ATO Atmos EnergycompanySEC Filings & Insider Trading Activity 2026
Latest Atmos Energy (ATO) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on November 14, 2025, a 10-Q quarterly report filed on May 6, 2026, an 8-K current report filed on August 5, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Atmos Energy (ATO) (SEC CIK 731802), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-09-30)
Business Overview
- • Core business: Regulated distribution and transportation of natural gas to 3.4 million customers in 8 primarily Southern states
- • Strategic focus: Modernization of infrastructure, reducing regulatory lag, enhancing safety, innovation, and environmental sustainability
- • Rate base growth: Mid-Tex division rate base increased to $8.3 billion with an authorized return on equity of 9.80%
- • Recent ratemaking: Implemented $333.6 million in annual operating income via formula mechanisms and rate cases in fiscal 2025
- • Noteworthy fact: Peak-day gas demand hit 4.2 Bcf on Feb 19, 2025, with supply peak-day availability at approx. 5.4 Bcf
Risk Factors
- • Regulatory risk: Texas infrastructure legislation effective Q3 FY2025 increased distribution segment income by $18.5M, impacting capital expenditure recovery timing
- • Geopolitical/macroeconomic: Concentration of operations in Texas exposes company to regional economic downturns and weather-related risks affecting 87% of $3.6B capital spending
- • Operational vulnerability: Capital expenditure of $3.6B in FY2025, with 87% on safety/reliability, depends on accessing capital markets and regulatory recovery mechanisms
- • Competitive risk: Increased competition from alternative energy forms threatens distribution segment, despite sales volume growth of 5,088 MMcf in FY2025
- • Financial risk: Equity capitalization at 60.3% with $4.9B liquidity as of Sept 30, 2025, includes $3.1B undrawn credit but exposed to higher interest costs from increased borrowings due to gas price volatility
Management Discussion & Analysis
- • Operating cash flow $2,049.5M in 2025 vs $1,733.7M in 2024, up $315.8M driven by successful rate case outcomes
- • Capital expenditures $3.6B in 2025 vs $2.9B in 2024, up $700M; distribution spending +$413.4M, pipeline & storage +$210.9M
- • Financing cash flow $1,406.8M in 2025 vs $1,478.6M in 2024; $1.8B net proceeds from debt & equity issuance in 2025
- • Dividend increase 8.1% in 2025 with more shares outstanding; shares issued 6.3M in 2025 vs 6.8M in 2024
- • Moody’s downgraded long-term rating to A2 with stable outlook in April 2025; key risks: operating performance, liquidity, credit market access
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Annual Reports Archive10-K
AI-powered analysis of Atmos Energy (ATO) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Atmos Energy (ATO) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | $4.3B | $4.2B | $4.7B |
| Operating Income | $1.1B | $1.4B | $1.6B |
| Net Income | $885.9M | $1.0B | $1.2B |
| Op. Margin | 25.0% | 32.5% | 33.2% |
| Net Margin | 20.7% | 25.0% | 25.5% |
| Balance Sheet | |||
| Total Assets | $22.5B | $25.2B | $28.2B |
| Equity | $10.9B | $12.2B | $13.6B |
| ROE | 8.1% | 8.6% | 8.8% |
| Per Share | |||
| EPS | - | $6.83 | $7.46 |
| Cash Flow | |||
| Operating CF | $3.5B | $1.7B | $2.0B |
Source: XBRL financial data from Atmos Energy (ATO) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 5, 2026 | - | - | - |
8-K | Jun 18, 2026 | - | - | - |
8-K | Jun 18, 2026 | - | - | - |
8-K | May 6, 2026 | - | - | |
10-Q | May 6, 2026 | Mar 31, 2026 | - | |
8-K | Mar 30, 2026 | - | - | - |
8-K | Feb 10, 2026 | - | - | |
10-Q | Feb 3, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 3, 2026 | - | - | |
10-K | Nov 14, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 6, 2025 | Jun 30, 2025 | - | |
10-Q | May 7, 2025 | Mar 31, 2025 | Analysis | |
10-Q | Feb 4, 2025 | Dec 31, 2024 | - | |
10-K | Nov 18, 2024 | Sep 30, 2024 | - | |
SC 13G | Nov 14, 2024 | - | - | |
10-Q | Aug 7, 2024 | Jun 30, 2024 | - | |
10-Q | May 8, 2024 | Mar 31, 2024 | - | |
10-Q | Feb 6, 2024 | Dec 31, 2023 | - | |
10-K | Nov 14, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 2, 2023 | Jun 30, 2023 | - | |
10-Q | May 3, 2023 | Mar 31, 2023 | - | |
SC 13G | Feb 14, 2023 | - | - | |
10-Q | Feb 7, 2023 | Dec 31, 2022 | - | |
SC 13G | Feb 6, 2023 | - | - | |
SC 13G | Jan 25, 2023 | - | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate ATO share value held by 13F filers tracked by SignalX, by quarter.
- Goldman Sachs Group+688.7K (+55%)
- State Street Corp+586.4K (+5%)
- BlackRock+428.5K (+3%)
- Bank of America Corp+416.9K (+11%)
- AQR Capital Management+316.2K (+62%)
- Citigroup95.2K (-28%)
- Ameriprise Financial76.1K (-54%)
- Wells Fargo & Co19.7K (-1%)
- Atlantic Union Bankshares Corp4.3K (-53%)
- BNY Mellon3.5K (-0%)
- Franklin Resources+39.2K
- Vanguard Group Inc−21.03M
- Invesco Ltd−3.01M
- JPMorgan Chase & Co−361.8K
- D.E. Shaw & Co−73.3K
- StoneX Group Inc.−12.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 279 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest ATO SEC filings in 2026?
Atmos Energy (ATO) has filed a 10-K annual report on November 14, 2025, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did ATO file its most recent 10-K annual report?
Atmos Energy (ATO) filed its most recent 10-K annual report on November 14, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view ATO 10-Q quarterly reports?
Atmos Energy (ATO)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every ATO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has ATO filed recently?
Atmos Energy (ATO)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find ATO insider trading activity (Form 4)?
SignalX aggregates every ATO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does ATO file with the SEC?
Atmos Energy (ATO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ATO filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Atmos Energy (ATO).
What is ATO's SEC CIK number?
Atmos Energy (ATO)'s SEC CIK (Central Index Key) number is 731802. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 731802 to look up all ATO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find ATO return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Atmos Energy (ATO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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