Vanguard Group 13F: Adds $48M to Atmos Energy (ATO) Stake
Vanguard Group raised its position in Atmos Energy by 276,485 shares, totaling over 21 million shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Vanguard Group added 276,485 shares to its stake in Atmos Energy Corporation ($ATO), a 1.33% increase, according to a 13F filing with the SEC dated January 29, 2026. It reported 21,032,554 shares worth $3.68 billion at the end of the quarter.
Since the filing, $ATO is up 3.3% after 1 week, up 13.3% after 1 month and up 2.6% to date (from the $163.17 close on Jan 29, 2026).
Key Points
- Vanguard Group added 276,485 shares of Atmos Energy, raising its total to 21,032,554 shares valued at $3.57 billion.
- Atmos Energy trades near $169.96 with a market cap of $28.37 billion and a P/E ratio of 20.93.
- Insiders like CEO John Akers and analysts from firms like Mizuho and Truist Securities have engaged with the stock recently.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Atmos Energy Corporation alert may contain errors. Disclosures
Vanguard Group has increased its stake in Atmos Energy Corporation (NYSE: ATO), adding 276,485 shares. This brings its total holdings to 21,032,554 shares, valued at approximately $3.57 billion. This change was disclosed in a Form 13F filing with the SEC, reflecting holdings as of the end of the reporting period.
What Changed in Vanguard Group's Atmos Energy Position
Vanguard Group boosted its investment in Atmos Energy by 276,485 shares, growing its stake by about 1.33% to a total of 21,032,554 shares. The value of this position is now roughly $3.57 billion, based on the latest filing.
Other Institutional Activity in Atmos Energy
BlackRock, Inc. also increased its position, adding 428,484 shares to hold a total of 17,451,963 shares worth about $3.22 billion. State Street Corp raised its holdings by 586,392 shares, ending with 11,372,750 shares valued at $2.10 billion. On the other hand, Wellington Management Group LLP reduced its stake by 359,036 shares, now holding 9,651,472 shares worth approximately $1.78 billion. Capital International Investors significantly cut its position, selling 4,567,048 shares to hold 7,326,778 shares valued at $1.35 billion.
Atmos Energy Corporation Stock Up 9.1%
Shares of Atmos Energy (NYSE: ATO) are trading around $169.96. The company has a market capitalization of approximately $28.37 billion and a P/E ratio of 20.93. Its stock has a 52-week range between $149.98 and $192.51. The 50-day moving average is $180.59, while the 200-day moving average is $175.17. The company's beta is 0.601, indicating lower volatility compared to the market.
Recent Earnings
Atmos Energy reported revenues of $4.88 billion with a slight growth of 0.6%. The company's net margin stands at 27.58%, with a return on equity of 9.6%. Earnings per share (EPS) were $8.12. The next earnings report is scheduled for May 6, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 1.1%. Revenue missed estimates by 7.5%.
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Profit surprise
EBITDA beat by 6 percent. Operating income beat by 5 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
2 target raises, 1 target cut.
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Earnings quality
Gross margin down 2.0 points. Operating margin up 6.7 points. Positive free cash flow.
Earnings Call Summary
Atmos earned $2.44 per share in the first quarter, up 9.4 percent from last year, beating consensus on earnings. The company benefited from 35 million dollars in impacts from Texas House Bill 4384 and much wider natural gas spreads at its pipeline business. Winter Storm Fern tested the system but caused minimal supply problems because upstream storage worked well. The company added nearly 54,000 new customers over the past year, mainly in Texas, and continues to see strong industrial and data center interest.
Guidance Atmos reaffirmed its full year earnings guidance of $8.15 to $8.35 per share. The company expects to complete 4.2 billion dollars in capital spending this year focused mainly on safety and system modernization. Management said there was no change to the long-term plan despite a recent rate case outcome in Mississippi.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Atmos Energy pays an annual dividend rate of $4.00, yielding 2.35%. The dividend payout ratio is 46.06%.
Insider Buying and Selling at Atmos Energy Corporation
On May 2, 2026, President & CEO John Akers sold 6,235 shares at an average price of $187.74. On the same day, he also purchased 16,850 shares at $189.74. Senior VP of Human Resources Matt Robbins sold 2,815 shares and bought the same amount at $189.74. Senior VP & CFO Christopher Forsythe bought 3,970 shares at $189.74.
Analysts Set New Price Targets
On May 29, 2026, Mizuho maintained a hold rating for Atmos Energy with a price target of $184. Truist Securities also maintained a hold rating with a target of $187 on May 18, 2026. The consensus among 11 analysts is a hold, with a mean target price of $186.18.
About Atmos Energy Corporation
Atmos Energy Corporation, headquartered in Dallas, Texas, is a prominent player in the regulated natural gas distribution and pipeline storage sectors in the U.S. The company operates through two main segments: Distribution and Pipeline and Storage. It serves about 3.4 million customers across eight states with its extensive network of 76,000 miles of pipelines. Founded in 1906, Atmos Energy continues to be a major utility provider under the leadership of CEO John Kevin Akers.
Bottom Line
Vanguard Group's increase in its Atmos Energy holdings highlights ongoing institutional interest in the utility sector. Investors often track these filings to gauge fund sentiment, though it's important to remember that 13F filings reflect past positions and aren't current. Atmos Energy remains a key player with stable financials and a consistent dividend, making it a notable stock in the utilities space.
Source: Vanguard Group's 13F filing on $ATO (Jan 29, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Vanguard Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
