Tronox (TROX)
Produces TiO2 pigment from owned mineral-sands feedstock and global pigment plants.
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Makes TiO2 pigment, zircon, and processing co-products through a single integrated mining-to-chemicals segment. Feedstock mines in Australia and South Africa support pigment facilities across the Americas, Europe, the Middle East, and Australia.
Produces TiO2 pigment from titanium-bearing mineral sands, with zircon and processing co-products alongside the main pigment line. Mining and beneficiation operations in Australia and South Africa feed pigment plants in the Americas, Europe, the Middle East, and Australia, supporting a vertically integrated model.
Operational focus sits on feedstock self-sufficiency, chloride-process pigment capacity, and technical execution across mining, smelting, and chemical processing. TIONA and CristalActiv products serve coatings, plastics, paper, emission-control, and other industrial applications.
Results depend on cyclical TiO2, zircon, pig-iron, and feedstock markets, energy and raw-material costs, Chinese TiO2 exports, and the current footprint reset that includes idled or closed plants.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | China Renaissance Securities (US) Inc. | Target | Target: — | Target: $5 |
| Aug 13, 2026 | JP Morgan | Downgrade | ||
| Jul 22, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $9 | Target: $6.50 |
| Jun 11, 2026 | Truist Securities | Upgrade | ||
| May 20, 2026 | Deutsche Bank | Target | Target: $8 | Target: $10 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $194.0M · Total debt $3.37B · Total assets $5.95B · Shareholders' equity $1.16B
- Revenue
- $868.0M
- Operating income
- −$21.0M
- Net income
- −$171.0M
HistoryDividendAnnual yield
| Institutions | 80.99% | 129.34M shares | |
|---|---|---|---|
| 251 holders · as of Jun 30, 2026 | |||
| Insiders | 2.42% | 3.86M shares | |
| 15 holders · as of Jul 31, 2026 | |||
| Other | 16.59% | 26.50M shares | |
| remainder | |||
159.70M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.10% | 11.34M | as of Jun 30, 2026 |
Van Eck Associates CorpInstitution | 5.05% | 8.06M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.17% | 6.66M | as of Jun 30, 2026 |
Primecap Management Co/CA/Institution | 3.42% | 5.47M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.31% | 5.28M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Jonathan Flood | officer: Principal Accounting Officer | −8,008 | $6.58 |
| Mar 5, 2026 | Jonathan Flood | officer: Principal Accounting Officer | −7,000 | $7.55 |
| Mar 6, 2026 | Jeffrey A. Engle | officer: SVP, Chief Commercial Officer | −14,575 | $6.60 |
| Mar 6, 2026 | Jeffrey N. Neuman | officer: SVP, General Counsel & Sec. | −22,965 | $6.59 |
| Mar 6, 2026 | Jean Francois Turgeon | director | −18,563 | $6.60 |
- Chemours
Premium TiO2 pigment rival with Ti-Pure and chloride-process scale
- Kronos Worldwide
Pure-play TiO2 pigment peer across Europe, North America, and Asia
- Rio Tinto (ADR)
Large mining peer in titanium dioxide slag and feedstock supply
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tronox | $4.45 | +3.13% | $687.5M | — | — | 0.2 | +18.7% |
| Chemours | $14.84 | +2.14% | $2.18B | — | 9.8 | 0.4 | −1.5% |
| Kronos Worldwide | $8.45 | +4.65% | $928.5M | — | 14.2 | 0.5 | +12.9% |
| Rio Tinto (ADR) | $96.90 | −0.14% | $157.69B | 13.2 | — | 2.6 | +57.4% |
| Median | 13.2 | 12.0 | 0.5 | +12.9% |