Capital One Financial Forecasts 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 report released on Monday, November 25th. Capital One Financial analyst D. Becker anticipates that the company will post earnings per share of $0.45 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 announced its 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 during the quarter, compared to analysts’ expectations of $307.93 million. During the same period in the previous year, the business posted $0.51 earnings per share. The company’s revenue for the quarter was up 93.1% on a year-over-year basis.

Several other research analysts have also recently weighed in on the stock. Benchmark reiterated a “buy” rating and set a $27.00 price target on shares of Atlas Energy Solutions in a research note on Tuesday, August 6th. The Goldman Sachs Group lowered Atlas Energy Solutions from a “buy” rating to a “neutral” rating and cut their price target for the company from $23.00 to $21.00 in a report on Thursday, November 7th. Citigroup downgraded Atlas Energy Solutions from a “buy” rating to a “neutral” rating and decreased their price objective for the stock from $23.00 to $22.00 in a research note on Thursday, November 14th. 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. Finally, Pickering Energy Partners lowered shares of Atlas Energy Solutions from an “outperform” rating to a “neutral” rating in a report on Wednesday, October 30th. Four research analysts have rated the stock with a hold rating, six have given a buy rating and two have given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Atlas Energy Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $24.44.

Atlas Energy Solutions Stock Performance

AESI opened at $23.42 on Tuesday. The company’s 50 day moving average is $21.18 and its 200 day moving average is $21.04. The company has a current ratio of 1.23, a quick ratio of 1.08 and a debt-to-equity ratio of 0.42. The company has a market cap of $2.58 billion, a price-to-earnings ratio of 29.65, a PEG ratio of 13.12 and a beta of 0.69. Atlas Energy Solutions has a 12-month low of $15.55 and a 12-month high of $24.93.

Institutional Investors Weigh In On Atlas Energy Solutions

A number of hedge funds have recently bought and sold shares of AESI. First Horizon Advisors Inc. increased its holdings in shares of Atlas Energy Solutions by 313.7% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,725 shares of the company’s stock worth $34,000 after buying an additional 1,308 shares during the last quarter. Amalgamated Bank grew its position in Atlas Energy Solutions by 328.1% in the second quarter. Amalgamated Bank now owns 2,350 shares of the company’s stock worth $47,000 after acquiring an additional 1,801 shares in the last quarter. Quest Partners LLC purchased a new position in Atlas Energy Solutions in the third quarter worth about $48,000. FMR LLC increased its stake in Atlas Energy Solutions by 101.0% during the third quarter. FMR LLC now owns 2,696 shares of the company’s stock worth $59,000 after acquiring an additional 1,355 shares during the last quarter. Finally, CWM LLC raised its position in Atlas Energy Solutions by 47.1% during the third quarter. CWM LLC now owns 2,766 shares of the company’s stock valued at $60,000 after purchasing an additional 886 shares during the period. Hedge funds and other institutional investors own 34.59% of the company’s stock.

Insider Transactions at Atlas Energy Solutions

In other news, major shareholder Stacy Hock sold 8,571 shares of the company’s stock in a transaction that occurred on Wednesday, September 11th. The stock was 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 of the company’s stock, valued at $18,338,082.48. This represents a 0.90 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Brian Anthony Leveille sold 30,000 shares of the stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $24.02, for a total value of $720,600.00. Following the transaction, the insider now owns 432,010 shares of the company’s stock, valued at $10,376,880.20. This represents a 6.49 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have purchased 60,869 shares of company stock valued at $1,187,983 and have sold 115,713 shares valued at $2,517,431. Insiders own 24.34% of the company’s stock.

Atlas Energy Solutions Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 14th. Stockholders of record on Thursday, November 7th were given a dividend of $0.24 per share. The ex-dividend date of this dividend was Thursday, November 7th. This represents a $0.96 annualized dividend and a dividend yield of 4.10%. This is a boost from Atlas Energy Solutions’s previous quarterly dividend of $0.23. Atlas Energy Solutions’s dividend payout ratio (DPR) is presently 121.52%.

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.