AXTA
Axalta Coating Systems Ltd.
$33.11
+1.32%
$7.1B
No data for this timeframe.
Vol
Market Cap$7.1B
Cap SizeMid Cap
Analyst ConsensusBuy (52%)
SEC Reports9
Exchange NYSE·Sector Paints, Varnishes, Lacquers, Enamels & Allied Prods·Inc. D0·CIK 0001616862·Prev Close $32.68
Recent Activity
Jun 11, 2026
short_volume
Short Volume: AXTA — 57.5% short (0.5M / 0.9M)
Short: 503,756 | Exempt: 0 | TRF Vol: 875,694 | Short Ratio: 57.5% | Off-exchange volume (dark pool
Jun 3, 2026
SEC
AkzoNobel confirms that Nippon Paint and Sherwin-Williams have abandoned their pursuit of a public offer for AkzoNobel,
425 — Impact 7/10
May 28, 2026
SEC
Axalta filed Amendment No. 1 to the Merger Agreement with AkzoNobel, adding a second merger subsidiary and a second merg
425 — Impact 4/10
May 28, 2026
SEC
Axalta and AkzoNobel entered into Amendment No. 1 to the Merger Agreement, adding a second Bermuda merger subsidiary (Ak
8-K — Impact 3/10
Mar 4, 2026
Insider
Anderson Carl Douglas II acquired via exercise 6,805 shares
SVP and CFO
Mar 4, 2026
Insider
Villavarayan Chris acquired via exercise 26,246 shares
CEO & President
Mar 4, 2026
Insider
Awada Hadi acquired via exercise 3,500 shares
President, Glbl Mob. Coatings
Price Targets
$35.71
+7.9% upside
Buy
Current $33.11
Low $30.00
Median $35.00
High $44.00
14 analysts
$30.00
$44.00
Analyst Ratings
5Strong Buy
6Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 1, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 10, 2026 | Wells Fargo | DOWNGRADE | Overweight → Equal-Weight |
| Apr 2, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 1, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.64 | $0.61 — $0.68 | 1% YoY | 15 |
| Next Q | $0.72 | $0.64 — $0.76 | 7% YoY | 15 |
| Current FY | $2.59 | $2.42 — $2.70 | 4% YoY | 16 |
| Next FY | $2.81 | $2.50 — $3.02 | 9% YoY | 16 |
Latest Reports
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 4, 2026 | Anderson Carl | M | $0.00 |
| Mar 4, 2026 | Villavarayan Chris | M | $0.00 |
| Mar 4, 2026 | Awada Hadi | M | $0.00 |
| Mar 4, 2026 | Kissire Deborah | M | $0.00 |
| Mar 4, 2026 | Jordan Tyrone | M | $0.00 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
15 unique insiders with 36 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 4, 2026 | Anderson Carl Douglas II | SVP and CFO | EXERCISE | 6,805 | — | — |
| Mar 4, 2026 | Villavarayan Chris | CEO & President | EXERCISE | 26,246 | — | — |
| Mar 4, 2026 | Awada Hadi | President, Glbl Mob. Coatings | EXERCISE | 3,500 | — | — |
| Mar 4, 2026 | Kissire Deborah J. | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | Jordan Tyrone Michael | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | Bertsch Jan | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | Zappone Mary Slagle | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | Smolik Samuel L. | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | COOK WILLIAM M | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | SACHDEV RAKESH | Director | EXERCISE | 5,832 | — | — |
| Mar 4, 2026 | Massey Anthony | VP, Finance & CAO | EXERCISE | 2,187 | — | — |
| Mar 3, 2026 | Tufano Amy | SVP & CHRO | EXERCISE | 283 | — | — |
| Mar 3, 2026 | Tufano Amy | SVP & CHRO | AWARD | 23,674 | — | — |
| Mar 3, 2026 | Anderson Carl Douglas II | SVP and CFO | AWARD | 55,239 | — | — |
| Mar 3, 2026 | Villavarayan Chris | CEO & President | AWARD | 220,959 | — | — |
| Mar 3, 2026 | Awada Hadi | President, Glbl Mob. Coatings | AWARD | 28,409 | — | — |
