Axalta Coating Systems (NYSE:AXTA) Stock Rating Cut to Buy at Wall Street Zen
Wall Street Zen downgraded Axalta Coating Systems (NYSE:AXTA) from "strong-buy" to "buy," yet the company continues to outperform quarterly expectations with strong revenue and EPS. Institutional ownership remains high at 98.28%, with major firms increasing their positions. The consensus price target among analysts is $37.25, with an overall "Hold" rating.
How Investors Are Reacting To Axalta Coating Systems (AXTA) Earnings Upgrades
Axalta Coating Systems (AXTA) has seen its investment narrative shift due to a bullish hammer chart pattern and upgraded earnings estimates from Wall Street analysts. This suggests investors are focusing on the company's underlying demand trends and cost execution. The article discusses Axalta's business, its key financial drivers, and different perspectives on its future, encouraging investors to form their own verdicts.
Revenue per share of Axalta Coating Systems Ltd. – HAN:9AX
This page provides financial information for Axalta Coating Systems Ltd. (HAN:9AX) on the Hannover Stock Exchange, specifically focusing on its revenue per share. The content indicates market data is provided by ICE Data Services and FactSet, with SEC filings from Quartr.
AkzoNobel-Axalta’s EU review prompts market definition questions
The European Commission is scrutinizing the proposed merger between AkzoNobel and Axalta Coating Systems, specifically examining how suppliers of vehicle refinish coatings compete for customers in Europe. Questions have been issued to market players to understand the competitive landscape across the European Economic Area. MLex reports that investigators are deeply exploring market definition in this sector.
Prior notification published: AKZONOBEL / AXALTA
The European Commission received notification on September 17, 2026, regarding a proposed merger between Akzo Nobel N.V. (Netherlands) and Axalta Coating Systems Ltd. (United States). AkzoNobel, a global manufacturer of paints and coatings, intends to fully merge with Axalta, which manufactures and distributes coatings. This concentration falls under Article 3(1)(a) of the Merger Regulation.
Tangible book value per share of Axalta Coating Systems Ltd. – HAN:9AX
This article provides information about the tangible book value per share of Axalta Coating Systems Ltd. (HAN:9AX) on the TradingView platform. It shows that the market is closed with no trades and gives details on where to find financials, documents, news, and community information for the company. The content primarily outlines the availability of financial data for Axalta Coating Systems Ltd. on TradingView.
Axalta Coating Systems (AXTA) Keeps Margin Focus, Is It Still 15% Undervalued?
Axalta Coating Systems (AXTA) has demonstrated strong financial performance with five consecutive quarters of EBITDA margins above 21%, driven by accelerated cost controls and plant optimizations. Despite recent share price fluctuations, the company is considered by many to be 15% undervalued with a fair value of $38.57 against its current price of $32.89. The narrative for AXTA hinges on its operational efficiency and strategic moves, though risks like weakness in Performance Coatings volumes could challenge this positive outlook.
Axalta Coating Systems Ltd. (AXTA) Stock Price, News, Quote & History
This Yahoo Finance article provides a detailed overview of Axalta Coating Systems Ltd. (AXTA), including its current stock price, recent performance data, and key financial metrics. It also offers an company overview, recent news, earnings trends, and analyst insights, positioning it as a resource for potential investors.
Axalta Coating Systems (NYSE:AXTA) Upgraded to "Strong-Buy" at Wall Street Zen
Wall Street Zen has upgraded Axalta Coating Systems (NYSE:AXTA) to a "strong-buy" rating from "buy." This upgrade follows Axalta's strong quarterly earnings report, where it surpassed analyst estimates for both EPS and revenue. Despite this, broader analyst sentiment for the stock remains a "Hold" with an average target price of $36.85.
577,526 Shares in Axalta Coating Systems Ltd. $AXTA Purchased by Bank of America Corp DE
Bank of America Corp DE purchased 577,526 shares of Axalta Coating Systems Ltd. (NYSE:AXTA) during the second quarter, a stake valued at approximately $19.8 million. This acquisition gives Bank of America a 0.27% holding in the specialty chemicals company. Axalta recently reported strong quarterly earnings of $0.72 per share, surpassing consensus estimates, with revenue increasing 3.1% year-over-year to $1.35 billion.
