Summit Materials (SUM)

Alan Ritchey Materials Company • Alleyton Resource Company, LLC • Alleyton Services Company, LLC • American Materials Company, LLC • Argos North America Corp. • Argos USA LLC • Arizona Materials, L.L.C. • Arizona Materials Leasing, L.L.C. • Asphalt Materials, LLC • Austin Materials, LLC ...

SUM stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$53.08

Low target

$47.00

High target

$60.00

Truist Securities

Maintains

Buy

$60.00

1 Nov 24

Latest filings (excl ownership)

View all

8-K

Results of Operations and Financial Condition

Summit Materials Announces Expiration of HSR Act Waiting Period for Acquisition by Quikrete

10 Jan 25

DEFA14A

Additional proxy soliciting materials

10 Jan 25

DEFA14A

Additional proxy soliciting materials

7 Jan 25

DEFM14A

Proxy related to merger

30 Dec 24

8-K

Departure of Directors or Certain Officers

26 Dec 24

PREM14A

Preliminary proxy related to merger

20 Dec 24

DEFA14A

Additional proxy soliciting materials

25 Nov 24

DEFA14A

Additional proxy soliciting materials

25 Nov 24

Transcripts

View all

SUM

Earnings call transcript

2024 Q3

31 Oct 24

SUM

Earnings call transcript

2024 Q2

6 Aug 24

SUM

Earnings call transcript

2024 Q1

2 May 24

SUM

Earnings call transcript

2023 Q4

15 Feb 24

SUM

Earnings call transcript

2023 Q3

2 Nov 23

SUM

Earnings call transcript

2023 Q2

3 Aug 23

SUM

Earnings call transcript

2023 Q2

3 Aug 23

SUM

Earnings call transcript

2023 Q1

4 May 23

SUM

Earnings call transcript

2022 Q4

16 Feb 23

SUM

Earnings call transcript

2022 Q3

3 Nov 22

Latest ownership filings

View all

Financial summary

Financial statements Chart SUM financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Jan 22	Jan 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

SUM institutional ownership history Ownership history

100.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	331	303	+9.2%
Opened positions	58	57	+1.8%
Closed positions	30	53	-43.4%
Increased positions	130	110	+18.2%
Reduced positions	89	90	-1.1%

13F shares	Current	Prev Q	Change
Total value	4.29 tn	4.08 tn	+5.3%
Total shares	175.78 mm	176.75 mm	-0.5%
Total puts	2.05 mm	25.30 k	+7996.4%
Total calls	64.60 k	66.40 k	-2.7%
Total put/call ratio	31.7	0.4	+8222.0%

Largest owners	Shares	Value	Change
Argos SEM	54.72 mm	$1.93 bn	0.0%
Vanguard	12.32 mm	$480.71 bn	+0.7%
BlackRock	10.05 mm	$392.21 bn	NEW
T. Rowe Price	9.21 mm	$359.45 mm	+4.3%
Massachusetts Financial Services	7.64 mm	$298.18 bn	+6.0%
PFG Principal Financial	5.29 mm	$206.45 bn	+1.8%
MQBKY Macquarie Group Limited	4.98 mm	$194.20 bn	-1.3%
Dimensional Fund Advisors	4.18 mm	$163.23 bn	-3.4%
IVZ Invesco	3.80 mm	$148.22 bn	-7.4%
River Road Asset Management	3.57 mm	$139.26 bn	+15.9%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-10.27 mm	EXIT
BlackRock	10.05 mm	+10.05 mm	NEW
Norges Bank	0.00	-1.41 mm	EXIT
GS The Goldman Sachs Group, Inc.	1.66 mm	+991.42 k	+149.1%
40 North Management	931.02 k	+847.70 k	+1017.4%
Citadel Advisors	851.62 k	-768.70 k	-47.4%
Victory Capital Management	3.00 mm	-674.40 k	-18.3%
Capital International Investors	0.00	-492.06 k	EXIT
River Road Asset Management	3.57 mm	+488.69 k	+15.9%
Nuveen Asset Management	1.46 mm	-452.62 k	-23.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SUM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Jan 25	Anderson Karli S.	Class A Common Stock	Payment of exercise	Dispose F	No	No	52.19	2,318	120.98 k	48,285
16 Jan 25	Anderson Karli S.	Class A Common Stock	Grant	Acquire A	No	No	0	7,587	0.00	50,603
16 Jan 25	Craig Scott Anderson	Class A Common Stock	Payment of exercise	Dispose F	No	No	52.19	2,349	122.59 k	42,351
16 Jan 25	Craig Scott Anderson	Class A Common Stock	Grant	Acquire A	No	No	0	7,724	0.00	44,700
16 Jan 25	Noonan Anne P	Class A Common Stock	Payment of exercise	Dispose F	No	No	52.19	20,131	1.05 mm	362,421
16 Jan 25	Noonan Anne P	Class A Common Stock	Grant	Acquire A	No	No	0	52,384	0.00	382,552
15 Jan 25	Irene Moshouris	RSU Class A Common Stock	Grant	Acquire A	No	No	0	2,547	0.00	2,547
15 Jan 25	Jorge Mario Velasquez	RSU Class A Common Stock	Grant	Acquire A	No	No	0	2,547	0.00	2,547
15 Jan 25	Anderson Karli S.	RSU Class A Common Stock	Grant	Acquire A	No	No	0	15,289	0.00	15,289
15 Jan 25	Craig Scott Anderson	RSU Class A Common Stock	Grant	Acquire A	No	No	0	20,840	0.00	20,840