Axalta Coating Systems (AXTA)
Supplies global automotive and industrial coatings through two operating segments.
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Sells coatings globally to automotive and industrial markets through Performance Coatings and Mobility Coatings. Built through a 2013 carve-out from DuPont, the portfolio has since added industrial wood coatings and automotive-aftermarket brands.
Coatings are sold globally to automotive and industrial markets through the Performance Coatings and Mobility Coatings segments. The present company was created from DuPont Performance Coatings in 2013, while its operating heritage dates to 1866.
The portfolio has expanded through Valspar North America's industrial wood-coatings business, U-POL, and CoverFlexx, which added automotive-refinish and aftermarket brands. Its history includes early automotive color paint products and color-matching systems, waterborne OEM coatings, and Voltatex insulation coatings.
An all-stock merger of equals with AkzoNobel has been announced but remains pending shareholder and regulatory approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | KeyBanc | Initiate | Rating: —Target: $40 | Target: $47 |
| Jul 29, 2026 | BMO Capital | Reiterate | Rating: —Target: $35 | Target: $39 |
| Jul 8, 2026 | RBC Capital | Reiterate | Rating: —Target: $29 | Target: $36 |
| May 5, 2026 | RBC Capital | Reiterate | Rating: —Target: $35 | Target: $29 |
| May 1, 2026 | Goldman Sachs | Target | Target: $40 | Target: $36 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $633.0M · Total debt $3.07B · Total assets $7.70B · Shareholders' equity $2.52B
- Revenue
- $1.35B
- Operating income
- $167.0M
- Net income
- $89.0M
No dividends on record.
| Institutions | 106.60% | 228.14M shares | |
|---|---|---|---|
| 369 holders · as of Jun 30, 2026 | |||
| Insiders | 0.47% | 996.9K shares | |
| 16 holders · as of Aug 18, 2026 | |||
| Adds to | 107.07% | ||
214.02M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.07%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Artisan Partners Limited PartnershipInstitution | 14.83% | 31.73M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.13% | 19.54M | as of Jun 30, 2026 |
Barrow Hanley Mewhinney & Strauss LLCInstitution | 8.18% | 17.51M | as of Jun 30, 2026 |
Boston PartnersInstitution | 6.68% | 14.30M | filed Feb 11, 2022 |
Vanguard Capital Management LLCInstitution | 4.53% | 9.70M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- PPG Industries
Broad overlap in refinish, industrial and vehicle coatings
- Sherwin-Williams
Overlap in automotive refinish and industrial coatings
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Axalta Coating Systems | $33.46 | +5.01% | $6.82B | 19.7 | 12.2 | 1.3 | +3.1% |
| PPG Industries | $107.48 | +2.43% | $23.33B | 15.0 | 13.0 | 1.4 | +7.2% |
| Sherwin-Williams | $327.91 | +2.05% | $78.00B | 29.6 | 25.7 | 3.2 | +7.5% |
| Median | 22.3 | 19.4 | 2.3 | +7.3% |