Seaport Res Ptn Issues Optimistic Outlook for AXTA Earnings

Key Points

• Analyst estimates for Axalta Coating Systems' Q1 2026 EPS have been raised from $0.65 to $0.67, with full-year earnings now projected at $2.81 per share.
• The stock is currently rated as a "Moderate Buy" with an average target price of $37.71, despite mixed ratings from various investment firms.
• Axalta's latest earnings report showed a 0.03 increase in EPS to $0.64, exceeding analyst expectations, but revenue decreased by 3.4% year-over-year.

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Research analysts at Seaport Res Ptn lifted their Q1 2026 earnings per share (EPS) estimates for Axalta Coating Systems in a report released on Monday, August 4th. Seaport Res Ptn analyst M. Harrison now expects that the specialty chemicals company will post earnings of $0.67 per share for the quarter, up from their prior estimate of $0.65. The consensus estimate for Axalta Coating Systems' current full-year earnings is $2.55 per share. Seaport Res Ptn also issued estimates for Axalta Coating Systems' Q2 2026 earnings at $0.70 EPS and FY2026 earnings at $2.81 EPS.

Other analysts also recently issued reports about the company. Wells Fargo & Company lowered their price target on Axalta Coating Systems from $40.00 to $39.00 and set an "overweight" rating for the company in a report on Tuesday, July 1st. Deutsche Bank Aktiengesellschaft cut Axalta Coating Systems from a "buy" rating to a "hold" rating and set a $32.00 price objective on the stock. in a research note on Friday, July 18th. BNP Paribas upgraded Axalta Coating Systems from a "neutral" rating to an "outperform" rating and set a $38.00 target price for the company in a research report on Thursday, April 10th. BMO Capital Markets lowered shares of Axalta Coating Systems from an "outperform" rating to a "market perform" rating and lowered their target price for the company from $51.00 to $33.00 in a research note on Wednesday, July 16th. Finally, Mizuho dropped their target price on shares of Axalta Coating Systems from $39.00 to $35.00 and set an "outperform" rating on the stock in a report on Tuesday, July 15th. Seven equities research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, Axalta Coating Systems has an average rating of "Moderate Buy" and an average price target of $37.71.

Axalta Coating Systems Trading Down 0.8%

Shares of AXTA traded down $0.23 during trading hours on Tuesday, hitting $28.45. The stock had a trading volume of 3,113,557 shares, compared to its average volume of 3,228,105. Axalta Coating Systems has a 12-month low of $27.58 and a 12-month high of $41.65. The firm has a market cap of $6.16 billion, a P/E ratio of 13.95, a P/E/G ratio of 1.37 and a beta of 1.27. The company has a debt-to-equity ratio of 1.47, a quick ratio of 1.53 and a current ratio of 2.12. The company's fifty day simple moving average is $29.95 and its 200 day simple moving average is $32.52.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The specialty chemicals company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.61 by $0.03. Axalta Coating Systems had a return on equity of 25.32% and a net margin of 8.58%. The company had revenue of $1.32 billion during the quarter, compared to analysts' expectations of $1.33 billion. During the same quarter in the previous year, the business earned $0.57 EPS. The firm's revenue was down 3.4% on a year-over-year basis.

Institutional Trading of Axalta Coating Systems

Several institutional investors have recently modified their holdings of the company. Fuller & Thaler Asset Management Inc. boosted its stake in Axalta Coating Systems by 54.9% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 5,587,090 shares of the specialty chemicals company's stock worth $191,190,000 after purchasing an additional 1,980,296 shares during the period. Nuveen LLC purchased a new stake in shares of Axalta Coating Systems in the first quarter worth approximately $57,682,000. SG Americas Securities LLC purchased a new position in Axalta Coating Systems during the first quarter valued at approximately $55,876,000. Balyasny Asset Management L.P. acquired a new position in Axalta Coating Systems in the 4th quarter valued at approximately $56,215,000. Finally, Millennium Management LLC lifted its position in Axalta Coating Systems by 89.0% in the 1st quarter. Millennium Management LLC now owns 3,087,211 shares of the specialty chemicals company's stock worth $102,403,000 after buying an additional 1,453,551 shares in the last quarter. Institutional investors and hedge funds own 98.28% of the company's stock.

Axalta Coating Systems Company Profile

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.