ATI Inc. (NYSE: ATI) reported third-quarter 2026 sales of $1.42 billion, up 26% from a year earlier. Net income attributable to ATI rose 73% to $189.8 million, while diluted earnings per share increased 76% to $1.37.
The company raised its full-year 2026 adjusted EBITDA guidance to $1.190 billion to $1.200 billion, from prior guidance of $1.135 billion to $1.185 billion. Fourth-quarter adjusted EBITDA guidance is $345 million to $355 million.
- GAAP basic EPS was $1.39, compared with $0.80 in the prior-year quarter.
- HPMC sales were $721.4 million, up 20% year over year.
- AA&S sales were $702.3 million, up 34% year over year.
- Third-quarter operating cash flow was $154.6 million and capital expenditures were $92.8 million.
- ATI repurchased $70.0 million of common stock during the quarter.
$ATI Insider Trading Activity
$ATI insiders have traded $ATI stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $ATI stock by insiders over the last 6 months:
- KIMBERLY A FIELDS (Chair, President and CEO) has made 0 purchases and 25 sales selling 177,044 shares for an estimated $33,976,253.
- TIMOTHY J HARRIS (Senior VP and CDIO) has made 0 purchases and 5 sales selling 75,000 shares for an estimated $15,215,625.
- DAVID J MOREHOUSE sold 2,485 shares for an estimated $501,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ATI Hedge Fund Activity
We have seen 475 institutional investors add shares of $ATI stock to their portfolio, and 296 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 2,267,269 shares (+13.8%) to their portfolio in Q2 2026, for an estimated $446,878,719
- VIKING GLOBAL INVESTORS LP removed 2,178,963 shares (-65.4%) from their portfolio in Q2 2026, for an estimated $429,473,607
- CAPITAL INTERNATIONAL INVESTORS removed 2,164,464 shares (-36.8%) from their portfolio in Q2 2026, for an estimated $426,615,854
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,483,253 shares (+inf%) to their portfolio in Q2 2026, for an estimated $292,349,166
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,285,210 shares (+149.6%) to their portfolio in Q2 2026, for an estimated $253,314,891
- D. E. SHAW & CO., INC. removed 1,207,036 shares (-59.7%) from their portfolio in Q2 2026, for an estimated $237,906,795
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,066,339 shares (-17.3%) from their portfolio in Q2 2026, for an estimated $210,175,416
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
