ValhiVHI Market cap $981M
About: Valhi Inc is a holding company that provides chemicals, security products, waste management systems, and real estate development and management through its subsidiaries. It operates its business in three segments, which are Chemicals, Component Products, and Real Estate Management and Development. The company derives maximum revenue from the Chemicals segment. Chemicals Segment is a producer and marketer of value-added titanium dioxide pigments (TiO2). TiO2 is used to impart whiteness, brightness, opacity, and durability to a wide variety of products, including paints, plastics, paper, fibers, and ceramics. Geographically the company operates in the United States, Germany, Canada, Norway, and Belgium, where the majority of revenue comes from the United States.
Employees: 2,196
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
14% more funds holding
Funds holding: 44 [Q1] → 50 (+6) [Q2]
3.49% more ownership
Funds ownership: 0.35% [Q1] → 3.84% (+3.49%) [Q2]
5% less capital invested
Capital invested by funds: $20.3M [Q1] → $19.3M (-$984K) [Q2]
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays Michael Leithead 68% 1-year accuracy 15 / 22 met price target | 42%downside $20 | Underweight Maintained | 25 Sept 2024 |