FY2026 Earnings Forecast for AXTA Issued By KeyCorp

Axalta Coating Systems Ltd. (NYSE:AXTA) – Research analysts at KeyCorp issued their FY2026 EPS estimates for Axalta Coating Systems in a report issued on Thursday, September 10th. KeyCorp analyst S. Tiano anticipates that the specialty chemicals company will earn $2.66 per share for the year. KeyCorp currently has a “Overweight” rating and a $47.00 target price on the stock. The consensus estimate for Axalta Coating Systems’ current full-year earnings is $2.64 per share.

Axalta Coating Systems (NYSE:AXTA) last posted its quarterly earnings results on Tuesday, July 28th. The specialty chemicals company reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.65 by $0.07. The company had revenue of $1.35 billion for the quarter, compared to the consensus estimate of $1.31 billion. Axalta Coating Systems had a net margin of 6.78% and a return on equity of 22.35%. The firm’s quarterly revenue was up 3.1% compared to the same quarter last year. During the same period last year, the company posted $0.64 EPS. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.700 EPS and its Q3 2026 guidance at 0.700-0.700 EPS.

A number of other brokerages have also recently commented on AXTA. UBS Group reiterated a “neutral” rating on shares of Axalta Coating Systems in a research note on Wednesday, July 29th. Citigroup assumed coverage on Axalta Coating Systems in a research report on Thursday, June 4th. They set a “buy” rating and a $44.00 price objective on the stock. Robert W. Baird upped their target price on Axalta Coating Systems from $35.00 to $37.00 and gave the stock a “neutral” rating in a report on Wednesday, July 29th. Royal Bank Of Canada increased their target price on Axalta Coating Systems from $34.00 to $36.00 and gave the company a “sector perform” rating in a research report on Wednesday, July 8th. Finally, Weiss Ratings raised Axalta Coating Systems from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, August 3rd. Five research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $36.85.

Axalta Coating Systems Stock Performance

Shares of Axalta Coating Systems stock opened at $33.27 on Monday. The company’s 50 day moving average price is $35.09 and its two-hundred day moving average price is $31.82. The firm has a market capitalization of $7.12 billion, a P/E ratio of 20.53, a P/E/G ratio of 1.55 and a beta of 1.24. Axalta Coating Systems has a fifty-two week low of $24.94 and a fifty-two week high of $38.61. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.53 and a quick ratio of 1.12.

Institutional Trading of Axalta Coating Systems

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. IFP Advisors Inc grew its holdings in shares of Axalta Coating Systems by 65.9% in the fourth quarter. IFP Advisors Inc now owns 1,453 shares of the specialty chemicals company’s stock worth $47,000 after purchasing an additional 577 shares during the last quarter. Covestor Ltd increased its stake in shares of Axalta Coating Systems by 197.7% in the fourth quarter. Covestor Ltd now owns 908 shares of the specialty chemicals company’s stock worth $29,000 after buying an additional 603 shares during the period. Allworth Financial LP raised its holdings in Axalta Coating Systems by 31.9% during the 4th quarter. Allworth Financial LP now owns 3,173 shares of the specialty chemicals company’s stock valued at $103,000 after buying an additional 768 shares during the last quarter. Mint Tower Capital Management B.V. bought a new stake in Axalta Coating Systems during the 2nd quarter valued at $31,000. Finally, State of Michigan Retirement System boosted its position in Axalta Coating Systems by 2.0% during the 1st quarter. State of Michigan Retirement System now owns 51,400 shares of the specialty chemicals company’s stock valued at $1,424,000 after buying an additional 1,000 shares during the period. Institutional investors and hedge funds own 98.28% of the company’s stock.

About Axalta Coating Systems

Axalta Coating Systems Ltd. is a global coatings company that develops, manufactures and sells protective, decorative and functional coatings. Its products are used by automotive manufacturers, vehicle repair and refinish businesses, industrial equipment producers, commercial transportation companies and other customers seeking to protect surfaces from corrosion, weathering and wear.

The company’s offerings include liquid and powder coatings, primers, clearcoats, electrocoat systems, sealants and other coating technologies.