Titan America (TTAM)
Vertically integrated East Coast producer of cement, aggregates, concrete, and processed fly ash.
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Sells cement, aggregates, ready-mix concrete, concrete block, and processed fly ash across Florida and the Mid-Atlantic. Vertical integration from reserves and cement plants through terminals and downstream delivery keeps the network local, with Keystone extending domestic cement capacity into Pennsylvania and nearby markets.
Produces cement, aggregates, ready-mix concrete, concrete block, and processed fly ash for construction markets along the U.S. East Coast. Operations are organized into Florida and Mid-Atlantic segments, with distribution reaching Metro New York/New Jersey. The Keystone Cement acquisition added Pennsylvania cement and aggregates assets and extended the Mid-Atlantic footprint into nearby states.
Vertical integration links limestone reserves, cement plants, quarries, fly-ash facilities, ready-mix and block sites, and marine and rail terminals. This network combines domestic production with imported cement and moves heavy materials into localized markets where freight distance matters. Demand follows residential, commercial, and infrastructure construction; production depends on quarry and environmental permits, energy, and transportation. Titan SA remains both the controlling shareholder and a major cement supplier.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 29, 2026 | Stifel Nicolaus | Target | Target: $15 | Target: $19 |
| May 7, 2026 | HSBC | Target | Target: $19 | Target: $18.50 |
| Dec 15, 2025 | Jefferies | Reiterate | Rating: —Target: — | Target: $20 |
| Jul 28, 2025 | Stifel | Downgrade | ||
| Jul 24, 2025 | B of A Securities | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $65.7M · Total debt $574.1M · Total assets $2.16B · Shareholders' equity $1.09B
- Revenue
- $470.6M
- Operating income
- $64.2M
- Net income
- $43.3M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 15.05% | 27.75M ADS | |
|---|---|---|---|
| 114 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.02% | 30.9K ADS | |
| 5 holders · as of May 19, 2026 | |||
| Other | ≈ 84.93% | 156.58M ADS | |
| remainder | |||
184.36M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
American Century Companies IncInstitution | 2.09% | 3.86M ADS | as of Jun 30, 2026 |
River Road Asset Management, LLCInstitution | 1.61% | 2.96M ADS | as of Jun 30, 2026 |
Victory Capital Management IncInstitution | 1.59% | 2.94M ADS | as of Jun 30, 2026 |
Voss Capital, LLCInstitution | 1.59% | 2.93M ADS | as of Jun 30, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 1.29% | 2.39M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 19, 2026 | Lawrence Hugh Jr. Wilt | officer: Chief Financial Officer | +20,000 | $14.93 |
- Amrize
Largest North American cement and concrete platform after Holcim spin-off
- CRH
Global heavy-materials group with deep East Coast cement and aggregates
- Cemex (ADR)
Global cement giant; head-to-head Florida market leader in cement and ready-mix
- Vulcan Materials
Largest US aggregates producer with strong Florida and Mid-Atlantic presence
- Martin Marietta
Leading US aggregates supplier with dense quarries in FL and VA/MD
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Titan America | $13.85 | +0.25% | $2.55B | 14.4 | 11.9 | 1.5 | +9.6% |
| Amrize | $38.69 | +0.26% | $21.36B | 17.7 | 15.0 | 1.8 | +8.5% |
| CRH | $87.66 | +0.60% | $58.23B | — | — | — | +5.6% |
| Cemex (ADR) | $10.10 | +0.80% | $14.54B | 6.3 | 11.1 | 0.9 | +1,975.1% |
| Vulcan Materials | $244.00 | −0.89% | $31.90B | 29.0 | 24.9 | 3.9 | +2.5% |
| Martin Marietta | $497.12 | −0.51% | $30.01B | 12.3 | 25.5 | 4.5 | +7.5% |
| Median | 15.0 | 19.9 | 2.8 | +7.5% |