Ag2R la Mondiale Gestion D'Actifs 13F: Adds $3.5M to ATO Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs boosted its holdings in Atmos Energy by 22,186 shares, raising its total to 34,929 shares worth about $5.46 million.
- The increase represents a 174.1% change in Ag2R's position, now accounting for 0.36% of its total reported value of $1.52 billion.
- Atmos Energy trades recently around $171.29, which is about equal to its closing price on October 26, 2026.
Get Atmos Energy text alerts
We text you when insiders, Congress, analysts or big funds move on $ATO.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Atmos Energy Corporation alert may contain errors. Disclosures
Ag2R la Mondiale Gestion D'Actifs boosted its position in Atmos Energy Corporation (NYSE: ATO) by 22,186 shares, bringing its total to 34,929 shares valued at approximately $5.46 million, according to the fund's latest Form 13F filing with the SEC on October 26, 2026.
The increase marks a 174.1% rise in Ag2R's stake in Atmos Energy, which now comprises 0.36% of its total reported value of $1.52 billion. This change ranks Atmos Energy as the 45th largest position in Ag2R's portfolio, which consists of 425 positions.
ATO
Atmos Energy Corporation
Where Atmos Energy Fits in Ag2R's Portfolio
Ag2R's recent boost in Atmos Energy's shares significantly increases its stake, reflecting a more substantial commitment to the company.
Other Institutional Activity in Atmos Energy
Several other institutional investors have also made moves in Atmos Energy. Aristotle Capital Management reduced its stake by 1,503,648 shares, ending with 4,866,481 shares valued at about $838.3 million. Meanwhile, Bank of America increased its holdings by 416,933 shares, bringing its total to 4,199,433 shares worth approximately $734.2 million. Vanguard Group added 276,485 shares, resulting in 21,032,554 shares valued at around $3.68 billion.
Atmos Energy Corporation Stock Down 0.5%
Atmos Energy shares closed at $171.29 on October 26, 2026, and recently traded around the same price. The stock is currently above its 50-day moving average by about 4.4% but below its 200-day average by 1.7%. The shares are also about 11% below their 52-week high of $192.51.
Recent Earnings
Atmos Energy reported trailing twelve-month revenue of approximately $4.92 billion, with a net margin of 28.5% and a return on equity of 9.8%. The next earnings report is scheduled for November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
2 target raises vs 1 cuts.
-
EPS & revenue
EPS beat estimates by 1.1%. Revenue missed estimates by 7.5%.
-
Profit surprise
EBITDA beat by 6 percent. Operating income beat by 5 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
2 target raises, 1 target cut.
-
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 of $4.00 per share, resulting in a yield of 2.34%. The dividend payout ratio is 46.1%.
Insider Buying and Selling at Atmos Energy Corporation
In recent insider trades, Director William J Ware purchased 300 shares at an average price of $167.59 on August 11, 2026, totaling about $50,278. Additionally, Director Sean Donohue sold 450 shares at $171.15 on December 3, 2025, valued at approximately $77,018.
Analysts Set New Price Targets
On October 21, 2026, Morgan Stanley maintained an Equal-Weight rating on Atmos Energy with a price target of $182. This follows several ratings from other firms, including Jefferies, which maintained a Hold rating with a target of $167 on October 1, 2026. The consensus recommendation for Atmos Energy is to hold, with a mean price target of $179.
About Atmos Energy
Atmos Energy Corporation, based in Dallas, Texas, is involved in the regulated distribution of natural gas and related services across several states in the U.S. The company operates through two segments: Distribution and Pipeline and Storage. This recent increase in Ag2R's stake may reflect confidence in Atmos Energy's stable business model and growth potential in the utilities sector.
Bottom Line
Investors should watch for Atmos Energy's upcoming earnings report on November 4, 2026, for insights into its performance. Ag2R's latest filing shows a significant increase in their position, indicating a bullish outlook on the company's future.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $ATO (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts