ATMOS ENERGY CORP (ATO) SEC Filings

ATMOS ENERGY CORP (symbol: ATO) is the issuer of record for a Form 4 filing submitted to the SEC. Jeffries James Henry IV reported acquisition or exercise transactions in this Form 4 filing.

ATMOS ENERGY CORP (ATO) reported that director James Henry Jeffries IV received an award of 1,000 Phantom Stock Units on September 1, 2026. Each phantom stock unit is equivalent to one share of common stock and is scheduled to be settled in shares of common stock when his service on the Board ends. Following this grant, he holds 1,000 Phantom Stock Units directly under the company’s 1998 Long-Term Incentive Plan.

ATMOS ENERGY CORP (ATO) reported the initial beneficial ownership of director James Henry Jeffries IV on a Form 3. The filing shows that he holds 4,593.601 shares of Common Stock as a direct owner. A footnote states these shares were held prior to his joining the Board of Directors.

Atmos Energy Corporation has a significant shareholder group led by Wellington Management entities. As of 06/30/2026, Wellington Management Group LLP and related holding and advisory affiliates report aggregate beneficial ownership of 9,185,798 shares of Atmos common stock, representing 5.5% of the class.

These shares are held of record by investment advisory clients of various Wellington investment advisers. Wellington reports no sole voting or dispositive power, but shared voting power over up to 8,696,682 shares and shared dispositive power over up to 9,185,788 shares, reflecting its role as a parent holding company over investment adviser subsidiaries rather than direct ownership.

ATMOS ENERGY CORP director William James Ware purchased 300 shares of common stock on 2026-08-11 at $167.5945 per share in an open-market or private transaction. Following this trade, he holds 488 shares directly and 24,047 shares indirectly through a trust.

Atmos Energy Corporation reports several governance and leadership changes. James H. Jeffries IV has been elected to the Board of Directors effective September 1, 2026, with his term expiring at the February 3, 2027 annual meeting. In connection with his election, he will receive 1,000 share units that vest and are distributed upon his separation from board service. Jeffries, a longtime energy regulatory attorney, previously advised Atmos as a partner at McGuire Woods LLP, which was paid $422,649 in fiscal 2025 and $346,119 in fiscal 2026 to date for services.

Atmos also discloses management succession in utility operations. John S. McDill, Senior Vice President, Utility Operations, plans to retire in early 2027 and will remain in his role and on the Management Committee until then. The Board has appointed Jeff D. Martinez as Senior Vice President, Utility Operations, effective October 1, 2026. In connection with his promotion, Martinez’s annual base salary will increase from $380,000 to $500,000, and he will continue to participate in Atmos’s annual and long-term incentive plans.

Atmos Energy, a regulated natural gas distributor and pipeline operator, reported stronger results for the nine months ended June 30, 2026. Total operating revenues rose to about $4.18 billion from $3.97 billion, while net income increased 20% to $1.23 billion and diluted EPS reached $7.33 versus $6.40 a year earlier. Management attributes the improvement mainly to favorable rate outcomes tied to safety and reliability investments and a $132.4 million earnings benefit from Texas infrastructure legislation, partly offset by higher depreciation, property taxes, compliance spending, and employee costs.

Distribution segment operating income grew 14% to roughly $1.02 billion, driven by Mid‑Tex rate adjustments, modest customer growth, and lower excess deferred tax refunds, while pipeline and storage operations also expanded. Atmos invested $3.08 billion in capital expenditures, over 85% for system safety and reliability, funded by $1.67 billion of operating cash flow and $1.73 billion of financing. At June 30, 2026, the company held $31.6 billion in assets, maintained equity capitalization of 59.8%, substantial long‑term debt capacity, and about $4.6 billion of available liquidity, including cash, undrawn credit lines, and equity forward capacity.

Atmos Energy Corporation reported fiscal 2026 results highlighting earnings per diluted share of $7.33 on net income of $1.2 billion. The company invested $3.1 billion in capital expenditures, with over 85% directed to safety and reliability, and cited a strong financial profile with $4.6 billion of available liquidity and implemented $355.0 million in annualized regulatory outcomes.

The company reaffirmed its fiscal 2026 earnings guidance at $8.40–$8.50 per diluted share and expects approximately $4.2 billion in capital expenditures for the year. The board declared a quarterly dividend of $1.00 per share, implying an indicated annual dividend of $4.00, a 14.9% increase over fiscal 2025. Management will discuss third-quarter results on an August 6, 2026 webcast.

BlackRock, Inc. filed an amended Schedule 13G reporting passive ownership of common stock of Atmos Energy Corp. BlackRock reported beneficial ownership of 14,538,261 shares of Atmos Energy common stock, representing 8.7% of the class as of June 30, 2026.

BlackRock reported sole voting power over 13,524,447 shares and sole dispositive power over 14,538,261 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single such person has an interest exceeding 5% of Atmos Energy’s outstanding common shares.

ATMOS ENERGY CORP director Edward Geiser reported a compensation-related change in his deferred equity holdings. He received 187.9455 units of Phantom Deferred Compensation, each economically equivalent to one share of Atmos Energy common stock, at a reference price of $172.9230 per unit.

The phantom units were credited under the company’s 1998 Long-Term Incentive Plan based on an election to convert a portion of his director fees and through a dividend reinvestment feature. These awards are not current stock purchases or sales and will be settled in shares of common stock only when his service on the company’s Board ends.