Axalta Coating Systems (NYSE:AXTA) Price Target Raised to $37.00 at Robert W. Baird

Axalta Coating Systems (NYSE:AXTA) had its price target raised by investment analysts at Robert W. Baird from $35.00 to $37.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the specialty chemicals company’s stock. Robert W. Baird’s target price would suggest a potential upside of 4.18% from the company’s previous close.

Several other equities analysts also recently commented on AXTA. UBS Group increased their price target on Axalta Coating Systems from $31.00 to $32.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Wall Street Zen raised shares of Axalta Coating Systems to a “buy” rating in a report on Saturday. The Goldman Sachs Group set a $36.00 target price on shares of Axalta Coating Systems in a research note on Friday, May 1st. Mizuho lifted their target price on shares of Axalta Coating Systems from $32.00 to $39.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. Finally, Wells Fargo & Company lowered shares of Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and cut their target price for the stock from $39.00 to $30.00 in a research report on Friday, April 10th. Four analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, Axalta Coating Systems has a consensus rating of “Hold” and an average price target of $35.67.

Axalta Coating Systems Price Performance

Shares of NYSE:AXTA opened at $35.52 on Wednesday. The stock has a market capitalization of $7.60 billion, a P/E ratio of 20.77, a P/E/G ratio of 1.65 and a beta of 1.24. The business has a 50-day moving average of $32.63 and a two-hundred day moving average of $31.24. Axalta Coating Systems has a fifty-two week low of $24.94 and a fifty-two week high of $35.98. The company has a debt-to-equity ratio of 1.27, a current ratio of 2.10 and a quick ratio of 1.53.

Axalta Coating Systems (NYSE:AXTA) last issued its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.65 by $0.07. Axalta Coating Systems had a return on equity of 22.37% and a net margin of 7.22%.The business had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.31 billion. During the same quarter in the prior year, the firm posted $0.64 EPS. The firm’s revenue for the quarter was up 3.1% on a year-over-year basis. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.700 EPS and its Q3 2026 guidance at 0.700-0.700 EPS. On average, equities research analysts predict that Axalta Coating Systems will post 2.59 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of AXTA. Artisan Partners Limited Partnership boosted its position in shares of Axalta Coating Systems by 887.2% in the fourth quarter. Artisan Partners Limited Partnership now owns 12,575,932 shares of the specialty chemicals company’s stock valued at $406,328,000 after acquiring an additional 11,301,977 shares during the period. Channing Capital Management LLC increased its position in Axalta Coating Systems by 672.6% during the fourth quarter. Channing Capital Management LLC now owns 3,037,990 shares of the specialty chemicals company’s stock worth $98,157,000 after acquiring an additional 2,644,783 shares during the period. Empyrean Capital Partners LP acquired a new position in Axalta Coating Systems during the 4th quarter valued at $66,236,000. UBS Group AG raised its stake in Axalta Coating Systems by 207.4% during the 4th quarter. UBS Group AG now owns 2,902,507 shares of the specialty chemicals company’s stock valued at $93,780,000 after purchasing an additional 1,958,395 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in Axalta Coating Systems by 36.2% in the 4th quarter. Dimensional Fund Advisors LP now owns 6,941,250 shares of the specialty chemicals company’s stock valued at $224,282,000 after purchasing an additional 1,845,353 shares during the period. 98.28% of the stock is currently owned by institutional investors and hedge funds.

Axalta Coating Systems News Summary

Here are the key news stories impacting Axalta Coating Systems this week:

• Positive Sentiment: Axalta reported second-quarter adjusted earnings of $0.72 per share, exceeding the $0.65 analyst consensus and rising from $0.64 a year earlier. Axalta Coating Systems Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Revenue reached $1.35 billion, ahead of the $1.31 billion estimate and up 3.1% year over year, indicating continued top-line growth despite a challenging operating environment. Axalta Releases Second Quarter 2026 Results
• Positive Sentiment: The earnings call highlighted strong EBITDA growth, which may reassure investors that profitability and cost management are improving. Axalta Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Management maintained full-year 2026 EPS guidance of $2.55 to $2.70, a range that brackets the $2.59 analyst consensus and therefore does not represent a material change to expectations. Axalta 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: Third-quarter EPS guidance of $0.70 was below the $0.72 consensus estimate, signaling modest near-term pressure on earnings expectations. Axalta Tops Estimates on Q2 Results

About Axalta Coating Systems

Axalta Coating Systems is a global leader in the development, manufacture and sale of liquid and powder coatings. The company’s product portfolio spans refinish coatings for the automotive collision repair market, original equipment manufacturer (OEM) coatings for new vehicle production, and industrial coatings including electrodeposition (E-coat) and powder coatings for a variety of sectors such as architecture, heavy equipment and general industrial applications.

Tracing its roots to the 19th century and rebranded as Axalta following its separation from DuPont Performance Coatings in 2013, the company has built a presence in more than 100 countries.