NewMarket（NEU）株式概要ニューマーケット・コーポレーションは子会社を通じて、主に石油添加剤の製造・販売を行っている。 詳細NEU ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より34.1%で取引されている 1.35%の安定した配当金を支払う リスク分析多額の負債を抱えている すべてのリスクチェックを見るNEU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW476,896 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA476,896 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$893.2810.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$3.2bEarnings US$501.7mAdvancedSet Fair ValueView all narrativesNewMarket Corporation 競合他社Axalta Coating SystemsSymbol: NYSE:AXTAMarket cap: US$8.1bEastman ChemicalSymbol: NYSE:EMNMarket cap: US$8.4bSolstice Advanced MaterialsSymbol: NasdaqGS:SOLSMarket cap: US$9.9bElement SolutionsSymbol: NYSE:ESIMarket cap: US$9.3b価格と性能株価の高値、安値、推移の概要NewMarket過去の株価現在の株価US$889.7152週高値US$900.9752週安値US$580.03ベータ0.561ヶ月の変化14.19%3ヶ月変化29.90%1年変化20.53%3年間の変化90.23%5年間の変化159.98%IPOからの変化7,594.79%最新ニュースReported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$14.54 (vs US$11.84 in 2Q 2025)Second quarter 2026 results: EPS: US$14.54 (up from US$11.84 in 2Q 2025). Revenue: US$747.1m (up 7.0% from 2Q 2025). Net income: US$133.8m (up 21% from 2Q 2025). Profit margin: 18% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.ライブニュース • Jul 30NewMarket Reports Strong Earnings and Expands Specialty Materials Capacity for 2026NewMarket reported strong second quarter and first half 2026 results, with higher net income and operating profit than a year ago, and said it is expanding specialty materials capacity in ammonium perchlorates and high purity hydrazine, with extra output targeted by the end of 2026. The company linked better operating profit in its petroleum additives segment to surcharges that were put in place to cover higher costs tied to supply chain disruptions in the Middle East, highlighting pricing as a key lever in current conditions. NewMarket shares trade at $787.62, with the stock up 14.5% year to date, suggesting the market has been receptive to recent company updates. The combination of stronger recent results and committed spending on additional specialty materials capacity indicates a business leaning more heavily into these higher-spec products. The use of surcharges in additives shows management is willing to adjust pricing when input costs shift.お知らせ • Jul 14NewMarket Corporation to Report Q2, 2026 Results on Jul 29, 2026NewMarket Corporation announced that they will report Q2, 2026 results After-Market on Jul 29, 2026分析記事 • Jun 21NewMarket (NEU) Stock Could Be 43.1% Below Fair Value After Recent Price MovesNewMarket (NEU) has drawn fresh attention after recent share price moves, with the stock last closing at $780.18. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for NewMarket. At the current share price of $780.18, NewMarket’s recent 1 day share price gain of 2.2% comes after a 7 day pullback. However, the 90 day share price return of 26.6% and 1 year total shareholder return of 21.8% indicate that momentum has been...Upcoming Dividend • Jun 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).Seeking Alpha • Jun 05NewMarket: Still Attractive After Its Share Price RunSummary NewMarket continues to deliver robust free cash flow, maintaining a ~7% yield despite a challenging market and a 7% volume drop in Q1. NEU's Q1 revenue fell 5% to $680M, but disciplined cost control limited gross profit impact. Q1 EPS was $12.62, down 5% year-over-year. Shareholder rewards were front-loaded with $28M in dividends and $125M in buybacks, but net debt remains manageable at $867M. I maintain a "buy" rating on NEU, citing resilient cash flow, attractive yield, and a strong balance sheet, despite rising interest expense risks. Read the full article on Seeking Alpha最新情報をもっと見るRecent updatesReported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$14.54 (vs US$11.84 in 2Q 2025)Second quarter 2026 results: EPS: US$14.54 (up from US$11.84 in 2Q 2025). Revenue: US$747.1m (up 7.0% from 2Q 2025). Net income: US$133.8m (up 21% from 2Q 2025). Profit margin: 18% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.ライブニュース • Jul 30NewMarket Reports Strong Earnings and Expands Specialty Materials Capacity for 2026NewMarket reported strong second quarter and first half 2026 results, with higher net income and operating profit than a year ago, and said it is expanding specialty materials capacity in ammonium perchlorates and high purity hydrazine, with extra output targeted by the end of 2026. The company linked better operating profit in its petroleum additives segment to surcharges that were put in place to cover higher costs tied to supply chain disruptions in the Middle East, highlighting pricing as a key lever in current conditions. NewMarket shares trade at $787.62, with the stock up 14.5% year to date, suggesting the market has been receptive to recent company updates. The combination of stronger recent results and committed spending on additional specialty materials capacity indicates a business leaning more heavily into these higher-spec products. The use of surcharges in additives shows management is willing to adjust pricing when input costs shift.お知らせ • Jul 14NewMarket Corporation to Report Q2, 2026 Results on Jul 29, 2026NewMarket Corporation announced that they will report Q2, 2026 results After-Market on Jul 29, 2026分析記事 • Jun 21NewMarket (NEU) Stock Could Be 43.1% Below Fair Value After Recent Price MovesNewMarket (NEU) has drawn fresh attention after recent share price moves, with the stock last closing at $780.18. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for NewMarket. At the current share price of $780.18, NewMarket’s recent 1 day share price gain of 2.2% comes after a 7 day pullback. However, the 90 day share price return of 26.6% and 1 year total shareholder return of 21.8% indicate that momentum has been...Upcoming Dividend • Jun 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).Seeking Alpha • Jun 05NewMarket: Still Attractive After Its Share Price RunSummary NewMarket continues to deliver robust free cash flow, maintaining a ~7% yield despite a challenging market and a 7% volume drop in Q1. NEU's Q1 revenue fell 5% to $680M, but disciplined cost control limited gross profit impact. Q1 EPS was $12.62, down 5% year-over-year. Shareholder rewards were front-loaded with $28M in dividends and $125M in buybacks, but net debt remains manageable at $867M. I maintain a "buy" rating on NEU, citing resilient cash flow, attractive yield, and a strong balance sheet, despite rising interest expense risks. Read the full article on Seeking AlphaDeclared Dividend • Apr 27First quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25Newmarket Corporation Declares Dividend, Payable on July 1, 2026On April 23, 2026, NewMarket Corporation announced that the Company’s Board of Directors had declared a dividend of $3.00 per share of the Company’s common stock, payable on July 1, 2026, to Company shareholders of record at the close of business on June 15, 2026.Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: US$12.62 (vs US$13.26 in 1Q 2025)First quarter 2026 results: EPS: US$12.62 (down from US$13.26 in 1Q 2025). Revenue: US$669.7m (down 4.5% from 1Q 2025). Net income: US$118.1m (down 5.9% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 31NewMarket Corporation to Report Q1, 2026 Results on Apr 22, 2026NewMarket Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026お知らせ • Mar 13NewMarket Corporation, Annual General Meeting, Apr 23, 2026NewMarket Corporation, Annual General Meeting, Apr 23, 2026. Location: the foundry building, 500 tredegar, st., richmond, virginia, United StatesDeclared Dividend • Mar 02Fourth quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 27+ 1 more updateNewmarket Corporation Elects Bruce R. Hazelgrove as Director, Effective February 26, 2026On February 26, 2026, the Board of Directors of NewMarket Corporation (the “Company”) elected Bruce R. Hazelgrove, III as a director on the Company’s Board, effective February 26, 2026. Mr. Hazelgrove currently serves as the Company’s Executive Vice President and Chief Administrative Officer. Mr. Hazelgrove will not receive any additional compensation for his service as director. Mr. Hazelgrove will serve on the Executive Committee. He will not serve on any of the Board’s other committees given that he does not qualify as independent due to his service as a Company officer.お知らせ • Feb 20NewMarket Corporation Appoints Susan M. Ridlehoover as Principal Accounting Officer, Effective February 18, 2026On February 18, 2026, NewMarket Corporation appointed Susan M. Ridlehoover to serve as Principal Accounting Officer, effective February 18, 2026. Mrs. Ridlehoover, age 45, has over 20 years of accounting and finance experience and joined the Company as Controller in January 2026. Immediately prior to joining the Company, Mrs. Ridlehoover served as Senior Director, Corporate Controller at Sonoco Products Company Inc. (Sonoco). Mrs. Ridlehoover joined Sonoco in January 2023 and served in various roles leading Technical Accounting and Integration Management. Before joining Sonoco, Mrs. Ridlehoover served in a variety of accounting roles at Dominion Energy Inc. from 2015 to 2022. Mrs. Ridlehoover spent 10 years with Ernst & Young focusing on assurance services before transitioning to industry roles and is a licensed Certified Public Accountant in the Commonwealth of Virginia.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$44.44 (vs US$48.22 in FY 2024)Full year 2025 results: EPS: US$44.44 (down from US$48.22 in FY 2024). Revenue: US$2.73b (down 2.2% from FY 2024). Net income: US$418.7m (down 9.1% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.分析記事 • Jan 26Potential Upside For NewMarket Corporation (NYSE:NEU) Not Without RiskWith a price-to-earnings (or "P/E") ratio of 13.7x NewMarket Corporation ( NYSE:NEU ) may be sending bullish signals at...お知らせ • Jan 16NewMarket Corporation to Report Q4, 2025 Results on Feb 11, 2026NewMarket Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026分析記事 • Dec 14NewMarket's (NYSE:NEU) Upcoming Dividend Will Be Larger Than Last Year'sNewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...Upcoming Dividend • Dec 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.2%).分析記事 • Nov 06NewMarket (NYSE:NEU) Is Increasing Its Dividend To $3.00NewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Nov 06Newmarket Corporation Announces Executive ChangesOn October 31, 2025, NewMarket Corporation (the Company) received notice that Ann P. Pietrantoni, the Company’s Controller and Principal Accounting Officer, is resigning from the Company to pursue other opportunities. Mrs. Pietrantoni’s last day with the Company will be November 26, 2025. Her resignation is not the result of any dispute or disagreement with the Company on any matter relating to the Company’s operations, policies or practices.Upon Mrs. Pietrantoni’s departure, Timothy K. Fitzgerald, the Company’s Vice President and Chief Financial Officer, will assume the role of the Company’s Principal Accounting Officer on an interim basis.Declared Dividend • Nov 03Third quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th December 2025 Payment date: 2nd January 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: US$10.67 (vs US$13.79 in 3Q 2024)Third quarter 2025 results: EPS: US$10.67 (down from US$13.79 in 3Q 2024). Revenue: US$690.3m (down 4.8% from 3Q 2024). Net income: US$99.9m (down 24% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31NewMarket Corporation Declares Increased Quarterly Dividend on the Common Stock, Payable January 2, 2026The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $3.00 per share on the common stock of the Corporation, an increase of $0.25 as compared to the last quarterly dividend of $2.75 per share. The increase represents an approximate 9% increase over the current dividend. The dividend is payable January 2, 2026, to NewMarket shareholders of record at the close of business on December 15, 2025.お知らせ • Oct 03NewMarket Corporation to Report Q3, 2025 Results on Oct 30, 2025NewMarket Corporation announced that they will report Q3, 2025 results After-Market on Oct 30, 2025分析記事 • Sep 27NewMarket (NYSE:NEU) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Sep 18NewMarket Corporation (NYSE:NEU) entered into a definitive agreement to acquire Calca Solutions, LLC from AE Industrial Partners, LP.NewMarket Corporation (NYSE:NEU) entered into a definitive agreement to acquire Calca Solutions, LLC from AE Industrial Partners, LP on September 17, 2025. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The transaction is expected to close in 2025, subject to the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.Upcoming Dividend • Sep 08Upcoming dividend of US$2.75 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).Declared Dividend • Aug 11Second quarter dividend of US$2.75 announcedShareholders will receive a dividend of US$2.75. Ex-date: 15th September 2025 Payment date: 1st October 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 08Newmarket Corporation Declares Quarterly Dividend, Payable on October 1, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation. The dividend is payable October 1, 2025, to NewMarket shareholders of record at the close of business on September 15, 2025.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$11.84 (vs US$11.63 in 2Q 2024)Second quarter 2025 results: EPS: US$11.84 (up from US$11.63 in 2Q 2024). Revenue: US$698.5m (down 1.7% from 2Q 2024). Net income: US$111.2m (flat on 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.お知らせ • Jul 02NewMarket Corporation to Report Q2, 2025 Results on Jul 30, 2025NewMarket Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Upcoming Dividend • Jun 09Upcoming dividend of US$2.75 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).Declared Dividend • Apr 28First quarter dividend of US$2.75 announcedShareholders will receive a dividend of US$2.75. Ex-date: 16th June 2025 Payment date: 1st July 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25NewMarket Corporation Announces Second Quarterly Dividend, Payable July 1, 2025The Board of Directors of NewMarket Corporation declared a second quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation. The dividend is payable July 1, 2025, to NewMarket shareholders of record at the close of business on June 16, 2025.Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$13.26 (vs US$11.23 in 1Q 2024)First quarter 2025 results: EPS: US$13.26 (up from US$11.23 in 1Q 2024). Revenue: US$700.9m (flat on 1Q 2024). Net income: US$125.9m (up 17% from 1Q 2024). Profit margin: 18% (up from 15% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01NewMarket Corporation to Report Q1, 2025 Results on Apr 23, 2025NewMarket Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Mar 13NewMarket Corporation, Annual General Meeting, Apr 24, 2025NewMarket Corporation, Annual General Meeting, Apr 24, 2025. Location: the foundry building, 500 tredegar st., virginia 23219, richmond United StatesDeclared Dividend • Mar 03Fourth quarter dividend increased to US$2.75Dividend of US$2.75 is 10% higher than last year. Ex-date: 17th March 2025 Payment date: 1st April 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 28NewMarket Corporation Increases Quarterly Dividend, Payable on April 1, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation, an increase of $0.25, or 10%, as compared to the last quarterly dividend of $2.50 per share. The dividend is payable April 1, 2025, to NewMarket shareholders of record at the close of business on March 17, 2025.Seeking Alpha • Feb 13NewMarket: Now Trading At A 10% Free Cash Flow YieldSummary NewMarket's 2024 performance exceeded expectations with strong petroleum additives results, reducing net debt significantly post-AMPAC acquisition. Full-year operating profit rose by 19%, net profit increased to $462M, and EPS jumped to $48.22. The company generated robust free cash flow of $492M, aiding rapid debt reduction. Net debt to EBITDA ratio improved to less than 1.2. Management anticipates continued strength in petroleum additives and specialty materials segments, aiming to slash net debt below $500M by year-end 2025. Read the full article on Seeking AlphaReported Earnings • Feb 04Full year 2024 earnings released: EPS: US$48.22 (vs US$40.44 in FY 2023)Full year 2024 results: EPS: US$48.22 (up from US$40.44 in FY 2023). Revenue: US$2.79b (up 3.3% from FY 2023). Net income: US$462.4m (up 19% from FY 2023). Profit margin: 17% (up from 14% in FY 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 04NewMarket Corporation to Report Q4, 2024 Results on Feb 03, 2025NewMarket Corporation announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2025お知らせ • Dec 17NewMarket Corporation Announces the Election of Bryce D. Jewett III as Executive Vice President and General Counsel, Effective January 1, 2025NewMarket Corporation announced that Bryce D. Jewett III has been elected Executive Vice President and General Counsel, effective January 1, 2025. He had previously been serving as Vice President and General Counsel of the Company. Prior to joining the Company in 2020, Mr. Jewett was a Partner at McGuireWoods LLP where his practice focused on Mergers and Acquisitions.お知らせ • Dec 13NewMarket Corporation (NYSE:NEU) announces an Equity Buyback for $500 million worth of its shares.NewMarket Corporation (NYSE:NEU) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The repurchase program will expire on December 31, 2027.Upcoming Dividend • Dec 09Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 02 January 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (2.0%).Declared Dividend • Oct 28Third quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 16th December 2024 Payment date: 2nd January 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Oct 25NewMarket Corporation Declares Quarterly Dividend, Payable on January 2, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend of $2.50 per share of the Company’s common stock, payable on January 2, 2025, to Company shareholders of record at the close of business on December 16, 2024.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$13.79 (vs US$11.60 in 3Q 2023)Third quarter 2024 results: EPS: US$13.79 (up from US$11.60 in 3Q 2023). Revenue: US$724.9m (up 8.7% from 3Q 2023). Net income: US$132.3m (up 19% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 08NewMarket: Accelerating EBITDA After M&A CompletionSummary NewMarket's strong cash flows and low capex have enabled rapid net debt reduction, despite the all-cash AMPAC acquisition impacting net debt levels. The company reported a net profit of $111.6M in Q2, with an EPS of $11.63, and expects continued strong performance from petroleum additives and AMPAC. NewMarket's debt ratio is already at the lower end of its preferred range, with a positive working capital position of approximately $700M. With a market cap of $5B and an EV/EBITDA multiple of around 8.4, NewMarket's current share price is increasingly attractive for investment. Read the full article on Seeking Alphaお知らせ • Oct 04NewMarket Corporation Announces Chief Financial Officer ChangesNewMarket Corporation announced that William J. Skrobacz is stepping down from his role as Chief Financial Officer of the Company effective December 31, 2024, as he intends to retire from the Company in 2025. Since joining the Company over 13 years ago, Mr. Skrobacz has served in a variety of finance and accounting roles of increasing responsibility, culminating in his appointment as Vice President and Chief Financial Officer in January 2023. Prior to becoming Vice President and Chief Financial Officer, Mr. Skrobacz’s roles included: Senior Manager, Business Assurance, Controller Designate and Principal Accounting Officer and Controller. The Company also announced that Timothy K. Fitzgerald will succeed Mr. Skrobacz as Chief Financial Officer, effective January 1, 2025. Mr. Fitzgerald, age 47, joined the Company approximately 10 years ago as Operations Finance Director, and he has over 20 years of finance and accounting experience. He was appointed as the Company’s Treasurer and Finance Director in January of 2024.お知らせ • Oct 01NewMarket Corporation to Report Q3, 2024 Results on Oct 23, 2024NewMarket Corporation announced that they will report Q3, 2024 results After-Market on Oct 23, 2024Upcoming Dividend • Sep 09Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 01 October 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.0%).Recent Insider Transactions • Aug 15Insider recently sold US$691k worth of stockOn the 9th of August, Bruce Hazelgrove sold around 1k shares on-market at roughly US$544 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.6m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 12Insider notifies of intention to sell stockBruce Hazelgrove intends to sell 1k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of August. If the sale is conducted around the recent share price of US$544, it would amount to US$691k. Since March 2024, Bruce has owned 233.47k shares directly. Company insiders have collectively sold US$4.9m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Aug 12Second quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 16th September 2024 Payment date: 1st October 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 09NewMarket Corporation Declares Quarterly Dividend, Payable on October 1, 2024Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation. The dividend is payable October 1, 2024, to the company shareholders of record at the close of business on September 16, 2024.Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$11.63 (vs US$10.37 in 2Q 2023)Second quarter 2024 results: EPS: US$11.63 (up from US$10.37 in 2Q 2023). Revenue: US$710.2m (up 3.7% from 2Q 2023). Net income: US$111.6m (up 12% from 2Q 2023). Profit margin: 16% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 02NewMarket Corporation to Report Q2, 2024 Results on Jul 29, 2024NewMarket Corporation announced that they will report Q2, 2024 results After-Market on Jul 29, 2024Seeking Alpha • Jun 20NewMarket Corporation: Surprisingly Strong Start Of The Year Despite Expensive AcquisitionSummary NewMarket owns Afton Chemical and Ethyl Corp., with strong earnings growth in the first quarter of the year. Operating profit in the specialty materials division was negative due to non-recurring items related to the AMPAC acquisition. Despite the operating loss, NewMarket's strong cash flow and potential debt reduction make it an attractive investment opportunity. Read the full article on Seeking AlphaUpcoming Dividend • Jun 07Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (1.9%).Declared Dividend • Apr 29First quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 14th June 2024 Payment date: 1st July 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.