KeyCorp Analysts Decrease Earnings Estimates for AXTA

Axalta Coating Systems Ltd. (NYSE:AXTA) – Analysts at KeyCorp dropped their Q2 2025 earnings per share (EPS) estimates for Axalta Coating Systems in a research note issued to investors on Sunday, April 13th. KeyCorp analyst A. Yefremov now forecasts that the specialty chemicals company will post earnings per share of $0.60 for the quarter, down from their prior estimate of $0.61. KeyCorp currently has a “Sector Weight” rating on the stock. 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 results on Tuesday, February 4th. The specialty chemicals company reported $0.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.09. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.31 billion. Axalta Coating Systems had a return on equity of 26.29% and a net margin of 7.41%. The firm’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.43 earnings per share.

A number of other research analysts also recently weighed in on the company. Wells Fargo & Company cut their price target on Axalta Coating Systems from $42.00 to $37.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 9th. Wolfe Research upgraded 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 report on Friday, January 17th. Barclays increased their target price on shares of Axalta Coating Systems from $44.00 to $45.00 and gave the stock an “overweight” rating in a report on Wednesday, February 5th. StockNews.com cut shares of Axalta Coating Systems from a “strong-buy” rating to a “buy” rating in a research report on Friday, February 28th. Finally, Mizuho lowered their price objective on shares of Axalta Coating Systems from $43.00 to $41.00 and set an “outperform” rating for the company in a research report on Tuesday, January 7th. Three analysts have rated the stock with a hold rating, eleven have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $41.64.

Axalta Coating Systems Trading Up 1.7 %

Shares of NYSE AXTA opened at $31.18 on Tuesday. The company’s 50 day simple moving average is $34.35 and its 200 day simple moving average is $36.12. The company has a debt-to-equity ratio of 1.74, a current ratio of 2.01 and a quick ratio of 1.47. Axalta Coating Systems has a fifty-two week low of $27.70 and a fifty-two week high of $41.66. The firm has a market capitalization of $6.80 billion, a P/E ratio of 17.52, a P/E/G ratio of 0.92 and a beta of 1.33.

Insider Transactions at Axalta Coating Systems

In related news, insider Troy D. Weaver sold 10,457 shares of Axalta Coating Systems stock in a transaction that occurred on Monday, February 10th. The stock was sold at an average price of $37.57, for a total value of $392,869.49. Following the sale, the insider now owns 74,905 shares of the company’s stock, valued at approximately $2,814,180.85. This trade represents a 12.25 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.40% of the stock is owned by insiders.

Hedge Funds Weigh In On Axalta Coating Systems

Several hedge funds have recently made changes to their positions in the business. Eagle Bay Advisors LLC grew its position in Axalta Coating Systems by 116.3% in the fourth quarter. Eagle Bay Advisors LLC now owns 824 shares of the specialty chemicals company’s stock valued at $28,000 after purchasing an additional 443 shares in the last quarter. Financial Management Professionals Inc. boosted its stake in shares of Axalta Coating Systems by 11,757.1% during the 1st quarter. Financial Management Professionals Inc. now owns 830 shares of the specialty chemicals company’s stock worth $28,000 after buying an additional 823 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Axalta Coating Systems by 60.7% in the 4th quarter. Jones Financial Companies Lllp now owns 1,318 shares of the specialty chemicals company’s stock valued at $45,000 after acquiring an additional 498 shares in the last quarter. UMB Bank n.a. increased its position in shares of Axalta Coating Systems by 35.4% in the fourth quarter. UMB Bank n.a. now owns 2,093 shares of the specialty chemicals company’s stock valued at $72,000 after acquiring an additional 547 shares during the last quarter. Finally, Plato Investment Management Ltd boosted its position in Axalta Coating Systems by 156.4% during the fourth quarter. Plato Investment Management Ltd now owns 2,238 shares of the specialty chemicals company’s stock valued at $77,000 after purchasing an additional 1,365 shares during the last quarter. 98.28% of the stock is owned by 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.