Ternium (ADR) (TX)
Produces flat and long steel alongside iron ore across the Americas.
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Produces finished and semi-finished steel for automotive, construction, appliance, energy and other industrial customers, alongside a smaller iron-ore mining business. Operations are centered on Mexico and Brazil, with an integrated production network and a major transition underway at Pesquería.
Produces slabs, coils, sheets, coated steel, tubes, beams, rebar and wire rod through the Steel segment, while Mining supplies iron-ore lump, concentrates and pellets. Customers include automotive, construction, appliance, energy and other industrial businesses.
Operations are centered on Mexico and Brazil, with additional markets across Argentina and neighboring Southern Cone countries, Colombia, Central America and the southern United States. An integrated network spans steelmaking, finishing and service centers, and the Pesquería expansion is adding higher-value automotive sheet and a lower-emissions production route.
Steel pricing and industrial demand across its core American markets shape results. The operating transition also depends on completing, commissioning and qualifying the new Pesquería facilities, while San Faustin retains control and each NYSE-traded ADS represents ten ordinary shares.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | UBS | Reiterate | Rating: —Target: $39 | Target: $59 |
| Aug 21, 2026 | Morgan Stanley | Upgrade | ||
| Aug 20, 2026 | HSBC | Downgrade | Target: $41 | Target: $55 |
| Aug 20, 2026 | Morgan Stanley | Reiterate | Rating: —Target: — | Target: $65 |
| Jul 9, 2026 | Wells Fargo | Upgrade | Target: $36 | Target: $45 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.73B · Total debt $3.00B · Total assets $24.55B · Shareholders' equity $12.30B
- Revenue
- $4.34B
- Operating income
- $528.4M
- Net income
- $343.7M
HistoryDividendAnnual yield
| Institutions | ≈ 14.36% | 28.19M ADS | |
|---|---|---|---|
| 172 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.00% | 157 ADS | |
| 1 holder · as of Mar 5, 2026 | |||
| Other | ≈ 85.64% | 168.11M ADS | |
| remainder | |||
196.31M ADS (1 ADS = 10 ordinary shares) as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
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 |
|---|---|---|---|
Lazard Asset Management LLCInstitution | 3.25% | 6.38M ADS | as of Jun 30, 2026 |
Donald Smith & Co., Inc.Institution | 1.60% | 3.14M ADS | as of Jun 30, 2026 |
Schroder Investment Management GroupInstitution | 1.16% | 2.27M ADS | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 0.73% | 1.43M ADS | as of Jun 30, 2026 |
Ninety One UK LtdInstitution | 0.55% | 1.07M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- ArcelorMittal (ADR)
Broad Latin American rival in flat steel, long steel, and iron ore
- CSN (ADR)
Brazilian flat-steel and iron-ore rival serving industrial customers
- Gerdau (ADR)
Long-steel rival across Brazil and South America, with growing flat steel
- Nucor
North American sheet and long-steel rival with a Mexican auto-sheet plant
- POSCO (ADR)
Automotive galvanized-sheet rival with major manufacturing capacity in Mexico
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ternium (ADR) | $56.71 | −0.23% | $11.16B | 15.7 | 7.9 | 0.7 | +10.0% |
| ArcelorMittal (ADR) | $73.77 | +1.69% | $55.21B | 30.7 | — | 0.9 | +5.2% |
| CSN (ADR) | $1.21 | +2.99% | $1.55B | — | — | 0.2 | +14.1% |
| Gerdau (ADR) | $5.02 | +0.30% | $9.88B | 22.8 | 10.1 | 0.7 | +10.1% |
| Nucor | $245.77 | +1.39% | $55.20B | 19.3 | 11.6 | 1.5 | +23.0% |
| POSCO (ADR) | $58.66 | +1.01% | $17.57B | 15.4 | 15.8 | 0.3 | +4.3% |
| Median | 21.1 | 11.6 | 0.7 | +10.1% |