Seaport Res Ptn Has Bullish Estimate for AXTA Q4 Earnings

Axalta Coating Systems Ltd. (NYSE:AXTA) – Equities researchers at Seaport Res Ptn upped their Q4 2025 earnings estimates for shares of Axalta Coating Systems in a research note issued on Monday, April 21st. Seaport Res Ptn analyst M. Harrison now expects that the specialty chemicals company will post earnings of $0.65 per share for the quarter, up from their previous estimate 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’ FY2026 earnings at $2.86 EPS.

Axalta Coating Systems (NYSE:AXTA) last posted its earnings results on Tuesday, February 4th. The specialty chemicals company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 1.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.43 earnings per share.

Several other research firms have also commented on AXTA. BNP Paribas upgraded Axalta Coating Systems from a “neutral” rating to an “outperform” rating and set a $38.00 price objective on the stock in a research report on Thursday, April 10th. Citigroup lowered 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 report on Tuesday, April 8th. StockNews.com cut shares of Axalta Coating Systems from a “strong-buy” rating to a “buy” rating in a report on Friday, February 28th. Mizuho set a $37.00 target price on shares of Axalta Coating Systems in a research note on Tuesday, April 15th. Finally, Wolfe Research upgraded Axalta Coating Systems from a “peer perform” rating to an “outperform” rating and set a $41.00 price target for the company in a research note on Friday, January 17th. Three equities research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $41.36.

Axalta Coating Systems Stock Up 1.9 %

Shares of AXTA opened at $32.27 on Thursday. The stock’s 50-day moving average price is $33.39 and its 200-day moving average price is $35.87. The company has a quick ratio of 1.47, a current ratio of 2.01 and a debt-to-equity ratio of 1.74. The company has a market capitalization of $7.04 billion, a price-to-earnings ratio of 18.13, a PEG ratio of 0.92 and a beta of 1.33. Axalta Coating Systems has a 52 week low of $27.70 and a 52 week high of $41.66.

Insiders Place Their Bets

In other news, insider Troy D. Weaver sold 10,457 shares of the firm’s stock in a transaction dated Monday, February 10th. The shares were sold at an average price of $37.57, for a total value of $392,869.49. Following the transaction, the insider now directly 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.40% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. Oak Thistle LLC lifted its position in Axalta Coating Systems by 434.3% during the fourth quarter. Oak Thistle LLC now owns 39,535 shares of the specialty chemicals company’s stock worth $1,353,000 after buying an additional 32,135 shares in the last quarter. Lord Abbett & CO. LLC increased its stake in shares of Axalta Coating Systems by 5.8% in the 3rd quarter. Lord Abbett & CO. LLC now owns 445,836 shares of the specialty chemicals company’s stock worth $16,135,000 after acquiring an additional 24,402 shares during the last quarter. American Century Companies Inc. raised its holdings in shares of Axalta Coating Systems by 57.8% during the 4th quarter. American Century Companies Inc. now owns 356,017 shares of the specialty chemicals company’s stock worth $12,183,000 after acquiring an additional 130,427 shares during the period. Principal Securities Inc. boosted its position in shares of Axalta Coating Systems by 5.5% during the 4th quarter. Principal Securities Inc. now owns 6,378 shares of the specialty chemicals company’s stock valued at $218,000 after acquiring an additional 332 shares during the last quarter. Finally, Barclays PLC increased its position in Axalta Coating Systems by 50.4% during the third quarter. Barclays PLC now owns 154,483 shares of the specialty chemicals company’s stock worth $5,589,000 after purchasing an additional 51,748 shares during the last quarter. 98.28% of the stock is 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.