Aurora Investment Counsel Invests $1.75 Million in Axalta Coating Systems Ltd. $AXTA
Aurora Investment Counsel has acquired a new stake worth $1.75 million in Axalta Coating Systems Ltd. by purchasing 51,119 shares. This investment comes as Axalta Coating Systems reported strong quarterly earnings, exceeding analyst estimates with $0.72 EPS and a 3.1% revenue increase. The company's stock, trading at $36.27, maintains a consensus "Hold" rating from analysts, with a target price of $36.00.
Bank of America Corp DE Cuts Stock Holdings in Axalta Coating Systems Ltd. $AXTA
Bank of America Corp DE significantly reduced its stake in Axalta Coating Systems Ltd. ($AXTA) by 41.7% in the first quarter, selling over 550,000 shares. Despite this, other institutional investors like Janus Henderson Group and Amundi increased their holdings. The stock currently holds a "Hold" rating from analysts with a consensus target price of $36.00, and the company recently surpassed Q2 earnings and revenue estimates.
Axalta (NYSE: AXTA) CFO reports 20,657-share RSU vesting
Axalta Coating Systems Ltd. (AXTA) CFO Carl Douglas Anderson II reported the vesting of 20,657 restricted stock units (RSUs) into common shares on August 14, 2026. Of these, 9,485 shares were withheld at $37.31 each to cover tax obligations. This transaction relates to an original grant of 61,969 RSUs from August 14, 2023, vesting in three equal annual installments.
Axalta Coating Systems Ltd (AXTA) Shares Fall 3.2% -- What GF Sc
Axalta Coating Systems Ltd (AXTA) shares recently fell 3.2% to $36.11, placing it 7.9% above its GF Value™ of $33.48, suggesting it is overvalued. Despite a GF Score™ of 79/100, indicating above-average performance, insider selling of $0.1 million over the past year raises concerns about management confidence. Investors should approach with caution given the overvaluation and mixed insider sentiment.
Axalta Coating Systems Ltd (AXTA) Shares Fall 3.2% -- What GF Score of 79 Tells Investors
Axalta Coating Systems Ltd (AXTA) shares fell 3.2% to $36.11, despite a GF Score™ of 79/100, which indicates above-average performance. The stock is currently deemed overvalued by the GF Value™ estimate, trading 7.9% above its fair value of $33.48. This overvaluation, combined with insider selling, suggests caution for potential investors.
Are Basic Materials Stocks Lagging Axalta Coating Systems (AXTA) This Year?
Axalta Coating Systems (AXTA) is outperforming the Basic Materials sector year-to-date, with a 14.7% return compared to the sector's 14.6%. The company holds a Zacks Rank #2 (Buy) due to improving analyst sentiment and earnings outlook. Another strong performer in the sector is Carpenter Technology (CRS), which has returned 70.1% year-to-date.
Barrow Hanley Global Investors (AXTA) discloses 8.2% beneficial stake in Axalta
Barrow Hanley Global Investors has disclosed an 8.2% beneficial ownership stake in Axalta Coating Systems Ltd. (AXTA) through a Schedule 13G filing. This amounts to 17,505,233 shares, with the firm holding sole voting power over 11,865,985 shares and shared voting power over 5,639,248 shares. The filing indicates sole dispositive power over all 17,505,233 shares, signed by CCO Hannah Ackels.
Axalta Coating Systems Ltd. (NYSE:AXTA) Given Average Rating of "Hold" by Analysts
Axalta Coating Systems (NYSE:AXTA) has received an average "Hold" rating from analysts, with 11 out of 15 recommending a hold and four recommending a buy. Despite the average 12-month price target of $36.00 being below its opening price of $37.46, the company surpassed quarterly earnings expectations with adjusted EPS of $0.72 and revenue of $1.35 billion. Institutional investors maintain a high ownership of 98.28% in Axalta.
