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Axalta Coating Systems Ltd. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 14 Sept 2023.
Axalta Coating Systems Ltd.: what insiders have been doing
Headquartered in Philadelphia, United States, Axalta Coating Systems Ltd. belongs to the Chemicals & Materials sector and traces its origins to 1866. Filings by its managers are published through SEC (Form 4). Over the twelve months to 18 October 2026, 35 filings were filed, from 16 insiders.
Not one of the filings records a straightforward purchase or sale on the market. Because grants and exercises are largely decided by remuneration plans, they are not counted as purchases here.
No insider has bought Axalta Coating Systems Ltd. shares on the open market in the past twelve months. Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4.
With 35 filings in twelve months, the company is more active than the median of 19 filings across the 5,811 companies we follow on the same exchange. Our records for Axalta Coating Systems Ltd. go back to 2016, with 6 purchases and 5 sales on the open market in total. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 5.12 bn USD and net income of 378.0 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: Culp Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
226
Thresholds
n/a
Buy Volume
€3M
6 ops. · all time
Sell Volume
€1M
5 ops. · all time
Who traded when
BuySaleAmy Tufano1 sale
Since the insiders bought
- +26.1%Entry US$27.41 · Close at T+365 US$34.57
- +17.0%Entry US$28.94 · Close at T+365 US$33.87
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Axalta Coating Systems Ltd. Buy (bullish), based on 17 analysts. Average price target: US$39.18.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 7,987 of 24,148 companies
60.0
score / 100
Value64
Quality56
FCF yld6.3%
Earn yld5.2%
EV/EBITDA10.3x
ROE14%
Gross mgn34%
Net mgn7.4%
Debt/EBITDA3.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$33.73
Analyst consensus
17 analystsBuy
US$33.00Target US$39.18(+16%)US$47.00
Income statement
RevenueUS$5.1B
Gross profitUS$1.8B34% margin
EBITDAUS$1B20% margin
Net incomeUS$378M6.8% margin
Valuation
PER (trailing)20.7x
PER (forward)11.8x
P/Book2.9x
Beta1.26
Balance sheet & cash
Market capUS$7.2B
Total debtUS$3.2B
Free Cash FlowUS$453M
Debt / Equity119%
Profitability & ownership
ROE14.3%
ROA6.1%
% insiders0.4%
% institutions106.8%
Last declaration on 22 September 2026
Declarations226 total
2,255 shares@ US$32.200.0010% mcap41.8% of flowCommon SharesSEC:0001628280-26-063088:1
3,658 sharesCommon SharesSEC:0001628280-26-063087:0
4,877 sharesCommon SharesSEC:0001628280-26-063088:0
1,680 shares@ US$32.200.0008% mcap21.1% of flowCommon SharesSEC:0001628280-26-063087:1
20,657 sharesCommon SharesSEC:0001628280-26-057773:0
9,485 shares@ US$37.310.0051% mcap100.0% of flowCommon SharesSEC:0001628280-26-057773:1
2,071 sharesCommon SharesSEC:0001628280-26-052752:0
641 shares@ US$35.810.0003% mcap24.1% of flowCommon SharesSEC:0001628280-26-052752:1
283 sharesCommon SharesSEC:0001628280-26-015411:0
245 sharesCommon SharesSEC:0001628280-26-015410:0
27,598 sharesCommon SharesSEC:0001628280-26-015408:0
50,663 sharesCommon SharesSEC:0001628280-26-015407:0
8,967 sharesCommon SharesSEC:0001628280-26-015404:0
8,070 sharesCommon SharesSEC:0001628280-26-015403:0
7,173 sharesCommon SharesSEC:0001628280-26-015398:0
1,215 sharesCommon SharesSEC:0001628280-26-015396:0
5,832 sharesCommon SharesSEC:0001628280-26-015395:0
5,832 sharesCommon SharesSEC:0001628280-26-015394:0
5,832 sharesCommon SharesSEC:0001628280-26-015392:0
5,832 sharesCommon SharesSEC:0001628280-26-015391:0
5,832 sharesCommon SharesSEC:0001628280-26-015390:0
5,832 sharesCommon SharesSEC:0001628280-26-015389:0
5,832 sharesCommon SharesSEC:0001628280-26-015388:0
5,832 sharesCommon SharesSEC:0001628280-26-015387:0
4,475 sharesCommon SharesSEC:0001628280-26-014129:0
25 of 226 declarations
About Axalta Coating Systems Ltd.
Axalta Coating Systems Ltd. (ticker: AXTA) is a global specialty coatings company listed on the NYSE in the United States. For French- and English-speaking investors alike, Axalta sits in the materials/chemicals bucket with an industrial profile: it serves cyclical end markets, but it also benefits from recurring demand tied to repair, maintenance, protection, and replacement cycles. The company is headquartered in Philadelphia, Pennsylvania, and it presents itself as having more than 150 years of experience in the coatings industry, reflecting a long operating heritage even though the current corporate structure is more recent.
Axalta reports two operating segments. Performance Coatings is centered on the refinish market, where the company supplies automotive repair shops with liquid and powder coatings systems, primers, basecoats, clearcoats, fillers, aerosols, adhesives, and color-matching tools. This business is highly technical and brand-led, with premium names such as Cromax, Standox, Spies Hecker, Syrox, Raptor, Imron, Voltatex, Alesta, Nap-Gard, and Plascoat. A key differentiator is Axalta’s color science and digital workflow platform, which supports fast repairs, high throughput, and reduced waste in collision repair environments.
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The Mobility Coatings segment serves light vehicle and commercial vehicle OEMs. Here, Axalta provides coating technologies designed to meet evolving requirements around electrification, sustainability, personalization, and autonomous driving. In practice, this means coatings that support manufacturing efficiency, appearance, corrosion protection, and increasingly battery-related and energy-transition applications. This positions Axalta at the intersection of automotive supply chains, industrial manufacturing, and the electrification theme.
From a competitive standpoint, Axalta is one of a relatively small number of suppliers able to combine global technical service, broad product breadth, and strong color-matching capability. Its major competitors include AkzoNobel, BASF, PPG, and Sherwin-Williams. The company has a broad geographic footprint across North America, EMEA, Asia Pacific, and Latin America, supported by a large distributor network, company-owned stores in selected markets, and technical centers.
Recent developments underscore Axalta’s innovation focus. In 2025 and 2026, the company highlighted several industry awards and product introductions, including low-energy fast-cure repair systems, EV battery coatings, and industrial cabinet coating solutions. Axalta’s 2025 annual report also references a 2024 transformation initiative aimed at simplifying the organization, lowering the cost base, and improving cash flow generation. For equity investors, AXTA offers a blend of industrial end-market exposure, technology-led differentiation, and operational improvement potential, all within a NYSE-listed United States company.
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