Is Axalta Coating Systems Ltd. (AXTA) A Good Stock To Buy Now?
Is AXTA a good stock to buy? We came across a bullish thesis on Axalta Coating Systems Ltd. on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on AXTA.
Axalta Coating Systems Ltd. (AXTA)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 6,547,107 | $224,042,001 | +28% | 0.11% |
| 2. | Millennium Management Israel Englander | 5,466,995 | $187,080,569 | +32% | 0.07% |
| 3. | Sessa Capital John Petry | 3,539,329 | $121,115,838 | +60% | 2.03% |
| 4. | Ariel Investments John W. Rogers | 3,462,010 | $118,469,981 | -1% | 1.18% |
| 5. | Lakewood Capital Management Anthony Bozza | 3,423,648 | $117,157,235 | +19% | 6.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.58 | 400 | $10,632.00 | 41,973 | 2023-09-13 | Filing | |
| $26.81 | 1,500 | $40,215.00 | 6,000 | 2023-09-12 | Filing | |
| $27.38 | 36,600 | $1,002,108.00 | 36,600 | 2023-09-06 | Filing | |
| $29.67 | 33,710 | $1,000,175.70 | 68,150 | 2023-08-04 | Filing | |
| $29.55 | 2,500 | $73,875.00 | 4,500 | 2023-03-14 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.06 | 3,194 | $99,205.64 | 12,087 | 2025-08-19 | Filing | |
| $37.57 | 10,457 | $392,869.49 | 74,905 | 2025-02-10 | Filing | |
| $31.99 | 10,500 | $335,895.00 | 14,656 | 2023-12-04 | Filing | |
| $31.19 | 7,500 | $233,925.00 | 44,408 | 2023-11-17 | Filing | |
| $30.88 | 17,915 | $553,215.20 | 19,420 | 2023-11-14 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,733,342 | $1,085,914,963 | 1.72% | |
| 2. | 19,536,552 | $668,540,799 | 0.01% | |
| 3. | 17,505,233 | $599,029,073 | 1.82% | |
| 4. | 9,701,675 | $331,991,318 | 0.01% | |
| 5. | 9,520,162 | $325,779,944 | 0.01% |
News See All
Axalta Coating Systems Ltd. (NYSE:AXTA) Q1 2026 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. Welcome to Axalta Coating Systems Q1 2026 Earnings Call. [Operator Instructions].
RBC Sees Modest Growth Momentum for Axalta Coating Systems Ltd. (AXTA) Despite Lower Volumes
TheFly reported on February 12 that RBC Capital raised its price target on AXTA to $35 from $33, while keeping a Sector Perform rating.
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Axalta Coating Systems (AXTA) PT Raised to $36 by UBS
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Axalta Coating Systems Ltd. (NYSE:AXTA) Q4 2025 Earnings Call Transcript
Axalta Coating Systems Ltd. (NYSE:AXTA) Q4 2025 Earnings Call Transcript February 10, 2026Axalta Coating Systems Ltd. misses on earnings expectations.
What Makes Axalta (AXTA) Attractive
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Axalta Coating Systems Ltd. (AXTA): A Bear Case Theory
We came across a bearish thesis on Axalta Coating Systems Ltd on Mark Meldrum's YouTube Channel. In this article, we will summarize the bears’ thesis on AXTA.
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