Titan America SA $TTAM Holdings Lifted by Voss Capital LP

Voss Capital LP raised its position in Titan America SA (NYSE:TTAM) by 13.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,715,000 shares of the company’s stock after purchasing an additional 201,577 shares during the quarter. Titan America comprises approximately 1.2% of Voss Capital LP’s investment portfolio, making the stock its 22nd biggest holding. Voss Capital LP’s holdings in Titan America were worth $25,622,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Venator Management LLC grew its holdings in Titan America by 52.6% in the 3rd quarter. Venator Management LLC now owns 458,650 shares of the company’s stock worth $6,852,000 after buying an additional 158,050 shares in the last quarter. Verition Fund Management LLC bought a new position in shares of Titan America in the third quarter worth $180,000. SIH Partners LLLP grew its stake in shares of Titan America by 174.5% in the third quarter. SIH Partners LLLP now owns 36,873 shares of the company’s stock worth $551,000 after purchasing an additional 23,440 shares in the last quarter. Millennium Management LLC increased its holdings in shares of Titan America by 2,221.1% during the third quarter. Millennium Management LLC now owns 362,258 shares of the company’s stock valued at $5,412,000 after purchasing an additional 346,651 shares during the period. Finally, Bank of America Corp DE raised its stake in shares of Titan America by 3.5% during the third quarter. Bank of America Corp DE now owns 316,456 shares of the company’s stock valued at $4,728,000 after purchasing an additional 10,735 shares in the last quarter.

Key Stories Impacting Titan America

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

Analyst Ratings Changes

Several equities research analysts recently weighed in on TTAM shares. Jefferies Financial Group upped their price objective on shares of 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 upgraded shares of Titan America from a “hold” rating to a “buy” rating in a research report on Saturday, November 29th. Citigroup increased their price objective on shares of Titan America from $17.00 to $20.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Finally, Sanford C. Bernstein raised their price objective on shares of Titan America from $15.00 to $17.00 and gave the company a “market perform” rating in a research note on Friday, December 19th. Two research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $17.08.

Titan America Price Performance

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 business’s 50-day moving average price is $17.58 and its 200 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 firm has a market cap of $2.96 billion and a P/E ratio of 16.21.

Titan America (NYSE:TTAM) last issued its quarterly earnings results on Tuesday, March 17th. The company reported $0.24 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.24. The company had revenue of $405.66 million during the quarter. Titan America had a net margin of 10.83% and a return on equity of 19.80%. Titan America’s revenue for the quarter was up 4.1% on a year-over-year basis.

Titan America Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Monday, April 20th will be issued a $0.04 dividend. 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 dividend payout ratio is currently 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”).