Axalta Coating Systems Ltd.

NYSE:AXTA 주식 리포트

시가총액: US$6.0b

Axalta Coating Systems 배당 및 자사주 매입

배당 기준 점검 0/6

Axalta Coating Systems 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

2.8%

자사주 매입 수익률

총 주주 수익률2.8%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 May 03

AXTA: Future Margin Expansion And Execution Should Drive Long Term Repricing

Axalta Coating Systems' analyst price target has been revised to $42.00, reflecting a modest reset as analysts factor in updated fair value estimates, a slightly lower assumed future P/E multiple, and recent target cuts from several major research firms partially offset by a few upward revisions. Analyst Commentary Recent Street research on Axalta Coating Systems shows a cluster of target resets, with several cuts from major firms partially balanced by a few higher targets earlier in the period.
내러티브 업데이트 Apr 18

AXTA: Akzo Merger Synergies Will Offset Margin Reset Concerns

Axalta Coating Systems' updated analyst price target has been trimmed by about $1.50 per share to reflect a slightly lower fair value estimate and reduced profit margin assumptions, as several recent research notes have highlighted more cautious views even as revenue growth and future P/E expectations remain relatively steady. Analyst Commentary Recent research on Axalta Coating Systems has shifted toward a more cautious tone, with several firms trimming price targets or downgrading their ratings, while a few continue to see upside potential and have raised their target prices.
내러티브 업데이트 Apr 04

AXTA: Akzo Merger Synergies Will Gradually Offset Refinish Volume And Multiple Concerns

Axalta Coating Systems saw its analyst fair value estimate adjusted from about $33 to roughly $31.36 as analysts refined their models around higher discount rates, small tweaks to revenue growth and profit margin assumptions, and a lower future P/E multiple following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research updates around Axalta Coating Systems point to a mixed but increasingly cautious tone.
내러티브 업데이트 Mar 21

AXTA: Akzo Merger Synergies Will Outweigh Auto Refinish Volume Headwinds

Axalta Coating Systems' updated analyst price target has shifted by about $2, reflecting revisions to fair value, discount rate, revenue growth and profit margin assumptions. Recent research points to mixed views, as some analysts cite upside from the Akzo deal, while others flag timing of cost savings and softer auto refinish volumes.
내러티브 업데이트 Mar 06

AXTA: Fair Value View Balances Akzo Merger Uncertainty And Refinish Volume Headwinds

Axalta Coating Systems' analyst fair value estimate has shifted from $30.00 to $33.00 as analysts factor in a mix of recent price target increases from firms raising their views on the stock and fresh caution from others citing merger related uncertainty and auto refinish volume headwinds. Analyst Commentary Recent Street research on Axalta Coating Systems reflects a split view.
내러티브 업데이트 Feb 20

AXTA: Higher Margins And Merger Synergies Will Drive Long Term Repricing

Axalta Coating Systems' updated analyst price target has shifted slightly to about $44.48 as analysts balance lower assumed revenue growth and P/E expectations with higher projected profit margins, reflecting a mix of recent target increases and downgrades across the Street. Analyst Commentary Recent research on Axalta Coating Systems shows a split tape, with several bullish analysts lifting price targets while others have shifted to more cautious stances following the AkzoNobel deal announcement and sector level reassessments.
Seeking Alpha Feb 17

Axalta: Underwhelming Results, An Equally Underwhelming Potential Merger

Summary Axalta posted lackluster fourth-quarter results, with ongoing market weakness in auto refinish and some possible share loss in auto OEM and industrial markets. The Akzo merger offers near-term upside, valuing AXTA at 10.9x forward EBITDA, but the long-term value of the deal for Axalta shareholders is questionable given Akzo's own execution challenges. AXTA’s standalone fundamentals remain attractive, with improving end markets, potential for mid-20% EBITDA margins, and mid-single-digit free cash flow growth long term. I see AXTA as worth considering while the share price lags the deal-implied value, with downside protection from standalone valuation. Read the full article on Seeking Alpha
분석 기사 Feb 13