お知らせ • Apr 27NewMarket Corporation Declares Quarterly Dividend, Payable on July 1, 2024The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation. The dividend is payable July 1, 2024 to NewMarket shareholders of record at the close of business on June 14, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$11.23 (vs US$10.09 in 1Q 2023)First quarter 2024 results: EPS: US$11.23 (up from US$10.09 in 1Q 2023). Revenue: US$696.7m (flat on 1Q 2023). Net income: US$107.7m (up 11% from 1Q 2023). Profit margin: 16% (up from 14% in 1Q 2023). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.New Risk • Apr 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.2% per year for the foreseeable future. Minor Risks High level of debt (49% net debt to equity). Significant insider selling over the past 3 months (US$5.2m sold).お知らせ • Mar 29NewMarket Corporation to Report Q1, 2024 Results on Apr 24, 2024NewMarket Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024お知らせ • Mar 12NewMarket Corporation, Annual General Meeting, Apr 25, 2024NewMarket Corporation, Annual General Meeting, Apr 25, 2024, at 10:00 Eastern Daylight. Location: The Foundry Building, 500 Tredegar St., Richmond Richmond Virginia United States Agenda: To elect each of the seven director nominees named in this proxy statement for a one-year term or until his or her successor is duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as NewMarket’s independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider and act on an advisory vote regarding the approval of the compensation paid to certain executive officers; and to consider other matters.Recent Insider Transactions • Mar 08Chairman recently sold US$2.9m worth of stockOn the 4th of March, Thomas Gottwald sold around 4k shares on-market at roughly US$646 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.Upcoming Dividend • Mar 07Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 01 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).Declared Dividend • Feb 26Fourth quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 14th March 2024 Payment date: 1st April 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 23NewMarket Corporation Declares Quarterly Dividend, Payable on April 1, 2024The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation, an increase of $0.25, or approximately 11%, as compared to the last quarterly dividend of $2.25 per share. The dividend is payable on April 1, 2024, to company's shareholders of record at the close of business on March 15, 2024.Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$40.44 (vs US$27.77 in FY 2022)Full year 2023 results: EPS: US$40.44 (up from US$27.77 in FY 2022). Revenue: US$2.70b (down 2.4% from FY 2022). Net income: US$388.9m (up 40% from FY 2022). Profit margin: 14% (up from 10% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 17NewMarket Corporation (NYSE:NEU) completed the acquisition of American Pacific Corporation from AE Industrial Partners, LP.NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation from AE Industrial Partners, LP for approximately $700 million on December 1, 2023. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The closing is conditioned upon the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The Purchase Agreement and the Acquisition have been approved by the NewMarket’s board of directors and do not require the approval of the NewMarket’s shareholders. The transaction is expected to close during the first quarter of 2024. Matthew Arenson, Jeffrey Swatzell, Andrew Struckmeyer, Doug Gessner, Jeremy Liss, Rachel Cantor, Steven Cantor, Aaron Lorber, Jeffrey Seroogy, Jeffrey Quinn, Joshua Faulkner, Michael Falk, Jabir Yusoff, Sydney Jones, Christian Semonsen, Boyd Greene, Mario Mancuso, Luci Hague, Michelle Kilkenney, Carolyn Aiken, Mike Thorpe, Scott Scheele, Mark Gardner and Donna Peel of Kirkland & Ellis LLP acted as legal advisors to AE Industrial Partners and American Pacific Corporation.NewMarket Corporation (NYSE:NEU) completed the acquisition of American Pacific Corporation from AE Industrial Partners, LP on January 16, 2024. AMPAC will be managed as a separate business segment and not a part of our petroleum additives segment. AMPAC will be accretive to net income in 2024.Seeking Alpha • Jan 11NewMarket: A Strong 2023 But Not Enough Details On A Recent AcquisitionSummary NewMarket's share price has increased by approximately 50% since January 2021, outperforming the S&P 500. The company's strong financial results and expanding margins have contributed to its share price performance. Details of NewMarket's acquisition of AMPAC are not yet fully disclosed, making it difficult to assess its impact on the company's financials. Read the full article on Seeking Alphaお知らせ • Dec 30NewMarket Corporation to Report Q4, 2023 Results on Jan 31, 2024NewMarket Corporation announced that they will report Q4, 2023 results After-Market on Jan 31, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$2.25 per share at 1.7% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 02 January 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).お知らせ • Dec 05NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation for approximately $700 million.NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation for approximately $700 million on December 1, 2023. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The closing is conditioned upon the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The Purchase Agreement and the Acquisition have been approved by the NewMarket’s board of directors and do not require the approval of the NewMarket’s shareholders. The transaction is expected to close during the first quarter of 2024.お知らせ • Oct 27+ 1 more updateNewMarket Corporation Announces the Election of Lilo Simmons Ukrop as DirectorNewMarket Corporation announced that Lilo Simmons Ukrop has been elected to the Board of Directors, effective October 26, 2023. Ms. Ukrop received a B.S. in Mechanical Engineering from Tulane University and a M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia. She has been teaching Reading Seminars in Management at the Darden School of Business for the past seven years. She began her career as a reservoir engineer at Exxon, developing models to predict the fluid flow of a reservoir and forecasting the economic viability. Ms. Ukrop also worked as a Market Development Manager at Tredegar Corporation, as well as an Operations Manager at McIlhenny Company – a business owned by her family that is the manufacturer of Tabasco Brand Pepper Sauce. Ms. Ukrop also joins the Board’s Nominating & Corporate Governance Committee and its Compensation Committee. She is expected to stand for election at the 2024 Annual Meeting of NewMarket shareholders.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$11.60 (vs US$6.32 in 3Q 2022)Third quarter 2023 results: EPS: US$11.60 (up from US$6.32 in 3Q 2022). Revenue: US$667.2m (down 4.2% from 3Q 2022). Net income: US$111.2m (up 77% from 3Q 2022). Profit margin: 17% (up from 9.1% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.株主還元NEUUS ChemicalsUS 市場7D4.7%3.5%4.0%1Y20.5%9.6%20.7%株主還元を見る業界別リターン: NEU過去 1 年間で9.6 % の収益を上げたUS Chemicals業界を上回りました。リターン対市場: NEUは、過去 1 年間で20.7 % のリターンをもたらしたUSマーケットと一致しました。価格変動Is NEU's price volatile compared to industry and market?NEU volatilityNEU Average Weekly Movement4.5%Chemicals Industry Average Movement5.8%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: NEU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NEUの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18872,050Teddy Gottwaldwww.newmarket.comニューマーケット・コーポレーションは子会社を通じて、主に石油添加剤の製造・販売を行っている。