KeyCorp Expects Lower Earnings for Axalta Coating Systems

Axalta Coating Systems Ltd. (NYSE:AXTA - Free Report) - Equities researchers at KeyCorp reduced their Q2 2025 earnings per share estimates for shares of Axalta Coating Systems in a note issued to investors on Sunday, April 13th. KeyCorp analyst A. Yefremov now anticipates that the specialty chemicals company will earn $0.60 per share for the quarter, down from their prior 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 released its quarterly earnings results on Tuesday, February 4th. The specialty chemicals company reported $0.60 earnings per share (EPS) 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 business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.31 billion. During the same quarter in the previous year, the company posted $0.43 EPS. The business's revenue was up 1.1% on a year-over-year basis.

Other equities research analysts have also recently issued research reports about the company. StockNews.com cut Axalta Coating Systems from a "strong-buy" rating to a "buy" rating in a report on Friday, February 28th. Wolfe Research raised shares of Axalta Coating Systems from a "peer perform" rating to an "outperform" rating and set a $41.00 price objective for the company in a research note on Friday, January 17th. Wells Fargo & Company dropped their price target on shares of Axalta Coating Systems from $42.00 to $37.00 and set an "overweight" rating for the company in a research report on Wednesday, April 9th. BNP Paribas upgraded Axalta Coating Systems from a "neutral" rating to an "outperform" rating and set a $38.00 price objective for the company in a report on Thursday, April 10th. Finally, Barclays boosted their price target on Axalta Coating Systems from $44.00 to $45.00 and gave the company an "overweight" rating in a research report on Wednesday, February 5th. Three 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 company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $41.36.

Axalta Coating Systems Price Performance

Shares of AXTA stock traded up $0.12 during trading hours on Tuesday, hitting $31.24. The company's stock had a trading volume of 1,710,662 shares, compared to its average volume of 2,050,862. Axalta Coating Systems has a twelve month low of $27.70 and a twelve month high of $41.66. The business has a fifty day moving average of $33.84 and a 200-day moving average of $35.98. The stock has a market cap of $6.81 billion, a price-to-earnings ratio of 17.55, a P/E/G ratio of 0.92 and a beta of 1.33. The company has a current ratio of 2.01, a quick ratio of 1.47 and a debt-to-equity ratio of 1.74.

Insider Activity at Axalta Coating Systems

In other Axalta Coating Systems news, insider Troy D. Weaver sold 10,457 shares of the stock in a transaction on Monday, February 10th. The shares were 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. This represents a 12.25 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.40% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Axalta Coating Systems

A number of institutional investors have recently modified their holdings of the stock. Optas LLC increased its stake in Axalta Coating Systems by 32.6% during the first quarter. Optas LLC now owns 7,988 shares of the specialty chemicals company's stock valued at $265,000 after purchasing an additional 1,964 shares during the last quarter. Vaughan Nelson Investment Management L.P. lifted its holdings in Axalta Coating Systems by 3.6% in the first quarter. Vaughan Nelson Investment Management L.P. now owns 57,650 shares of the specialty chemicals company's stock worth $1,913,000 after acquiring an additional 2,015 shares during the last quarter. Fifth Third Bancorp boosted its stake in Axalta Coating Systems by 12.1% in the first quarter. Fifth Third Bancorp now owns 3,704 shares of the specialty chemicals company's stock valued at $123,000 after acquiring an additional 401 shares during the period. SG Americas Securities LLC bought a new position in shares of Axalta Coating Systems during the first quarter valued at approximately $55,876,000. Finally, Wedge Capital Management L L P NC lifted its holdings in shares of Axalta Coating Systems by 12.3% in the 1st quarter. Wedge Capital Management L L P NC now owns 103,826 shares of the specialty chemicals company's stock worth $3,444,000 after purchasing an additional 11,346 shares during the last quarter. Institutional investors and hedge funds own 98.28% of the company's stock.

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.