Stanley Capital Management LLC Makes New Investment in Axalta Coating Systems Ltd. $AXTA

Key Points

• Stanley Capital Management purchased 216,600 Axalta shares in the second quarter, valued at approximately $7.4 million, giving it a 0.10% stake. Institutional investors collectively own 98.28% of the company.
• Axalta reported quarterly earnings of $0.72 per share, exceeding estimates of $0.65, while revenue rose 3.1% year over year to $1.35 billion. The company maintained fiscal 2026 EPS guidance of $2.55–$2.70.
• AXTA shares opened at $36.42, near analysts’ consensus price target of $36.00. Wall Street sentiment remains generally cautious, with four Buy ratings and eleven Hold ratings.

Stanley Capital Management LLC purchased a new stake in shares of Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 216,600 shares of the specialty chemicals company's stock, valued at approximately $7,412,000. Stanley Capital Management LLC owned 0.10% of Axalta Coating Systems as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in AXTA. Covestor Ltd lifted its stake in shares of Axalta Coating Systems by 197.7% in the 4th quarter. Covestor Ltd now owns 908 shares of the specialty chemicals company's stock worth $29,000 after purchasing an additional 603 shares during the period. Cedar Mountain Advisors LLC bought a new stake in Axalta Coating Systems during the first quarter valued at approximately $30,000. Summit Securities Group LLC purchased a new stake in Axalta Coating Systems during the fourth quarter valued at approximately $32,000. Los Angeles Capital Management LLC purchased a new stake in Axalta Coating Systems during the fourth quarter valued at approximately $35,000. Finally, IFP Advisors Inc raised its position in Axalta Coating Systems by 65.9% in the fourth quarter. IFP Advisors Inc now owns 1,453 shares of the specialty chemicals company's stock worth $47,000 after acquiring an additional 577 shares during the period. Hedge funds and other institutional investors own 98.28% of the company's stock.

Axalta Coating Systems Price Performance

NYSE:AXTA opened at $36.42 on Wednesday. The business's 50-day simple moving average is $34.82 and its two-hundred day simple moving average is $31.70. Axalta Coating Systems Ltd. has a 52 week low of $24.94 and a 52 week high of $38.61. The stock has a market cap of $7.79 billion, a PE ratio of 22.48, a P/E/G ratio of 1.78 and a beta of 1.24. The company has a quick ratio of 1.12, a current ratio of 1.53 and a debt-to-equity ratio of 0.99.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share for the quarter, topping analysts' consensus estimates 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 firm had revenue of $1.35 billion during the quarter, compared to analyst estimates of $1.31 billion. During the same quarter in the prior year, the company posted $0.64 earnings per share. The business's quarterly revenue 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. As a group, analysts forecast that Axalta Coating Systems Ltd. will post 2.63 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

AXTA has been the topic of several analyst reports. UBS Group reiterated a "neutral" rating on shares of Axalta Coating Systems in a research note on Wednesday, July 29th. Citigroup initiated coverage on Axalta Coating Systems in a research note on Thursday, June 4th. They issued a "buy" rating and a $44.00 price objective for the company. Wall Street Zen downgraded Axalta Coating Systems from a "strong-buy" rating to a "buy" rating in a research report on Monday, August 10th. Robert W. Baird upped their price target on Axalta Coating Systems from $35.00 to $37.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 29th. Finally, Mizuho upped their price target on Axalta Coating Systems from $32.00 to $39.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 1st. Four investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $36.00.

Axalta Coating Systems Profile

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.

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