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 7,312 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
$3
47%
downside
Avg. target
$7.36
29%
upside
High target
$10
76%
upside
7 analyst ratings
5 positive
71%
1 neutral
14%
1 negative
14%
UBS Joshua Spector | 41%upside $8 | Buy Maintained | 9 Jul 2025 |
BMO Capital John McNulty | 47%downside $3 | Underperform Downgraded | 30 Jun 2025 |
JP Morgan Jeffrey Zekauskas | 23%upside $7 | Overweight Upgraded | 30 May 2025 |
Barclays Michael Leithead | 41%upside $8 | Overweight Maintained | 28 May 2025 |
Goldman Sachs Duffy Fischer | 32%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
1 day ago
Tronox Announces Dates for Second Quarter 2025 Earnings Release & Webcast Conference Call
STAMFORD, Conn. , July 10, 2025 /PRNewswire/ -- Tronox Holdings plc (NYSE: TROX) announced today the following schedule for its second quarter 2025 earnings release and webcast conference call: Earnings Release: Wednesday, July 30, 2025, after market close via PR Newswire and the Tronox Holdings plc website: tronox.com Webcast Conference Call: Thursday, July 31, 2025, at 10:00 AM ET (New York).
Positive
MarketBeat
1 week ago
Value Alert: 3 High-Yield Stocks Trading at 52-Week Lows
Stocks trading at or near their 52-week lows offer value and higher-than-average yields that investors can capitalize on. The risk is that stock trading at or near their 52-week lows also often move on to set lower lows, undermining the opportunity.
Neutral
GlobeNewsWire
2 weeks ago
Saudi Arabia Sodium Hypochlorite Market Report 2025-2033, with Notable Players Adwan Chemical Industries, Basic Chemical Industries, Fouz Chemicals, NAMA Chemicals, NCSP, SACHLO, TRONOX, and more
The Saudi Arabia sodium hypochlorite market is poised to grow from USD 2.40 Million in 2024 to USD 3.50 Million by 2033, with a CAGR of 4.27% (2025-2033). Rising demand as a disinfectant, enhanced hygiene awareness, and government initiatives for water quality are key growth drivers. The market sees significant use in disinfection, bleaching, and oxidizing applications, with prominent players like Adwan Chemical Industries and Fouz Chemicals Company leading. The Saudi Arabia sodium hypochlorite market is poised to grow from USD 2.40 Million in 2024 to USD 3.50 Million by 2033, with a CAGR of 4.27% (2025-2033). Rising demand as a disinfectant, enhanced hygiene awareness, and government initiatives for water quality are key growth drivers. The market sees significant use in disinfection, bleaching, and oxidizing applications, with prominent players like Adwan Chemical Industries and Fouz Chemicals Company leading.
Neutral
PRNewsWire
4 weeks 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
1 month 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 month 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
1 month 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
2 months 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
2 months 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
2 months 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.
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