Q4 EPS Forecast for Axalta Coating Systems Cut by Analyst

Axalta Coating Systems Ltd. (NYSE:AXTA) – Equities research analysts at Seaport Res Ptn cut their Q4 2025 earnings per share estimates for shares of Axalta Coating Systems in a research report issued to clients and investors on Friday, October 17th. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $0.62 per share for the quarter, down from their previous forecast of $0.65. 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 $2.72 EPS.

Axalta Coating Systems (NYSE:AXTA) last released its earnings results on Wednesday, July 30th. The specialty chemicals company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.03. The company had revenue of $1.32 billion during the quarter, compared to the consensus estimate of $1.33 billion. Axalta Coating Systems had a return on equity of 25.32% and a net margin of 8.58%.Axalta Coating Systems’s revenue was down 3.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.57 EPS. Axalta Coating Systems has set its FY 2025 guidance at 2.450-2.550 EPS. Q3 2025 guidance at 0.630-0.670 EPS.

Several other equities analysts have also recently issued reports on AXTA. Wells Fargo & Company decreased their price objective on Axalta Coating Systems from $39.00 to $38.00 and set an “overweight” rating for the company in a research note on Friday, October 10th. Evercore ISI reiterated an “in-line” rating and issued a $32.00 price objective (down previously from $47.00) on shares of Axalta Coating Systems in a research note on Thursday, October 2nd. Zacks Research upgraded Axalta Coating Systems from a “strong sell” rating to a “hold” rating in a research note on Monday, September 8th. Citigroup upgraded Axalta Coating Systems from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $32.00 to $34.00 in a research note on Monday, October 6th. Finally, Vertical Research set a $37.00 price objective on Axalta Coating Systems and gave the company a “buy” rating in a research note on Wednesday, October 15th. Ten research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $36.75.

Axalta Coating Systems Stock Performance

NYSE AXTA opened at $29.01 on Monday. The stock has a 50-day moving average of $29.72 and a two-hundred day moving average of $30.26. The company has a debt-to-equity ratio of 1.47, a current ratio of 2.12 and a quick ratio of 1.53. The company has a market cap of $6.28 billion, a P/E ratio of 14.22, a P/E/G ratio of 1.52 and a beta of 1.25. Axalta Coating Systems has a 1-year low of $26.28 and a 1-year high of $41.65.

Institutional Investors Weigh In On Axalta Coating Systems

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Personalized Indexing Management LLC lifted its stake in Axalta Coating Systems by 2.6% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 14,386 shares of the specialty chemicals company’s stock worth $427,000 after purchasing an additional 368 shares during the last quarter. Louisiana State Employees Retirement System lifted its stake in Axalta Coating Systems by 0.7% during the second quarter. Louisiana State Employees Retirement System now owns 61,500 shares of the specialty chemicals company’s stock worth $1,826,000 after purchasing an additional 400 shares during the last quarter. State of Michigan Retirement System lifted its stake in Axalta Coating Systems by 0.8% during the second quarter. State of Michigan Retirement System now owns 52,600 shares of the specialty chemicals company’s stock worth $1,562,000 after purchasing an additional 400 shares during the last quarter. Xponance Inc. lifted its stake in Axalta Coating Systems by 1.6% during the first quarter. Xponance Inc. now owns 25,360 shares of the specialty chemicals company’s stock worth $841,000 after purchasing an additional 407 shares during the last quarter. Finally, Global Retirement Partners LLC increased its position in Axalta Coating Systems by 4.2% during the third quarter. Global Retirement Partners LLC now owns 11,478 shares of the specialty chemicals company’s stock worth $328,000 after buying an additional 464 shares during the period. Hedge funds and other institutional investors own 98.28% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Amy Tufano sold 3,194 shares of the business’s stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $31.06, for a total transaction of $99,205.64. Following the completion of the sale, the senior vice president owned 12,087 shares in the company, valued at $375,422.22. The trade was a 20.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.30% of the stock is currently owned by insiders.

About Axalta Coating Systems

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.