AXALTA COATING SYSTEMS LTD.
At today's price, AXALTA COATING SYSTEMS LTD. (AXTA) is priced for +1.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $34.78 Axalta trades roughly in line with its valuation methods, with the relative-multiple frame justifying the price and the asset frames saying modestly expensive. The reverse-DCF base lands near $45, above the quote, and the priced-in operating growth solves near zero. The counterintuitive part: the price assumes almost no growth, yet Axalta keeps generating strong cash. Q1 2026 delivered adjusted EPS of $0.56, beating the $0.50 guide, with adjusted EBITDA of $259 million and guidance to
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363 institutional managers reported holding AXTA in 13F filings for the quarter ended 2026-03-31. 44 opened new positions that quarter. Held by Artisan Partners, Vanguard Group, BlackRock, among others. On the short side, 8.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AXTA has cut its share count 8.1% over the past five years, spending $635.20M on repurchases. It pays no dividend. Cash returned over the past three years: $315.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AXTA over the trailing three years: 2023: 4 buys totaling $2.05M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AXTA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -7.8% | -7.7% |
| 2023-11-02 | +10.6% | +12.8% |
| 2024-02-16 | -3.8% | -1.4% |
| 2024-05-02 | +10.8% | -1.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AXTA's latest 8-K filings: 2026-06-04 (items 5.07); 2026-05-28 (items 1.01, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-02-10 (items 2.02, 9.01); 2025-12-19 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.