Atlas acts as a leading provider of proppant and logistics services to customers engaged in the oil and natural gas industry within the Permian Basin of West Texas and New Mexico, the most active basin in North America. Atlas’ core mission and key focus is to maximize value for its stockholders by generating strong cash flow and allocating capital resources efficiently, including providing a regular and durable return of capital to investors through industry cycles. In pursuit of this mission, Atlas deploys innovative techniques and technologies to develop their high-quality resource base and efficient delivery of their products to customers through leading-edge solutions.
Company profile
Ticker
AESI
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Atlas Energy Solutions Inc.
SEC CIK
Corporate docs
IRS number
880523830
AESI stock data
Latest filings (excl ownership)
15-12G
Securities registration termination
16 Oct 23
S-8 POS
Registration of securities for employees (post-effective amendment)
3 Oct 23
25-NSE/A
Exchange delisting (amended)
3 Oct 23
25-NSE
Exchange delisting
3 Oct 23
8-K
Atlas Energy Solutions Inc. Completes Previously Announced Up-C Simplification
3 Oct 23
8-K
Departure of Directors or Certain Officers
19 Sep 23
425
Business combination disclosure
13 Sep 23
8-K
Atlas Energy Solutions Inc. Announces Effectiveness of Registration Statement on Form S-4 in Connection with Previously Announced Up-C Simplification
13 Sep 23
DEF 14C
Information statement
12 Sep 23
10-Q
2023 Q2
Quarterly report
1 Aug 23
Transcripts
Latest ownership filings
SC 13D/A
BRIGHAM BEN M
6 Oct 23
4
GREGORY M SHEPARD
26 Sep 23
SC 13D/A
BRIGHAM BEN M
25 Sep 23
3
Richard W Schmidt
22 Sep 23
3
GREGORY M SHEPARD
22 Sep 23
3
Kirk Edwards Ginn
22 Sep 23
3
Brian Anthony Leveille
22 Sep 23
3
Chad M. McEver
22 Sep 23
3
Initial statement of insider ownership
22 Sep 23
3
Joel Hock
22 Sep 23
Financial summary
Quarter (USD) | Jun 23 | Mar 23 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Institutional ownership, Q3 2023
38.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 120 |
Opened positions | 48 |
Closed positions | 18 |
Increased positions | 28 |
Reduced positions | 31 |
13F shares | Current |
---|---|
Total value | 382.61 bn |
Total shares | 41.96 mm |
Total puts | 67.70 k |
Total calls | 46.30 k |
Total put/call ratio | 1.5 |
Largest owners | Shares | Value |
---|---|---|
Sealy & Smith Foundation | 14.82 mm | $345.09 mm |
Brigham Ben M | 9.95 mm | $231.69 mm |
JHG Janus Henderson | 1.98 mm | $44.08 bn |
Clearbridge Advisors | 1.68 mm | $37.35 bn |
Victory Capital Management | 1.23 mm | $27.44 bn |
Encompass Capital Advisors | 1.22 mm | $27.21 bn |
BLK Blackrock | 1.14 mm | $25.27 bn |
AMP Ameriprise Financial | 817.45 k | $18.17 bn |
Nuveen Asset Management | 699.99 k | $15.56 bn |
Jacobs Levy Equity Management | 581.13 k | $12.92 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
22 Sep 23 | Shepard Gregory M | Class A Common Stock | Grant | Acquire A | No | No | 22.68 | 3,197 | 72.51 k | 979,268 |
13 Sep 23 | Dathan C Voelter | Class B Common Stock | Other | Acquire J | No | No | 0 | 81,069 | 0.00 | 81,069 |
13 Sep 23 | Dathan C Voelter | Class A Common Stock | Other | Acquire J | No | No | 0 | 72,950 | 0.00 | 100,728 |
13 Sep 23 | Dathan C Voelter | Atlas Sand Operating, LLC Units Class A Common Stock | Other | Acquire J | No | No | 0 | 81,069 | 0.00 | 81,069 |
13 Sep 23 | Atlas Sand | Class B Common Stock | Other | Dispose J | No | No | 0 | 42,852,499 | 0.00 | 0 |
13 Sep 23 | Atlas Sand | Class A Common Stock | Other | Dispose J | No | No | 0 | 2,255,395 | 0.00 | 0 |
13 Sep 23 | Atlas Sand | Atlas Sand Operating, LLC Units Class A Common Stock | Other | Dispose J | No | No | 0 | 42,852,499 | 0.00 | 0 |
13 Sep 23 | John Gregory Turner | Class B Common Stock | Other | Acquire J | No | No | 0 | 810,696 | 0.00 | 810,696 |
13 Sep 23 | John Gregory Turner | Class A Common Stock | Other | Acquire J | No | No | 0 | 729,502 | 0.00 | 775,335 |
13 Sep 23 | John Gregory Turner | Atlas Sand Operating, LLC Units Class A Common Stock | Other | Acquire J | No | No | 0 | 810,696 | 0.00 | 810,696 |
News
Atlas Energy Solutions Provides Update On Mechanical Fire Occurred At Mine In Kermit, Texas; Says Fire Primarily Impacted The Feed System
18 Apr 24
Cracking The Code: Understanding Analyst Reviews For Atlas Energy Solutions
16 Apr 24
Raymond James Maintains Strong Buy on Atlas Energy Solutions, Raises Price Target to $27
16 Apr 24
Goldman Sachs Reinstates Buy on Atlas Energy Solutions, Announces $24 Price Target
14 Mar 24
Barclays Maintains Overweight on Atlas Energy Solutions, Raises Price Target to $26
5 Mar 24
Press releases
Kermit Facility Operational Update
18 Apr 24
Atlas Announces Timing of First Quarter 2024 Earnings Release and Conference Call
8 Apr 24
Atlas Energy Solutions Inc. Completes Previously Announced Acquisition of Hi-Crush Inc. And Announces Promotion of John Turner to CEO
5 Mar 24
Atlas Energy Solutions Announces Fourth Quarter and Year End 2023 Results; Signs Transformative Agreement to Acquire Hi-Crush Inc.
27 Feb 24
Atlas Energy Solutions Inc. to Acquire Hi-Crush Inc., Creating the Largest Proppant Producer in the Country and an Industry Leading Logistics Provider
27 Feb 24