エンジンオイル、トランスミッション液、オフロードパワートレイン・油圧システム、ギアオイル、油圧オイル、タービンオイル、その他金属対金属の可動部品が使用される用途を含む、様々な車両および産業用途に使用される潤滑油添加剤、乗用車、オートバイ、オンロードおよびオフロードの大型商用機器、機関車、外航船舶のエンジン用に設計されたエンジンオイル添加剤を提供している；トランスミッション液、アクスル液、オフロードパワートレイン液などの製品向けに設計された駆動系添加剤、油圧作動油、グリース、工業用ギア液、タービン油からなる工業用特殊用途製品向けに設計された工業用添加剤。また、石油精製プロセスやガソリン、ディーゼル、バイオ燃料、その他の燃料の性能を向上させるために使用される燃料添加剤も、産業界、政府機関、相手先商標製品メーカー、個人顧客に提供している。また、アンチノック・コンパウンドのマーケティング、受託製造および関連サービス、バージニア州の不動産の所有・管理も行っている。同社は北米、中南米、アジア太平洋、欧州、中東、アフリカ、インド、および国際的に事業を展開している。ニューマーケット社は1887年に設立され、バージニア州リッチモンドに本社を置いている。もっと見るNewMarket Corporation 基礎のまとめNewMarket の収益と売上を時価総額と比較するとどうか。NEU 基礎統計学時価総額US$8.21b収益（TTM）US$431.67m売上高(TTM)US$2.74b19.0xPER（株価収益率3.0xP/SレシオNEU は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NEU 損益計算書（TTM）収益US$2.74b売上原価US$1.88b売上総利益US$863.73mその他の費用US$432.06m収益US$431.67m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）46.94グロス・マージン31.49%純利益率15.74%有利子負債／自己資本比率46.5%NEU の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り25%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 19:54終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NewMarket Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Ivan MarcuseKeyBanc Capital Markets Inc.Dmitry SilversteynLongbow Research LLCSaul LudwigNorthcoast Research1 その他のアナリストを表示
Reported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$14.54 (vs US$11.84 in 2Q 2025)Second quarter 2026 results: EPS: US$14.54 (up from US$11.84 in 2Q 2025). Revenue: US$747.1m (up 7.0% from 2Q 2025). Net income: US$133.8m (up 21% from 2Q 2025). Profit margin: 18% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
ライブニュース • Jul 30NewMarket Reports Strong Earnings and Expands Specialty Materials Capacity for 2026NewMarket reported strong second quarter and first half 2026 results, with higher net income and operating profit than a year ago, and said it is expanding specialty materials capacity in ammonium perchlorates and high purity hydrazine, with extra output targeted by the end of 2026. The company linked better operating profit in its petroleum additives segment to surcharges that were put in place to cover higher costs tied to supply chain disruptions in the Middle East, highlighting pricing as a key lever in current conditions. NewMarket shares trade at $787.62, with the stock up 14.5% year to date, suggesting the market has been receptive to recent company updates. The combination of stronger recent results and committed spending on additional specialty materials capacity indicates a business leaning more heavily into these higher-spec products. The use of surcharges in additives shows management is willing to adjust pricing when input costs shift.
お知らせ • Jul 14NewMarket Corporation to Report Q2, 2026 Results on Jul 29, 2026NewMarket Corporation announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
分析記事 • Jun 21NewMarket (NEU) Stock Could Be 43.1% Below Fair Value After Recent Price MovesNewMarket (NEU) has drawn fresh attention after recent share price moves, with the stock last closing at $780.18. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for NewMarket. At the current share price of $780.18, NewMarket’s recent 1 day share price gain of 2.2% comes after a 7 day pullback. However, the 90 day share price return of 26.6% and 1 year total shareholder return of 21.8% indicate that momentum has been...
Upcoming Dividend • Jun 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).
Seeking Alpha • Jun 05NewMarket: Still Attractive After Its Share Price RunSummary NewMarket continues to deliver robust free cash flow, maintaining a ~7% yield despite a challenging market and a 7% volume drop in Q1. NEU's Q1 revenue fell 5% to $680M, but disciplined cost control limited gross profit impact. Q1 EPS was $12.62, down 5% year-over-year. Shareholder rewards were front-loaded with $28M in dividends and $125M in buybacks, but net debt remains manageable at $867M. I maintain a "buy" rating on NEU, citing resilient cash flow, attractive yield, and a strong balance sheet, despite rising interest expense risks. Read the full article on Seeking Alpha
Reported Earnings • Jul 31Second quarter 2026 earnings released: EPS: US$14.54 (vs US$11.84 in 2Q 2025)Second quarter 2026 results: EPS: US$14.54 (up from US$11.84 in 2Q 2025). Revenue: US$747.1m (up 7.0% from 2Q 2025). Net income: US$133.8m (up 21% from 2Q 2025). Profit margin: 18% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
ライブニュース • Jul 30NewMarket Reports Strong Earnings and Expands Specialty Materials Capacity for 2026NewMarket reported strong second quarter and first half 2026 results, with higher net income and operating profit than a year ago, and said it is expanding specialty materials capacity in ammonium perchlorates and high purity hydrazine, with extra output targeted by the end of 2026. The company linked better operating profit in its petroleum additives segment to surcharges that were put in place to cover higher costs tied to supply chain disruptions in the Middle East, highlighting pricing as a key lever in current conditions. NewMarket shares trade at $787.62, with the stock up 14.5% year to date, suggesting the market has been receptive to recent company updates. The combination of stronger recent results and committed spending on additional specialty materials capacity indicates a business leaning more heavily into these higher-spec products. The use of surcharges in additives shows management is willing to adjust pricing when input costs shift.
お知らせ • Jul 14NewMarket Corporation to Report Q2, 2026 Results on Jul 29, 2026NewMarket Corporation announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
分析記事 • Jun 21NewMarket (NEU) Stock Could Be 43.1% Below Fair Value After Recent Price MovesNewMarket (NEU) has drawn fresh attention after recent share price moves, with the stock last closing at $780.18. Investors are weighing this level against the company’s fundamentals and recent return profile. See our latest analysis for NewMarket. At the current share price of $780.18, NewMarket’s recent 1 day share price gain of 2.2% comes after a 7 day pullback. However, the 90 day share price return of 26.6% and 1 year total shareholder return of 21.8% indicate that momentum has been...
Upcoming Dividend • Jun 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 01 July 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.7%).
Seeking Alpha • Jun 05NewMarket: Still Attractive After Its Share Price RunSummary NewMarket continues to deliver robust free cash flow, maintaining a ~7% yield despite a challenging market and a 7% volume drop in Q1. NEU's Q1 revenue fell 5% to $680M, but disciplined cost control limited gross profit impact. Q1 EPS was $12.62, down 5% year-over-year. Shareholder rewards were front-loaded with $28M in dividends and $125M in buybacks, but net debt remains manageable at $867M. I maintain a "buy" rating on NEU, citing resilient cash flow, attractive yield, and a strong balance sheet, despite rising interest expense risks. Read the full article on Seeking Alpha
Declared Dividend • Apr 27First quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th June 2026 Payment date: 1st July 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25Newmarket Corporation Declares Dividend, Payable on July 1, 2026On April 23, 2026, NewMarket Corporation announced that the Company’s Board of Directors had declared a dividend of $3.00 per share of the Company’s common stock, payable on July 1, 2026, to Company shareholders of record at the close of business on June 15, 2026.
