FY2026 Earnings Estimate for AXTA Issued By KeyCorp

Key Points

• KeyCorp forecasts FY2026 EPS of $2.66 for Axalta, slightly above the $2.64 consensus estimate, and maintains an “Overweight” rating with a $47 price target.
• Axalta exceeded quarterly expectations, reporting $0.72 EPS versus the $0.65 consensus and $1.35 billion in revenue versus $1.31 billion expected. The company’s FY2026 EPS guidance is $2.55–$2.70.
• Despite KeyCorp’s bullish stance, the broader analyst consensus remains “Hold,” with five Buy ratings and nine Hold ratings and an average price target of $36.85.

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Stock analysts at KeyCorp issued their FY2026 earnings per share (EPS) estimates for shares of Axalta Coating Systems in a report issued on Thursday, September 10th. KeyCorp analyst S. Tiano forecasts that the specialty chemicals company will post earnings per share of $2.66 for the year. KeyCorp has a "Overweight" rating and a $47.00 price target on the stock. The consensus estimate for Axalta Coating Systems' current full-year earnings is $2.64 per share.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last released its earnings results on Tuesday, July 28th. The specialty chemicals company reported $0.72 EPS for the quarter, topping the consensus estimate of $0.65 by $0.07. Axalta Coating Systems had a return on equity of 22.35% and a net margin of 6.78%.The business had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.31 billion. During the same period in the previous year, the company posted $0.64 earnings per share. The company's revenue for the quarter was up 3.1% compared to the same quarter last year. 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.

Other analysts also recently issued research reports about the stock. Mizuho raised their price target on shares of Axalta Coating Systems from $32.00 to $39.00 and gave the company an "outperform" rating in a report on Wednesday, July 1st. Robert W. Baird upped 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. BMO Capital Markets increased their price objective on shares of Axalta Coating Systems from $35.00 to $39.00 and gave the stock a "market perform" rating in a research note on Wednesday, July 29th. UBS Group reissued a "neutral" rating on shares of Axalta Coating Systems in a report on Wednesday, July 29th. Finally, Weiss Ratings upgraded shares of Axalta Coating Systems from a "hold (c)" rating to a "hold (c+)" rating in a research report on Monday, August 3rd. Five research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Axalta Coating Systems presently has a consensus rating of "Hold" and a consensus price target of $36.85.

Axalta Coating Systems Stock Performance

Shares of Axalta Coating Systems stock opened at $34.24 on Monday. Axalta Coating Systems has a 1 year low of $24.94 and a 1 year high of $38.61. The firm's 50-day moving average is $35.13 and its 200 day moving average is $31.83. The stock has a market cap of $7.33 billion, a price-to-earnings ratio of 21.13, a PEG ratio of 1.57 and a beta of 1.24. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.53 and a quick ratio of 1.12.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Covestor Ltd lifted its position in shares of Axalta Coating Systems by 197.7% during the 4th quarter. Covestor Ltd now owns 908 shares of the specialty chemicals company's stock valued at $29,000 after buying an additional 603 shares in the last quarter. Cedar Mountain Advisors LLC bought a new stake in Axalta Coating Systems during the 1st quarter worth approximately $30,000. Mint Tower Capital Management B.V. bought a new stake in Axalta Coating Systems during the 2nd quarter worth approximately $31,000. Summit Securities Group LLC purchased a new position in Axalta Coating Systems during the fourth quarter valued at approximately $32,000. Finally, Los Angeles Capital Management LLC purchased a new position in Axalta Coating Systems during the fourth quarter valued at approximately $35,000. Institutional investors own 98.28% of the company's stock.

More Axalta Coating Systems News

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

• Positive Sentiment: KeyCorp initiated coverage with an “overweight” rating and a $47 price target, implying substantial upside from the recent trading level. The bullish rating is likely the main catalyst supporting AXTA’s move higher. KeyCorp initiates coverage of Axalta Coating Systems
• Positive Sentiment: KeyCorp expects Axalta to earn approximately $3.00 per share in fiscal 2027 and $3.20 in fiscal 2028, well above the current-year consensus estimate of $2.64. The projections suggest confidence in longer-term earnings growth and could support investor interest.
• Neutral Sentiment: KeyCorp’s quarterly estimates call for $0.72 EPS in the third quarter of 2026 and $0.67 EPS in the fourth quarter. These forecasts provide an updated earnings framework but do not represent a change to company guidance.
• Neutral Sentiment: A Zacks comparison examines whether Axalta or Hawkins (HWKN) offers the better value among specialty chemical stocks. The article may influence value-focused investors, although the provided report does not identify a definitive winner or announce a fundamental change at Axalta. AXTA versus HWKN value comparison

Axalta Coating Systems Company Profile

Axalta Coating Systems Ltd. is a global coatings company that develops, manufactures and sells protective, decorative and functional coatings. Its products are used by automotive manufacturers, vehicle repair and refinish businesses, industrial equipment producers, commercial transportation companies and other customers seeking to protect surfaces from corrosion, weathering and wear.

The company's offerings include liquid and powder coatings, primers, clearcoats, electrocoat systems, sealants and other coating technologies.

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