IFM Investors 13F: New $6.1M Stake in ATI

IFM Investors took a new position in ATI Inc. (NYSE: ATI), acquiring 32,204 shares valued at $6.1 million. The disclosure appeared in a Form 13F filing with the Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at the end of a prior quarter, this filing reflects historical holdings and might not show the fund's exact current stake.

Inside IFM Investors's ATI Trade

The fund established a brand-new stake in the specialty materials maker during the period, adding 32,204 shares. The newly opened position carried a reported value of $6,099,438. This addition forms part of IFM Investors's broader portfolio adjustments, following recent moves in other equities.

Other Institutional Activity in ATI Inc.

Blackrock Inc. grew its holdings by 2,267,300 shares, ending with 18,708,922 shares worth about $3,472,188,765. Vanguard Portfolio Management LLC grew its holdings by 398,202 shares, ending with 6,219,875 shares worth about $1,154,346,578. Vanguard Capital Management LLC grew its holdings by 38,580 shares, ending with 6,162,418 shares worth about $1,143,683,134. State Street Corporation reduced its holdings by 143,672 shares, ending with 5,237,299 shares worth about $971,990,302 after a 2.7% decrease. Capital World Investors reduced its holdings by 463,908 shares, ending with 5,249,249 shares worth about $974,208,102 after an 8.1% decrease.

ATI Inc. Stock Down 2.0%

ATI shares recently traded around $185.51 as of October 16, 2026. That puts the stock below its 50-day moving average of $202.18, though it remains above its 200-day moving average of $170.50. The stock trades below its 52-week high of $243.57 and above its 52-week low of $79.29. The company has a trailing P/E ratio of 54.43 and a forward P/E ratio of 29.12.

Recent Earnings

ATI Inc. reported trailing-twelve-month revenue of $4.72 billion alongside trailing earnings of $3.41 per share. The company generated a net margin of 10.1% and a return on equity of 25.4%. The company's next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at ATI Inc.

Director David J Morehouse sold 2,485 shares on September 2, 2026, at an average price of $201.61 for a total value of $501,001. Chief Technology Officer Timothy J Harris sold 16,500 shares on September 8, 2026, at an average price of $207.54 for $3,424,410. Timothy J Harris later sold 16,500 shares on September 14, 2026, at an average price of $188.15 for $3,104,475. Timothy J Harris also sold 9,000 shares on September 21, 2026, at an average price of $191.82 for $1,726,380.

Analysts Set New Price Targets

On August 7, 2026, Susquehanna maintained the stock with a Positive rating and a $265.00 price target. On August 7, 2026, BTIG maintained a Buy rating with a $270.00 price target. On August 12, 2026, Keybanc maintained an Overweight rating with a $258.00 price target. On September 30, 2026, Wells Fargo maintained an Overweight rating with a $240.00 price target. On October 8, 2026, Keybanc maintained an Overweight rating with a $228.00 price target. Wall Street analysts hold a strong buy consensus on the stock with a mean price target of $248.89 based on 9 analyst opinions.

About ATI Inc.

ATI Inc. produces specialized materials and complex components used in aerospace, defense, and industrial applications. The company operates through two primary segments focused on high-performance materials and advanced alloys, supplying critical high-temperature components where material durability matters. Institutional interest from funds like IFM Investors highlights ongoing portfolio allocation toward advanced industrial component makers.

Bottom Line

Investors tracking IFM Investors will want to look toward ATI's upcoming earnings report on October 29, 2026, for fresh financial details. Remember that 13F filings show historical ownership from prior periods and may not reflect the fund's current holdings. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.