Reported Earnings • Apr 23First quarter 2026 earnings released: EPS: US$12.62 (vs US$13.26 in 1Q 2025)First quarter 2026 results: EPS: US$12.62 (down from US$13.26 in 1Q 2025). Revenue: US$669.7m (down 4.5% from 1Q 2025). Net income: US$118.1m (down 5.9% from 1Q 2025). Profit margin: 18% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 31NewMarket Corporation to Report Q1, 2026 Results on Apr 22, 2026NewMarket Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026
お知らせ • Mar 13NewMarket Corporation, Annual General Meeting, Apr 23, 2026NewMarket Corporation, Annual General Meeting, Apr 23, 2026. Location: the foundry building, 500 tredegar, st., richmond, virginia, United States
Declared Dividend • Mar 02Fourth quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 16th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 27+ 1 more updateNewmarket Corporation Elects Bruce R. Hazelgrove as Director, Effective February 26, 2026On February 26, 2026, the Board of Directors of NewMarket Corporation (the “Company”) elected Bruce R. Hazelgrove, III as a director on the Company’s Board, effective February 26, 2026. Mr. Hazelgrove currently serves as the Company’s Executive Vice President and Chief Administrative Officer. Mr. Hazelgrove will not receive any additional compensation for his service as director. Mr. Hazelgrove will serve on the Executive Committee. He will not serve on any of the Board’s other committees given that he does not qualify as independent due to his service as a Company officer.
お知らせ • Feb 20NewMarket Corporation Appoints Susan M. Ridlehoover as Principal Accounting Officer, Effective February 18, 2026On February 18, 2026, NewMarket Corporation appointed Susan M. Ridlehoover to serve as Principal Accounting Officer, effective February 18, 2026. Mrs. Ridlehoover, age 45, has over 20 years of accounting and finance experience and joined the Company as Controller in January 2026. Immediately prior to joining the Company, Mrs. Ridlehoover served as Senior Director, Corporate Controller at Sonoco Products Company Inc. (Sonoco). Mrs. Ridlehoover joined Sonoco in January 2023 and served in various roles leading Technical Accounting and Integration Management. Before joining Sonoco, Mrs. Ridlehoover served in a variety of accounting roles at Dominion Energy Inc. from 2015 to 2022. Mrs. Ridlehoover spent 10 years with Ernst & Young focusing on assurance services before transitioning to industry roles and is a licensed Certified Public Accountant in the Commonwealth of Virginia.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$44.44 (vs US$48.22 in FY 2024)Full year 2025 results: EPS: US$44.44 (down from US$48.22 in FY 2024). Revenue: US$2.73b (down 2.2% from FY 2024). Net income: US$418.7m (down 9.1% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year.
分析記事 • Jan 26Potential Upside For NewMarket Corporation (NYSE:NEU) Not Without RiskWith a price-to-earnings (or "P/E") ratio of 13.7x NewMarket Corporation ( NYSE:NEU ) may be sending bullish signals at...
お知らせ • Jan 16NewMarket Corporation to Report Q4, 2025 Results on Feb 11, 2026NewMarket Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
分析記事 • Dec 14NewMarket's (NYSE:NEU) Upcoming Dividend Will Be Larger Than Last Year'sNewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...
Upcoming Dividend • Dec 08Upcoming dividend of US$3.00 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.2%).
分析記事 • Nov 06NewMarket (NYSE:NEU) Is Increasing Its Dividend To $3.00NewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Nov 06Newmarket Corporation Announces Executive ChangesOn October 31, 2025, NewMarket Corporation (the Company) received notice that Ann P. Pietrantoni, the Company’s Controller and Principal Accounting Officer, is resigning from the Company to pursue other opportunities. Mrs. Pietrantoni’s last day with the Company will be November 26, 2025. Her resignation is not the result of any dispute or disagreement with the Company on any matter relating to the Company’s operations, policies or practices.Upon Mrs. Pietrantoni’s departure, Timothy K. Fitzgerald, the Company’s Vice President and Chief Financial Officer, will assume the role of the Company’s Principal Accounting Officer on an interim basis.
Declared Dividend • Nov 03Third quarter dividend of US$3.00 announcedShareholders will receive a dividend of US$3.00. Ex-date: 15th December 2025 Payment date: 2nd January 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: US$10.67 (vs US$13.79 in 3Q 2024)Third quarter 2025 results: EPS: US$10.67 (down from US$13.79 in 3Q 2024). Revenue: US$690.3m (down 4.8% from 3Q 2024). Net income: US$99.9m (down 24% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31NewMarket Corporation Declares Increased Quarterly Dividend on the Common Stock, Payable January 2, 2026The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $3.00 per share on the common stock of the Corporation, an increase of $0.25 as compared to the last quarterly dividend of $2.75 per share. The increase represents an approximate 9% increase over the current dividend. The dividend is payable January 2, 2026, to NewMarket shareholders of record at the close of business on December 15, 2025.
お知らせ • Oct 03NewMarket Corporation to Report Q3, 2025 Results on Oct 30, 2025NewMarket Corporation announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
分析記事 • Sep 27NewMarket (NYSE:NEU) Has A Rock Solid Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Sep 18NewMarket Corporation (NYSE:NEU) entered into a definitive agreement to acquire Calca Solutions, LLC from AE Industrial Partners, LP.NewMarket Corporation (NYSE:NEU) entered into a definitive agreement to acquire Calca Solutions, LLC from AE Industrial Partners, LP on September 17, 2025. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The transaction is expected to close in 2025, subject to the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.
Upcoming Dividend • Sep 08Upcoming dividend of US$2.75 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.9%).
Declared Dividend • Aug 11Second quarter dividend of US$2.75 announcedShareholders will receive a dividend of US$2.75. Ex-date: 15th September 2025 Payment date: 1st October 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 08Newmarket Corporation Declares Quarterly Dividend, Payable on October 1, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation. The dividend is payable October 1, 2025, to NewMarket shareholders of record at the close of business on September 15, 2025.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$11.84 (vs US$11.63 in 2Q 2024)Second quarter 2025 results: EPS: US$11.84 (up from US$11.63 in 2Q 2024). Revenue: US$698.5m (down 1.7% from 2Q 2024). Net income: US$111.2m (flat on 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 32% per year.
お知らせ • Jul 02NewMarket Corporation to Report Q2, 2025 Results on Jul 30, 2025NewMarket Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Upcoming Dividend • Jun 09Upcoming dividend of US$2.75 per shareEligible shareholders must have bought the stock before 16 June 2025. Payment date: 01 July 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).
Declared Dividend • Apr 28First quarter dividend of US$2.75 announcedShareholders will receive a dividend of US$2.75. Ex-date: 16th June 2025 Payment date: 1st July 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25NewMarket Corporation Announces Second Quarterly Dividend, Payable July 1, 2025The Board of Directors of NewMarket Corporation declared a second quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation. The dividend is payable July 1, 2025, to NewMarket shareholders of record at the close of business on June 16, 2025.