Axalta Coating Systems Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

The annual results for Axalta Coating Systems Ltd. ( NYSE:AXTA ) were released last week, making it a good time to...
내러티브 업데이트 Feb 06

AXTA: Merger Synergy Timeline And Auto Refinish Weakness Will Shape Long-Term Upside

Analysts have inched their blended price target for Axalta Coating Systems lower by about $0.15, reflecting a slightly softer revenue outlook, a modestly lower forward P/E assumption, and a series of downgrades tied to merger related uncertainty, slower auto refinish volumes, and a longer timeline to realize cost synergies from the AkzoNobel deal. Analyst Commentary Recent Street research on Axalta Coating Systems has tilted more cautious, with several firms resetting ratings and targets to reflect merger related uncertainty, a slower path to cost savings, and softer auto refinish volumes.
분석 기사 Jan 28

Is Axalta Coating Systems (NYSE:AXTA) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Jan 22

AXTA: Merger Synergies And Execution Will Drive Long Term Repricing

Analysts have lifted their fair value estimate for Axalta Coating Systems to $45 from $43, reflecting updated assumptions for slightly higher revenue growth, modestly improved profit margins, and a higher future P/E multiple, even as recent research highlights merger related execution risks and slower auto refinish volumes. Analyst Commentary Recent Street research around Axalta Coating Systems has shifted toward a more cautious stance following the announced merger with AkzoNobel, with several firms moving to neutral or hold ratings and trimming price targets.
내러티브 업데이트 Jan 07

AXTA: Merger With Akzo Nobel Will Unlock Long Runway For Synergies

Analysts have trimmed their fair value estimate for Axalta Coating Systems to $43.00 from $47.00, reflecting lower Street price targets and concerns about muted coatings growth, extended merger synergy timelines, and limited acquisition premium. Analyst Commentary Recent Street commentary on Axalta Coating Systems has turned more mixed, with some firms trimming price targets and at least one downgrading the stock rating following the merger announcement with AkzoNobel.
분석 기사 Jan 06

Is Now The Time To Put Axalta Coating Systems (NYSE:AXTA) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
내러티브 업데이트 Dec 16

AXTA: AkzoNobel Merger Is Expected To Unlock Long-Term Upside Despite Macro Headwinds

Axalta Coating Systems’ fair value estimate has been nudged higher to approximately $36.87 from $36.80, as analysts factor in slightly lower discount rates and steady long term growth and margin assumptions, despite modest price target cuts and rating downgrades following the announced merger with AkzoNobel and a softer macro backdrop for coatings demand. Analyst Commentary Recent Street research on Axalta reflects a divided but generally constructive stance, with modest target cuts and some rating downgrades balancing ongoing Buy ratings.
내러티브 업데이트 Dec 02

AXTA: Merger Progress Will Unlock Long-Term Upside Despite Sector Uncertainty

Axalta Coating Systems received a modest analyst price target increase to $36.80 from $36.33, as analysts cited recent reassessments of synergy realization, muted growth in coatings markets, and updates to sector expectations following mixed market signals. Analyst Commentary Recent analyst notes on Axalta Coating Systems present a mixed outlook for the company following its merger announcement and recent performance updates.
내러티브 업데이트 Nov 18

AXTA: Advanced Merger Talks Will Drive Momentum Amid Market Uncertainty

Axalta Coating Systems' analyst price target has been slightly reduced by analysts, with updated estimates moving from approximately $40 to $39. This adjustment reflects a more cautious outlook due to mixed macroeconomic signals and inconsistent performance in industrial end markets.
내러티브 업데이트 Nov 01

AXTA: Future EV Demand Will Drive Upside Despite Macro Pressure

Analysts have modestly reduced their price targets for Axalta Coating Systems, with the average fair value moving from $36.17 to $36.39. This reflects increased caution amid more challenging macro conditions and inconsistent end-market trends.
내러티브 업데이트 Oct 17

