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Axalta Coating Sys Ltd SEC Filings

AXTA NYSE

Welcome to our dedicated page for Axalta Coating Sys SEC filings (Ticker: AXTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Axalta Coating Systems Ltd. (AXTA) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. Axalta is incorporated in Bermuda and its ordinary shares trade on the New York Stock Exchange, so its filings provide detailed information about its coatings business, financial performance, governance and significant corporate events.

Among the key documents available are Form 10-K annual reports and Form 10-Q quarterly reports, which describe Axalta’s Performance Coatings and Mobility Coatings segments, risk factors, management’s discussion and analysis, and the non-GAAP metrics that management uses, such as Adjusted EBITDA, Adjusted Diluted EPS, adjusted net income, Free Cash Flow, tax rate (as adjusted) and Adjusted EBIT. These filings help readers understand how Axalta evaluates its operations and capital allocation over time.

Investors can also review Form 8-K current reports, which Axalta uses to disclose material events. Recent 8-K filings include earnings releases for quarterly results and the announcement of a Merger Agreement with Akzo Nobel N.V. for an all-stock merger of equals. Another 8-K describes an amendment to Axalta’s credit agreement that permits the use of borrowings to fund share repurchases, subject to specified conditions. These documents provide official detail on transactions, financing changes and other significant developments.

For those tracking ownership and compensation, Axalta’s SEC filings also include proxy statements and, where applicable, Form 4 insider transaction reports that show purchases, sales or equity awards involving company insiders. Together, these filings offer a structured view of governance, board decisions and executive incentives.

Stock Titan enhances access to these materials with AI-powered summaries that highlight important points from long filings, such as major risk disclosures, segment discussions or key terms of agreements like the Merger Agreement with AkzoNobel. Real-time updates from EDGAR ensure that new AXTA filings, including 10-Ks, 10-Qs, 8-Ks and Form 4s, appear promptly, allowing users to review both the full documents and concise AI explanations in one place.

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Axalta Coating Systems Ltd. executive equity update: Timothy Earl Joseph Bowes, President, Global Industrial Coatings, reported equity transactions tied to a restricted stock unit (RSU) vesting on January 27, 2026. A total of 2,017 RSUs converted into 2,017 common shares on a one-for-one basis at an exercise price of $0.

To cover tax withholding on the vesting, 1,034 common shares were withheld at a price of $33.6 per share, rather than sold in an open-market transaction. Following these transactions, Bowes directly owns 7,090 common shares and 2,017 RSUs. The footnotes note that these RSUs were part of a 4,034-unit grant from January 27, 2025, vesting in two equal annual installments starting January 27, 2026.

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AkzoNobel used an internal webcast to explain its planned merger with Axalta, focusing on timeline, approvals, synergies and culture. Management said the first key milestone is a shareholder vote targeted for mid-July, followed by antitrust clearances in about 30 countries, with a year-end 2026 closing goal.

The combined business is expected to be around $15 billion in size and to deliver about $600 million in synergies, with roughly one quarter coming from procurement savings and the rest mainly from overlapping functions and later supply-chain efficiencies. Leadership changes and some headcount reductions are expected, especially in functional areas.

Management emphasized that AkzoNobel and Axalta remain independent until closing, with strict “no gun jumping” rules. They described the businesses as largely complementary, highlighted growth and revenue synergies as a major rationale, and explained recent share price moves as merger-arbitrage positioning driven by the announced exchange ratio.

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Axalta Coating Systems Ltd. reported a Form 4 transaction for its SVP & CHRO involving the vesting of restricted stock units and performance share units on 12/23/2025. These equity awards convert into common shares on a one-for-one basis, and a portion of the resulting shares was withheld at $32.28 per share to cover tax obligations.

The filing explains that several tranches from grants made in 2023, 2024 and 2025 had vesting accelerated from 2026 as part of a "Section 280G Mitigation" tied to a pending transaction between Axalta and Akzo Nobel N.V.. Part of the performance share unit vesting is based on estimated performance for Adjusted EBITDA and relative total shareholder return and will be subject to later true-up once actual performance is known. The newly vested awards may also be subject to clawback if it is determined the executive ultimately would not have vested.

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Axalta Coating Systems Ltd. executive Andrew Hughs reported multiple equity award transactions on December 23, 2025. As SVP, General Counsel and Corporate Secretary, he exercised several restricted stock unit and performance share unit awards that convert into common shares on a one-for-one basis, raising his directly held stake to 23,365 common shares.

Some of the newly vested shares were withheld at a price of $32.28 per share to cover tax obligations. The filing explains that portions of awards granted in 2023, 2024 and 2025 had their vesting accelerated from 2026 as part of a Section 280G mitigation effort related to a pending transaction between Axalta and Akzo Nobel N.V.

Certain performance-based awards vest based on Adjusted EBITDA and relative total shareholder return, with potential payout ranging from zero to 200% of a 943‑unit target. These accelerations are subject to later true-up based on actual performance and may be clawed back if it is determined the executive would not ultimately have vested in the awards.