Axalta Coating Systems Ltd (AXTA) Shares Surge 3.7% -- What GF Score of 84 Tells Investors
Axalta Coating Systems Ltd (AXTA) shares surged 3.7% following a GuruFocus (GF) Score of 84/100, indicating strong fundamentals and slight undervaluation. The company's GF Value suggests it is 1.7% undervalued, and its P/E ratio is below its 5-year median, pointing to a potential investment opportunity. Gurus show cautious optimism, with more additions than trims in their holdings, while insider transactions have been stable.
Axalta (NYSE: AXTA) HR chief converts RSUs as 1,680 shares are withheld for taxes
Axalta Coating Systems Ltd.'s SVP & CHRO, Amy Tufano, converted 3,658 restricted stock units (RSUs) into common shares on September 19, 2026. A portion of these shares, specifically 1,680 at $32.20 per share, was withheld to cover tax obligations. The transaction was not reported under a Rule 10b5-1 trading plan.
Form 4 Axalta Coating Systems Ltd For: 22 September By Investing.com
This article announces the publication of a Form 4 filing for Axalta Coating Systems Ltd, specifically for September 22nd. Form 4 filings are used to report changes in beneficial ownership of company stock by insiders. The article itself does not provide details of the filing but indicates its availability.
Axalta (NYSE: AXTA) legal chief converts 4,877 stock units into shares
Axalta Coating Systems Ltd.'s SVP, General Counsel, and Corporate Secretary, Alex Tablin-Wolf, exercised 4,877 restricted stock units (RSUs) on September 19, 2026, converting them into common shares. Of these, 2,255 shares were withheld at $32.20 per share to cover tax obligations. This transaction resulted in Tablin-Wolf holding 26,283 common shares directly, with no Rule 10b5-1 trading plan reported.
MAC Alpha Capital Management LP Has $22.10 Million Position in Axalta Coating Systems Ltd. $AXTA
MAC Alpha Capital Management LP significantly increased its stake in Axalta Coating Systems Ltd. (AXTA) by 45.9% in the second quarter, now holding 645,643 shares valued at $22.1 million. Axalta reported strong Q2 earnings, beating analyst estimates with $0.72 EPS and revenue of $1.35 billion, and reaffirmed its full-year 2026 EPS guidance. Despite a consensus "Hold" rating from analysts, institutional investors collectively own 98.28% of the company's stock.
AkzoNobel, Axalta file $25bn coatings merger for EU approval (update*)
AkzoNobel and Axalta Coating Systems have filed their $25 billion coatings merger for EU approval. EU competition regulators have set an October 22 deadline to decide on the merger, though this could be extended if remedies are offered. Concerns regarding the deal have been raised by car repair shops.
Axalta Coating Systems (AXTA) Unveils 2027 Color Of The Year, Is It Still Below Fair Value?
Axalta Coating Systems (AXTA) recently unveiled its 2027 Global Automotive Color of the Year and is set to appear at Morgan Stanley’s Laguna conference. Despite a recent share price decline of 11.22% over the past month, the company is considered 16.5% undervalued with a fair value of $38.57 against its current price of $32.20. Growth prospects are tied to demand for advanced and sustainable coatings, particularly in the EV market, though risks include lingering weak collision repair volumes.
UK watchdog starts review of Akzo Nobel’s planned Axalta acquisition By Investing.com
Britain’s Competition and Markets Authority (CMA) has initiated a review of Akzo Nobel’s proposed acquisition of Axalta Coating Systems. The initial review period began on September 17, with a decision on whether to proceed to a more extensive Phase 2 investigation expected by November 11. Shareholders of both companies have already approved the all-stock merger, which is anticipated to be completed in late 2026 to early 2027, pending regulatory approvals.
UK watchdog probes AkzoNobel's $25 billion Axalta merger
Britain's competition watchdog, the CMA, has launched an investigation into AkzoNobel's proposed $25 billion merger with Axalta Coating Systems. The probe will assess whether the deal could significantly lessen competition in the UK market. The CMA has set a deadline of November 11 for its Phase 1 decision.
