Martin Marietta Materials, IncNYSE: MLM
Materials · Construction Materials
$609.20
+3.06%
Vol: 671K
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. Recent items (Q1 results, COO appointment, New Frontier Materials deal, analyst target changes) predate the 48-hour window.
May 21Martin Marietta Q1 beats; new COO appointed; 7-day losing streakNeutral▶
Christopher W. Samborski appointed EVP & COO effective May 1. Q1 revenue $1.36B (+17.2% YoY), adj EPS $1.93, beat revenue expectations by 1.6% with strong adj op income beat and FY26 revenue guide above consensus. Board declared $0.83/share quarterly dividend payable June 30. Stock fell 9.2% over 7 days mid-May (~$3.4B market cap erased); $535.92 on May 20. Directors Wajsgras and Foxx each received 313-share grants May 14. Consensus Buy, avg PT $690.27 (+18.8%).
May 20No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 19Martin Marietta stock traded in tight $556.56–$570.72 range on May 17 with no fresh catalysts beyond mid-month dividend and director grant.Neutral▶
On May 17, 2026, Martin Marietta (MLM) traded in a narrow range ($556.56–$570.72) absent material new headlines. Recent flow: a $0.83 quarterly dividend declared May 14 (ex-date June 1), and director David Wajsgras received a 313-share equity grant on May 14. UBS lowered its target to $739 (from $755) on May 10 — outside the 48-hour window. This matters because shares remain rangebound after a strong Q1 (revenue +17% YoY to $1.36B). Bear case: long-term growth concerns and a recent UBS PT cut suggest tempered upside.
May 18Martin Marietta extends losing streak with -9.2% over 7 days despite reaffirmed 2026 guidance and dividend declaration.Mixed▶
Martin Marietta Materials shares hit a 7-day losing streak through May 16, 2026, with cumulative losses of -9.2% and market cap declining by approximately $3.4 billion. On May 14, 2026, the board declared a regular quarterly cash dividend of $0.83 per share, payable June 30, 2026, to shareholders of record as of June 1, 2026. The company reaffirmed its full-year 2026 revenue guidance of $7,000-7,320 million following Q1 results that exceeded estimates with $1.36 billion in revenue. Analyst consensus remains Buy with an average price target of $690.27, implying nearly 19% upside. Truist had previously lifted its price target to $730 with a Buy rating after Q1.
May 15Martin Marietta declares $0.83 quarterly dividend on May 14; Truist lifts PT to $730 while UBS trims to $739 post-Q1.Positive▶
Martin Marietta Materials declared a regular quarterly cash dividend of $0.83 per share on May 14, payable June 30 to holders of record June 1. Q1 2026 results showed revenue of $1.36B with EPS of $1.93; the company reaffirmed 2026 revenue guidance of $7.0-7.32B. Truist raised its price target to $730 from $710 (Buy), while UBS trimmed to $739 from $755 (maintains Buy). Christopher W. Samborski began as EVP and COO effective May 1. Shares trade around $586 with the 15-analyst consensus Buy and average PT of $690 (~19% upside). Strategic acquisitions and ongoing infrastructure spending seen as supportive of future growth.
May 14Martin Marietta posted Q1 2026 EPS of $1.93 on $1.36B revenue; Truist raised target to $730 while UBS and RBC trimmed targets after shares dipped post-print.Mixed▶
Martin Marietta Materials reported Q1 2026 EPS of $1.93 with Q1 revenue of $1.36B (the $6.15B figure cited earlier appears to be guidance) driven by resilient aggregates demand. The company reaffirmed full-year 2026 revenue guidance of $7.0–7.32B, supported by infrastructure spending and strategic acquisitions. Shares dipped on May 7 after results. Analyst actions: Truist raised target to $730 from $710 (Buy); UBS maintained Buy but cut target to $739 from $755; RBC Capital lowered to $615 from $630. The 15-analyst consensus is Buy with $690.27 average price target (~18.83% upside). Christopher W. Samborski was appointed EVP & COO effective May 1, 2026—an important leadership transition. Stock trades around $585.98, down ~4.7% over the past six months. Weak near-term momentum noted by technicians.
May 13Martin Marietta names Chris Samborski as new COO and sees Crossmark Global build a position amid mixed analyst targetsMixed▶
Martin Marietta announced the appointment of Christopher W. Samborski as Executive Vice President and Chief Operating Officer effective May 1, 2026; Samborski joined the company in 2018 with prior leadership at Caterpillar and Johnson & Johnson, while Kirk Light expanded responsibility for the West and Specialties Divisions. A May 12, 2026 13F-related disclosure showed Crossmark Global Holdings purchased shares of MLM. Recent analyst actions are mixed: Citigroup on May 4 cut its target to $731 from $804 while keeping a Buy rating, UBS set $739, and Truist raised its target to $730. The April 30 Q1 print delivered $1.93 EPS versus $1.78 consensus on revenue of $1.36 billion (up 17% y/y) and reaffirmed 2026 revenue guidance of $7.0-$7.32 billion. Shares opened around $586 with a $35.2 billion market cap.
May 12Martin Marietta Q1 EPS of $1.93 met; Citi cuts PT to $731 from $804 even as Truist lifts to $730 and reaffirms 2026 revenue guidanceMixed▶
Martin Marietta Materials reported Q1 2026 results May 10 with revenue of $1.36B (up 17% YoY) and EPS of $1.93, reaffirming 2026 revenue guidance of $7.0-7.32B. Analyst sentiment was mixed: Citi cut its price target to $731 from $804 (Buy), UBS set a $739 target maintaining Buy, Truist lifted its target to $730 (Buy), and Weiss Ratings downgraded from hold (c+) to hold (c) on May 1. Christopher W. Samborski took over as EVP and COO effective May 1, 2026 — a major leadership change. Consensus rating is Moderate Buy with consensus price target of $689.81. Stock closed near $614.49, up 2.6% over the past month but down 5.7% over three months as broader cyclical concerns weigh.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CRHCRH | $111.46 | +1.87% | -4.0% | 16.1x | 1.19 | $71.9B |
| VMCVULCAN | $303.86 | +3.07% | -1.3% | 28.0x | 1.05 | $39.3B |
| MLMMARTIN | $609.20 | +3.06% | -2.8% | 26.1x | 1.10 | $36.0B |
| LINLINDE | $512.15 | -0.72% | +6.0% | 27.7x | 0.72 | $252.7B |
| NEMNEWMONT | $104.04 | -1.54% | +3.2% | 8.6x | 0.48 | $103.6B |
| FCXFREEPORT | $68.84 | -0.32% | -1.4% | 15.4x | 1.36 | $87.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.