Recent discussions on X about Tronox Holdings (TROX) have been ignited by the company's latest Q2 2025 earnings report, which revealed a significant revenue decline of 11% and a net loss of $84 million. Many users have expressed concern over the reported drop in sales and lower prices for key products like titanium dioxide and zircon, with some pointing to broader market challenges as a contributing factor. The sharp year-over-year decline in adjusted earnings per share has further fueled debates about the company’s near-term outlook.
Additionally, posts on X have highlighted a steep drop in the stock price following the earnings release, with some noting a nearly 38% decline in a single day. Discussions are rife with speculation about whether this downturn represents a temporary setback or a deeper structural issue for Tronox Holdings. The intensity of these conversations underscores the high level of interest and concern among market watchers monitoring the chemical sector.
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 4 times in the past 6 months. Of those trades, 4 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
- STEPHEN J JONES purchased 30,000 shares for an estimated $215,130
- JEFFREY N NEUMAN (SVP, General Counsel & Sec.) purchased 10,266 shares for an estimated $50,195
- 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 Hedge Fund Activity
We have seen 136 institutional investors add shares of Tronox Holdings stock to their portfolio, and 87 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 8,510,649 shares (-36.0%) from their portfolio in Q1 2025, for an estimated $59,914,968
- CAPITAL INTERNATIONAL INVESTORS removed 3,986,039 shares (-65.8%) from their portfolio in Q1 2025, for an estimated $28,061,714
- THRIVENT FINANCIAL FOR LUTHERANS removed 2,582,598 shares (-37.2%) from their portfolio in Q1 2025, for an estimated $18,181,489
- FRANKLIN RESOURCES INC removed 1,740,062 shares (-97.4%) from their portfolio in Q1 2025, for an estimated $12,250,036
- CITADEL ADVISORS LLC added 1,591,199 shares (+241.2%) to their portfolio in Q1 2025, for an estimated $11,202,040
- VICTORY CAPITAL MANAGEMENT INC removed 1,470,401 shares (-98.7%) from their portfolio in Q1 2025, for an estimated $10,351,623
- CUBIST SYSTEMATIC STRATEGIES, LLC added 961,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $6,765,440
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 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/09/2025
- BMO Capital issued a "Underperform" rating on 06/30/2025
- JP Morgan issued a "Overweight" rating on 05/30/2025
- Barclays issued a "Overweight" rating on 05/28/2025
- Goldman Sachs issued a "Buy" rating on 05/06/2025
- Truist Securities issued a "Buy" rating on 04/14/2025
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 8 analysts offer price targets for $TROX in the last 6 months, with a median target of $7.75.
Here are some recent targets:
- John Roberts from Mizuho set a target price of $5.0 on 07/15/2025
- Joshua Spector from UBS set a target price of $8.0 on 07/09/2025
- John McNulty from BMO Capital set a target price of $3.0 on 06/30/2025
- Jeffrey Zekauskas from JP Morgan set a target price of $7.0 on 05/30/2025
- Michael Leithead from Barclays set a target price of $8.0 on 05/28/2025
- Duffy Fischer from Goldman Sachs set a target price of $7.5 on 05/06/2025
- Vincent Andrews from Morgan Stanley set a target price of $8.0 on 05/05/2025
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.
