Zacks Research Analysts Lower Earnings Estimates for AXL

American Axle & Manufacturing Holdings, Inc. (NYSE:AXL) – Equities researchers at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for American Axle & Manufacturing in a research report issued on Thursday, November 7th. Zacks Research analyst R. Department now expects that the auto parts company will post earnings per share of $0.12 for the quarter, down from their prior forecast of $0.13. The consensus estimate for American Axle & Manufacturing’s current full-year earnings is $0.35 per share. Zacks Research also issued estimates for American Axle & Manufacturing’s Q1 2026 earnings at $0.14 EPS, Q2 2026 earnings at $0.18 EPS, Q3 2026 earnings at $0.18 EPS and FY2026 earnings at $0.70 EPS.

American Axle & Manufacturing (NYSE:AXL) last issued its earnings results on Friday, August 9th. The auto parts company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.08. The business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.59 billion. American Axle & Manufacturing had a net margin of 0.04% and a return on equity of 3.47%. American Axle & Manufacturing’s revenue was up 3.9% on a year-over-year basis. During the same period last year, the business posted $0.12 EPS.

A number of other brokerages have also recently issued reports on AXL. Bank of America boosted their price objective on American Axle & Manufacturing from $7.00 to $7.50 and gave the stock an “underperform” rating in a report on Monday, August 12th. Wolfe Research raised American Axle & Manufacturing to a “hold” rating in a report on Wednesday, September 4th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $6.00 target price on shares of American Axle & Manufacturing in a report on Tuesday, September 10th. One research analyst has rated the stock with a sell rating, four have assigned a hold rating and one has assigned a buy rating to the stock. Based on data from MarketBeat.com, American Axle & Manufacturing currently has a consensus rating of “Hold” and a consensus target price of $7.38.

American Axle & Manufacturing Stock Performance

AXL opened at $6.77 on Friday. The company has a quick ratio of 1.30, a current ratio of 1.68 and a debt-to-equity ratio of 4.42. American Axle & Manufacturing has a 12-month low of $5.43 and a 12-month high of $8.99. The business has a 50 day moving average of $6.07 and a 200-day moving average of $6.74. The stock has a market cap of $796.02 million, a price-to-earnings ratio of 677.00 and a beta of 1.95.

Hedge Funds Weigh In On American Axle & Manufacturing

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Intech Investment Management LLC raised its stake in American Axle & Manufacturing by 374.2% in the third quarter. Intech Investment Management LLC now owns 73,233 shares of the auto parts company’s stock valued at $453,000 after purchasing an additional 57,790 shares in the last quarter. Thrivent Financial for Lutherans lifted its holdings in shares of American Axle & Manufacturing by 45.3% during the 3rd quarter. Thrivent Financial for Lutherans now owns 385,067 shares of the auto parts company’s stock worth $2,380,000 after acquiring an additional 119,991 shares during the period. Empowered Funds LLC boosted its position in shares of American Axle & Manufacturing by 5.4% during the 3rd quarter. Empowered Funds LLC now owns 524,226 shares of the auto parts company’s stock worth $3,240,000 after acquiring an additional 26,666 shares in the last quarter. KBC Group NV raised its holdings in shares of American Axle & Manufacturing by 81.3% during the 3rd quarter. KBC Group NV now owns 7,160 shares of the auto parts company’s stock worth $44,000 after buying an additional 3,211 shares in the last quarter. Finally, MQS Management LLC acquired a new stake in American Axle & Manufacturing in the third quarter valued at about $207,000. 91.41% of the stock is owned by institutional investors and hedge funds.

American Axle & Manufacturing Company Profile

American Axle & Manufacturing Holdings, Inc, together with its subsidiaries, designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles. It operates through two segments, Driveline and Metal Forming segments. The Driveline segment offers front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover vehicles, passenger cars, and commercial vehicles.