Strs Ohio boosted its position in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 7.8% in the 4th quarter, HoldingsChannel reports. The firm owned 49,736 shares of the construction company’s stock after acquiring an additional 3,602 shares during the period. Strs Ohio’s holdings in Martin Marietta Materials were worth $30,969,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Atlantic Union Bankshares Corp lifted its stake in Martin Marietta Materials by 321.8% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 3,817 shares of the construction company’s stock valued at $2,406,000 after acquiring an additional 2,912 shares in the last quarter. National Pension Service raised its holdings in shares of Martin Marietta Materials by 1.0% in the third quarter. National Pension Service now owns 84,820 shares of the construction company’s stock valued at $53,460,000 after purchasing an additional 843 shares during the last quarter. HB Wealth Management LLC raised its holdings in shares of Martin Marietta Materials by 78.5% in the third quarter. HB Wealth Management LLC now owns 8,008 shares of the construction company’s stock valued at $5,048,000 after purchasing an additional 3,522 shares during the last quarter. Caprock Group LLC bought a new position in shares of Martin Marietta Materials during the third quarter valued at about $1,605,000. Finally, Border to Coast Pensions Partnership Ltd lifted its position in shares of Martin Marietta Materials by 4.8% during the third quarter. Border to Coast Pensions Partnership Ltd now owns 80,587 shares of the construction company’s stock valued at $50,792,000 after purchasing an additional 3,721 shares in the last quarter. Institutional investors own 95.04% of the company’s stock.
Key Headlines Impacting Martin Marietta Materials
Here are the key news stories impacting Martin Marietta Materials this week:
- Positive Sentiment: Martin Marietta reaffirmed its 2026 adjusted EBITDA guidance at a $2.43B midpoint and said the Quikrete integration is running ahead of plan — this supports the company’s near?term earnings outlook and inorganic growth plans. Martin Marietta reaffirms 2026 adjusted EBITDA guidance
- Positive Sentiment: Q1 results showed revenue growth of ~17% and EPS of $1.93, beating consensus — driven by strong pricing and infrastructure demand, which supports revenue momentum. Martin Marietta Reports First-Quarter 2026 Results
- Neutral Sentiment: The company completed an asset exchange with QUIKRETE and signed a definitive agreement to acquire New Frontier Materials — strategic moves that expand footprint but add integration execution risk and near-term costs. Martin Marietta Reports First-Quarter 2026 Results
- Neutral Sentiment: Wells Fargo nudged its price target to $614 but kept an “equal weight” rating — a very modest lift to guidance but no upgrade in conviction from a major shop. Wells Fargo price target update
- Neutral Sentiment: Management published the Q1 earnings call transcript and presentation — useful for detail on volumes, regional trends and integration costs but not a new catalyst by itself. Q1 2026 Earnings Call Transcript
- Negative Sentiment: Analysts and coverage noted margin pressure from rising costs and some earnings-model noise — several writeups flagged that higher input and integration costs could weigh on margins even as revenues grow. Zacks note on margin pressure
Martin Marietta Materials Price Performance
Martin Marietta Materials (NYSE:MLM – Get Free Report) last issued its earnings results on Thursday, April 30th. The construction company reported $1.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.15. The business had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.31 billion. Martin Marietta Materials had a net margin of 38.67% and a return on equity of 10.27%. The business’s revenue for the quarter was up 17.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.90 EPS. Equities analysts expect that Martin Marietta Materials, Inc. will post 19.2 EPS for the current year.
Martin Marietta Materials Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 2nd were given a dividend of $0.83 per share. The ex-dividend date was Monday, March 2nd. This represents a $3.32 annualized dividend and a dividend yield of 0.5%. Martin Marietta Materials’s dividend payout ratio is currently 7.91%.
Analysts Set New Price Targets
MLM has been the subject of a number of recent analyst reports. Zacks Research raised shares of Martin Marietta Materials from a “strong sell” rating to a “hold” rating in a research report on Monday, April 13th. Wall Street Zen raised shares of Martin Marietta Materials from a “sell” rating to a “hold” rating in a research report on Saturday. Truist Financial set a $710.00 target price on Martin Marietta Materials in a research note on Thursday, February 12th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $630.00 target price on shares of Martin Marietta Materials in a report on Thursday, February 26th. Finally, Wells Fargo & Company lifted their price target on Martin Marietta Materials from $608.00 to $614.00 and gave the stock an “equal weight” rating in a report on Friday. Nine investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $693.06.
Check Out Our Latest Analysis on MLM
Martin Marietta Materials Company Profile
Martin Marietta Materials, Inc (NYSE: MLM) is a leading producer of aggregates and heavy building materials serving the construction and infrastructure markets. The company operates quarries, sand and gravel pits, and other extraction sites to supply crushed stone, sand and gravel, and a range of value?added products for use in roads, bridges, commercial and residential construction, and other civil engineering projects.
In addition to its core aggregates business, Martin Marietta manufactures and sells asphalt, ready?mixed concrete and related materials and services.
See Also
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