Capital One Financial Predicts AESI Q3 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Equities researchers at Capital One Financial lowered their Q3 2025 earnings per share (EPS) estimates for shares of Atlas Energy Solutions in a research report issued on Monday, October 20th. Capital One Financial analyst D. Becker now expects that the company will post earnings of ($0.04) per share for the quarter, down from their prior forecast of $0.01. 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’ Q4 2025 earnings at ($0.12) EPS, Q1 2026 earnings at ($0.06) EPS, Q4 2026 earnings at ($0.01) EPS and FY2026 earnings at ($0.01) EPS.

A number of other analysts also recently weighed in on AESI. Stifel Nicolaus dropped their target price on Atlas Energy Solutions from $14.50 to $14.00 and set a “buy” rating for the company in a research report on Monday, August 11th. Piper Sandler dropped their target price on Atlas Energy Solutions from $14.00 to $12.00 and set a “neutral” rating for the company in a research report on Thursday, October 16th. Citigroup dropped their target price on Atlas Energy Solutions from $12.00 to $11.00 and set a “neutral” rating for the company in a research report on Wednesday, October 1st. Weiss Ratings restated a “sell (d+)” rating on shares of Atlas Energy Solutions in a research report on Wednesday, October 8th. Finally, Barclays dropped their target price on Atlas Energy Solutions from $12.00 to $11.00 and set an “equal weight” rating for the company in a research report on Monday, October 13th. Four research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Atlas Energy Solutions has an average rating of “Hold” and an average price target of $17.39.

Atlas Energy Solutions Stock Performance

NYSE:AESI opened at $10.37 on Wednesday. The business has a 50 day moving average of $11.22 and a 200 day moving average of $12.67. The company has a market capitalization of $1.28 billion, a price-to-earnings ratio of 74.08 and a beta of 1.16. Atlas Energy Solutions has a 1-year low of $10.03 and a 1-year high of $26.86. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.56 and a quick ratio of 1.30.

Hedge Funds Weigh In On Atlas Energy Solutions

A number of large investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in Atlas Energy Solutions by 16.5% in the 1st quarter. Vanguard Group Inc. now owns 8,054,677 shares of the company’s stock worth $143,695,000 after purchasing an additional 1,139,352 shares during the period. Cooke & Bieler LP increased its stake in Atlas Energy Solutions by 23.8% in the 2nd quarter. Cooke & Bieler LP now owns 3,219,440 shares of the company’s stock worth $43,044,000 after purchasing an additional 619,347 shares during the period. Copeland Capital Management LLC increased its stake in Atlas Energy Solutions by 42.5% in the 1st quarter. Copeland Capital Management LLC now owns 3,203,592 shares of the company’s stock worth $57,152,000 after purchasing an additional 955,818 shares during the period. Encompass Capital Advisors LLC purchased a new position in Atlas Energy Solutions in the 1st quarter worth approximately $43,614,000. Finally, Villere ST Denis J & Co. LLC increased its stake in shares of Atlas Energy Solutions by 15.0% during the second quarter. Villere ST Denis J & Co. LLC now owns 2,008,725 shares of the company’s stock valued at $26,857,000 after buying an additional 262,098 shares during the period. 34.59% of the stock is owned by hedge funds and other institutional investors.

Atlas Energy Solutions Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 21st. Shareholders of record on Thursday, August 14th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 9.6%. The ex-dividend date of this dividend was Thursday, August 14th. Atlas Energy Solutions’s payout ratio is 714.29%.

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.