Abc Arbitrage 13F: New $7.4M Stake in Atkore (ATKR)

Abc Arbitrage opened a new position in Atkore Inc. ATKR, buying 77,890 shares worth about $7.38 million. The move was disclosed in a Form 13F filing with the SEC on October 23, 2026.

ATKR Atkore Inc.

$94.96 ▲ +49.31% year to date

1M 3M YTD

Daily close · Oct 16, 2026

What Changed in Abc Arbitrage's Atkore Position

In its filing, Abc Arbitrage reported a brand-new stake in the industrial company. The fund did not own any shares previously, making this 77,890-share purchase an entirely new holding valued at $7,380,078.

Other Institutional Activity in Atkore

Other large money managers also adjusted their holdings in Atkore recently. American Century Companies Inc grew its holdings by 336,035 shares, ending with 1,775,158 shares worth about $168,569,002 after a 23.4% increase. Gates Capital Management, Inc. reduced its stake by 975,411 shares, leaving it with 1,710,192 shares valued at approximately $162,399,830 following a 36.3% drop. LSV Asset Management grew its holdings by 41,758 shares, ending with 1,093,590 shares worth about $103,847,305 after a 4.0% increase. Earnest Partners LLC trimmed its holdings by 5,601 shares, ending with 772,294 shares worth about $73,337,037 following a 0.7% decrease.

Atkore Inc. Stock Holds Steady

Atkore shares recently traded around $94.96 as of October 24, 2026. The stock sits right near its 52-week high of $94.97 and well above its 52-week low of $53.75. The shares trade above their 50-day moving average of $94.19 and their 200-day moving average of $76.91.

Recent Earnings

For the trailing twelve months, Atkore reported $2.93 billion in revenue with a year-over-year growth rate of 8.1%. The company posted an earnings per share total of negative $4.83, alongside a net margin of negative 5.5% and a return on equity of negative 11.9%. Investors will look ahead to the company's next earnings release on November 19, 2026, for further financial updates.

Dividend

The company pays an annual dividend rate of $1.32 per share which translates to a dividend yield of 1.39%. The payout ratio sits at 40.1%.

Insider Buying and Selling at Atkore Inc.

Officer Mark F Lamps sold 300 shares of Atkore on August 10, 2026, at an average price of $93.75, totaling $28,125 in a transaction that was not part of a pre-arranged trading plan.

Analysts Set New Price Targets

Analyst coverage includes a few recent views. On July 16, 2026, RBC Capital maintained a Sector Perform rating with a target of $252.00. On August 4, 2026, Roth Capital downgraded the stock to Neutral and raised its price target from $85.00 to $92.00. Overall the stock carries a consensus recommendation of buy with a mean price target of $93.50 across 2 analyst opinions.

About Atkore

Atkore Inc. manufactures and sells electrical, mechanical, safety, and infrastructure products and solutions in the United States and internationally. The Harvey, Illinois-based business operates through two main segments focused on electrical equipment and infrastructure needs.

Bottom Line

Abc Arbitrage's new position adds to the mix of institutional shifts seen in Atkore stock recently. Market participants will watch the upcoming earnings report on November 19, 2026, for more details on business performance.