Pacer Advisors Inc. Has $680,000 Stock Holdings in Axalta Coating Systems Ltd. $AXTA
Pacer Advisors Inc. significantly reduced its stake in Axalta Coating Systems Ltd. (NYSE:AXTA) by 90.2% in the first quarter, now holding 24,561 shares valued at $680,000. Despite this, other institutional investors increased their positions, with institutions collectively owning 98.28% of Axalta's stock. Axalta recently reported strong Q2 earnings, beating analyst estimates with an EPS of $0.72 and a 3.1% year-over-year revenue increase to $1.35 billion, while analysts maintain a consensus "Hold" rating with a $36 price target.
Axalta Coating Systems (NYSE:AXTA) Sets New 1-Year High - What's Next?
Axalta Coating Systems (NYSE:AXTA) has reached a new 52-week high of $38.61 despite an average analyst rating of "Hold" and a $36.00 price target. The company exceeded Q2 expectations with $0.72 EPS and $1.35 billion in revenue. Institutional investors hold a substantial 98.28% of the stock, with several major firms increasing their positions.
US' Axalta, AkzoNobel shareholders approve all-stock merger
Shareholders of Axalta Coating Systems Ltd. and Akzo Nobel N.V. have approved their previously announced all-stock merger of equals. This combination aims to create a premier global coatings company with enhanced capabilities and growth potential. The merger is expected to be completed in late 2026 to early 2027, pending regulatory approvals.
Axalta Coating Systems (NYSE:AXTA) Downgraded by Wall Street Zen to "Buy"
Axalta Coating Systems (NYSE:AXTA) has been downgraded by Wall Street Zen from a "strong-buy" to a "buy" rating, though the broader analyst consensus remains "Hold" with an average price target of $36.00. The company's shares opened at $38.22, near their 12-month high, and have a market capitalization of $8.18 billion. Axalta recently surpassed quarterly expectations, reporting $0.72 EPS against a $0.65 consensus and revenues of $1.35 billion, a 3.1% increase year-over-year.
Axalta Coating Systems (AXTA) Reported Mixed Earnings And Guidance, Is The Upside Already Priced In?
Axalta Coating Systems (AXTA) recently reported mixed Q2 2026 results and guidance, showing revenue trends, profit pressures, and expectations for low single-digit net sales growth. Despite a significant 34.5% share price return over 90 days and one year, the company is considered 100% undervalued with a fair value of $38.57, slightly above its last close of $38.19, based on long-term earnings power and margin expectations. However, investors are cautioned about softer volumes in key coatings markets and the sustainability of current margin levels.
The Manufacturers Life Insurance Company Decreases Position in Axalta Coating Systems Ltd. $AXTA
The Manufacturers Life Insurance Company reduced its stake in Axalta Coating Systems Ltd. (NYSE:AXTA) by 28.4% in the first quarter, selling over 40,000 shares but still retaining a significant holding valued at $2.84 million. Despite this decrease and mixed analyst ratings with an average price target below the current share price, Axalta exceeded its quarterly earnings and revenue expectations. Institutional investors collectively own a substantial 98.28% of the company's stock.
Axalta Coating Systems (AXTA) Reported Mixed Earnings And Guidance, Is The Upside Already Priced In?
Axalta Coating Systems (AXTA) reported mixed second-quarter 2026 results and guidance, showing low single-digit net sales growth expectations. Despite a 34.5% share price return over the past year, the company is considered 100% undervalued with a fair value of $38.57, based on long-term earnings power and margin expectations. However, it faces challenges like softer market volumes and the difficulty of sustaining current margin levels.
Axalta Coating Systems' (NYSE:AXTA) Soft Earnings Don't Show The Whole Picture
Axalta Coating Systems' stock remained strong despite a recent soft earnings report, which included a US$95m expense from unusual items. The article suggests that these unusual expenses are unlikely to repeat, indicating a potential improvement in future profits and that statutory profit may currently understate the company's true earnings potential. Axalta's earnings per share have grown by 58% annually over the last three years.
