Seaport Res Ptn Has Positive Outlook for AXTA Q3 Earnings

Key Points

• Seaport Res Ptn has raised its Q3 2025 earnings estimate for Axalta Coating Systems to $0.65 per share, reflecting a slight increase from the previous estimate of $0.64.
• Analysts have mixed opinions on Axalta, with ratings ranging from "neutral" to "outperform", while the average price target for the stock is $37.71.
• Axalta Coating Systems reported a Q2 earnings of $0.64 per share, surpassing estimates, but revenue declined by 3.4% compared to the previous year.

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Analysts at Seaport Res Ptn upped their Q3 2025 earnings estimates for Axalta Coating Systems in a report released on Monday, August 4th. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $0.65 per share for the quarter, up from their previous forecast of $0.64. 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' Q4 2025 earnings at $0.65 EPS, FY2025 earnings at $2.52 EPS, Q3 2026 earnings at $0.72 EPS and Q4 2026 earnings at $0.72 EPS.

Several other equities analysts have also commented on the company. The Goldman Sachs Group lowered their price objective on Axalta Coating Systems from $46.00 to $40.00 and set a "buy" rating for the company in a research report on Wednesday, May 14th. Wells Fargo & Company lowered their price target on shares of Axalta Coating Systems from $40.00 to $39.00 and set an "overweight" rating for the company in a research report on Tuesday, July 1st. Morgan Stanley dropped their price objective on shares of Axalta Coating Systems from $40.00 to $36.00 and set an "equal weight" rating on the stock in a research note on Thursday, May 8th. Royal Bank Of Canada cut their price objective on shares of Axalta Coating Systems from $37.00 to $34.00 and set an "outperform" rating on the stock in a report on Friday, August 1st. Finally, Deutsche Bank Aktiengesellschaft lowered shares of Axalta Coating Systems from a "buy" rating to a "hold" rating and set a $32.00 target price for the company. in a report on Friday, July 18th. Seven research analysts have rated the stock with a hold rating, seven have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, Axalta Coating Systems currently has a consensus rating of "Moderate Buy" and an average price target of $37.71.

Axalta Coating Systems Stock Down 0.3%

Shares of NYSE AXTA traded down $0.09 during mid-day trading on Wednesday, hitting $28.38. 1,811,626 shares of the stock traded hands, compared to its average volume of 3,294,491. The company has a market cap of $6.15 billion, a price-to-earnings ratio of 13.91, a PEG ratio of 1.36 and a beta of 1.27. The stock has a fifty day moving average price of $29.79 and a 200-day moving average price of $32.38. Axalta Coating Systems has a 52 week low of $27.58 and a 52 week high of $41.65. The company has a debt-to-equity ratio of 1.47, a quick ratio of 1.53 and a current ratio of 2.12.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The specialty chemicals company reported $0.64 earnings per share 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 business had revenue of $1.32 billion for the quarter, compared to analysts' expectations of $1.33 billion. During the same period in the previous year, the firm posted $0.57 EPS. The business's revenue was down 3.4% on a year-over-year basis.

Institutional Investors Weigh In On Axalta Coating Systems

Several institutional investors have recently modified their holdings of the business. LPL Financial LLC raised its stake in Axalta Coating Systems by 46.1% during the 4th quarter. LPL Financial LLC now owns 82,380 shares of the specialty chemicals company's stock valued at $2,819,000 after buying an additional 25,987 shares during the last quarter. O Shaughnessy Asset Management LLC increased its position in Axalta Coating Systems by 36.1% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 9,973 shares of the specialty chemicals company's stock valued at $341,000 after acquiring an additional 2,643 shares during the last quarter. Alliancebernstein L.P. lifted its holdings in Axalta Coating Systems by 6.5% in the fourth quarter. Alliancebernstein L.P. now owns 307,812 shares of the specialty chemicals company's stock valued at $10,533,000 after acquiring an additional 18,867 shares during the period. Prudential PLC bought a new stake in shares of Axalta Coating Systems during the 4th quarter valued at about $260,000. Finally, Wells Fargo & Company MN grew its stake in shares of Axalta Coating Systems by 8.0% during the 4th quarter. Wells Fargo & Company MN now owns 265,270 shares of the specialty chemicals company's stock valued at $9,078,000 after purchasing an additional 19,692 shares during the period. 98.28% of the stock is 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.