TROXBasic Materials · ChemicalsThe 8 Wall Street analysts covering Tronox Holdings plc hold a median 12-month price target of $6.75 — +47.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 9 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Tronox Holdings plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (84): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (21): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TROX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +47.1% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Aug 2026 | JP Morgan | Downgrade | Underweight | $7.00 → $5.00 |
| 22 July 2026 | Goldman Sachs | Maintains | Sell | — |
| 22 July 2026 | Goldman Sachs | Maintains | Sell | $9.00 → $6.50 |
| 11 June 2026 | Truist Securities | Upgrade | Hold | — |
| 11 June 2026 | Truist Securities | Upgrade | Hold | $7.00 |
| 12 May 2026 | Goldman Sachs | Downgrade | Sell | — |
| 8 May 2026 | Truist Securities | Maintains | Sell | — |
| 28 Apr 2026 | Truist Securities | Downgrade | Sell | — |
| 9 Apr 2026 | Truist Securities | Downgrade | Hold | — |
| 9 Apr 2026 | UBS | Maintains | Neutral | — |
| 23 Mar 2026 | Mizuho | Maintains | Underperform | — |
| 5 Mar 2026 | Mizuho | Maintains | Underperform | — |
| 26 Feb 2026 | UBS | Maintains | Neutral | — |
| 29 Jan 2026 | Goldman Sachs | Maintains | Buy | — |
| 29 Jan 2026 | Truist Securities | Maintains | Buy | — |
| 21 Jan 2026 | Truist Securities | Maintains | Buy | — |
| 12 Jan 2026 | UBS | Maintains | Neutral | — |
| 16 Dec 2025 | Goldman Sachs | Maintains | Buy | — |
| 10 Dec 2025 | Mizuho | Maintains | Underperform | — |
| 11 Nov 2025 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TROX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 10 Sept 2026, Tronox Holdings plc returned −0.1% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 67% of US stocks
Cheaper than 91% of US stocks
Cheaper than 82% of US stocks
Cheaper than 12% of US stocks
Higher than 68% of US stocks
Higher than 57% of US stocks
Higher than 6% of US stocks
Higher than 30% of US stocks
Higher than 16% of US stocks
Higher than 24% of US stocks
Higher than 39% of US stocks
Higher than 78% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Tronox Holdings plc has a market value of $733.0M and an enterprise value of $4.1B.
Revenue in the twelve months to 30 June 2026: $3.1B. The latest quarter grew 18.7% year on year.
Net income over the same four quarters: −$554.0M, a −18.1% net margin.
Diluted earnings per share, trailing twelve months: $−3.46.
Free cash flow in the twelve months to 30 June 2026: −$159.0M, after $260.0M of capital spending.
Tronox Holdings plc spent $44.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 3.9×; forward P/E: −14.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.35%, paying out 16% of earnings.
Tronox Holdings plc employs 5,700 people — $536K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Tronox Holdings plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Tronox Holdings reported earnings 30 days ago, and its stock has since fallen 29.8%. The article considers what might come next for the company following that earnings report.
Why it matters — The substantial post-earnings decline is a notable signal for TROX investors monitoring the company's performance and outlook.
Zacks Investment Research compares KRO and TROX as potential TiO2 stock picks, noting both companies are seeing stronger TiO2 volumes and pricing. The report also points to weak demand, costs, leverage, and market dynamics as factors shaping the outlook for each company.
Why it matters — This comparison offers TROX watchers a sector-context view of the TiO2 market conditions, including both positive pricing momentum and the demand, cost, and leverage headwinds that could influence the company's performance.
Tronox's second-quarter sales rose 19% on stronger TiO2 and zircon volumes, beating estimates, but higher production, freight and other costs deepened its adjusted loss and caused earnings to miss estimates.
Why it matters — A TROX watcher would care because strong volume-driven sales growth was offset by rising costs that widened the adjusted loss and pushed results below expectations.
Tronox reported second-quarter 2026 revenue of $868 million, up 19% year over year, driven by higher TiO2 and zircon volumes that offset lower average zircon selling prices. The company recorded a $21 million operating loss and a $171 million net loss attributable to Tronox, including a $103 million valuation allowance on certain U.S. state deferred-tax assets.
Why it matters — Tronox watchers would care because rising volumes lifted revenue while the company still posted losses and a tax-related valuation allowance affecting its reported results.
Tronox Holdings plc released its Q2 2026 earnings call transcript on Seeking Alpha, covering the company's second-quarter financial results and management discussion. The item consists of the transcript of the earnings call.
Why it matters — A TROX watcher would care because the earnings call transcript provides direct insight into the company's recent quarterly performance and management commentary.
The 8 Wall Street analysts covering Tronox Holdings plc have a median 12-month price target of $6.75, with estimates ranging from $4 to $11. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Tronox Holdings plc, 1 rate it a Buy, 4 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Tronox Holdings plc 30 out of 100 across roughly 4,600 US stocks as at 9 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 9 Sept 2026, Tronox Holdings plc ranks 30 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (84 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +47.1% from the last close, and Ticker Nerd's factor model ranks Tronox Holdings plc 30 out of 100 as at 9 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Tronox Holdings plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TROX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $11 over the next 12 months.
Tronox Holdings plc returned -0.1% over the 12 months to 10 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Tronox Holdings plc is a vertically integrated mining and inorganic chemicals company that produces titanium dioxide pigment, specialty-grade titanium dioxide products, and high-purity titanium chemicals. It also mines and processes titanium ore, zircon, rare earths, and other mineral sands, supplying feedstock used across coatings, plastics, paper, inks, and specialty industrial applications.
The most recent item we track (Zacks Investment Research, 4 Sept 2026): "Why Is Tronox (TROX) Down 29.8% Since Last Earnings Report?". Tronox Holdings reported earnings 30 days ago, and its stock has since fallen 29.8%. The article considers what might come next for the company following that earnings report.
Tronox Holdings plc is a vertically integrated mining and inorganic chemicals company that produces titanium dioxide pigment, specialty-grade titanium dioxide products, and high-purity titanium chemicals. It also mines and processes titanium ore, zircon, rare earths, and other mineral sands, supplying feedstock used across coatings, plastics, paper, inks, and specialty industrial applications. The company’s operations combine mineral extraction, beneficiation, smelting, and pigment manufacturing, allowing it to serve customers across a broad global footprint in North America, South America, Europe, the Middle East, Africa, and the Asia Pacific. Tronox Holdings plc plays an important role in the titanium value chain by linking upstream mineral resources with downstream materials used in everyday products and industrial formulations.
CEO Mr. John D. Romano · 5,700 employees · United States · https://www.tronox.com