Axalta Coating Systems' (NYSE:AXTA) Soft Earnings Don't Show The Whole Picture
Axalta Coating Systems (NYSE:AXTA) reported soft earnings, but the company's stock remained strong due to underlying positive indicators. The earnings were negatively impacted by a significant US$95m expense from unusual items, which are typically non-recurring. Analysts believe that if these unusual expenses do not repeat, Axalta's profit could increase, suggesting that the statutory profit understates the company's true earnings potential.
Axalta Coating Systems' (NYSE:AXTA) Soft Earnings Don't Show The Whole Picture
Axalta Coating Systems (NYSE:AXTA) reported soft earnings, but the company's underlying performance appears more promising due to a significant expense from unusual items. These unusual items, a US$95 million expense, are often non-recurring, suggesting that future profits could improve if they don't repeat. The company has also shown strong earnings per share growth of 58% per year over the last three years, indicating its earnings potential might be understated by the recent statutory profit.
Axalta Releases Q2 2025 Financials
Axalta Coating Systems announced strong financial results for Q2 2026, with net sales reaching $1.35 billion, a 3% increase year over year. The company reported record Adjusted EBITDA and Adjusted Diluted EPS, expanded margins, and robust free cash flow generation. CEO Chris Villavarayan highlighted operational excellence and anticipated a compelling merger with AkzoNobel.
Proposed Merger of AkzoNobel and Axalta Approved by Shareholders
Shareholders of AkzoNobel N.V. and Axalta Coating Systems have overwhelmingly approved their previously announced all-stock merger of equals. Both companies released statements from their CEOs, Chris Villavarayan of Axalta and Greg Poux-Guillaume of AkzoNobel (who will lead the combined entity), expressing excitement about the value creation for shareholders, customers, and employees. The merger is expected to be completed in late 2026 to early 2027, pending regulatory approvals and other closing conditions.
Axalta (NYSE: AXTA) holders back AkzoNobel merger, closing eyed for late 2026–2027
Shareholders of both Axalta Coating Systems Ltd. and Akzo Nobel N.V. have approved their proposed merger of equals, moving closer to combining the two coatings businesses. The merger is still subject to regulatory approvals and other closing conditions, with an expected closing window of late 2026 to early 2027. Until then, both companies will operate independently while a joint integration management office plans for the combined organization.
Axalta Shareholders Approve Merger of Equals With AkzoNobel
Axalta Coating Systems Ltd. shareholders have approved an all-stock merger of equals with Akzo Nobel N.V., moving the companies closer to forming one of the world's largest coatings manufacturers. AkzoNobel shareholders also approved the transaction, which is expected to close between late 2026 and early 2027, subject to regulatory clearances. The combined entity aims to strengthen its competitive position, expand innovation capabilities, and broaden customer reach across various coatings markets.
Axalta (NYSE: AXTA) investors approve AkzoNobel merger of equals
Axalta Coating Systems Ltd. shareholders have approved an all-stock merger of equals with Akzo Nobel N.V. during a special general meeting on August 5, 2026. The Merger Proposal received strong support, with approximately 83.45% of entitled shares voting in favor. The merger is now subject to regulatory approvals and is expected to close in late 2026 to early 2027.
AkzoNobel shareholders vote in favor of intended merger with Axalta
AkzoNobel shareholders have overwhelmingly approved all resolutions related to its proposed all-share merger with Axalta Coating Systems Ltd. This approval, mirrored by Axalta's shareholders, marks a significant step towards combining the two businesses. The merger is expected to finalize by the end of 2026 or early 2027, subject to regulatory approvals, aiming to create a stronger global coatings leader.
Axalta Coating Systems stock hits 52-week high at 37.87 USD
Axalta Coating Systems (AXTA) stock recently hit a 52-week high of $37.87, reflecting a significant 32.74% increase over the past year and 16.4% year-to-date. This surge follows strong second-quarter 2026 results, where the company surpassed Wall Street expectations with adjusted earnings of $0.72 per share and revenue of $1.35 billion, alongside record adjusted EBITDA and improved free cash flow. Despite an InvestingPro analysis suggesting the stock is currently overvalued, its robust performance highlights its strong market position and investor confidence.
