Voss Capital LP Boosts Stock Position in Titan America SA $TTAM

Voss Capital LP raised its holdings in Titan America SA (NYSE:TTAM) by 13.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,715,000 shares of the company’s stock after purchasing an additional 201,577 shares during the period. Titan America comprises approximately 1.2% of Voss Capital LP’s holdings, making the stock its 22nd largest holding. Voss Capital LP owned about 0.93% of Titan America worth $25,622,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Rhumbline Advisers boosted its stake in Titan America by 3.0% during the 3rd quarter. Rhumbline Advisers now owns 24,073 shares of the company’s stock valued at $360,000 after acquiring an additional 691 shares during the last quarter. Intech Investment Management LLC raised its stake in shares of Titan America by 7.1% in the 3rd quarter. Intech Investment Management LLC now owns 13,622 shares of the company’s stock valued at $204,000 after purchasing an additional 898 shares in the last quarter. BNP Paribas Financial Markets bought a new position in shares of Titan America during the second quarter worth about $28,000. Ameritas Investment Partners Inc. acquired a new position in Titan America in the second quarter worth about $31,000. Finally, Keybank National Association OH increased its holdings in Titan America by 16.2% in the third quarter. Keybank National Association OH now owns 17,900 shares of the company’s stock valued at $267,000 after buying an additional 2,500 shares during the last quarter.

Analyst Ratings Changes

TTAM has been the topic of a number of research analyst reports. Jefferies Financial Group increased their target price on Titan America from $18.00 to $20.00 and gave the stock a “buy” rating in a report on Monday, December 15th. Wall Street Zen raised Titan America from a “hold” rating to a “buy” rating in a research report on Saturday, November 29th. Sanford C. Bernstein raised their price objective on Titan America from $15.00 to $17.00 and gave the stock a “market perform” rating in a research note on Friday, December 19th. Finally, Citigroup boosted their target price on shares of Titan America from $17.00 to $20.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Two analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $17.08.

Titan America News Summary

Here are the key news stories impacting Titan America this week:

• Positive Sentiment: Board declared a $0.04 per‑share first‑quarter distribution (paid from issue premium) payable May 8, 2026 to shareholders of record April 20, 2026; annualized yield ~1.0% — supports income investors and buy/hold sentiment. Business Wire: Distribution Announcement
• Positive Sentiment: Management emphasized record revenue and strategic expansion initiatives on the Q4 call, which supports a constructive medium‑term growth narrative. Yahoo: Q4 Earnings Call Highlights
• Neutral Sentiment: Reported Q4 EPS of $0.24 (in line with several consensus sources) and revenue of $405.66M, +4.1% YoY; profitability metrics remain healthy (net margin ~10.8%, ROE ~19.8%). Investors will watch guidance and margin outlook for next quarter. Press Release / Slide Deck
• Neutral Sentiment: Full earnings call transcript is available for investors who want detailed management comments on volumes, pricing and capital allocation. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Some market reports flagged that results missed analyst expectations: Zacks cited a $0.01 EPS shortfall vs its consensus ($0.24 reported vs $0.25 Zacks est.), and other outlets noted revenue came in below consensus — a potential near‑term headwind if analysts trim estimates. Zacks: Earnings & Revenues Lag Investing.com: Revenue Below Consensus

Titan America Stock Performance

Shares of NYSE TTAM opened at $16.05 on Wednesday. The company has a quick ratio of 1.87, a current ratio of 2.95 and a debt-to-equity ratio of 0.45. The firm’s 50-day moving average price is $17.58 and its two-hundred day moving average price is $16.32. Titan America SA has a 52-week low of $10.80 and a 52-week high of $19.42. The stock has a market capitalization of $2.96 billion and a P/E ratio of 16.21.

Titan America (NYSE:TTAM) last posted its earnings results on Tuesday, March 17th. The company reported $0.24 EPS for the quarter, meeting the consensus estimate of $0.24. The company had revenue of $405.66 million during the quarter. Titan America had a return on equity of 19.80% and a net margin of 10.83%.The firm’s revenue was up 4.1% compared to the same quarter last year.

Titan America Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Monday, April 20th will be issued a dividend of $0.04 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $0.16 annualized dividend and a dividend yield of 1.0%. Titan America’s payout ratio is 16.16%.

About Titan America

Titan America is a leading vertically integrated, multi-regional manufacturer and supplier of heavy building materials and services operating primarily on the Eastern Seaboard of the United States (the “Eastern Seaboard”). We are a leading provider of materials that contribute to lower carbon emissions than traditional building materials and/or beneficial reuse of waste materials. We are a leading provider of heavy building materials in Florida, the New York and New Jersey Metropolitan area (“Metro New York”), Virginia, North Carolina and South Carolina (Virginia and the Carolinas, together with Metro New York and their adjacent areas, the “Mid-Atlantic”).