What's moving this stock lately
0 direct · 1 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact0.18%bearish2nd-orderAkzoNobel and Axalta announce three directors to finalize Board of combined company38d ago
Industry consolidation raises competitive intensity, a modest long-run overhang for Sherwin-Williams in industrial coatings, though its architectural core is less exposed.
Also named: AXTA · AKZOY · PPG
🎯 Market expectations
Estimate coverage High · 79/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$3.70 vs $3.56+3.93%
- Mar 2026$2.35 vs $2.24+4.91%
- Dec 2025$2.23 vs $2.12+5.19%
- Sep 2025$3.59 vs $3.46+3.76%
The takeaway
Recent results have exceeded consensus by an average of +4.4%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $23.6B · latest quarter up 7.5% YoY · profitable (FY net income $2.6B) · short activity within its normal range.
FY revenue
$23.6B
2025-12
Latest Q YoY
+7.5%
Gross margin
48.8%
FY net income
$2.6B
Diluted EPS
$10.37
Short volume
46.1%
20d avg 44.2% · normal
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
8 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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