KeyCorp Analysts Decrease Earnings Estimates for AXTA

Axalta Coating Systems Ltd. (NYSE:AXTA) – Investment analysts at KeyCorp lowered their Q2 2025 earnings per share estimates for 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 post earnings per share of $0.60 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) last issued its quarterly earnings data 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. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.31 billion. Axalta Coating Systems had a net margin of 7.41% and a return on equity of 26.29%. The firm’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.43 earnings per share.

Several other research firms have also recently commented on AXTA. Mizuho set a $37.00 target price on Axalta Coating Systems in a research note on Tuesday. Citigroup cut their price target on shares of Axalta Coating Systems from $42.00 to $32.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 8th. Wolfe Research upgraded Axalta Coating Systems from a “peer perform” rating to an “outperform” rating and set a $41.00 price objective for the company in a report on Friday, January 17th. Wells Fargo & Company reduced their price target on 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. Finally, StockNews.com downgraded Axalta Coating Systems from a “strong-buy” rating to a “buy” rating in a report on Friday, February 28th. Three equities research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $41.36.

Axalta Coating Systems Stock Performance

AXTA opened at $31.15 on Tuesday. The company has a debt-to-equity ratio of 1.74, a current ratio of 2.01 and a quick ratio of 1.47. The company has a market capitalization of $6.80 billion, a price-to-earnings ratio of 17.50, a P/E/G ratio of 0.92 and a beta of 1.33. The business’s 50-day moving average price is $34.09 and its two-hundred day moving average price is $36.05. Axalta Coating Systems has a 1 year low of $27.70 and a 1 year high of $41.66.

Institutional Trading of Axalta Coating Systems

Institutional investors have recently modified their holdings of the stock. Fifth Third Bancorp raised 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 purchasing an additional 401 shares in the last quarter. SG Americas Securities LLC acquired a new stake in shares of Axalta Coating Systems during the 1st quarter worth approximately $55,876,000. Wedge Capital Management L L P NC increased its stake in Axalta Coating Systems by 12.3% in the first quarter. Wedge Capital Management L L P NC now owns 103,826 shares of the specialty chemicals company’s stock valued at $3,444,000 after acquiring an additional 11,346 shares during the last quarter. UMB Bank n.a. raised its position in Axalta Coating Systems by 31.1% during the first quarter. UMB Bank n.a. now owns 2,744 shares of the specialty chemicals company’s stock valued at $91,000 after purchasing an additional 651 shares in the last quarter. Finally, MRA Advisory Group acquired a new stake in shares of Axalta Coating Systems in the 1st quarter valued at $394,000. 98.28% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Axalta Coating Systems

In other news, insider Troy D. Weaver sold 10,457 shares of Axalta Coating Systems stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $37.57, for a total value of $392,869.49. Following the completion of the sale, the insider now directly owns 74,905 shares in the company, valued at approximately $2,814,180.85. The trade was a 12.25 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.40% 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.