| Mar 3, 2026 | Massey Anthony | VP, Finance & CAO | AWARD | 11,837 | — | — |
| Mar 3, 2026 | Kissire Deborah J. | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | Jordan Tyrone Michael | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | COOK WILLIAM M | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | Bertsch Jan | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | Villavarayan Chris | CEO & President | EXERCISE | 50,663 | — | — |
| Mar 3, 2026 | Awada Hadi | President, Glbl Mob. Coatings | EXERCISE | 7,173 | — | — |
| Mar 3, 2026 | Tablin-Wolf Alex | SVP, GC and Corp. Secretary | EXERCISE | 245 | — | — |
| Mar 3, 2026 | Tablin-Wolf Alex | SVP, GC and Corp. Secretary | AWARD | 33,143 | — | — |
| Mar 3, 2026 | Anderson Carl Douglas II | SVP and CFO | EXERCISE | 27,598 | — | — |
| Mar 3, 2026 | Massey Anthony | VP, Finance & CAO | EXERCISE | 1,215 | — | — |
| Mar 3, 2026 | Zappone Mary Slagle | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | Smolik Samuel L. | Director | AWARD | 6,313 | — | — |
| Mar 3, 2026 | SACHDEV RAKESH | Director | AWARD | 6,313 | — | — |
| Feb 28, 2026 | Weaver Troy D. | President, Global Refinish | EXERCISE | 4,475 | — | — |
| Feb 28, 2026 | Bowes Timothy Earl Joseph | President, Glbl Ind. Coatings | EXERCISE | 4,027 | — | — |
| Feb 28, 2026 | Anderson Carl Douglas II | SVP and CFO | EXERCISE | 7,184 | — | — |
| Feb 28, 2026 | Massey Anthony | VP, Finance & CAO | EXERCISE | 2,727 | — | — |
| Feb 28, 2026 | Villavarayan Chris | CEO & President | EXERCISE | 25,280 | — | — |
| Feb 28, 2026 | Awada Hadi | President, Glbl Mob. Coatings | EXERCISE | 3,580 | — | — |
9 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 7 neutral. Avg impact: 4.3/10.
BULLISH
425
7/10
AkzoNobel confirms that Nippon Paint and Sherwin-Williams have abandoned their pursuit of a public o
Jun 3, 2026
NEUTRAL
425
4/10
Axalta filed Amendment No. 1 to the Merger Agreement with AkzoNobel, adding a second merger subsidia
May 28, 2026
NEUTRAL
8-K
3/10
Axalta and AkzoNobel entered into Amendment No. 1 to the Merger Agreement, adding a second Bermuda m
May 28, 2026
NEUTRAL
425
5/10
Axalta filed an employee letter confirming the imminent public filing of the Form F-4 registration s
May 27, 2026
NEUTRAL
425
4/10
This is a routine procedural filing in the ongoing Axalta-AkzoNobel merger of equals, detailing the
May 15, 2026
NEUTRAL
425
4/10
Axalta filed a joint stakeholder engagement document detailing the proposed remuneration policy for
May 15, 2026
MIXED
PRESS-RELEASE
6/10
Axalta reported Q1 2026 adjusted diluted EPS of $0.56, beating the $0.50 consensus by 12%, while net
Apr 30, 2026
NEUTRAL
DEFA14A
3/10
Axalta Coating Systems Ltd. has filed a definitive proxy statement for its 2026 Annual General Meeti
Apr 21, 2026
NEUTRAL
PRESS-RELEASE
3/10
Axalta Coating Systems announced it will release Q1 2026 financial results on April 30, 2026, with a
Apr 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (52% buy). Based on 21 analysts: 5 strong buy, 6 buy, 10 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$35.71 mean target
+7.9% upside
Buy (2.27)
$30.00 Low
$44.00 High
| Metric | Value |
|---|---|
| Current Price | $33.11 |
| Target Low | $30.00 |
| Target Mean | $35.71 |
| Target Median | $35.00 |
| Target High | $44.00 |
| # Analysts | 14 |
| Recommendation | Buy (2.27) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.64 | $0.61 | $0.68 | 0.7% | +0.3% | 1↑ 1↓ | $1.3B | 0.7% | 15 |
