Why One Fund Put 12.6% of Its Portfolio Into Axalta — and What $294M EBITDA Says About the Stock

New York City-based Atlantic Investment bought 764,000 shares of Axalta Coating Systems in the thidr quarter. The transaction resulted in a position that is 12.6% of the fund's 13F reportable assets under management.

The Motley Fool • Dec 4, 2025

Axalta Coating Systems Ltd. (AXTA) Presents at Citigroup 2025 Basic Materials Conference Transcript

Axalta Coating Systems Ltd. (AXTA) Presents at Citigroup 2025 Basic Materials Conference Transcript

Seeking Alpha • Dec 2, 2025

Axalta Wins 2025 R&D 100 Award for Groundbreaking Fast Cure, Low Energy Collision Repair Paint System

Spies Hecker Permasolid® Speed-TEC FCLE Repair System recognized in Mechanical/Materials category; Total Cabinet Coating Solution honored as finalist Spies Hecker Permasolid® Speed-TEC FCLE Repair System recognized in Mechanical/Materials category; Total Cabinet Coating Solution honored as finalist

GlobeNewsWire • Nov 24, 2025

Axalta Investor Urges Company to Restructure $17 Billion Merger With AkzoNobel

Atlanta-based Shapiro Capital Management is the second shareholder in the U.S. company to voice opposition to the deal set to create a paint giant.

WSJ • Nov 21, 2025

Axalta Coating Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Axalta Coating Systems Ltd. - AXTA

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Axalta Coating Systems Ltd. (NYSE: AXTA) to Akzo Nobel N.V. Under the terms of the proposed transaction, shareholders of Axalta will receive 0.6539 shares of AkzoNobel for each share of Axalta that they own. KSF is seeking to determine whether this consideration and the process that led to it are ad.

Business Wire • Nov 20, 2025

Axalta Investor Artisan Partners Voices Opposition to $17 Billion AkzoNobel Merger

Artisan Partners has come out against a deal set to create a paints giant with a combined market value of $17 billion.

WSJ • Nov 20, 2025

Axalta investor Artisan Partners urges rejection of AkzoNobel deal

Investor Artisan Partners is unhappy with Axalta Coating Systems' plans to combine with AkzoNobel in an all-stock deal that will create a paint industry giant with an enterprise value of $25 billion.

Reuters • Nov 19, 2025

Artisan Partners Global Value Releases Statement on Axalta

MILWAUKEE, Nov. 19, 2025 (GLOBE NEWSWIRE) -- The Artisan Partners Global Value Team, which manages approximately $35 billion in discretionary investment client assets, today released a statement regarding the proposed merger of Akzo Nobel N.V. and Axalta Coating Systems Ltd. (NYSE: AXTA). Client accounts managed by the Global Value team hold roughly 1.4 million shares of Axalta common stock. The full text of the statement is as follows:

GlobeNewsWire • Nov 19, 2025

Axalta investor Artisan Partners: Say 'no' to AkzoNobel deal

Investor Artisan Partners is unhappy with Axalta Coating Systems' plan to combine with AkzoNobel in an all-stock deal that would create a paint industry giant with an enterprise value of $25 billion, according to a letter to shareholders.

Reuters • Nov 19, 2025

AkzoNobel and Axalta to Combine in All-Stock Merger of Equals, Creating a Premier Global Coatings Company

Creates a global coatings leader with $17 billion in revenue and an enterprise value of $25 billion Significant value creation with approximately $600 million in cost synergies supporting strategic and capital allocation priorities Combines highly complementary portfolios across end markets, driving stronger revenue growth, enhanced profitability and increased value for customers Expands geographic reach, brings together world-class technology and innovation platforms and offers a full spectrum of solutions to deliver exceptional value to customers Highly attractive financial profile featuring strong EBITDA margins and robust cash flow generation One ‑ tier Board to be led by current Axalta Chair Rakesh Sachdev as Chair; AkzoNobel CEO Greg Poux-Guillaume to serve as CEO of the combined company Combined company to transition to a single NYSE listing; dual headquarters in Amsterdam and Philadelphia and domiciled in the Netherlands Companies to host joint investor conference call November 18 at 8:30 a.m. EST / 2:30 p.m.

GlobeNewsWire • Nov 18, 2025