Electric Vehicle Adoption And Digitalization Will Expand Global Coatings

Axalta Coating Systems' analyst price target has decreased modestly, dropping from approximately $36.56 to $36.17. Analysts cite persistent macroeconomic headwinds and uneven industrial demand as factors impacting near-term growth expectations.
내러티브 업데이트 Oct 03

Electric Vehicle Adoption And Digitalization Will Expand Global Coatings

Axalta Coating Systems’ average analyst price target has been revised downward from approximately $37.44 to $36.56. Analysts cite increasing headwinds in the repair and refinish sector and expectations for moderated growth ahead.
분석 기사 Jul 21

Investors Continue Waiting On Sidelines For Axalta Coating Systems Ltd. (NYSE:AXTA)

Axalta Coating Systems Ltd.'s ( NYSE:AXTA ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy...
분석 기사 Jul 06

We Like These Underlying Return On Capital Trends At Axalta Coating Systems (NYSE:AXTA)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
분석 기사 Jun 21

Is There Now An Opportunity In Axalta Coating Systems Ltd. (NYSE:AXTA)?

Axalta Coating Systems Ltd. ( NYSE:AXTA ), is not the largest company out there, but it received a lot of attention...
분석 기사 May 21

We Think Axalta Coating Systems (NYSE:AXTA) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Feb 09

Axalta Coating: Great Performance Yet Underappreciated.

Summary Axalta has been outperforming analyst estimates for quite some time. I believe the company is on the right track, and it should continue to show good performance going forward. AXTA is in progress to achieving all its growth targets that it laid down on its 2024 strategy day within 2025, which were initially planned to achieve in 2026. While topline growth was weak due to end market weakness, I believe there is potential for the company to surprise on the upside regarding revenue once the end market. AXTA is also trading at an inexpensive valuation. Read the full article on Seeking Alpha
Seeking Alpha Aug 29

Axalta's Self-Improvement Not Yet Fully Rewarded

Summary Axalta produced healthy Q2 results with 5% organic revenue growth and 28% adjusted EBITDA growth and raised FY’24 margin and FCF guidance. Axalta notably outperformed rivals like PPG and showed impressive volume growth across a range of end markets that have seen weakening trends. Maintaining this pace of volume outgrowth will be challenging, but management has multiple avenues of growth to pursue, including R&D-driven product introductions, operational efficiency, and improved go-to-market. Axalta shares look undervalued below $40-$46 and the market may not yet fully appreciate the long-term benefits of the ongoing (and already successful) turnaround/restructuring plan. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 27

Strategic Acquisitions And Sustainable Innovation Fuel Growth In Automotive Refinish Market

Axalta's strategic focus on productivity, smart acquisitions, and expansion in key markets is set to boost operating efficiency and revenue growth.
Seeking Alpha May 15

Axalta Coating: Painting A Prettier Picture Here

Summary Axalta Coating Systems has seen mediocre returns in the past seven years, but steady earnings growth has brought down earnings multiples. The company's appeal is increasing as multiples come down to a market multiple, after Axalta has long traded at market premiums. Despite modest growth, Axalta remains a small player in a consolidating industry and has been named as an acquisition target. Read the full article on Seeking Alpha
Seeking Alpha Mar 10

Axalta Coating Systems: Positive Refinish And Mobility Coating Outlook

Summary AXTA's past financials have demonstrated strong revenue recovery from the impact of COVID-19. In addition, margins have remained robust. AXTA continued to show strong revenue growth in 2023, with expanding margins compared to the previous year. The refinish segment, which forms the largest share of revenue, is expected to remain robust, supported by the increasing number of cars and body shop wins. From my relative valuation model, my target price indicates double-digit upside potential. Therefore, I am recommending a buy rating. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 AXTA 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: AXTA 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Axalta Coating Systems 배당 수익률 vs 시장
AXTA의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (AXTA)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Chemicals)1.7%
분석가 예측 (AXTA) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 AXTA 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 AXTA 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 AXTA 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: AXTA 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 15:05
종가2026/05/14 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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분석가 소스

Axalta Coating Systems Ltd.는 25명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ghansham PanjabiBaird
Michael LeitheadBarclays
Patrick Duffy FischerBarclays