Axalta Coating Systems stock hits 52-week high at 37.87 USD
Axalta Coating Systems stock has reached a new 52-week high of $37.87, reflecting a significant 32.74% increase over the past year and 16.4% year-to-date. This growth is supported by strong Q2 2026 results, where the company surpassed Wall Street expectations with adjusted earnings of $0.72 per share and revenue of $1.35 billion, alongside record adjusted EBITDA. Despite appearing overvalued by some analyses, the company maintains its full-year guidance and demonstrates robust financial performance.
Janus Henderson Group PLC Raises Position in Axalta Coating Systems Ltd. $AXTA
Janus Henderson Group PLC increased its stake in Axalta Coating Systems Ltd. (NYSE:AXTA) by 3.9% in the first quarter, bringing its total holdings to over 1 million shares valued at $28.7 million. Despite several analysts raising price targets for AXTA, the consensus rating remains "Hold" with an average target price of $36. Axalta reported strong Q1 earnings, beating analyst estimates with $0.72 EPS and a 3.1% year-over-year revenue increase to $1.35 billion.
Is Axalta (AXTA) Sacrificing Margin Ambitions as Sales Grow but Earnings Soften?
Axalta Coating Systems (AXTA) reported increased sales but declining net income and EPS in its Q2 2026 results, raising questions about its margin ambitions. Despite modest sales growth guidance, the company's focus shifts to efficiency and product innovation to drive earnings, as volume growth remains soft. Investors should consider the impact of weaker refinish volumes and price pressure on Axalta's future profitability.
RBC Capital Maintains Axalta Coating Systems(AXTA.US) With Hold Rating, Maintains Target Price $36
RBC Capital has reiterated its Hold rating for Axalta Coating Systems (AXTA.US) and maintained its target price at $36. This indicates the firm's continued neutral stance on the stock, expecting it to perform in line with the broader market.
AXALTA COATING SYSTEMS LTD : BMO RAISES TARGET PRICE TO $39 FROM $35
BMO Capital Markets has increased its target price for Axalta Coating Systems Ltd. (AXTA) to $39 from $35. This adjustment indicates a more optimistic outlook from BMO on the company's future stock performance. The article is a brief news alert, providing only this key financial update.
Axalta Coating Systems (AXTA) Reported Higher Sales In Q2, Is The Upside Already Priced In?
Axalta Coating Systems (AXTA) reported higher sales in Q2 2026, but net income and EPS declined year-over-year. Despite recent positive share price momentum, Simply Wall St's analysis suggests the stock is currently 1% overvalued with a fair value of $35.71, slightly below its last closing price of $36.03. The valuation considers steady revenue growth, higher profit margins, and a future earnings multiple compression, while acknowledging risks like weaker volumes and margin pressure.
Axalta Coating Systems (AXTA) Reported Higher Sales In Q2, Is The Upside Already Priced In?
Axalta Coating Systems (AXTA) announced higher Q2 sales but lower net income and earnings per share year-over-year. Despite recent positive share price momentum, analysis suggests the stock is currently 1% overvalued based on a fair value of $35.71 compared to its last close at $36.03. The company is well-positioned to benefit from increasing demand for advanced coatings, though risks like weaker volumes and margin pressure exist.
Axalta Coating Systems Ltd. 2026: Revenue $1.35B, EPS $0.41— 10-Q Summary
Axalta Coating Systems Ltd. (AXTA) reported its Q2 2026 results with revenue reaching $1.35 billion and diluted EPS of $0.41. Net income for common shareholders decreased by 18.3% year-over-year. The company's net sales grew 1.3% year-to-date, supported by foreign-currency translation and recent acquisitions, while it also announced an amended all-stock merger agreement with AkzoNobel.
[425] Axalta Coating Systems Ltd. Business Combination Communication
Axalta Coating Systems Ltd. filed a Form 8-K to supplement its definitive proxy statement regarding its pending merger with AkzoNobel. The filing provides additional disclosures related to governance arrangements, litigation from purported shareholders alleging deficient proxy disclosures, and financial analyses from Axalta's advisors, Evercore and J.P. Morgan, concerning implied equity values and synergies. Axalta continues to recommend shareholders vote for the merger on August 5, 2026, while dismissing the merit of the shareholder complaints.
