Seaport Res Ptn Has Optimistic Outlook of AXTA Q1 Earnings

Axalta Coating Systems Ltd. (NYSE:AXTA) – Research analysts at Seaport Res Ptn lifted their Q1 2025 earnings per share (EPS) estimates for Axalta Coating Systems in a research report issued on Wednesday, February 5th. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will earn $0.54 per share for the quarter, up from their previous forecast of $0.48. The consensus estimate for Axalta Coating Systems’ current full-year earnings is $2.15 per share. Seaport Res Ptn also issued estimates for Axalta Coating Systems’ Q2 2025 earnings at $0.67 EPS, Q3 2025 earnings at $0.68 EPS, Q4 2025 earnings at $0.65 EPS, FY2025 earnings at $2.54 EPS, Q1 2026 earnings at $0.64 EPS, Q2 2026 earnings at $0.76 EPS, Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.73 EPS and FY2026 earnings at $2.88 EPS.

A number of other analysts have also weighed in on AXTA. Mizuho dropped their price objective on Axalta Coating Systems from $43.00 to $41.00 and set an “outperform” rating for the company in a research note on Tuesday, January 7th. Barclays increased their price objective on Axalta Coating Systems from $44.00 to $45.00 and gave the company an “overweight” rating in a research note on Wednesday. Evercore ISI began coverage on Axalta Coating Systems in a research note on Wednesday, November 13th. They set an “outperform” rating and a $47.00 price objective for the company. KeyCorp reissued a “sector weight” rating on shares of Axalta Coating Systems in a research note on Tuesday, December 17th. Finally, Royal Bank of Canada upped their target price on Axalta Coating Systems from $44.00 to $46.00 and gave the company an “outperform” rating in a report on Friday, November 1st. Three investment analysts have rated the stock with a hold rating, eight have assigned a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $43.08.

Axalta Coating Systems Stock Down 2.2 %

Shares of AXTA opened at $37.21 on Friday. The firm has a market cap of $8.11 billion, a P/E ratio of 25.14, a P/E/G ratio of 0.74 and a beta of 1.46. The stock has a 50 day simple moving average of $36.42 and a two-hundred day simple moving average of $36.41. The company has a debt-to-equity ratio of 1.80, a current ratio of 2.00 and a quick ratio of 1.42. Axalta Coating Systems has a 1 year low of $30.40 and a 1 year high of $41.65.

Axalta Coating Systems (NYSE:AXTA) last posted its quarterly earnings data on Tuesday, February 4th. The specialty chemicals company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.09. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.31 billion. Axalta Coating Systems had a net margin of 6.22% and a return on equity of 24.92%. Axalta Coating Systems’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.43 earnings per share.

Hedge Funds Weigh In On Axalta Coating Systems

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Victory Capital Management Inc. boosted its holdings in shares of Axalta Coating Systems by 9.6% in the 4th quarter. Victory Capital Management Inc. now owns 11,321,994 shares of the specialty chemicals company’s stock worth $387,439,000 after purchasing an additional 988,397 shares during the period. State Street Corp boosted its holdings in shares of Axalta Coating Systems by 0.7% in the 3rd quarter. State Street Corp now owns 6,822,955 shares of the specialty chemicals company’s stock worth $246,923,000 after purchasing an additional 46,813 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Axalta Coating Systems by 0.9% in the 3rd quarter. Geode Capital Management LLC now owns 3,669,190 shares of the specialty chemicals company’s stock worth $132,823,000 after purchasing an additional 31,894 shares during the period. Westfield Capital Management Co. LP boosted its holdings in shares of Axalta Coating Systems by 4.2% in the 3rd quarter. Westfield Capital Management Co. LP now owns 2,096,790 shares of the specialty chemicals company’s stock worth $75,883,000 after purchasing an additional 84,594 shares during the period. Finally, Vaughan Nelson Investment Management L.P. boosted its holdings in Axalta Coating Systems by 11.5% during the 3rd quarter. Vaughan Nelson Investment Management L.P. now owns 1,991,660 shares of the specialty chemicals company’s stock valued at $72,078,000 after acquiring an additional 205,085 shares during the period. Hedge funds and other institutional investors own 98.28% of the company’s stock.

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.