UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $83,000 Stock Position in Axalta Coating Systems Ltd. $AXTA

Key Points

• UBS Asset Management cut its Axalta Coating Systems position by 99.6% in the second quarter, selling 545,949 shares and retaining 2,425 shares valued at approximately $83,000. Institutional investors and hedge funds collectively own 98.28% of AXTA.
• Axalta reported quarterly EPS of $0.72, 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.
• Analyst sentiment remains mixed: KeyCorp initiated coverage with an “overweight” rating and a $47 price target, while the broader analyst consensus is “Hold” with an average target of $36.85.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its holdings in shares of Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) by 99.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,425 shares of the specialty chemicals company's stock after selling 545,949 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's holdings in Axalta Coating Systems were worth $83,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Principal Securities Inc. lifted its stake in Axalta Coating Systems by 7.5% in the 4th quarter. Principal Securities Inc. now owns 7,292 shares of the specialty chemicals company's stock valued at $236,000 after purchasing an additional 511 shares during the last quarter. IFP Advisors Inc grew its position in Axalta Coating Systems by 65.9% during the 4th 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 last quarter. Covestor Ltd increased its holdings in 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 in the last quarter. Allworth Financial LP raised its position in Axalta Coating Systems by 31.9% in the fourth quarter. Allworth Financial LP now owns 3,173 shares of the specialty chemicals company's stock valued at $103,000 after purchasing an additional 768 shares during the last quarter. Finally, Mint Tower Capital Management B.V. bought a new position in Axalta Coating Systems in the second quarter valued at about $31,000. 98.28% of the stock is owned by institutional investors and hedge funds.

Axalta Coating Systems Stock Performance

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

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last announced its earnings results on Tuesday, July 28th. The specialty chemicals company reported $0.72 EPS for the quarter, beating 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 company 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 company earned $0.64 EPS. The firm'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. As a group, equities research analysts expect that Axalta Coating Systems Ltd. will post 2.64 earnings per share for the current year.

Axalta Coating Systems News Roundup

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

Wall Street Analysts Forecast Growth

AXTA has been the subject of several recent research reports. UBS Group reaffirmed a "neutral" rating on shares of Axalta Coating Systems in a research note on Wednesday, July 29th. Wall Street Zen lowered shares of Axalta Coating Systems from a "strong-buy" rating to a "buy" rating in a report on Monday, August 10th. 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 research note on Wednesday, July 1st. BMO Capital Markets lifted their price target on shares of Axalta Coating Systems from $35.00 to $39.00 and gave the stock a "market perform" rating in a report on Wednesday, July 29th. Finally, KeyCorp began coverage on Axalta Coating Systems in a report on Friday. They issued an "overweight" rating and a $47.00 price objective for the company. Five investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $36.85.

About Axalta Coating Systems

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.