Martin Marietta Materials Stock (MLM) Opinions on Recent Trading Activity - Quiver Quantitative
π Q1 2026 revenues reached $1.4 billion, marking a 0.67% increase compared to the prior year.
ποΈ Congressional trading activity includes two purchases totaling up to $30,000 and one sale of up to $50,000 over the last six months.
π Price T Rowe Associates added 1,185,809 shares (+391.3%) in Q1 2026, valued at an estimated $698 million.
π Victory Capital Management increased its position by 51.8% in Q4 2025, adding 836,120 shares worth approximately $520 million.
π JPMorgan Chase removed 705,196 shares (-24.0%) from its portfolio in Q4 2025, reducing exposure by an estimated $439 million.
π Eagle Capital Management completely exited its position, removing 320,284 shares (-99.9%) in Q1 2026.
π° Citigroup issued a 'Buy' rating on MLM with Anthony Pettinari setting a price target of $731.00 on May 4, 2026.
π― The median analyst price target for Martin Marietta Materials is currently set at $690.00 based on 11 analysts.
π FMR LLC reduced its holdings by 313,815 shares (-10.7%) in Q1 2026, representing an estimated $184 million decrease.
π D1 Capital Partners added 322,857 shares (+inf%) to its portfolio in Q1 2026, valued at an estimated $190 million.
- Revenue growth of 0.67% year-over-year in Q1 2026 demonstrates consistent top-line performance.
- Major institutional investor Price T Rowe Associates significantly increased its stake by over 391%, signaling strong confidence.
- Victory Capital Management added a substantial position of 836,120 shares in Q4 2025, indicating bullish sentiment.
- Citigroup has issued a 'Buy' rating with a high price target of $731.00, suggesting upside potential.
- Congressional trading shows net buying interest with two purchases against one sale in the last six months.
- D1 Capital Partners made an aggressive entry into the stock, adding shares at an infinite percentage increase rate.
- A significant number of institutional investors (560) decreased their positions in the most recent quarter compared to those adding shares (446).
- JPMorgan Chase and T. Rowe Price Investment Management both removed substantial portions of their portfolios in Q4 2025.
- Eagle Capital Management completely liquidated its position, removing nearly all holdings (-99.9%).
- FMR LLC reduced its stake by over 10% in Q1 2026, indicating a slight pullback from some major funds.
- Social media sentiment is described as 'cautious' with no major shifts or immediate catalysts identified for recent movement.