TronoxTROX
TROX
About: Tronox Holdings PLC is a vertically integrated manufacturer of TiO2 pigment. It operates titanium-bearing mineral sand mines and beneficiation and smelting operations in Australia & South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in certain specialty applications. TiO2 and titanium feedstock, are used to produce paints and coatings, as well as plastics, paper, and printing ink. It has three pigment production facilities in the United States, the Netherlands, and Western Australia and three mining operations in Western Australia and South Africa. Europe, the Middle East, and Africa regions contribute the majority of revenue.
Employees: 6,500
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
201% more call options, than puts
Call options by funds: $3.82M | Put options by funds: $1.27M
88% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 49
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
7% more funds holding
Funds holding: 205 [Q4 2024] → 219 (+14) [Q1 2025]
4.55% less ownership
Funds ownership: 74.1% [Q4 2024] → 69.56% (-4.55%) [Q1 2025]
34% less capital invested
Capital invested by funds: $1.18B [Q4 2024] → $774M (-$405M) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
26%
upside
Avg. target
$8
44%
upside
High target
$10
80%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
UBS Joshua Spector | 53%upside $8.50 | Buy Maintained | 4 Jun 2025 |
JP Morgan Jeffrey Zekauskas | 26%upside $7 | Overweight Upgraded | 30 May 2025 |
Barclays Michael Leithead | 44%upside $8 | Overweight Maintained | 28 May 2025 |
BMO Capital John McNulty | 26%upside $7 | Market Perform Downgraded | 7 May 2025 |
Goldman Sachs Duffy Fischer | 35%upside $7.50 | Buy Maintained | 6 May 2025 |
Financial journalist opinion
Based on 4 articles about TROX published over the past 30 days
Neutral
PRNewsWire
2 days ago
Tronox Issues 2024 Sustainability Report
STAMFORD, Conn. , June 12, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX), the world's leading integrated manufacturer of titanium dioxide pigment, announced today the publication of its 2024 sustainability report.
Positive
Seeking Alpha
4 days ago
Tronox Holdings: Finally Turning A Corner
Tronox's Q1 results were weak, with negative operating income and free cash flow due to high capex and restructuring expenses. 2025 is expected to remain challenging, but management guided for significant EBITDA and cost improvements starting in 2026. Cost savings, plant idling, and South African investments could boost EBITDA by $225M, supporting debt reduction and future profitability.
Negative
Forbes
1 week ago
Buy Or Fear Tronox Stock?
Tronox (NYSE:TROX) stock appears to be unattractive – rendering it a poor choice to purchase at its present price of roughly $5.70. We think that there are multiple significant issues with TROX stock, making it unappealing even though its current valuation is quite low.
Positive
24/7 Wall Street
2 weeks ago
4 Stealth Passive Income Stocks Under $10 Pay Huge Ultra-High-Yield Dividends
Investors love dividend stocks, especially the ultra-high-yield varieties, because they offer a significant income stream and have substantial total return potential.
Positive
Benzinga
1 month ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Materials Stocks With Over 6% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Neutral
PRNewsWire
1 month ago
Tronox Declares Second Quarter 2025 Dividend
STAMFORD, Conn., May 7, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE:TROX), the world's leading integrated manufacturer of titanium dioxide pigment, announced today that its Board of Directors declared a quarterly dividend of $0.125 per share.
Neutral
Seeking Alpha
1 month ago
Tronox Holdings plc (TROX) Q1 2025 Earnings Call Transcript
Tronox Holdings plc (NYSE:TROX ) Q1 2025 Results Conference Call May 1, 2025 9:00 AM ET Company Participants Jennifer Guenther - Chief Sustainability Officer, Head of Investor Relations and External Affairs John Romano - Chief Executive Officer John Srivisal - Senior Vice President, Chief Financial Officer Conference Call Participants Peter Osterland - Truist James Cannon - UBS Securities Aziza Gazieva - Fermium Research Caleb Bonnellien - BMO Capital Markets Justin Pellegrino - Morgan Stanley Michael Leithead - Barclays Roger Spitz - Bank of America Merrill Lynch Hassan Ahmed - Alembic Global Advisors Aaron Rosenthal - JPMorgan John Roberts - Mizuho Operator Good morning. Welcome to the Tronox Holdings plc Q1 2025 Earnings Conference Call.
Negative
Zacks Investment Research
1 month ago
Tronox (TROX) Reports Q1 Loss, Misses Revenue Estimates
Tronox (TROX) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of $0.02. This compares to loss of $0.05 per share a year ago.
Neutral
PRNewsWire
1 month ago
Tronox Reports First Quarter 2025 Financial Results
STAMFORD, Conn., April 30, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE:TROX) ("Tronox" or the "Company"), the world's leading integrated manufacturer of titanium dioxide ("TiO2") pigment, today reported its financial results for the quarter ending March 31, 2025, as follows: First Quarter 2025 Financial Highlights: Revenue of $738 million, a 9% increase compared to the prior quarter and a 5% decrease compared to the prior year Loss from operations of $61 million; Net loss of $111 million including $87 million of restructuring and other charges, primarily non-cash costs associated with the idling of the Company's Botlek pigment plant as announced in March; adjusted net loss was $24 million (non-GAAP) GAAP diluted loss per share was $0.70; Adjusted diluted loss per share was $0.15 (non-GAAP) Adjusted EBITDA of $112 million; Adjusted EBITDA margin of 15.2% (non-GAAP) Capital expenditures of $110 million in the quarter Outlook: Maintaining previous guidance for 2025 Revenue ($3.0-3.4 billion), Adjusted EBITDA ($525-625 million), and free cash flow (greater than $50 million) Capital expenditures reduced to be less than $365 million in 2025 Actions underway expected to deliver $125-$175 million in sustainable, run-rate cost improvements by end of 2026 This outlook is based on Tronox's views on current global economic activity and is subject to changes and impacts associated with the macroeconomic conditions, global supply chain, and inflation-related challenges, among others.
Neutral
Zacks Investment Research
1 month ago
Tronox (TROX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Tronox (TROX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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