KeyCorp Research Analysts Lower Earnings Estimates for AXTA

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Investment analysts at KeyCorp decreased their Q2 2025 earnings per share estimates for shares of Axalta Coating Systems in a research report issued on Sunday, April 13th. KeyCorp analyst A. Yefremov now forecasts that the specialty chemicals company will post earnings per share of $0.60 for the quarter, down from their previous forecast of $0.61. The consensus estimate for Axalta Coating Systems' current full-year earnings is $2.55 per share. KeyCorp also issued estimates for Axalta Coating Systems' Q3 2025 earnings at $0.61 EPS, Q4 2025 earnings at $0.59 EPS and FY2026 earnings at $2.76 EPS.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last announced its quarterly earnings data on Tuesday, February 4th. The specialty chemicals company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.09. Axalta Coating Systems had a return on equity of 26.29% and a net margin of 7.41%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.31 billion. During the same quarter last year, the firm posted $0.43 EPS. The firm's revenue for the quarter was up 1.1% on a year-over-year basis.

Other research analysts also recently issued research reports about the company. Wolfe Research upgraded Axalta Coating Systems from a "peer perform" rating to an "outperform" rating and set a $41.00 price target on the stock in a report on Friday, January 17th. Mizuho set a $37.00 price objective on Axalta Coating Systems in a research report on Tuesday. StockNews.com cut shares of Axalta Coating Systems from a "strong-buy" rating to a "buy" rating in a research note on Friday, February 28th. Citigroup reduced their price objective on shares of Axalta Coating Systems from $42.00 to $32.00 and set a "neutral" rating for the company in a research note on Tuesday, April 8th. Finally, Barclays increased their target price on Axalta Coating Systems from $44.00 to $45.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 5th. Three research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $41.36.

Axalta Coating Systems Trading Up 0.4 %

Shares of AXTA traded up $0.12 during trading hours on Tuesday, hitting $31.24. The company had a trading volume of 1,710,662 shares, compared to its average volume of 2,039,162. The stock's 50 day moving average price is $33.84 and its 200 day moving average price is $35.98. The company has a quick ratio of 1.47, a current ratio of 2.01 and a debt-to-equity ratio of 1.74. Axalta Coating Systems has a 52-week low of $27.70 and a 52-week high of $41.66. The firm has a market cap of $6.81 billion, a P/E ratio of 17.55, a P/E/G ratio of 0.92 and a beta of 1.33.

Insiders Place Their Bets

In related news, insider Troy D. Weaver sold 10,457 shares of the business's stock in a transaction on Monday, February 10th. The stock was sold at an average price of $37.57, for a total transaction of $392,869.49. Following the transaction, the insider now directly owns 74,905 shares in the company, valued at $2,814,180.85. The trade was a 12.25 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Eagle Bay Advisors LLC lifted its holdings in Axalta Coating Systems by 116.3% in the fourth quarter. Eagle Bay Advisors LLC now owns 824 shares of the specialty chemicals company's stock valued at $28,000 after acquiring an additional 443 shares during the period. Financial Management Professionals Inc. raised its position in shares of Axalta Coating Systems by 11,757.1% during the 1st quarter. Financial Management Professionals Inc. now owns 830 shares of the specialty chemicals company's stock worth $28,000 after purchasing an additional 823 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in Axalta Coating Systems by 60.7% in the 4th quarter. Jones Financial Companies Lllp now owns 1,318 shares of the specialty chemicals company's stock valued at $45,000 after buying an additional 498 shares in the last quarter. UMB Bank n.a. raised its stake in Axalta Coating Systems by 35.4% in the 4th quarter. UMB Bank n.a. now owns 2,093 shares of the specialty chemicals company's stock valued at $72,000 after purchasing an additional 547 shares during the last quarter. Finally, Plato Investment Management Ltd lifted its holdings in Axalta Coating Systems by 156.4% in the 4th quarter. Plato Investment Management Ltd now owns 2,238 shares of the specialty chemicals company's stock valued at $77,000 after purchasing an additional 1,365 shares in the last quarter. 98.28% of the stock is currently owned by hedge funds and other institutional investors.

About Axalta Coating Systems

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings.