Axalta Coating Systems Ltd. $AXTA Shares Sold by Leeward Investments LLC MA

Posted by Brian Himes on Jun 24th, 2026

Leeward Investments LLC MA reduced its position in shares of Axalta Coating Systems Ltd. (NYSE:AXTA – Free Report) by 2.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 736,450 shares of the specialty chemicals company’s stock after selling 22,268 shares during the period. Axalta Coating Systems comprises about 1.0% of Leeward Investments LLC MA’s holdings, making the stock its 28th largest holding. Leeward Investments LLC MA’s holdings in Axalta Coating Systems were worth $20,400,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Artisan Partners Limited Partnership raised its holdings in shares of Axalta Coating Systems by 887.2% in the 4th quarter. Artisan Partners Limited Partnership now owns 12,575,932 shares of the specialty chemicals company’s stock valued at $406,328,000 after buying an additional 11,301,977 shares during the period. Millennium Management LLC boosted its holdings in Axalta Coating Systems by 475.3% during the 3rd quarter. Millennium Management LLC now owns 7,838,111 shares of the specialty chemicals company’s stock valued at $224,327,000 after acquiring an additional 6,475,786 shares during the period. Channing Capital Management LLC boosted its holdings in Axalta Coating Systems by 672.6% during the 4th quarter. Channing Capital Management LLC now owns 3,037,990 shares of the specialty chemicals company’s stock valued at $98,157,000 after acquiring an additional 2,644,783 shares during the period. Empyrean Capital Partners LP acquired a new position in Axalta Coating Systems in the 4th quarter valued at about $66,236,000. Finally, UBS Group AG grew its position in Axalta Coating Systems by 207.4% in the 4th quarter. UBS Group AG now owns 2,902,507 shares of the specialty chemicals company’s stock valued at $93,780,000 after acquiring an additional 1,958,395 shares in the last quarter. 98.28% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have recently commented on the stock. Mizuho lowered their price objective on shares of Axalta Coating Systems from $39.00 to $32.00 and set an “outperform” rating for the company in a research note on Monday, March 23rd. The Goldman Sachs Group set a $36.00 target price on shares of Axalta Coating Systems in a research note on Friday, May 1st. Citigroup began coverage on shares of Axalta Coating Systems in a research report on Thursday, June 4th. They issued a “buy” rating and a $44.00 price target for the company. Wells Fargo & Company downgraded shares of Axalta Coating Systems from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $39.00 to $30.00 in a research note on Friday, April 10th. Finally, UBS Group upped their price objective on Axalta Coating Systems from $31.00 to $32.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Four equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Axalta Coating Systems has an average rating of “Hold” and an average target price of $34.31.

Check Out Our Latest Report on AXTA

Axalta Coating Systems Stock Performance

Shares of Axalta Coating Systems stock opened at $33.71 on Wednesday. Axalta Coating Systems Ltd. has a one year low of $24.94 and a one year high of $35.72. The company has a market cap of $7.21 billion, a PE ratio of 19.71, a P/E/G ratio of 1.80 and a beta of 1.25. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.53 and a current ratio of 2.10. The business has a 50-day simple moving average of $30.20 and a 200-day simple moving average of $30.90.

Axalta Coating Systems (NYSE:AXTA – Get Free Report) last released its earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.50 by $0.06. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. Axalta Coating Systems had a net margin of 7.22% and a return on equity of 22.37%. The business’s quarterly revenue was down .6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.59 earnings per share. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.70 EPS and its Q2 2026 guidance at 0.650-0.65 EPS. On average, equities research analysts forecast that Axalta Coating Systems Ltd. will post 2.58 EPS for the current fiscal year.

About Axalta Coating Systems

(Free Report)

Axalta Coating Systems is a global leader in the development, manufacture and sale of liquid and powder coatings. The company’s product portfolio spans refinish coatings for the automotive collision repair market, original equipment manufacturer (OEM) coatings for new vehicle production, and industrial coatings including electrodeposition (E-coat) and powder coatings for a variety of sectors such as architecture, heavy equipment and general industrial applications.

Tracing its roots to the 19th century and rebranded as Axalta following its separation from DuPont Performance Coatings in 2013, the company has built a presence in more than 100 countries.