Axalta’s Dr. Robert K. Roop Receives 2026 PCI Lifetime Achievement Award
Dr. Robert K. Roop, Senior Vice President and Chief Technology Officer at Axalta Coating Systems, has been awarded the 2026 Paint & Coatings Industry (PCI) Lifetime Achievement Award. This honor recognizes his 37 years of R&D leadership, customer-focused innovation, and significant contributions to the coatings industry, including advancing technologies and developing technical talent. Roop's career with DuPont and then Axalta has been marked by numerous innovations and the cultivation of a strong technical culture.
Axalta’s Dr. Robert K. Roop Receives 2026 PCI Lifetime Achievement Award
Dr. Robert K. Roop, Senior Vice President and Chief Technology Officer of Axalta Coating Systems, has been awarded the 2026 Paint & Coatings Industry (PCI) Lifetime Achievement Award for his nearly four decades of leadership and innovation in the coatings industry. Roop was recognized for his technical contributions, ability to connect science with business needs, and commitment to developing future scientists. Under his leadership, Axalta has received numerous awards for its technological advancements, and he has fostered a culture of innovation and collaboration.
Axalta Unveils Redefined as its 2027 Global Automotive Color of the Year
Axalta Coating Systems has announced "Redefined" as its 2027 Global Automotive Color of the Year. This deep ruby-red finish offers a sophisticated, jewel-like character with subtle sparkle, reflecting consumers' desire for expressive yet refined vehicle colors. It represents an evolution of Axalta's color heritage, showcasing advances in pigment and effect technologies.
Axalta Unveils Redefined as its 2027 Global Automotive Color of the Year
Axalta Coating Systems has announced "Redefined" as its 2027 Global Automotive Color of the Year, a luminous ruby red. This choice reflects a desire for expressive yet enduring vehicle colors, offering a modern take on a classic automotive hue. The color is designed to reveal depth and character, building on Axalta's heritage in automotive color with advanced pigment and effect technologies.
AkzoNobel, Axalta Announce Three Directors to Finalize Combined Company Board
AkzoNobel and Axalta Coating Systems have announced the final three nonexecutive directors, Stephan B. Tanda, Denise C. Johnson, and Robert Schuchna, who will join the combined company's board after their merger of equals. These appointments complete the board, which will be chaired by Rakesh Sachdev and vice-chaired by Ben Noteboom. The new directors bring significant experience in industrial businesses and investment, aiming to strengthen oversight, accelerate innovation, and drive sustainable growth for the merged entity.
AkzoNobel, Axalta announce three new directors to finalize board
AkzoNobel and Axalta Coating Systems Ltd. have announced the appointments of Stephan B. Tanda, Denise C. Johnson, and Robert Schuchna as non-executive directors to their combined company board following their pending merger of equals. These additions complete the board, with Rakesh Sachdev as chair and Ben Noteboom as vice-chair. The new directors bring diverse expertise in industrial leadership and investment to strengthen the board's strategic oversight and support the merged company's goals of accelerating innovation and sustainable growth.
Akzo Nobel N.V. and Axalta Coating Systems Ltd. Announce Board Appointments
Akzo Nobel N.V. and Axalta Coating Systems Ltd. announced the appointment of Stephan B. Tanda, Denise C. Johnson, and Robert Schuchna as non-executive Directors for the combined company following their pending merger of equals. The new board will include Rakesh Sachdev as Chair, Ben Noteboom as Vice-Chair, Greg Poux-Guillaume as CEO, and Chris Villavarayan as Deputy CEO, along with several other key members. These appointments mark a significant step in the integration of the two companies, strengthening the leadership team with diverse expertise from various sectors.
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 (AXTA) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Axalta Coating Systems (AXTA) reported strong Q2 2026 earnings, exceeding revenue and EPS estimates. The company's revenue reached $1.35 billion, a 3.1% increase year-over-year, with an EPS of $0.72. Key metrics like Sales-Performance Coatings and Sales-Mobility Coatings also showed positive year-over-year growth, with the stock holding a Zacks Rank #2 (Buy).
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.
