday, November 7th. Royal Bank of Canada reaffirmed an “outperform” rating and set a $25.00 price objective on shares of Atlas Energy Solutions in a research report on Wednesday, October 30th. Citigroup lowered shares of Atlas Energy Solutions from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $23.00 to $22.00 in a research report on Thursday, November 14th. Finally, Benchmark reaffirmed a “buy” rating and set a $27.00 target price on shares of Atlas Energy Solutions in a report on Tuesday, August 6th. Four analysts have rated the stock with a hold rating, six have assigned a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $24.44.

Atlas Energy Solutions Stock Up 0.6 %

Shares of AESI stock opened at $23.73 on Tuesday. Atlas Energy Solutions has a 52-week low of $15.55 and a 52-week high of $24.93. The stock has a market cap of $2.62 billion, a price-to-earnings ratio of 30.04, a PEG ratio of 13.05 and a beta of 0.69. The firm’s 50-day moving average is $21.09 and its 200-day moving average is $21.03. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.08 and a current ratio of 1.23.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB bought a new stake in shares of Atlas Energy Solutions during the 3rd quarter worth $298,000. Ashford Capital Management Inc. raised its stake in Atlas Energy Solutions by 27.9% during the third quarter. Ashford Capital Management Inc. now owns 586,000 shares of the company’s stock worth $12,775,000 after acquiring an additional 127,910 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Atlas Energy Solutions by 3.9% in the third quarter. Geode Capital Management LLC now owns 1,448,340 shares of the company’s stock worth $31,579,000 after acquiring an additional 54,321 shares during the last quarter. First Sabrepoint Capital Management LP acquired a new stake in shares of Atlas Energy Solutions in the 3rd quarter valued at approximately $8,066,000. Finally, Barclays PLC grew its holdings in shares of Atlas Energy Solutions by 574.5% during the 3rd quarter. Barclays PLC now owns 175,082 shares of the company’s stock valued at $3,817,000 after purchasing an additional 149,126 shares during the last quarter. 34.59% of the stock is owned by institutional investors.

Insider Transactions at Atlas Energy Solutions

In other Atlas Energy Solutions news, major shareholder Stacy Hock sold 8,571 shares of the stock in a transaction dated Wednesday, September 11th. The shares were sold at an average price of $19.44, for a total transaction of $166,620.24. Following the sale, the insider now directly owns 943,317 shares in the company, valued at $18,338,082.48. This represents a 0.90 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder Gregory M. Shepard bought 13,363 shares of the company’s stock in a transaction dated Monday, November 4th. The stock was purchased at an average price of $19.19 per share, with a total value of $256,435.97. Following the completion of the transaction, the insider now directly owns 7,619,055 shares in the company, valued at approximately $146,209,665.45. This represents a 0.18 % increase in their position. The disclosure for this purchase can be found here. Over the last ninety days, insiders have acquired 60,869 shares of company stock valued at $1,187,983 and have sold 85,713 shares valued at $1,796,831. Insiders own 24.34% of the company’s stock.

Atlas Energy Solutions Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 14th. Shareholders of record on Thursday, November 7th were given a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a dividend yield of 4.05%. The ex-dividend date was Thursday, November 7th. This is a positive change from Atlas Energy Solutions’s previous quarterly dividend of $0.23. Atlas Energy Solutions’s dividend payout ratio is presently 121.52%.

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.