Atmos Energy

Aristotle Value Equity Fund sold its position in Atmos Energy after holding it since early 2022, saying the balance-sheet strength and regulatory/regulatory support that initially attracted them have largely played out. The fund noted Atmos benefited from system replacement programs, population growth and supportive rate mechanisms, but expects future growth to require significantly more equity capital. Aristotle redeployed the proceeds into Autodesk and flagged its limited exposure to the AI infrastructure rally as a factor in recent underperformance. » More on finance.yahoo.com

Atmos Energy reported adjusted EPS of $1.43 for Q3 (expectation $1.37); revenue of $879.1 million, however, was below the $911.3 million estimate. The company reaffirmed its full-year guidance of $8.40–$8.50 per share, raised planned 2026 investments to around $4.2 billion, and reported net income of $1.2 billion for the first nine months. Management pointed to narrowed APT pipeline spreads, continued customer growth and slightly higher O&M costs; the stock barely reacted. » More on de.investing.com

Atmos Energy announced a public offering of $700 million principal amount of senior notes with a 4.750% coupon due 2032; expected net proceeds are approximately $693.9 million. The offering was arranged under an S-3 registered prospectus with J.P. Morgan, Mizuho and Wells Fargo as joint bookrunners and is expected to close later this week subject to customary conditions. The company also reported strong Q2 results (EPS $5.92 vs. $3.38 estimate; revenue $2.06 billion) and saw Mizuho lower its price target while maintaining a neutral rating. » More on de.investing.com

Atmos Energy reported Q2 2026 EPS of $5.92 versus a consensus forecast of $3.38 and revenue of $2.06 billion versus expected $1.89 billion. Despite the strong results, the stock fell about 2.9% after hours. The company raised full‑year EPS guidance to $8.40–$8.50, cited a $94 million contribution from Texas House Bill 4384, highlighted completed infrastructure projects, and said capital expenditures amounted to $2.0 billion. » More on de.investing.com

Atmos Energy reported fiscal year-to-date net income of $985 million, or $5.92 per share, and raised its fiscal 2026 EPS guidance to $8.40–$8.50. Management cited benefits from Texas Rule 77102 (expected $155–$165 million pre-tax), rate increases, customer growth and higher Atmos Pipeline-Texas through-system revenues as drivers of the improvement. The company spent $2 billion in H1 on capital projects and remains on track for about $4.2 billion for the year, finished the quarter with $4.1 billion of available liquidity and implemented a roughly 15% dividend increase tied to rebased earnings. Atmos expects additional regulatory filings and APT revenue to further support operating income for the remainder of fiscal 2026. » More on finance.yahoo.com