| Next Q 2026-09-30 |
$0.72 | $0.64 | $0.76 | 6.8% | +0.5% | 2↑ 0↓ | $1.3B | 3.9% | 15 |
| Current FY 2026-12-31 |
$2.59 | $2.42 | $2.70 | 4.0% | +0.1% | 3↑ 0↓ | $5.2B | 2.0% | 16 |
| Next FY 2027-12-31 |
$2.81 | $2.50 | $3.02 | 8.5% | +0.1% | 2↑ 0↓ | $5.4B | 3.7% | 16 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.644 | |
| 7d ago | $0.642 | +0.002 |
| 30d ago | $0.643 | +0.002 |
| 60d ago | $0.657 | -0.013 |
| 90d ago | $0.664 | -0.020 |
8 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 1, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 10, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Apr 2, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 1, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 23, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 11, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Seaport Global | DOWNGRADE | Buy | Neutral |
| Jan 12, 2026 | UBS | DOWNGRADE | Buy | Neutral |
| Jan 7, 2026 | Baird | DOWNGRADE | Outperform | Neutral |
| Dec 18, 2025 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 10 | 0 | 0 | 52% | |
| May 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| Apr 1, 2026 | 6 | 7 | 9 | 0 | 0 | 59% | |
| Mar 1, 2026 | 6 | 7 | 10 | 0 | 0 | 57% | |
| Feb 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% | |
| Jan 1, 2026 | 6 | 10 | 7 | 0 | 0 | 70% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 11, 2026
short_volume
Short Volume: AXTA — 57.5% short (0.5M / 0.9M)
Short: 503,756 | Exempt: 0 | TRF Vol: 875,694 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: AXTA — 58.2% short (0.4M / 0.7M)
Short: 390,876 | Exempt: 237 | TRF Vol: 671,718 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: AXTA — 62.9% short (0.6M / 1.0M)
Short: 602,624 | Exempt: 0 | TRF Vol: 958,827 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: AXTA — 55.2% short (0.5M / 0.9M)
Short: 470,801 | Exempt: 0 | TRF Vol: 852,568 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: AXTA — 59.8% short (0.9M / 1.5M)
Short: 909,649 | Exempt: 120 | TRF Vol: 1,521,734 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: AXTA — 7.8M shares, 76,822 trades
Week starting 2026-05-25. Total ATS volume: 7,753,502 shares across 76,822 trades.
May 20, 2026
short_volume
Short Volume: AXTA — 59.0% short (0.4M / 0.7M)
Short: 397,124 | Exempt: 0 | TRF Vol: 672,962 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: AXTA — 62.6% short (0.5M / 0.8M)
Short: 501,318 | Exempt: 9 | TRF Vol: 800,871 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AXTA — 2.5M shares, 36,114 trades
Week starting 2026-05-18. Total ATS volume: 2,484,981 shares across 36,114 trades.
May 11, 2026
short_volume
Short Volume: AXTA — 60.7% short (0.4M / 0.6M)
Short: 366,933 | Exempt: 0 | TRF Vol: 604,832 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: AXTA — 2.1M shares, 39,017 trades
Week starting 2026-05-11. Total ATS volume: 2,148,854 shares across 39,017 trades.
May 4, 2026
dark_pool
Dark Pool: AXTA — 4.0M shares, 57,294 trades
Week starting 2026-05-04. Total ATS volume: 3,974,472 shares across 57,294 trades.
Apr 30, 2026
earnings
Axalta Releases First Quarter 2026 Results
<p>PHILADELPHIA, April 30, 2026 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced
Apr 30, 2026
earnings_calendar
AXTA Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: AXTA — 67.5% short (0.6M / 0.9M)
Short: 604,732 | Exempt: 0 | TRF Vol: 896,136 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)