Atlas Energy Solutions (NYSE:AESI) Stock: Insider Gregory Shepard Sells 190,500 Shares

Posted by Brian Himes on Nov 12th, 2026

Atlas Energy Solutions Inc. (NYSE:AESI – Get Free Report) insider Gregory Shepard sold 190,500 shares of the firm’s stock in a transaction dated Tuesday, November 10th. The shares were sold at an average price of $5.16, for a total transaction of $982,980.00. Following the completion of the sale, the insider owned 6,530,710 shares of the company’s stock, valued at $33,698,463.60. This trade represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.

Atlas Energy Solutions Trading Up 4.4%

Atlas Energy Solutions stock opened at $5.60 on Thursday. The stock has a 50-day simple moving average of $10.85 and a 200 day simple moving average of $13.17. The stock has a market capitalization of $699.52 million, a P/E ratio of -5.00 and a beta of 1.29. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.99 and a current ratio of 1.22. Atlas Energy Solutions Inc. has a 52 week low of $5.08 and a 52 week high of $20.13.

Atlas Energy Solutions (NYSE:AESI – Get Free Report) last released its quarterly earnings data on Monday, November 2nd. The company reported ($0.36) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.24) by ($0.12). The business had revenue of $267.78 million during the quarter, compared to the consensus estimate of $265.32 million. Atlas Energy Solutions had a negative net margin of 12.98% and a negative return on equity of 12.38%. Atlas Energy Solutions’s quarterly revenue was up 3.1% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.19) EPS. Analysts expect that Atlas Energy Solutions Inc. will post -1.02 earnings per share for the current year.

Key Stories Impacting Atlas Energy Solutions

Here are a few of the latest stories about AESI:

Positive Sentiment: Citigroup lowered its price target to $16 from $17 but maintained a Buy rating, signaling continued optimism about AESI’s prospects. Citigroup rating information
Negative Sentiment: Barclays cut its price target to $7 from $13 and kept an Equal Weight rating, reflecting a substantially less favorable outlook than Citigroup’s. Barclays rating information
Negative Sentiment: Insider Gregory Shepard sold 890,500 shares across transactions on Nov. 6, 9 and 10, for about $4.75 million. He retained 6.53 million shares after the latest sale, but the repeated disposals may weigh on sentiment. SEC filing for insider transactions

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Piper Sandler decreased their target price on Atlas Energy Solutions from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Wednesday, November 4th. Glj Research initiated coverage on Atlas Energy Solutions in a research note on Wednesday, October 28th. They issued a “buy” rating and a $13.00 price target for the company. Citigroup decreased their price objective on Atlas Energy Solutions from $17.00 to $16.00 and set a “buy” rating on the stock in a report on Wednesday. Weiss Ratings reiterated a “sell (d)” rating on shares of Atlas Energy Solutions in a research report on Wednesday, November 4th. Finally, Stephens lowered their price objective on Atlas Energy Solutions from $22.00 to $20.00 and set an “overweight” rating on the stock in a research report on Monday, October 5th. Six research analysts have rated the stock with a Buy rating, three have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $15.80.

Read Our Latest Stock Report on Atlas Energy Solutions

Institutional Trading of Atlas Energy Solutions

Institutional investors have recently bought and sold shares of the business. Advisors Asset Management Inc. bought a new position in shares of Atlas Energy Solutions during the third quarter worth approximately $3,283,000. Ieq Capital LLC raised its position in shares of Atlas Energy Solutions by 7.6% in the third quarter. Ieq Capital LLC now owns 64,951 shares of the company’s stock valued at $780,000 after buying an additional 4,576 shares in the last quarter. Public Sector Pension Investment Board raised its position in shares of Atlas Energy Solutions by 105.5% in the third quarter. Public Sector Pension Investment Board now owns 546,658 shares of the company’s stock valued at $6,543,000 after buying an additional 280,598 shares in the last quarter. Global Retirement Partners LLC raised its position in shares of Atlas Energy Solutions by 494.1% in the third quarter. Global Retirement Partners LLC now owns 14,414 shares of the company’s stock valued at $173,000 after buying an additional 11,988 shares in the last quarter. Finally, Roubaix Capital LLC bought a new stake in shares of Atlas Energy Solutions in the third quarter valued at approximately $3,895,000. Institutional investors own 34.59% of the company’s stock.

About Atlas Energy Solutions

(Get Free Report)

Atlas Energy Solutions Inc. is a U.S. energy-services company that supplies proppant, primarily frac sand, used in hydraulic fracturing. The company mines, processes and distributes sand for oil and natural gas operators. Atlas also provides logistics services to move proppant from its facilities to well sites, including transportation and storage. Its operations are focused on the Permian Basin in West Texas and southeastern New Mexico, a major oil and gas producing region. Founded in 2017, the company has developed an integrated supply and logistics network serving energy producers in the region.