TronoxTROX
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
377% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $1.56M
143% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 42
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
5% more funds holding
Funds holding: 219 [Q1] → 230 (+11) [Q2]
4.21% more ownership
Funds ownership: 69.56% [Q1] → 73.76% (+4.21%) [Q2]
24% less capital invested
Capital invested by funds: $774M [Q1] → $592M (-$182M) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Goldman Sachs Duffy Fischer | 6%upside $4.50 | Buy Maintained | 7 Aug 2025 |
Morgan Stanley Vincent Andrews | 6%downside $4 | Equal-Weight Maintained | 6 Aug 2025 |
UBS Joshua Spector | 15%downside $3.60 | Neutral Downgraded | 4 Aug 2025 |
Mizuho John Roberts | 18%upside $5 | Neutral Maintained | 15 Jul 2025 |
BMO Capital John McNulty | 29%downside $3 | Underperform Downgraded | 30 Jun 2025 |
Financial journalist opinion
Based on 18 articles about TROX published over the past 30 days