Axalta Coating Systems updated proxy with governance, valuation analysis and litigation disclosures
Axalta Coating Systems (AXTA) has issued supplemental disclosures to its proxy statement. These updates concern amendments to the merger agreement with AkzoNobel, including changes to the MergeCo board's terms and voting thresholds. The company also disclosed valuation analyses from Evercore and J.P. Morgan and addressed shareholder lawsuits regarding alleged proxy deficiencies, which Axalta deems meritless.
Axalta Coating Systems Ltd. Reports Material Event
Axalta Coating Systems Ltd. filed an 8-K form to report material events related to its proposed merger with AkzoNobel. The filing provides supplemental disclosures to its definitive proxy statement, primarily detailing updated post-closing governance arrangements requiring supermajority board approval for certain executive matters and outlining a fee for Incentrum. The merger is subject to a shareholder vote on August 5, 2026, and the company has received shareholder complaints and demand letters alleging deficient proxy disclosures, which Axalta believes are without merit.
Axalta Coating Systems Releases Q2 2026 Financial Results
Axalta Coating Systems (AXTA) reported strong Q2 2026 financial results, with adjusted diluted EPS of $0.72, surpassing analyst estimates, and revenue of $1.35 billion, a 3.0% increase year-over-year. The Performance Coatings segment was a key driver of growth, contributing $872.0 million in revenue. For Q3 2026, the company anticipates EPS of $0.70 and low single-digit revenue growth.
Axalta (AXTA) Stock Climbs As Record Margins Meet Softer EPS
Axalta (AXTA) stock recently climbed 5% following its Q2 2026 earnings report, which showcased record adjusted EBITDA and an adjusted EBITDA margin of 22.7%. Despite this operational strength and margin expansion, the company reported softer net income and basic EPS, raising questions about whether the stock's jump reflects genuine value or is impacted by underlying demand fragility and cost-cutting reliance. Analysts are now debating if the company's valuation aligns with its performance, especially considering the slightly less impressive net income figures.
Axalta (AXTA) posts record Q2 2026 earnings as AkzoNobel merger nears vote
Axalta Coating Systems (AXTA) reported record financial performance in Q2 2026, with adjusted EBITDA reaching $305 million and adjusted diluted EPS at $0.72, while preparing for its merger of equals with AkzoNobel. Net sales increased 3% year-over-year to nearly $1.35 billion, and the company significantly improved its balance sheet, reducing net leverage to a record-low 2.2x. Shareholders are scheduled to vote on the merger on August 5, 2026, which is projected to generate approximately $600 million in annual cost synergies.
Axalta Coating Systems Ltd. 2026 Q2 - Results - Earnings Call Presentation (NYSE:AXTA) 2026-07-28
This article presents the Q2 2026 earnings call presentation for Axalta Coating Systems Ltd. (AXTA). The company reported an EPS of $0.72, beating estimates by $0.07, and revenue of $1.35 billion, a 3.14% year-over-year increase, beating estimates by $30.25 million. The content is derived from the slide deck published in conjunction with their earnings call.
Axalta Coating Systems Tops Q2 2026 Profit Forecast With $0.72 EPS
Axalta Coating Systems (NYSE: AXTA) reported strong Q2 2026 results, with adjusted diluted EPS of $0.72, beating Wall Street estimates by 7.5%. The company achieved $1.35 billion in revenue, a 3.0% increase year-over-year, driven by resilient demand in its coatings portfolio and operational improvements. Despite a cautious Q3 2026 guidance, shares rose 5.5%, reflecting market confidence in the company's performance.
Earnings call transcript: Axalta beats Q2 2026 estimates as stock rises premarket
Axalta Coating Systems reported stronger-than-expected Q2 2026 results, with adjusted EPS of $0.72 and revenue of $1.35 billion, both exceeding analyst forecasts. The company achieved record adjusted EBITDA and improved cash flow, leading to a 4.36% rise in premarket trading. Management maintained its full-year guidance and anticipates continued strength in its Refinish and Commercial Vehicle segments, while also advancing its proposed merger with AkzoNobel.