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$13.26 (vs US$11.23 in 1Q 2024)First quarter 2025 results: EPS: US$13.26 (up from US$11.23 in 1Q 2024). Revenue: US$700.9m (flat on 1Q 2024). Net income: US$125.9m (up 17% from 1Q 2024). Profit margin: 18% (up from 15% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01NewMarket Corporation to Report Q1, 2025 Results on Apr 23, 2025NewMarket Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Mar 13NewMarket Corporation, Annual General Meeting, Apr 24, 2025NewMarket Corporation, Annual General Meeting, Apr 24, 2025. Location: the foundry building, 500 tredegar st., virginia 23219, richmond United States
Declared Dividend • Mar 03Fourth quarter dividend increased to US$2.75Dividend of US$2.75 is 10% higher than last year. Ex-date: 17th March 2025 Payment date: 1st April 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 28NewMarket Corporation Increases Quarterly Dividend, Payable on April 1, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.75 per share on the common stock of the Corporation, an increase of $0.25, or 10%, as compared to the last quarterly dividend of $2.50 per share. The dividend is payable April 1, 2025, to NewMarket shareholders of record at the close of business on March 17, 2025.
Seeking Alpha • Feb 13NewMarket: Now Trading At A 10% Free Cash Flow YieldSummary NewMarket's 2024 performance exceeded expectations with strong petroleum additives results, reducing net debt significantly post-AMPAC acquisition. Full-year operating profit rose by 19%, net profit increased to $462M, and EPS jumped to $48.22. The company generated robust free cash flow of $492M, aiding rapid debt reduction. Net debt to EBITDA ratio improved to less than 1.2. Management anticipates continued strength in petroleum additives and specialty materials segments, aiming to slash net debt below $500M by year-end 2025. Read the full article on Seeking Alpha
Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$48.22 (vs US$40.44 in FY 2023)Full year 2024 results: EPS: US$48.22 (up from US$40.44 in FY 2023). Revenue: US$2.79b (up 3.3% from FY 2023). Net income: US$462.4m (up 19% from FY 2023). Profit margin: 17% (up from 14% in FY 2023). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 04NewMarket Corporation to Report Q4, 2024 Results on Feb 03, 2025NewMarket Corporation announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 03, 2025
お知らせ • Dec 17NewMarket Corporation Announces the Election of Bryce D. Jewett III as Executive Vice President and General Counsel, Effective January 1, 2025NewMarket Corporation announced that Bryce D. Jewett III has been elected Executive Vice President and General Counsel, effective January 1, 2025. He had previously been serving as Vice President and General Counsel of the Company. Prior to joining the Company in 2020, Mr. Jewett was a Partner at McGuireWoods LLP where his practice focused on Mergers and Acquisitions.
お知らせ • Dec 13NewMarket Corporation (NYSE:NEU) announces an Equity Buyback for $500 million worth of its shares.NewMarket Corporation (NYSE:NEU) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its shares. The repurchase program will expire on December 31, 2027.
Upcoming Dividend • Dec 09Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 02 January 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.3%). In line with average of industry peers (2.0%).
Declared Dividend • Oct 28Third quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 16th December 2024 Payment date: 2nd January 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 25NewMarket Corporation Declares Quarterly Dividend, Payable on January 2, 2025The Board of Directors of NewMarket Corporation declared a quarterly dividend of $2.50 per share of the Company’s common stock, payable on January 2, 2025, to Company shareholders of record at the close of business on December 16, 2024.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$13.79 (vs US$11.60 in 3Q 2023)Third quarter 2024 results: EPS: US$13.79 (up from US$11.60 in 3Q 2023). Revenue: US$724.9m (up 8.7% from 3Q 2023). Net income: US$132.3m (up 19% from 3Q 2023). Profit margin: 18% (up from 17% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 08NewMarket: Accelerating EBITDA After M&A CompletionSummary NewMarket's strong cash flows and low capex have enabled rapid net debt reduction, despite the all-cash AMPAC acquisition impacting net debt levels. The company reported a net profit of $111.6M in Q2, with an EPS of $11.63, and expects continued strong performance from petroleum additives and AMPAC. NewMarket's debt ratio is already at the lower end of its preferred range, with a positive working capital position of approximately $700M. With a market cap of $5B and an EV/EBITDA multiple of around 8.4, NewMarket's current share price is increasingly attractive for investment. Read the full article on Seeking Alpha
お知らせ • Oct 04NewMarket Corporation Announces Chief Financial Officer ChangesNewMarket Corporation announced that William J. Skrobacz is stepping down from his role as Chief Financial Officer of the Company effective December 31, 2024, as he intends to retire from the Company in 2025. Since joining the Company over 13 years ago, Mr. Skrobacz has served in a variety of finance and accounting roles of increasing responsibility, culminating in his appointment as Vice President and Chief Financial Officer in January 2023. Prior to becoming Vice President and Chief Financial Officer, Mr. Skrobacz’s roles included: Senior Manager, Business Assurance, Controller Designate and Principal Accounting Officer and Controller. The Company also announced that Timothy K. Fitzgerald will succeed Mr. Skrobacz as Chief Financial Officer, effective January 1, 2025. Mr. Fitzgerald, age 47, joined the Company approximately 10 years ago as Operations Finance Director, and he has over 20 years of finance and accounting experience. He was appointed as the Company’s Treasurer and Finance Director in January of 2024.
お知らせ • Oct 01NewMarket Corporation to Report Q3, 2024 Results on Oct 23, 2024NewMarket Corporation announced that they will report Q3, 2024 results After-Market on Oct 23, 2024
Upcoming Dividend • Sep 09Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 16 September 2024. Payment date: 01 October 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.0%).
Recent Insider Transactions • Aug 15Insider recently sold US$691k worth of stockOn the 9th of August, Bruce Hazelgrove sold around 1k shares on-market at roughly US$544 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.6m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 12Insider notifies of intention to sell stockBruce Hazelgrove intends to sell 1k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of August. If the sale is conducted around the recent share price of US$544, it would amount to US$691k. Since March 2024, Bruce has owned 233.47k shares directly. Company insiders have collectively sold US$4.9m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Aug 12Second quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 16th September 2024 Payment date: 1st October 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 09NewMarket Corporation Declares Quarterly Dividend, Payable on October 1, 2024Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation. The dividend is payable October 1, 2024, to the company shareholders of record at the close of business on September 16, 2024.
Reported Earnings • Jul 30Second quarter 2024 earnings released: EPS: US$11.63 (vs US$10.37 in 2Q 2023)Second quarter 2024 results: EPS: US$11.63 (up from US$10.37 in 2Q 2023). Revenue: US$710.2m (up 3.7% from 2Q 2023). Net income: US$111.6m (up 12% from 2Q 2023). Profit margin: 16% (up from 14% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 02NewMarket Corporation to Report Q2, 2024 Results on Jul 29, 2024NewMarket Corporation announced that they will report Q2, 2024 results After-Market on Jul 29, 2024
Seeking Alpha • Jun 20NewMarket Corporation: Surprisingly Strong Start Of The Year Despite Expensive AcquisitionSummary NewMarket owns Afton Chemical and Ethyl Corp., with strong earnings growth in the first quarter of the year. Operating profit in the specialty materials division was negative due to non-recurring items related to the AMPAC acquisition. Despite the operating loss, NewMarket's strong cash flow and potential debt reduction make it an attractive investment opportunity. Read the full article on Seeking Alpha
Upcoming Dividend • Jun 07Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.7%). In line with average of industry peers (1.9%).
