Atmos Energy Corporation (ATO)

Atmos Energy Corp. stock has experienced a 10.17% increase over the last six months and a 22.25% increase over the past year as of October 6, 2025. In February 2025, the stock price rose by 1.9% following the release of its first-quarter results. Second-quarter results on May 7, 2025, showed an 18.4% year-over-year increase in revenue and a rise in EPS to $3.03, leading to a marginal increase in share price, and the company raised its full-year EPS guidance to $7.20–$7.30 and increased its dividend by 8.1%. On August 6, 2025, the company reported its third-quarter 2025 earnings with an EPS of $1.16, slightly missing analyst estimates of $1.17, and revenue of $838.77 million, also below expectations, but updated its fiscal 2025 earnings per share guidance to a range of $7.35 to $7.45 on August 7, 2025. A regular quarterly dividend of $0.87 was declared, payable on September 8, 2025, and new Texas legislation (House Bill 4384) is anticipated to boost Q4 2025 EPS by approximately $0.10.

Demand for Atmos Energy's products and services exhibits seasonality, particularly in its distribution business, where heating demand significantly influences earnings, while pipeline earnings tend to be more stable throughout the year. The company continues to see growth in customer additions, with nearly 58,000 new residential customers added in the 12 months ending June 30, 2025, and strong industrial demand for natural gas in its service territories.

Atmos Energy Corp. operates within the Utilities sector, focusing on Gas Distributors, Regulated Gas, and Oil/Gas Transmission industries, distributing natural gas to various customers and providing pipeline transportation and storage services.

Headquartered in Dallas, Texas, Atmos Energy serves approximately three million natural gas distribution customers in over 1,400 communities across nine states, including Colorado, Kansas, Kentucky, Louisiana, Mississippi, Tennessee, Texas, and Virginia, and is the largest natural gas distributor in Texas, Louisiana, and Mississippi, with 65% of its distribution business originating from Texas.

Atmos Energy was named one of the 2025 Most Trusted Brands by Eskent, ranking first among 40 utilities in the South region, and achieved a 97% satisfaction rating from customers for its support associates and service technicians. However, the company's reputation was likely impacted by a lawsuit filed on August 26, 2025, by Potts Law Firm against Atmos Energy Corporation following a natural gas leak that caused an explosion and severely injured a West Texas man.

Institutional investors hold a significant portion of Atmos Energy Corp.'s stock, ranging from approximately 59.15% to 99.75%, with major holders including Vanguard Group Inc, BlackRock, Inc., and Wellington Management Group Llp. Individual investors, including insiders, hold a smaller percentage, reported between approximately 0.35% and 1.9%.