AMF Tjanstepension 13F: New $5.4M Stake in MLM

AMF Tjanstepension took a new position in Martin Marietta Materials, Inc. (NYSE:MLM), purchasing 11,264 shares worth roughly $5,404,580. The fund revealed the new investment in a Form 13F filing with the SEC on October 22, 2026. Prior to this filing, the fund held zero shares in the company.

MLM Martin Marietta Materials, Inc.

$517.69 ▼ -18.05% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in AMF Tjanstepension's Martin Marietta Materials Position

AMF Tjanstepension established a fresh stake in Martin Marietta Materials during the period, adding 11,264 shares to bring its total holding to 11,264 shares. The newly acquired block carried a reported value of $5,404,580 as of the filing date. Because this is a brand-new position, the fund did not previously own shares of the building materials provider.

Other Institutional Activity in Martin Marietta Materials

Other major institutional investors adjusted their positions in Martin Marietta Materials around the same time. Principal Financial Group, Inc. grew its holdings by 22,405 shares, ending with 2,116,369 shares worth about $1,095,623,072. Aristotle Capital Management, LLC cut its stake by 123,566 shares, leaving it with 1,831,597 shares valued at approximately $948,199,455. Victory Capital Management Inc. raised its holdings by 146,355 shares, finishing with 1,783,432 shares worth about $923,264,916.

Martin Marietta Materials, Inc. Stock Up 0.1%

Martin Marietta Materials recently traded around $509.64 as of October 22, 2026, down about 1.6% from its closing price of $517.69 on the filing date. The stock trades above its 50-day moving average of $504.82 but sits below its 200-day moving average of $579.99. Shares have ranged from $464.92 to $710.97 over the past 52 weeks.

Recent Earnings

For the trailing twelve months, Martin Marietta Materials reported $6.69 billion in revenue and earnings of $15.38 per share. The company posts a return on equity of 8.9% alongside a net profit margin of 36.7%. The firm's next quarterly earnings update is scheduled for November 4, 2026.

Dividend

Shareholders receive an annual dividend of $3.36 per share, representing a dividend yield of 0.66%. The company pays out 21.6% of its earnings as dividends.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On October 5, 2026, Wells Fargo maintained an overweight rating while lowering its price target from $585.00 to $579.00. UBS kept a buy rating on October 8, 2026, lowering its target to $662.00 from $715.00. RBC Capital maintained a sector perform rating on October 9, 2026, reducing its target from $620.00 to $530.00. JP Morgan kept an overweight rating on October 13, 2026, lowering its target to $650.00 from $680.00. Raymond James maintained an outperform rating on October 16, 2026, lowering its target to $640.00 from $660.00. Across the analyst community, the stock holds a consensus buy rating with a mean price target of $632.46.

About Martin Marietta Materials

Martin Marietta Materials, Inc. is a natural resource-based building materials company headquartered in Raleigh, North Carolina. The firm supplies heavy-side building materials and aggregates to construction markets across the United States and internationally through its East Group and West Group segments.

Bottom Line

AMF Tjanstepension's new stake comes as Martin Marietta navigates a period trading well below its 52-week high. Investors will look toward the company's upcoming earnings report on November 4, 2026, for further direction on its financial performance and demand trends in the building materials sector.