Insider Trading February 17, 2026

Atkore Executive Disposes of $65,780 in Shares as Company Posts First Major Beat in Two Years

President of Safety & Infrastructure sells 1,000 shares under a 10b5-1 plan amid a quarter that exceeded expectations on volume, pricing and margin gains

By Ajmal Hussain ATKR
Atkore Executive Disposes of $65,780 in Shares as Company Posts First Major Beat in Two Years
ATKR

Mark F. Lamps, Atkore Inc.'s President of Safety & Infrastructure, sold 1,000 shares on February 17, 2026 under a Rule 10b5-1 plan. The trade totaled $65,780 and leaves Lamps with 35,981.5679 shares, including unvested RSUs and dividend-equivalent accruals. Atkore reported a stronger-than-expected Q1 FY2026 with EPS of $0.83 and revenue of $655.5 million, prompting RBC Capital to raise its price target to $71.00 while keeping a Sector Perform rating. The company has a $2.25 billion market capitalization and a 1.99% dividend yield, though it was not profitable over the past twelve months and analysts project fiscal 2026 EPS of $5.26.

Key Points

  • Mark F. Lamps sold 1,000 Atkore shares at $65.78 on February 17, 2026 under a Rule 10b5-1 plan - transaction totaled $65,780.
  • Following the sale, Lamps directly holds 35,981.5679 shares, including unvested RSUs and accrued dividend equivalents.
  • Atkore reported Q1 FY2026 EPS of $0.83 and revenue of $655.5 million, beating consensus; RBC raised its price target to $71.00 while keeping a Sector Perform rating.

Summary

Mark F. Lamps, who serves as President of Safety & Infrastructure at Atkore Inc (NASDAQ:ATKR), sold 1,000 shares of the company’s common stock at $65.78 per share on February 17, 2026. The transaction generated proceeds of $65,780 and was executed under a Rule 10b5-1 trading plan that Lamps adopted on February 6, 2025.


Transaction details and ownership

Following the sale, Lamps directly holds 35,981.5679 shares of Atkore common stock. That total explicitly includes unvested restricted stock units (RSUs) and amounts that have been accrued for dividend equivalent units tied to those RSUs. The disclosure notes the precise post-sale holding and the structure of the ownership figure.


Company financial snapshot

Atkore is currently a $2.25 billion market capitalization company that offers a dividend yield of 1.99%. Public filings indicate that the company was not profitable over the most recent twelve-month period. Analysts covering the name project earnings per share of $5.26 for fiscal year 2026.


Quarterly performance and analyst response

In other company announcements, Atkore International Group Inc. posted first-quarter results for fiscal year 2026 which surpassed analyst expectations. The firm reported earnings per share of $0.83, ahead of the consensus estimate of $0.64. Revenue for the quarter came in at $655.5 million, slightly above the forecasted $650.09 million. RBC Capital has responded by raising its price target on Atkore from $64.00 to $71.00 while maintaining a Sector Perform rating.


Drivers and context provided by the company

The company attributed its first material earnings beat in two years to improved volume, pricing, and an expansion in EBITDA margin. Those specific operational factors were cited as the primary contributors to the better-than-expected performance for the quarter.


Market response and perspective

These developments - an insider sale executed under a pre-existing 10b5-1 plan and a substantive quarterly beat led by volume, pricing and margin improvement - have drawn attention from investors and analysts. The filings and the earnings release provide the factual basis for tracking both insider activity and the firm’s recent operational momentum.

Risks

  • Atkore was not profitable over the last twelve months, indicating ongoing profitability risk that could affect investor returns - impacts industrial and infrastructure sectors.
  • Analyst forecasts remain forward-looking with an EPS projection of $5.26 for fiscal 2026, introducing earnings-per-share uncertainty for equity investors.
  • The company’s recent outperformance was driven by volume, pricing and EBITDA margin improvements; if these factors reverse, future results could be negatively affected.

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