NYSE· Mining & Quarrying of Nonmetallic Minerals (No Fuels)· Inc. NC· CIK 0000916076

MLM

MARTIN MARIETTA MATERIALS INC
$483.08 ▲ +0.82%
Prev close $479.17
Market cap$28.8B
ConsensusHold
12-mo target$649.38 (+34.4%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)28 New Institutional Positions22 Institutional ExitsCongressional Activity (6) Materials & Mining
Snapshot
The big-picture read on MLM right now — valuation, ownership and activity at a glance.
Market Cap
$28.8B
Cap Size
Large Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$26.3B
Inst. Activity
28 buys / 22 sells
Social Sentiment
54° Neutral
SEC Reports
15
Press Releases
1
Congressional
10 trades
Price chart 30d -6.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: MLM — 56.8% short (0.3M / 0.5M)
Short: 291,455 | Exempt: 71 | TRF Vol: 513,115 | Short Ratio: 56.8% | Off-exchange volume (dark pool
Sep 2, 2026 Event
HSR Early Termination: Martin Marietta Materials, Inc.; The Frazier Quarry Incorporated
The FTC granted early termination of the HSR Act waiting period for a transaction involving Martin M
Sep 1, 2026 Insider
Petro Michael J was granted 9,331 shares
SVP and CFO
Aug 31, 2026 Insider
LYONS MARTIN J was granted 68 shares
Director @ $518.70 ($35.3K)
Aug 31, 2026 Insider
WAJSGRAS DAVID C was granted 78 shares
Director @ $518.70 ($40.5K)
Aug 25, 2026 Congress
April McClain Delaney sell
$250,001 - $500,000 — House
Aug 24, 2026 SEC
Martin Marietta closed its $13.5B acquisition of Lhoist North America (LNA) on August 21, 2026, paying ~$7B in cash and
8-K — Impact 7/10
Aug 19, 2026 Congress
April McClain Delaney buy
$1,001 - $15,000 — House
Analyst ratings buy % -11.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 55% rate it Buy or better · 31 analysts
Strong Buy 7 23% Buy 10 32% Hold 13 42% Sell 1 3% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 21, 2026Wells FargoMAINTAINOverweight 54%
Sep 9, 2026Wells FargoUPGRADEOverweight 54%
Sep 2, 2026JP MorganUPGRADEOverweight 55%
Aug 28, 2026RBC CapitalMAINTAINSector Perform 55%
Aug 25, 2026DA DavidsonINITIATENeutral 53%
Aug 13, 2026Morgan StanleyMAINTAINOverweight 55%
Aug 3, 2026UBSMAINTAINBuy 55%
Aug 3, 2026CitigroupMAINTAINBuy 55%
Aug 3, 2026RBC CapitalMAINTAINSector Perform 55%
Jul 31, 2026JP MorganMAINTAINNeutral 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026710131055%
Aug 1, 2026710121057%
Jul 1, 2026710121057%
Jun 1, 2026710111059%
May 1, 2026710111059%
Apr 1, 202679131053%
Mar 1, 202679131053%
Feb 1, 202679131053%
Price targets
Where 24 covering analysts think MLM trades over the next 12 months.
$649.38 +34.4% upside Strong Buy
Current$483.08 Low$496.00 Median$654.50 High$800.00 24 analysts
$496.00$800.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
9 mentions 4 bullish 3 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 4 bullish, 1 bearish, 3 mixed, 7 neutral · avg impact 5.5/10.Plus 1 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: MLM — 56.8% short (0.3M / 0.5M)
Short: 291,455 | Exempt: 71 | TRF Vol: 513,115 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: MLM — 1.2M shares, 42,811 trades
Week starting 2026-09-07. Total ATS volume: 1,191,907 shares across 42,811 trades.
Sep 2, 2026
Enforcement
HSR Early Termination: Martin Marietta Materials, Inc.; The Frazier Quarry Incorporated
The FTC granted early termination of the HSR Act waiting period for a transaction involving Martin Marietta Materials, Inc.; The Frazier Quarry Incorp
Aug 31, 2026
dark_pool
Dark Pool: MLM — 1.3M shares, 53,403 trades
Week starting 2026-08-31. Total ATS volume: 1,335,475 shares across 53,403 trades.
