Minerals Technologies Inc. (MTX)

In April 2025, Minerals Technologies addressed the BMI OldCo Chapter 11 case with a $215 million reserve and reported lower-than-expected Q1 results due to slower demand, initiating a cost savings program. In July 2025, Truist Financial raised its price objective for MTX to $84.00 with a "buy" rating. In September 2025, the company announced investments to expand its SIVO™ pet care business. In October 2025, Minerals Technologies increased its quarterly dividend by 9% and reported record Q3 earnings, targeting $100 million in incremental revenue. Analyst ratings varied, with Weiss Ratings reiterating a "sell" rating and Wall Street Zen downgrading to "buy". As of October 14, 2025, MTX's stock price had increased by 12.70% over the preceding six months.

Demand for Engineered Solutions is influenced by weather patterns, with higher revenues in Q2 and Q3 due to increased construction activity. The Energy Services business is susceptible to hurricanes. High-Temperature Technologies sales are impacted by softness in the heavy truck and agricultural equipment markets. Environmental & Infrastructure sales are seasonally lower in Q4. For Consumer & Specialties, Specialty Additives sales for residential construction were seasonally lower in Q3, while the cat litter business typically experiences a strong Q4.

Minerals Technologies Inc. (MTX) develops and produces performance-enhancing minerals and mineral-based solutions, operating through two segments: Consumer & Specialties and Engineered Solutions. The Consumer & Specialties segment offers household, personal care, and specialty additive products. The Engineered Solutions segment focuses on advanced technologies for industrial applications.

Minerals Technologies Inc. has a significant global presence with production in 34 countries and R&D in 12 countries, serving customers across the United States, Canada, Latin America, Europe, Africa, and Asia.

Minerals Technologies Inc. maintains a strong reputation for technological innovation and sustainable solutions, supported by investments in its SIVO™ pet care business and PFAS water remediation technology. The BMI OldCo Chapter 11 case presents a potential reputational risk, though the company has established a reserve to address associated costs.

Minerals Technologies Inc. is publicly traded, with institutional investors holding 74.92% to 99.64% of the stock. Major shareholders include BlackRock Inc., The Vanguard Group Inc., Dimensional Fund Advisors LP, Fmr LLC, and Macquarie Group Ltd. Insiders own approximately 1.33% to 3.98% of the stock, with Joseph C. Muscari being the largest individual shareholder.