MBL Wealth 13F: New $882K Stake in Atmos Energy (ATO)
Key Points
- MBL Wealth initiated a stake in Atmos Energy Corporation ATO with 5,637 shares valued at $881,853.
- Atmos Energy Corporation ATO recently traded around $173.91, near its 200-day moving average.
- The utility firm handles regulated natural gas distribution across eight states, backed by a steady dividend rate.
Since the filing, $ATO is down 1.0% to date (from the $173.91 close on Oct 22, 2026).
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MBL Wealth bought a new stake in Atmos Energy Corporation ATO, picking up 5,637 shares. The investment was revealed in a Form 13F regulatory filing submitted to the Securities and Exchange Commission on October 22, 2026. The reported value of the position stood at $881,853, with zero shares prior to this filing.
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What Changed in MBL Wealth's Atmos Energy Position
MBL Wealth started its investment by acquiring 5,637 shares of Atmos Energy Corporation ATO. This marks a brand-new holding for the firm, giving it a reported value of $881,853 based on the filing details.
Other Institutional Activity in Atmos Energy
Other large funds have also adjusted their holdings in the utility company recently. Silvercrest Asset Management Group trimmed its stake by 17,987 shares, ending with 707,225 shares worth about $121,833,653.77. Verition Fund Management grew its holdings by 64,176 shares, ending with 704,630 shares worth about $12,138,661.31. Aristotle Capital Management cut its position by 1,503,648 shares, leaving it with 4,866,481 shares valued at about $838,348,702.66. Bank of America increased its investment by 416,933 shares to hold 4,199,433 shares worth about $734,228,850.34. Vanguard Group lifted its holdings by 276,485 shares, finishing with 21,032,554 shares worth about $3,677,331,664.34.
Atmos Energy Corporation Stock Up 4.2%
Atmos Energy Corporation ATO recently traded around $173.91 as of October 24, 2026. That price matches its close of $173.91 on October 22, 2026. The stock sits below its 52-week high of $192.51 and above its 52-week low of $154.72.
Recent Earnings
The utility firm reported trailing-twelve-month revenue of $4,921,525,760.00 and earnings of $8.39 per share. The company is scheduled to release its next financial results on November 4, 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
The company pays an annual dividend of $4.00 per share.
Insider Buying and Selling at Atmos Energy Corporation
Insiders have been active with company stock over the past year. Director Sean Donohue sold 450 shares on December 3, 2025. Director William J. Ware bought 300 shares on August 11, 2026.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock. Morgan Stanley maintained an equal-weight rating on September 18, 2026. Jefferies maintained a hold rating on October 1, 2026. Argus Research reiterated a buy rating on October 6, 2026. Truist Securities maintained a hold rating on October 15, 2026. Morgan Stanley maintained an equal-weight rating on October 21, 2026.
About Atmos Energy
Atmos Energy Corporation provides regulated natural gas distribution and pipeline storage services. Operating mainly in eight states, the company delivers energy to residential, commercial, and industrial customers through an extensive network. Utility providers of this scale often draw steady institutional interest due to their regulated business models and essential service offerings.
Bottom Line
Investors will look toward the upcoming earnings report on November 4, 2026, for updated financial guidance. Future regulatory filings will show whether institutional interest in the company continues to expand.
Source: MBL Wealth's 13F filing on $ATO (Oct 22, 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