Declared Dividend • Apr 29First quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 14th June 2024 Payment date: 1st July 2024 Dividend yield will be 1.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 75% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Apr 27NewMarket Corporation Declares Quarterly Dividend, Payable on July 1, 2024The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation. The dividend is payable July 1, 2024 to NewMarket shareholders of record at the close of business on June 14, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$11.23 (vs US$10.09 in 1Q 2023)First quarter 2024 results: EPS: US$11.23 (up from US$10.09 in 1Q 2023). Revenue: US$696.7m (flat on 1Q 2023). Net income: US$107.7m (up 11% from 1Q 2023). Profit margin: 16% (up from 14% in 1Q 2023). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Chemicals industry in the US are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.2% per year for the foreseeable future. Minor Risks High level of debt (49% net debt to equity). Significant insider selling over the past 3 months (US$5.2m sold).
お知らせ • Mar 29NewMarket Corporation to Report Q1, 2024 Results on Apr 24, 2024NewMarket Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024
お知らせ • Mar 12NewMarket Corporation, Annual General Meeting, Apr 25, 2024NewMarket Corporation, Annual General Meeting, Apr 25, 2024, at 10:00 Eastern Daylight. Location: The Foundry Building, 500 Tredegar St., Richmond Richmond Virginia United States Agenda: To elect each of the seven director nominees named in this proxy statement for a one-year term or until his or her successor is duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as NewMarket’s independent registered public accounting firm for the fiscal year ending December 31, 2024; to consider and act on an advisory vote regarding the approval of the compensation paid to certain executive officers; and to consider other matters.
Recent Insider Transactions • Mar 08Chairman recently sold US$2.9m worth of stockOn the 4th of March, Thomas Gottwald sold around 4k shares on-market at roughly US$646 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Thomas' only on-market trade for the last 12 months.
Upcoming Dividend • Mar 07Upcoming dividend of US$2.50 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 01 April 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).
Declared Dividend • Feb 26Fourth quarter dividend of US$2.50 announcedShareholders will receive a dividend of US$2.50. Ex-date: 14th March 2024 Payment date: 1st April 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 23NewMarket Corporation Declares Quarterly Dividend, Payable on April 1, 2024The Board of Directors of NewMarket Corporation declared a quarterly dividend in the amount of $2.50 per share on the common stock of the Corporation, an increase of $0.25, or approximately 11%, as compared to the last quarterly dividend of $2.25 per share. The dividend is payable on April 1, 2024, to company's shareholders of record at the close of business on March 15, 2024.
Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$40.44 (vs US$27.77 in FY 2022)Full year 2023 results: EPS: US$40.44 (up from US$27.77 in FY 2022). Revenue: US$2.70b (down 2.4% from FY 2022). Net income: US$388.9m (up 40% from FY 2022). Profit margin: 14% (up from 10% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 17NewMarket Corporation (NYSE:NEU) completed the acquisition of American Pacific Corporation from AE Industrial Partners, LP.NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation from AE Industrial Partners, LP for approximately $700 million on December 1, 2023. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The closing is conditioned upon the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The Purchase Agreement and the Acquisition have been approved by the NewMarket’s board of directors and do not require the approval of the NewMarket’s shareholders. The transaction is expected to close during the first quarter of 2024. Matthew Arenson, Jeffrey Swatzell, Andrew Struckmeyer, Doug Gessner, Jeremy Liss, Rachel Cantor, Steven Cantor, Aaron Lorber, Jeffrey Seroogy, Jeffrey Quinn, Joshua Faulkner, Michael Falk, Jabir Yusoff, Sydney Jones, Christian Semonsen, Boyd Greene, Mario Mancuso, Luci Hague, Michelle Kilkenney, Carolyn Aiken, Mike Thorpe, Scott Scheele, Mark Gardner and Donna Peel of Kirkland & Ellis LLP acted as legal advisors to AE Industrial Partners and American Pacific Corporation.NewMarket Corporation (NYSE:NEU) completed the acquisition of American Pacific Corporation from AE Industrial Partners, LP on January 16, 2024. AMPAC will be managed as a separate business segment and not a part of our petroleum additives segment. AMPAC will be accretive to net income in 2024.
Seeking Alpha • Jan 11NewMarket: A Strong 2023 But Not Enough Details On A Recent AcquisitionSummary NewMarket's share price has increased by approximately 50% since January 2021, outperforming the S&P 500. The company's strong financial results and expanding margins have contributed to its share price performance. Details of NewMarket's acquisition of AMPAC are not yet fully disclosed, making it difficult to assess its impact on the company's financials. Read the full article on Seeking Alpha
お知らせ • Dec 30NewMarket Corporation to Report Q4, 2023 Results on Jan 31, 2024NewMarket Corporation announced that they will report Q4, 2023 results After-Market on Jan 31, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$2.25 per share at 1.7% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 02 January 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).
お知らせ • Dec 05NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation for approximately $700 million.NewMarket Corporation (NYSE:NEU) entered into a definitive purchase agreement to acquire American Pacific Corporation for approximately $700 million on December 1, 2023. NewMarket expects to finance the acquisition with available cash and borrowings under its revolving credit facility. The closing is conditioned upon the satisfaction or waiver of customary closing conditions, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. The Purchase Agreement and the Acquisition have been approved by the NewMarket’s board of directors and do not require the approval of the NewMarket’s shareholders. The transaction is expected to close during the first quarter of 2024.
お知らせ • Oct 27+ 1 more updateNewMarket Corporation Announces the Election of Lilo Simmons Ukrop as DirectorNewMarket Corporation announced that Lilo Simmons Ukrop has been elected to the Board of Directors, effective October 26, 2023. Ms. Ukrop received a B.S. in Mechanical Engineering from Tulane University and a M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia. She has been teaching Reading Seminars in Management at the Darden School of Business for the past seven years. She began her career as a reservoir engineer at Exxon, developing models to predict the fluid flow of a reservoir and forecasting the economic viability. Ms. Ukrop also worked as a Market Development Manager at Tredegar Corporation, as well as an Operations Manager at McIlhenny Company – a business owned by her family that is the manufacturer of Tabasco Brand Pepper Sauce. Ms. Ukrop also joins the Board’s Nominating & Corporate Governance Committee and its Compensation Committee. She is expected to stand for election at the 2024 Annual Meeting of NewMarket shareholders.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$11.60 (vs US$6.32 in 3Q 2022)Third quarter 2023 results: EPS: US$11.60 (up from US$6.32 in 3Q 2022). Revenue: US$667.2m (down 4.2% from 3Q 2022). Net income: US$111.2m (up 77% from 3Q 2022). Profit margin: 17% (up from 9.1% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
