Seaport Res Ptn Issues Optimistic Forecast for AXTA 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 lifted their Q3 2025 earnings estimates for shares of Axalta Coating Systems in a research note issued on Monday, August 4th. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will post earnings per share of $0.65 for the quarter, up from their prior 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.

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

A number of other equities analysts have also recently issued reports on the stock. Wells Fargo & Company cut their target price 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. Deutsche Bank Aktiengesellschaft cut 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 research report on Friday, July 18th. JPMorgan Chase & Co. cut shares of Axalta Coating Systems from an "overweight" rating to a "neutral" rating and cut their target price for the stock from $42.00 to $32.00 in a research report on Thursday, May 8th. Citigroup reiterated a "neutral" rating and set a $34.00 price target (down from $35.00) on shares of Axalta Coating Systems in a report on Friday, June 13th. Finally, Barclays lowered their price target on shares of Axalta Coating Systems from $45.00 to $42.00 and set an "overweight" rating for the company in a report on Thursday, May 15th. Seven 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 company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $37.71.

Axalta Coating Systems Price Performance

AXTA traded down $0.09 during midday trading on Wednesday, reaching $28.38. 1,811,626 shares of the company's stock were exchanged, compared to its average volume of 3,294,491. The company has a debt-to-equity ratio of 1.47, a current ratio of 2.12 and a quick ratio of 1.53. The stock has a market capitalization of $6.15 billion, a PE ratio of 13.91, a P/E/G ratio of 1.36 and a beta of 1.27. The business's 50-day moving average price is $29.79 and its 200 day moving average price is $32.35. Axalta Coating Systems has a 1-year low of $27.58 and a 1-year high of $41.65.

Institutional Investors Weigh In On Axalta Coating Systems

Institutional investors have recently bought and sold shares of the stock. Westwood Holdings Group Inc. lifted its position in Axalta Coating Systems by 22.2% during the second quarter. Westwood Holdings Group Inc. now owns 717,059 shares of the specialty chemicals company's stock valued at $21,289,000 after buying an additional 130,347 shares in the last quarter. Intech Investment Management LLC lifted its position in Axalta Coating Systems by 22.4% during the second quarter. Intech Investment Management LLC now owns 27,377 shares of the specialty chemicals company's stock valued at $813,000 after buying an additional 5,005 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its position in Axalta Coating Systems by 7.7% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,154 shares of the specialty chemicals company's stock valued at $1,667,000 after buying an additional 4,009 shares in the last quarter. Impax Asset Management Group plc acquired a new position in shares of Axalta Coating Systems during the second quarter worth $1,267,000. Finally, Police & Firemen s Retirement System of New Jersey lifted its position in shares of Axalta Coating Systems by 4.7% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 82,888 shares of the specialty chemicals company's stock worth $2,461,000 after purchasing an additional 3,736 shares in the last quarter. 98.28% of the stock is currently owned by hedge funds and other institutional investors.

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.