NYSE · Consumer Discretionary

PPG INDS INC PPG

PPG Industries, Inc. manufactures and distributes paints, coatings, and specialty materials in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through three segments: Global Architectural Coatings, Performance Coatings, and Industrial Coatings.

Paints/Coatings

Company profile

Business mix

  • It operates through three segments: Global Architectural Coatings, Performance Coatings, and Industrial Coatings.
  • The Global Architectural Coatings segment supplies a variety of decorative coatings, adhesives, sealants, and finishes, as well as paint strippers, stains, and related chemicals.
  • Its Performance Coatings segment offers aerospace coatings, automotive refinishing coatings, protective and marine coatings, and traffic solutions comprising paints, thermoplastics, raised pavement markers, and other technologies for pavement marking.
  • The Industrial Coatings segment provides automotive OEM coatings, industrial coatings, and packaging coatings, as well as specialty products, such as optical monomers and coatings, low-friction coatings, and other specialty products.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.3 FCF 4.84% Buyback 2.97%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.9% $687.8M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $18.3M Estimated from net added shares
Reduction amount $23.6M Estimated from net reduced shares
Net share change / base shares -0.8% -52,841 / 6,513,216
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.4% 13F value change -$13.9M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.3% 13F value change +$43.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 6,263,829 Last 2 periods +171,247 (+2.7%) Total shares 6,435,076 Value $687.8M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -18.3% 13F value change -$4.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -87.6% 13F value change -$20.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 249,387 Last 2 periods -224,088 (-89.9%) Total shares 25,299 Value $2.7M

Recent mentions

No public mentions.