Artisan Partners released its second-quarter 2025 investor letter for the Artisan Select Equity Fund, with returns of 6.77% for Investor Class ARTNX, 6.76% for Advisor Class APDNX, and 6.80% for Institutional Class APHNX, compared to a 10.94% return for the S&P 500 Index. The top 5 holdings of the strategy for 2025 are also available for review.

Axalta Coating Systems Ltd. (NYSE:AXTA) was highlighted in the Artisan Select Equity Fund’s investor letter for the second quarter of 2025. The stock closed at $28.09 per share on September 26, 2025, with a one-month return of -10.14% and a 22.38% decrease in value over the last 52 weeks. The company has a market capitalization of $6.084 billion.

In the investor letter, Artisan Select Equity Fund discussed Axalta Coating Systems Ltd. (NYSE:AXTA) and its performance. Despite a 10% decline in shares, the company saw profit growth due to cost declines and expense management. Axalta sells at an 11X earnings multiple, compared to the S&P 500 Index at over 20X, leading to an increased position in the stock during the quarter.

Axalta Coating Systems Ltd. (NYSE:AXTA) is not among the 30 Most Popular Stocks Among Hedge Funds, with 44 hedge fund portfolios holding the stock at the end of the second quarter. The company’s net sales totaled $1.3 billion in the second quarter, down approximately 3% year-over-year. While Axalta has investment potential, certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Here’s Why Axalta Coating Systems Ltd. (AXTA) Traded Down in Q2