Axalta Coating Systems tops estimates, shares jump on results (AXTA:NYSE)
Axalta Coating Systems (AXTA) reported strong quarterly results, exceeding Wall Street expectations due to robust sales and record profitability. This led to a 5.5% jump in share price during premarket trading. The company also confirmed steady guidance with projected low single-digit sales growth and strong cash flow, while continuing to focus on the AkzoNobel merger.
Axalta Coating Systems (AXTA) Q2 Earnings and Revenues Surpass Estimates
Axalta Coating Systems (AXTA) reported strong Q2 results, with earnings of $0.72 per share and revenues of $1.35 billion, both surpassing Zacks Consensus Estimates. The company has a favorable Zacks Rank #2 (Buy), indicating potential market outperformance in the near future. While AXTA's stock has underperformed the S&P 500 year-to-date, its positive earnings surprise and favorable outlook suggest continued strength.
Axalta Releases Second Quarter 2026 Results
Axalta Coating Systems Ltd. announced strong financial results for the second quarter ended June 30, 2026, reporting record Adjusted EBITDA of $305 million and Adjusted Diluted EPS of $0.72. The company saw net sales increase by 3% year over year to $1.35 billion, driven by favorable foreign currency translation, acquisitions, and positive price mix. Axalta expects low single-digit percentage net sales growth for the full year 2026, with an Adjusted EBITDA forecast of $1,140 - $1,170 million.
Axalta (NYSE: AXTA) reports record Q2 adjusted EBITDA and EPS
Axalta Coating Systems (NYSE: AXTA) announced record Adjusted EBITDA of $305 million and Adjusted Diluted EPS of $0.72 for Q2 2026, despite a decrease in GAAP net income due to higher merger-related costs. The company reported net sales of $1.35 billion, a 3% year-over-year increase, and achieved its lowest-ever total net leverage of 2.2x. Axalta also reaffirmed its full-year 2026 guidance and highlighted the upcoming special general meeting on August 5 to approve its proposed merger of equals with AkzoNobel.
Axalta Coating Systems posts Q2: revenue $1.35B, record adjusted EBITDA $305M, adjusted EPS $0.72
Axalta Coating Systems reported strong second-quarter 2026 results, with net sales reaching $1.35 billion and a record adjusted EBITDA of $305 million. The company achieved an adjusted diluted EPS of $0.72 and recorded a net income of $89 million. Revenue growth was attributed to favorable foreign currency translation, acquisitions, and a positive price mix, leading to an improved net leverage of 2.2x, the lowest in company history.
Axalta earnings ahead of merger vote: Can coatings maker deliver?
Axalta Coating Systems Ltd. is set to release its second-quarter earnings, an important report for investors as the company approaches a merger vote with AkzoNobel N.V. Analysts expect modest year-over-year growth in earnings and revenue, with a focus on Axalta's ability to maintain strong margin performance and sequential sales gains. The earnings call will be crucial for validating growth assumptions ahead of the August 5 shareholder vote on the proposed merger.
Axalta Coating Systems Ltd (AXTA) Shareholder Structure: Major Shareholders & Institutional Holdings
This article provides an in-depth look into the shareholder structure of Axalta Coating Systems Ltd (AXTA), detailing its major institutional investors and their holdings. Key data includes a breakdown of shareholder types, institutional shareholding over recent quarters, and significant shareholder activity. Additionally, the article lists ETFs with exposure to Axalta Coating Systems.
Axalta Coating Systems Ltd. Revenue Breakdown – BOATS:AXTA
Axalta Coating Systems Ltd. (AXTA) generated a total revenue of $5.12 billion USD last year. The majority of this revenue, $3.28 billion USD, came from its Performance Coatings segment. North America was the largest regional contributor, accounting for $1.61 billion USD in revenue.
