Seaport Res Ptn Has Negative Forecast for AXTA Q1 Earnings

Axalta Coating Systems Ltd. (NYSE:AXTA) – Equities research analysts at Seaport Res Ptn reduced their Q1 2026 earnings per share estimates for Axalta Coating Systems in a research report issued on Tuesday, February 4th. Seaport Res Ptn analyst M. Harrison now expects that the specialty chemicals company will post earnings per share of $0.58 for the quarter, down from their prior estimate of $0.64. 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 2026 earnings at $0.73 EPS, Q3 2026 earnings at $0.71 EPS and Q4 2026 earnings at $0.69 EPS.

Axalta Coating Systems (NYSE:AXTA) last announced its 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.31 billion. Axalta Coating Systems had a return on equity of 24.92% and a net margin of 6.22%. The business’s revenue was up 1.1% compared to the same quarter last year. During the same period last year, the firm posted $0.43 EPS.

AXTA has been the subject of a number of other reports. Mizuho decreased their target price on 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. Wolfe Research upgraded Axalta Coating Systems from a “peer perform” rating to an “outperform” rating and set a $41.00 price objective on the stock in a research note on Friday, January 17th. Deutsche Bank Aktiengesellschaft cut their target price on shares of Axalta Coating Systems from $44.00 to $42.00 and set a “buy” rating for the company in a research report on Thursday, December 19th. Barclays boosted their price target on shares of Axalta Coating Systems from $44.00 to $45.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Citigroup downgraded shares of Axalta Coating Systems from a “buy” rating to a “neutral” rating and cut their price objective for the stock from $45.00 to $41.00 in a report on Wednesday, December 18th. Three equities research analysts have rated the stock with a hold rating, eight have given a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $43.08.

Axalta Coating Systems Trading Down 0.5 %

NYSE:AXTA opened at $37.81 on Wednesday. Axalta Coating Systems has a 12 month low of $30.40 and a 12 month high of $41.65. The company has a current ratio of 2.00, a quick ratio of 1.42 and a debt-to-equity ratio of 1.80. The firm’s 50 day moving average is $36.52 and its 200 day moving average is $36.39. The stock has a market capitalization of $8.24 billion, a PE ratio of 25.54, a price-to-earnings-growth ratio of 0.74 and a beta of 1.46.

Institutional Trading of Axalta Coating Systems

Several institutional investors and hedge funds have recently modified their holdings of AXTA. Mutual of America Capital Management LLC grew its position in Axalta Coating Systems by 0.4% in the fourth quarter. Mutual of America Capital Management LLC now owns 180,143 shares of the specialty chemicals company’s stock worth $6,164,000 after acquiring an additional 657 shares in the last quarter. Proficio Capital Partners LLC bought a new stake in Axalta Coating Systems during the fourth quarter worth about $350,000. Illinois Municipal Retirement Fund boosted its holdings in shares of Axalta Coating Systems by 77.8% in the 4th quarter. Illinois Municipal Retirement Fund now owns 33,390 shares of the specialty chemicals company’s stock worth $1,143,000 after purchasing an additional 14,615 shares in the last quarter. Y Intercept Hong Kong Ltd increased its position in shares of Axalta Coating Systems by 89.9% during the 4th quarter. Y Intercept Hong Kong Ltd now owns 84,639 shares of the specialty chemicals company’s stock valued at $2,896,000 after purchasing an additional 40,070 shares during the last quarter. Finally, Olympiad Research LP purchased a new position in shares of Axalta Coating Systems during the 4th quarter valued at about $213,000. 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.