Core Viewpoint - CRH plc is considered a strong investment opportunity with significant upside potential, as indicated by various analysts and investment firms [1][2][3]. Group 1: Investment Potential - Seth Klarman holds a $405.6 million stake in CRH, suggesting confidence in the company's future performance [1]. - The average price target for CRH suggests a 10% upside, while the highest target indicates a potential upside of 30% [1]. - Jefferies maintains a Buy rating for CRH with a price target of $140, anticipating passive capital inflows and potential inclusion in the S&P 500 [2]. Group 2: Market Dynamics - Jefferies predicts that CRH's entry into the S&P 500 could lead to an additional purchase of 114.24 million shares, equivalent to an average trading volume of 27 days [2]. - The company has made significant investments in U.S. infrastructure, which may enhance its growth prospects [3]. - There is an expectation of a rebound in European demand, along with higher pricing and margins in the U.S. market [3]. Group 3: Company Overview - CRH plc, founded in 1936 and headquartered in Dublin, specializes in building materials and construction solutions, including aggregates, cement, concrete, and asphalt [4].

Group 1 - Holcim will acquire a majority stake in the target company [1] - The deal values the target company at $1.5 billion [1]

NEW YORK, Dec. 15, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of James Hardie Industries plc. (NYSE: JHX). Shareholders who purchased shares of JHX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.  CONTACT US HERE: https://securitiesclasslaw.com/securities/james-hardie-industries-plc-loss-submission-form/?id=180151&from=4  CLASS P ...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Boise Cascade (NYSE:BCC – Get Free Report) and Nature Wood Group (NASDAQ:NWGL – Get Free Report) are both construction companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, institutional ownership, earnings, analyst recommendations, dividends and profitability. Get Boise Cascade alerts: Institutional & Insider Ownership96.2% of Boise Cascade shares are owned by institutional investors. 1.0% of Boise Cascade shares are owned by company ...

L1 Capital, an investment management firm, released its “L1 Long Short Fund” (unhedged) third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The L1 Long Short Fund (LSF) portfolio generated a return of 13.3% in the September quarter, bringing the calendar-year performance to 28.7%.  Dovish Fed commentary, robust U.S. earnings, and a continued momentum in A.I. investment lifted global equities higher in the quarter. The portfolio performed well this quarter, with 19 stocks contrib ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Craig Gunckel has been appointed chief executive officer of The ODP Corporation, which runs retailers Office Depot and OfficeMax, parent Atlas Holdings announced Wednesday. Atlas also said its all-cash acquisition of ODP closed Wednesday. Gunckel replaces Gerry Smith, who left once the transaction was complete. The deal, valued at about $1 billion, was announced in ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In James Hardie (JHX) To Contact Him Directly To Discuss Their Options If you purchased or acquired  James Hardie common stock during the period from May 20, 2025 through August 18, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Dec. 10, 2025 (GLOBE NEWSWI ...

Core Insights - Vulcan Materials Company (VMC) is a leading producer of construction aggregates in the United States, with a market cap of approximately $38.6 billion [1][2] Financial Performance - In Q3 2025, Vulcan Materials reported total revenue of $2.3 billion, reflecting a year-over-year increase of about 14.4% [5] - Shipments in the core aggregates business rose by 12% year-over-year, while cash gross profit per ton increased to $11.84, marking the eleventh consecutive quarter of double-digit gains in unit profitability [5] - Year-to-date, VMC shares have risen by 13.8%, outperforming the Dow Jones Industrials Average's YTD gains of 12.5% [4] Stock Performance - VMC's stock has declined by 6.1% from its 52-week high of $311.74, reached on October 15 [3] - Over the past three months, VMC has underperformed compared to the Dow Jones Industrials Average, which gained 4.7% during the same period [3] - The stock has been trading above the 200-day moving average since late June but has mostly traded below the 50-day moving average since mid-October [4] Competitive Landscape - Martin Marietta Materials, Inc. (MLM) has outperformed VMC with an 18.5% return year-to-date and 6.5% gains over the past year [6] - Despite this, VMC has a consensus "Strong Buy" rating from 22 analysts, with a mean price target of $324.19, indicating a potential upside of 9.6% from current levels [6]

What happenedOn Nov. 14, 2025, L1 Capital International, an Australia-based fund specializing in high-conviction international equities, disclosed in an SEC filing that it had sold its entire $19.1 million stake in Eagle Materials (EXP 0.98%).L1 Capital International sold its entire holding of 84,795 shares in Eagle Materials during the third quarter. The transaction was valued at $19,092,442 based on quarterly average pricing. What else to knowAt the end of the second quarter, Eagle Materials constituted 4 ...