Axalta Coating Systems Ltd. (AXTA) – What Are Brokerages Thinking About This Stock?

Axalta Coating Systems Ltd. (NYSE:AXTA) has received a consensus recommendation of “Hold” from the thirteen brokerages that are covering the company, Marketbeat.com reports. Eight equities research analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $38.55.

AXTA has been the subject of several recent analyst reports. JPMorgan Chase & Co. raised their target price on shares of Axalta Coating Systems from $33.00 to $34.00 and gave the company a “neutral” rating in a research note on Friday. Wall Street Zen cut shares of Axalta Coating Systems from a “buy” rating to a “hold” rating in a report on Saturday. Robert W. Baird lifted their price target on shares of Axalta Coating Systems from $35.00 to $37.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Royal Bank Of Canada boosted their price target on Axalta Coating Systems from $34.00 to $36.00 and gave the company a “sector perform” rating in a research note on Wednesday, July 8th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $38.00 target price on shares of Axalta Coating Systems in a research report on Friday, October 9th.

Axalta Coating Systems News Roundup

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

• Positive Sentiment: Barclays lowered its price target modestly from $45 to $44 but maintained an “overweight” rating, implying approximately 29.5% potential upside from the referenced price. Barclays lowers Axalta price target
• Positive Sentiment: Axalta guided to approximately $1.10 billion-$1.11 billion in 2026 adjusted EBITDA and forecast fourth-quarter adjusted EPS of about $0.55, giving investors visibility into its near-term profitability expectations. Axalta guidance for 2026 EBITDA and fourth-quarter EPS
• Neutral Sentiment: Management reported third-quarter revenue of approximately $1.31 billion, up 1.8% year over year, while net income was about $95 million. The results indicate continued top-line growth but limited earnings momentum. Axalta third-quarter earnings results
• Negative Sentiment: Third-quarter adjusted EPS was $0.63, below consensus estimates near $0.70-$0.71 and down from $0.67 a year earlier. Revenue also missed expectations of roughly $1.33 billion, increasing concerns about margins and demand. Axalta third-quarter earnings and revenue miss
• Positive Sentiment: Ariel Global Fund highlighted potential cost savings from Axalta’s proposed merger with Akzo Nobel, offering a possible longer-term catalyst if the transaction produces expected synergies. Ariel Global Fund discusses Axalta and Akzo Nobel merger

Hedge Funds Weigh In On Axalta Coating Systems

Several hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in Axalta Coating Systems in the second quarter valued at approximately $668,541,000. Barrow Hanley Mewhinney & Strauss LLC bought a new stake in shares of Axalta Coating Systems during the second quarter worth $599,029,000. Dimensional Fund Advisors LP increased its holdings in shares of Axalta Coating Systems by 10.9% during the first quarter. Dimensional Fund Advisors LP now owns 7,695,348 shares of the specialty chemicals company’s stock worth $213,143,000 after buying an additional 754,098 shares in the last quarter. Lakewood Capital Management LP acquired a new position in shares of Axalta Coating Systems during the second quarter worth $117,157,000. Finally, Parsifal Capital Management LP acquired a new position in shares of Axalta Coating Systems during the second quarter worth $82,069,655. 98.28% of the stock is currently owned by institutional investors and hedge funds.

Axalta Coating Systems Stock Performance

Shares of AXTA stock opened at $33.99 on Friday. Axalta Coating Systems has a 12 month low of $24.94 and a 12 month high of $38.61. The company’s fifty day simple moving average is $34.00 and its 200-day simple moving average is $32.34. The firm has a market cap of $7.27 billion, a PE ratio of 21.93, a P/E/G ratio of 1.98 and a beta of 1.26. The company has a quick ratio of 1.12, a current ratio of 1.53 and a debt-to-equity ratio of 0.93.

Axalta Coating Systems (NYSE:AXTA) last released its earnings results on Thursday, October 29th. The specialty chemicals company reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.70 by ($0.07). Axalta Coating Systems had a return on equity of 21.28% and a net margin of 6.46%. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.33 billion. During the same quarter in the previous year, the company posted $0.67 EPS. The business’s revenue was up 1.8% on a year-over-year basis. Equities research analysts expect that Axalta Coating Systems will post 2.45 EPS for the current fiscal year.

About Axalta Coating Systems

Axalta Coating Systems Ltd. (NYSE: AXTA) develops, manufactures and sells coatings and coating technologies designed to protect, enhance and improve the appearance of vehicles, equipment and industrial products. Its offerings include liquid, powder and electrocoat products, along with related color-management tools, application technologies and technical services.

The company serves several markets, including automotive original equipment manufacturers, automotive refinish businesses, commercial transportation, industrial equipment, architecture and general manufacturing.