TROX
Tronox Holdings plcPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 5 to Mar 6 2 days of insider sells: $1.3M by 6 insiders, avg $6.63
- R Mar 6 Seven Tronox insiders sold shares in a coordinated cluster over two…
- R May 7 Tronox reported Q1 2026 adjusted EPS of -$0.55, significantly missin…
- A May 12 Goldman Sachs downgrades
- A Jun 11 Truist Securities upgrades
- R Aug 6 Tronox reported Q2 2026 revenue of $868M (+19% YoY, +14% QoQ), beati…
- A Aug 13 JP Morgan downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
6 insiders sold $1.3M.
- InstitutionsBULLISH
Q2 2026: 31 added (0 new), 6 trimmed or exited.
- AnalystsMIXED
2 of 15 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
22% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | $31.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | $25.4M |
| MILLENNIUM MANAGEMENT LLC | ADD | $22.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $9.3M |
| Trexquant Investment LP | ADD | $9.3M |
| ROYAL BANK OF CANADA | ADD | $8.8M |
| TUDOR INVESTMENT CORP ET AL | ADD | $8.5M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | TRIM | $8.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +30%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 20, 2026 | Truist Securities MAINTAIN | Hold |
| Oct 12, 2026 | Goldman Sachs MAINTAIN | Sell |
| Oct 5, 2026 | UBS MAINTAIN | Neutral |
| Sep 30, 2026 | Mizuho MAINTAIN | Underperform |
| Aug 13, 2026 | JP Morgan DOWNGRADE | Underweight |
| Jul 22, 2026 | Goldman Sachs MAINTAIN | Sell |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Jul 29, 2026 | Schwarz Keith Director | AWARD | 18,262 sh |
| Apr 28, 2026 | KAUFTHAL ILAN Director | AWARD | 15,690 sh |
| Apr 28, 2026 | Khan Moazzam A. Director | TAX W/H | $158.3K |
| Apr 28, 2026 | Khan Moazzam A. Director | AWARD | 15,690 sh |
| Apr 28, 2026 | KAUFTHAL ILAN Director | TAX W/H | $39.5K |
| Mar 6, 2026 | Romano John D CEO and Director | SELL | $669.6K |
| Mar 6, 2026 | Neuman Jeffrey N SVP, General Counsel & Sec. | SELL | $151.4K |
| Mar 6, 2026 | Flood Jonathan Principal Accounting Officer | SELL | $52.7K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 0 bullish · 2 bearish · 1 mixed · 1 neutral- NEUTRAL PRESS-RELEASEOct 5, 2026
Tronox Holdings plc announced it will report its Q3 2026 results on November 4, 2026.
- MIXED 8-KAug 6, 2026
Tronox reported Q2 2026 revenue of $868M (+19% YoY, +14% QoQ), beating the $829.2M consensus, but…
The strong revenue beat and positive free cash flow generation are clear positives, but the persistent GAAP losses and high leverage (11.4x) cap the upside. The Q3 guidance for $95-$115M Adjusted…
- BEARISH 8-KMay 7, 2026
Tronox reported Q1 2026 adjusted EPS of -$0.55, significantly missing consensus of -$0.26, and…
The severe EPS and revenue miss likely to drive a sharp sell-off. Watch for further downside as the company remains deeply unprofitable with high leverage. The Q2 guidance suggests only marginal…
- BEARISH CLUSTERMar 6, 2026
Seven Tronox insiders sold shares in a coordinated cluster over two days, including the CEO…
Coordinated selling by top executives, especially the CEO and CFO, suggests lack of confidence in near-term prospects. Monitor upcoming earnings and any downward revisions in guidance.
All TROX filing & press-release reports (4)
- PRESS-RELEASE reportOct 5, 2026
- 8-K reportAug 6, 2026
- 8-K reportMay 7, 2026
- CLUSTER reportMar 6, 2026