Market Cap
$6.9B
AXTA
Axalta Coating Systems Ltd.
$32.17 ▲ +1.00%
Prev close $31.85Market cap$6.9B
ConsensusHold
12-mo target$39.33 (+22.3%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10) Materials & Mining
Snapshot
The big-picture read on AXTA right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (55%)
SEC Reports
20
Press Releases
1
Price chart 30d -10.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: AXTA — 62.4% short (0.4M / 0.6M)
Short: 373,861 | Exempt: 0 | TRF Vol: 599,395 | Short Ratio: 62.4% | Off-exchange volume (dark pool
Sep 19, 2026 Insider
Tufano Amy acquired via exercise 3,658 shares
SVP & CHRO
Sep 19, 2026 Insider
Tufano Amy surrendered for taxes 1,680 shares
SVP & CHRO @ $32.20 ($54.1K)
Sep 19, 2026 Insider
Aug 31, 2026 SEC Tablin-Wolf Alex acquired via exercise 4,877 shares
SVP, GC and Corp. Secretary
AkzoNobel and Axalta announced three new non-executive directors (Stephan B. Tanda, Denise C. Johnson, and Robert Schuch
425 — Impact 3/10
Axalta shareholders overwhelmingly approved the proposed all-stock merger of equals with AkzoNobel at a special meeting
425, 8-K — Impact 6/10
Axalta and AkzoNobel shareholders overwhelmingly approved the proposed merger of equals at separate meetings on August 5
425 — Impact 6/10
Axalta shareholders overwhelmingly approved the all-stock merger of equals with AkzoNobel at a special meeting; AkzoNobe
Impact 6/10
Analyst ratings buy % -21.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Keybanc | INITIATE | Overweight | 52% |
| Jul 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 29, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 8, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 1, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 10, 2026 | Wells Fargo | DOWNGRADE | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| Aug 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| Jul 1, 2026 | 6 | 6 | 10 | 0 | 0 | 55% | |
| 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% |
Price targets
Where 15 covering analysts think AXTA trades over the next 12 months.
$39.33 +22.3% upside Strong Buy
Current$32.17 Low$33.00 Median$39.00 High$47.00 15 analysts
$33.00$47.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 13 neutral · avg impact 4.8/10.Plus 1 press releases.
NEUTRAL4253/10
AkzoNobel and Axalta announced three new non-executive directors (Stephan B. Tanda, Denise C. Johnso
Aug 31, 2026
BULLISH425, 8-K6/10
Axalta shareholders overwhelmingly approved the proposed all-stock merger of equals with AkzoNobel a
Aug 6, 2026
BULLISH4256/10
Axalta and AkzoNobel shareholders overwhelmingly approved the proposed merger of equals at separate
Aug 6, 2026
BULLISH4256/10
Both AkzoNobel and Axalta shareholders voted in favor of their proposed all-share merger at simultan
Aug 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: AXTA — 62.4% short (0.4M / 0.6M)
Short: 373,861 | Exempt: 0 | TRF Vol: 599,395 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: AXTA — 61.7% short (0.4M / 0.6M)
Short: 359,383 | Exempt: 0 | TRF Vol: 582,435 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: AXTA — 80.0% short (0.5M / 0.6M)
Short: 463,071 | Exempt: 0 | TRF Vol: 578,591 | Short Ratio: 80.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: AXTA — 56.3% short (0.3M / 0.5M)
Short: 308,301 | Exempt: 0 | TRF Vol: 547,156 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
other
Axalta’s Dr. Robert K. Roop Receives 2026 PCI Lifetime Achievement Award
Honor recognizes Roop’s more than 37 years of R&D leadership, customer-focused innovation and contributions to the coatings industry Honor recognizes
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.71 | $0.67–$0.76 | 6.2% | -0.5% | 3↑ 7↓ | $1.3B | 14 |
| Next Q | $0.66 | $0.62–$0.70 | 12.3% | -0.1% | 4↑ 6↓ | $1.3B | 14 |
| Current FY | $2.65 | $2.57–$2.71 | 6.3% | -0.2% | 14↑ 0↓ | $5.2B | 16 |
| Next FY | $2.87 | $2.70–$3.02 | 8.4% | +0.3% | 10↑ 1↓ | $5.4B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.711 | — |
| 7d ago | $0.716 | -0.005 |
| 30d ago | $0.715 | -0.004 |
| 60d ago | $0.718 | -0.007 |
| 90d ago | $0.716 | -0.005 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 19, 2026 | Tufano Amy | SVP & CHRO | EXERCISE | 3,658 | — | — |
| Sep 19, 2026 | Tufano Amy | SVP & CHRO | TAX W/H | 1,680 | $32.20 | $54.1K |
| Sep 19, 2026 | Tablin-Wolf Alex | SVP, GC and Corp. Secretary | EXERCISE | 4,877 | — | — |
| Sep 19, 2026 | Tablin-Wolf Alex | SVP, GC and Corp. Secretary | TAX W/H | 2,255 | $32.20 | $72.6K |
| Aug 14, 2026 | Anderson Carl Douglas II | SVP and CFO | TAX W/H | 9,485 | $37.31 | $353.9K |
| Aug 14, 2026 | Anderson Carl Douglas II | SVP and CFO | EXERCISE | 20,657 | — | — |
| Aug 1, 2026 | Massey Anthony | VP, Finance & CAO | EXERCISE | 2,071 | — | — |
| Aug 1, 2026 | Massey Anthony | VP, Finance & CAO | TAX W/H | 641 | $35.81 | $23.0K |
| Mar 4, 2026 | Villavarayan Chris | CEO & President | EXERCISE | 26,246 | — | — |
| Mar 4, 2026 | Kissire Deborah J. | Director | EXERCISE | 5,832 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AXTA.
Shares short
7,960,927
Settlement Sep 15, 2026
Change vs prior
-16.2%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All AXTA filing & press-release reports (21)
- 425 reportAug 31, 2026
- 425, 8-K reportAug 6, 2026
- 425 reportAug 6, 2026
- 425 reportAug 5, 2026
- PRESS-RELEASE reportAug 5, 2026
- 8-K reportJul 29, 2026
- 425 reportJul 29, 2026
- 425, 8-K reportJul 23, 2026
- 425 reportJul 13, 2026
- PRESS-RELEASE reportJul 6, 2026
- 425 reportJun 26, 2026
- 425 reportJun 25, 2026
- 425 reportJun 3, 2026
- 425 reportMay 28, 2026
- 8-K reportMay 28, 2026
- 425 reportMay 27, 2026
- 425 reportMay 15, 2026
- 425 reportMay 15, 2026
- PRESS-RELEASE reportApr 30, 2026
- DEFA14A reportApr 21, 2026
- PRESS-RELEASE reportApr 6, 2026