Rare Earth Financing Boost: Tronox Holdings (TROX) has seen a surge in attention on X following news of up to $600 million in potential financing from Export Finance Australia and the U.S. Export-Import Bank. Posts on the platform highlight a significant stock price jump, with some noting gains of over 25% in a single day. The funding is tied to advancing Tronox’s rare earth elements supply chain strategy.
Market Reactions: Discussions on X also point to heightened trading activity, with reports of increased call options volume signaling strong investor interest. Many users are optimistic, viewing the financing as a vote of confidence in Tronox’s future in the rare earth sector. However, some caution that the letters of support are conditional and non-binding, urging restraint in expectations.
Note: This discussion summary was generated from an AI condensation of post data.
Tronox Holdings Insider Trading Activity
Tronox Holdings insiders have traded $TROX stock on the open market 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TROX stock by insiders over the last 6 months:
- JOHN D ROMANO (CEO and Director) purchased 100,000 shares for an estimated $308,930
- JOHN SRIVISAL (SVP, Chief Financial Officer) purchased 37,000 shares for an estimated $125,478
- JEAN FRANCOIS TURGEON has made 2 purchases buying 31,150 shares for an estimated $100,026 and 0 sales.
- STEPHEN J JONES has made 3 purchases buying 21,000 shares for an estimated $67,779 and 0 sales.
- PETER JOHNSTON purchased 20,000 shares for an estimated $64,200
- JEFFREY A. ENGLE (SVP, Commercial and Strategy) purchased 12,600 shares for an estimated $38,682
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tronox Holdings Revenue
Tronox Holdings had revenues of $699M in Q3 2025. This is a decrease of -13.06% from the same period in the prior year.
You can track TROX financials on Quiver Quantitative's TROX stock page.
Tronox Holdings Hedge Fund Activity
We have seen 104 institutional investors add shares of Tronox Holdings stock to their portfolio, and 156 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP added 4,378,023 shares (+203.0%) to their portfolio in Q3 2025, for an estimated $17,599,652
- VANGUARD GROUP INC removed 2,689,446 shares (-21.4%) from their portfolio in Q3 2025, for an estimated $10,811,572
- MARSHALL WACE, LLP removed 2,338,896 shares (-90.4%) from their portfolio in Q3 2025, for an estimated $9,402,361
- CITADEL ADVISORS LLC removed 2,294,323 shares (-76.3%) from their portfolio in Q3 2025, for an estimated $9,223,178
- CAPITAL INTERNATIONAL INVESTORS removed 2,074,904 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $10,519,763
- CENTERBOOK PARTNERS LP added 1,629,971 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,552,483
- D. E. SHAW & CO., INC. added 1,464,134 shares (+122.9%) to their portfolio in Q3 2025, for an estimated $5,885,818
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tronox Holdings Analyst Ratings
Wall Street analysts have issued reports on $TROX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Underperform" rating on 12/10/2025
- Truist Securities issued a "Buy" rating on 09/16/2025
- Goldman Sachs issued a "Buy" rating on 08/07/2025
- BMO Capital issued a "Underperform" rating on 06/30/2025
To track analyst ratings and price targets for Tronox Holdings, check out Quiver Quantitative's $TROX forecast page.
Tronox Holdings Price Targets
Multiple analysts have issued price targets for $TROX recently. We have seen 6 analysts offer price targets for $TROX in the last 6 months, with a median target of $3.9.
Here are some recent targets:
- John Roberts from Mizuho set a target price of $3.5 on 12/10/2025
- Joshua Spector from UBS set a target price of $3.8 on 11/11/2025
- Peter Osterland from Truist Securities set a target price of $5.0 on 10/20/2025
- Duffy Fischer from Goldman Sachs set a target price of $4.5 on 08/07/2025
- Vincent Andrews from Morgan Stanley set a target price of $4.0 on 08/06/2025
- John McNulty from BMO Capital set a target price of $3.0 on 06/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