Aug 27, 2026
ftd
FTD: MLM — 2,877 shares ($1.5M) failed to deliver
Settlement: 20260827, Price: $532.18, FTD Value: $1,531,081.86, MARTIN MARIETTA MATERIALS INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$6.23$5.88–$6.48-9.1%—0↑ 1↓$2.3B3
Next Q$4.57$4.49–$4.67-1.0%—0↑ 1↓$2.2B3
Current FY$17.37$15.74–$18.10-7.5%-0.3%0↑ 3↓$7.8B7
Next FY$22.39$20.30–$23.9328.9%-6.1%0↑ 3↓$9.6B7
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$6.227—
7d ago$6.180+0.047
30d ago$0.000+6.227
60d ago$6.794-0.567
90d ago$0.000+6.227
Institutional ownership
Which big funds own MLM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $26.3B total value (45,683,461 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.4,692,446$2.7B10.3%—
VANGUARD CAPITAL MANAGEMENT LLC3,929,705$2.3B8.6%—
VANGUARD PORTFOLIO MANAGEMENT LLC3,197,395$1.8B7.0%—
STATE STREET CORP3,159,639$1.8B6.9%—
BANK OF AMERICA CORP /DE/2,446,762$1.4B5.4%—
FMR LLC2,192,603$1.3B4.8%—
PRINCIPAL FINANCIAL GROUP INC2,116,369$1.2B4.6%—
Aristotle Capital Management, LLC1,831,597$1.1B4.0%—
VICTORY CAPITAL MANAGEMENT INC1,783,432$1.0B3.9%—
GEODE CAPITAL MANAGEMENT, LLC1,601,490$919.9M3.5%—
Recent position changes
FundActionPrevCurrentChangeValue
TCI Fund Management LtdNEW—1,315,109—$758.4M
GOLDMAN SACHS GROUP INCADD885,8551,163,330+31.3%$670.9M
NORGES BANKNEW—557,143—$321.3M
Diamond Hill Capital Management, LLC (Investment Advisor)TRIM289,150213,905-26.0%$123.4M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM272,392181,902-33.2%$104.9M
Freestone Grove Partners LPNEW—124,262—$71.7M
BARCLAYS PLCTRIM146,113101,852-30.3%$58.7M
CITIGROUP INCADD60,80583,747+37.7%$48.3M
Pictet Asset Management Holding SADOUBLED37,28682,136+120.3%$47.4M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM111,75679,047-29.3%$45.6M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 44 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Sep 1, 2026Petro Michael JSVP and CFOAWARD9,331——
Aug 31, 2026LYONS MARTIN JDirectorAWARD68$518.70$35.3K
Aug 31, 2026WAJSGRAS DAVID CDirectorAWARD78$518.70$40.5K
Aug 31, 2026Pike ThomasDirectorAWARD66$518.70$34.2K
Aug 3, 2026Petro Michael JSVP and CFOTAX W/H368$542.27$199.6K
May 29, 2026LYONS MARTIN JDirectorAWARD61$581.64$35.5K
May 29, 2026Pike ThomasDirectorAWARD59$581.64$34.3K
May 29, 2026WAJSGRAS DAVID CDirectorAWARD69$581.64$40.1K
May 14, 2026WAJSGRAS DAVID CDirectorAWARD313——
May 14, 2026Ables Dorothy MDirectorAWARD313——
Congressional trades
MLM trades disclosed by members of Congress, with disclosure delay.
4 members · 5 buys / 5 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 25, 2026April McClain DelaneyDHOUSESELL$250,001 - $500,000Martin Marietta Materials IncSep 10, 2026(17d)
Aug 19, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000Martin Marietta Materials IncSep 10, 2026(23d)
Aug 10, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Martin Marietta Materials IncSep 7, 2026(29d)
Jul 24, 2026April McClain DelaneyDHOUSEBUY$15,001 - $50,000Martin Marietta Materials IncAug 4, 2026(12d)
Jul 20, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000Martin Marietta Materials IncAug 4, 2026(16d)
Jul 17, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000Martin Marietta Materials IncAug 4, 2026(19d)
Jun 5, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Martin Marietta Materials IncJul 8, 2026(34d)
Apr 9, 2026Josh GottheimerDHOUSESELL$15,001 - $50,000Martin Marietta Materials IncMay 20, 2026(42d)
Feb 23, 2026Michael McCaulRHOUSESELL$15,001 - $50,000Martin Marietta Materials IncMar 12, 2026(18d)
Feb 17, 2026Michael McCaulRHOUSESELL$1,001 - $15,000Martin Marietta Materials IncMar 12, 2026(24d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MLM.
Shares short
2,906,618
Settlement Sep 15, 2026
Change vs prior
+7.4%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All MLM filing & press-release reports (16)