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Axalta Coating Systems Ltd. reported an insider equity transaction by its President, Global Refinish. On 12/22/2025, the officer exercised an employee stock option for 11,006 common shares at an exercise price of $23.24 per share, increasing direct ownership at that moment. In a related transaction the same day, 9,346 shares were withheld by Axalta to cover the option exercise price and tax obligations, which the filing clarifies does not represent a market sale by the insider. Following these transactions, the officer directly owned 86,782 Axalta common shares. The option exercised had originally vested in three equal installments on February 2 of 2017, 2018 and 2019 and is now fully exercised.

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Axalta Coating Systems Ltd. highlights its strong recent performance and outlines the strategic rationale for its proposed merger of equals with Akzo Nobel N.V.. Management states that through the third quarter of 2025, Axalta achieved twelve consecutive quarters of year-over-year growth in Adjusted EBITDA and adjusted diluted EPS, supported by cost discipline and pricing actions. The company describes the AkzoNobel combination as a highly accretive merger of equals that would unite two global coatings leaders, expand scale, and leverage advanced R&D and robust cash flow. Axalta says its shareholders are expected to participate in a larger platform with higher earnings growth, potential synergies and possible valuation multiple expansion over time. The communication also explains that the transaction will be detailed in a future Form F-4 registration statement and proxy statement/prospectus, which investors are urged to read in full before making any voting or investment decisions.

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Axalta Coating Systems Ltd. reports that its Compensation Committee approved cash retention bonuses for three senior executives in connection with the previously disclosed all-stock merger of equals with Akzo Nobel N.V.. The bonuses are $1,360,009 for Senior Vice President and Chief Financial Officer Carl D. Anderson II, $1,040,130 for Hadi H. Awada, President, Global Mobility Coatings, and $1,084,837 for Troy D. Weaver, President, Global Refinish.

Each retention bonus will vest and be paid in full on the date that is six months after the closing of the merger, as long as the executive remains employed through that date. The arrangements also describe how full or prorated bonuses may be paid if employment ends without cause, for good reason, or due to death or disability, in each case contingent on the merger closing where specified. Payment is conditioned on compliance with restrictive covenants and, in certain termination cases, a general release of claims.

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Akzo Nobel N.V. and Axalta Coating Systems Ltd. plan a merger of equals, creating a combined coatings company with approximately $25 billion in enterprise value. Axalta shareholders are expected to receive 0.6539 AkzoNobel shares for each Axalta share, resulting in an ownership split of about 55% AkzoNobel and 45% Axalta in the combined company.

The new company, to be renamed and re‑listed with a new ticker, is expected to close in late 2026 to early 2027 subject to approvals. The combination targets roughly $16.9 billion in 2024 revenue, about ~20% adjusted EBITDA margin, and around $1.5 billion of adjusted free cash flow. Management highlights approximately $600 million of synergies, with 90% expected within three years post‑close, supported by global scale, 173 manufacturing sites, and about $400 million of annual R&D spend.

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Axalta Coating Systems Ltd. (AXTA) agreed to an all-stock merger of equals with Akzo Nobel N.V., under which each Axalta ordinary share will be converted into 0.6539 AkzoNobel ordinary shares at closing. AkzoNobel will form a Bermuda merger subsidiary that will combine with Axalta, leaving Axalta as a wholly owned subsidiary of AkzoNobel and the combined company dual-headquartered in Amsterdam and Philadelphia, with listings on the NYSE and Euronext Amsterdam.

Before completion, AkzoNobel will declare and pay a special cash dividend to its shareholders in an aggregate amount of €2.5 billion minus certain 2026 regular dividends. Axalta equity awards will generally convert into AkzoNobel awards using the 0.6539 exchange ratio, with specific treatment for vested and former-employee awards, while AkzoNobel awards largely remain outstanding. The combined company’s initial board will have eleven directors split between Axalta and AkzoNobel nominees plus three joint independents, and key leadership roles will be filled by current executives from both companies.

The deal is subject to shareholder approvals at both companies, multiple regulatory clearances, stock exchange listings, and an effective Form F-4 registration statement. Either party may owe the other a €150 million termination fee if the agreement ends under specified circumstances, including acceptance of a superior proposal or a change in board recommendation.

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Barrow Hanley Global Investors, a Delaware LLC investment adviser, filed a Schedule 13G reporting beneficial ownership of 15,641,269 shares of Axalta Coating Systems Ltd. (AXTA) common stock, representing 7.22% of the class as of the event date 09/30/2025.

The filer reports sole voting power and sole dispositive power over all 15,641,269 shares, with no shared voting or dispositive power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

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FAQ

What is the current stock price of Axalta Coating Sys (AXTA)?

The current stock price of Axalta Coating Sys (AXTA) is $34.125 as of February 13, 2026.

What is the market cap of Axalta Coating Sys (AXTA)?

The market cap of Axalta Coating Sys (AXTA) is approximately 7.2B.
Axalta Coating Sys Ltd

NYSE:AXTA

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AXTA Stock Data

7.21B
212.42M
0.39%
102.83%
3.57%
Specialty Chemicals
Paints, Varnishes, Lacquers, Enamels & Allied Prods
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United States
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