Axalta
AXTA
About: Axalta Coating Systems Ltd is a manufacturer, marketer and distributor of high-performance coatings systems. It operates in two segments, The Performance Coatings segment provides liquid and powder coatings solutions to a fragmented and local customer base. Its end markets include refinish and industrial. The Mobility Coatings segment relates to the provision of coating technologies to original equipment manufacturers of light and commercial vehicles. The company operates in the geographic areas of North America, EMEA countries, Asia-Pacific, and Latin America.
Employees: 12,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
137% more call options, than puts
Call options by funds: $7.6M | Put options by funds: $3.2M
25% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 123
0.09% more ownership
Funds ownership: 100.1% [Q1] → 100.19% (+0.09%) [Q2]
3% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 63
2% less funds holding
Funds holding: 391 [Q1] → 383 (-8) [Q2]
10% less capital invested
Capital invested by funds: $7.25B [Q1] → $6.5B (-$752M) [Q2]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital
Arun Viswanathan
|
$34
|
Outperform
Maintained
|
1 Aug 2025 |
BMO Capital
John McNulty
|
$33
|
Market Perform
Downgraded
|
16 Jul 2025 |
Mizuho
John Roberts
|
$35
|
Outperform
Maintained
|
15 Jul 2025 |
Wells Fargo
Michael Sison
|
$39
|
Overweight
Maintained
|
1 Jul 2025 |
Financial journalist opinion