View ValuationUnited States Lime & Minerals 향후 성장Future 기준 점검 1/6United States Lime & Minerals의 수익이 증가할 것으로 예상됨입니다.핵심 정보n/a이익 성장률n/aEPS 성장률Basic Materials 이익 성장12.7%매출 성장률14.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트02 Mar 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • May 17Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.1%).Declared Dividend • May 03First quarter dividend of US$0.06 announcedDividend of US$0.06 is the same as last year. Ex-date: 22nd May 2026 Payment date: 12th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.공시 • May 01United States Lime & Minerals, Inc. announces Quarterly dividend, payable on June 12, 2026United States Lime & Minerals, Inc. announced Quarterly dividend of USD 0.0600 per share payable on June 12, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.공시 • Mar 30United States Lime & Minerals, Inc., Annual General Meeting, May 01, 2026United States Lime & Minerals, Inc., Annual General Meeting, May 01, 2026. Location: at the residence inn dallas by the galleria, 5460 james temple drive, dallas, texas 75240, United StatesBuy Or Sell Opportunity • Mar 05Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at US$121. The fair value is estimated to be US$159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 34%.Declared Dividend • Feb 05Fourth quarter dividend of US$0.06 announcedDividend of US$0.06 is the same as last year. Ex-date: 20th February 2026 Payment date: 13th March 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$4.69 (vs US$3.81 in FY 2024)Full year 2025 results: EPS: US$4.69 (up from US$3.81 in FY 2024). Revenue: US$372.7m (up 17% from FY 2024). Net income: US$134.3m (up 23% from FY 2024). Profit margin: 36% (up from 34% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 03United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 13, 2026United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on March 13, 2026 to shareholders of record at the close of business on February 20, 2026.분석 기사 • Jan 29Shareholders Would Enjoy A Repeat Of United States Lime & Minerals' (NASDAQ:USLM) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Buy Or Sell Opportunity • Jan 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to US$128. The fair value is estimated to be US$162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 36%.분석 기사 • Jan 02Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buy Or Sell Opportunity • Dec 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.1% to US$125. The fair value is estimated to be US$163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 36%.분석 기사 • Dec 15A Look At The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$163 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Dec 11United States Lime & Minerals: Great Company, But No Margin Of SafetySummary United States Lime & Minerals (USLM) boasts strong fundamentals, resilient margins, no debt, and a robust cash-rich balance sheet, but current valuation is excessive. USLM's geographic advantage and diversified customer base have enabled stable performance despite industry cyclicality and intense competition. At $119/share and a ~27x P/E, USLM is priced for highly optimistic long-term growth, with little margin of safety for value-oriented investors. Valuation analyses (NAV, EPV, Franchise Value) indicate the market is overestimating USLM's sustainable growth, warranting caution for long-term buyers. Read the full article on Seeking AlphaUpcoming Dividend • Nov 16Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.0%).Declared Dividend • Nov 02Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.35 (vs US$1.17 in 3Q 2024)Third quarter 2025 results: EPS: US$1.35 (up from US$1.17 in 3Q 2024). Revenue: US$102.0m (up 14% from 3Q 2024). Net income: US$38.8m (up 16% from 3Q 2024). Profit margin: 38% (in line with 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 30United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 12, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on December 12, 2025 to shareholders of record at the close of business on November 21, 2025.분석 기사 • Oct 21United States Lime & Minerals, Inc. (NASDAQ:USLM) Not Lagging Market On Growth Or PricingUnited States Lime & Minerals, Inc.'s ( NASDAQ:USLM ) price-to-earnings (or "P/E") ratio of 30.9x might make it look...분석 기사 • Sep 25Is It Too Late To Consider Buying United States Lime & Minerals, Inc. (NASDAQ:USLM)?United States Lime & Minerals, Inc. ( NASDAQ:USLM ), might not be a large cap stock, but it saw a significant share...Recent Insider Transactions • Sep 08CEO, President & Director recently sold US$4.8m worth of stockOn the 4th of September, Timothy Byrne sold around 40k shares on-market at roughly US$121 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$11m.Recent Insider Transactions Derivative • Sep 04CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$121, it would amount to US$3.3m. For the year to December 2018, Timothy's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Timothy has owned 125.96k shares directly. Company insiders have collectively sold US$6.6m more than they bought, via options and on-market transactions in the last 12 months.분석 기사 • Aug 29Calculating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights Using the 2 Stage Free Cash Flow to Equity, United States Lime & Minerals fair value estimate is US$134...Upcoming Dividend • Aug 18Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$123, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Basic Materials industry in the US. Total returns to shareholders of 500% over the past three years.Declared Dividend • Aug 03Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 22nd August 2025 Payment date: 12th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 6%.Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.08 (up from US$0.91 in 2Q 2024). Revenue: US$91.5m (up 20% from 2Q 2024). Net income: US$30.8m (up 18% from 2Q 2024). Profit margin: 34% (in line with 2Q 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 6.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 31United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 12, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on September 12, 2025 to shareholders of record at the close of business on August 22, 2025.분석 기사 • Jul 11Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Jun 23Some Shareholders Feeling Restless Over United States Lime & Minerals, Inc.'s (NASDAQ:USLM) P/E RatioUnited States Lime & Minerals, Inc.'s ( NASDAQ:USLM ) price-to-earnings (or "P/E") ratio of 22.5x might make it look...Upcoming Dividend • May 19Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.0%).분석 기사 • May 18The Trend Of High Returns At United States Lime & Minerals (NASDAQ:USLM) Has Us Very InterestedWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Declared Dividend • May 04First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 23rd May 2025 Payment date: 13th June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$1.19 (vs US$0.79 in 1Q 2024)First quarter 2025 results: EPS: US$1.19 (up from US$0.79 in 1Q 2024). Revenue: US$91.3m (up 27% from 1Q 2024). Net income: US$34.1m (up 52% from 1Q 2024). Profit margin: 37% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 13, 2025The Board of Directors of United States Lime & Minerals, Inc. have declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on June 13, 2025 to shareholders of record at the close of business on May 23, 2025.분석 기사 • Apr 30When Should You Buy United States Lime & Minerals, Inc. (NASDAQ:USLM)?United States Lime & Minerals, Inc. ( NASDAQ:USLM ), might not be a large cap stock, but it saw a double-digit share...Seeking Alpha • Apr 02United States Lime & Minerals: Still Not Ready For An UpgradeSummary United States Lime & Minerals, Inc. operates in the lime and minerals industry, serving various sectors, and has shown impressive financial growth despite reduced output. The company boasts no debt and a net cash position of $278 million, but its stock is currently fairly valued, justifying a "hold" rating. Revenue and profits have increased due to higher pricing, not higher output, with significant growth in net income and cash flows. Tariffs may indirectly impact demand in the construction sector, but the company's strong balance sheet and resilience make USLM stock worth monitoring for a potential entry point. Read the full article on Seeking Alpha공시 • Mar 31United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2025United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2025. Location: residence inn dallas by the galleria, 5460 james temple drive, texas 75240., dallas United States분석 기사 • Mar 25Here's Why We Think United States Lime & Minerals (NASDAQ:USLM) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Feb 28Now 22% overvaluedOver the last 90 days, the stock has fallen 39% to US$93.85. The fair value is estimated to be US$76.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.Recent Insider Transactions • Feb 27Independent Director recently sold US$299k worth of stockOn the 24th of February, Sandra Duhe sold around 3k shares on-market at roughly US$94.61 per share. This transaction amounted to 60% 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$11m more than they bought in the last 12 months.Declared Dividend • Feb 06Fourth quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 21st February 2025 Payment date: 14th March 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$3.81 (vs US$2.62 in FY 2023)Full year 2024 results: EPS: US$3.81 (up from US$2.62 in FY 2023). Revenue: US$317.7m (up 13% from FY 2023). Net income: US$108.8m (up 46% from FY 2023). Profit margin: 34% (up from 27% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 04United States Lime & Minerals, Inc Declares Quarterly Cash Dividend, Payable on March 14, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared an increased regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on March 14, 2025 to shareholders of record at the close of business on February 21, 2025.Buy Or Sell Opportunity • Jan 31Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to US$111. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 36%.분석 기사 • Jan 28United States Lime & Minerals, Inc.'s (NASDAQ:USLM) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 32.7x United States Lime & Minerals, Inc. ( NASDAQ:USLM ) may be sending...분석 기사 • Jan 10Estimating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights The projected fair value for United States Lime & Minerals is US$139 based on 2 Stage Free Cash Flow to...Seeking Alpha • Jan 09United States Lime & Minerals: Brilliant Execution But Still Too Expensive For MeSummary United States Lime & Minerals remains expensive despite strong financial performance and a robust balance sheet, trading at 35 times earnings. The company reported a significant increase in gross profit and net income in 2024, with a net income of $81.8M and EPS of $2.86. USLM's strong cash flow and low dividend have fortified its balance sheet, ending Q3 with $255M in cash and $9/share in net cash. Despite outperforming expectations, I still rate USLM as a 'hold' due to its high valuation and expensive stock price. Read the full article on Seeking Alpha분석 기사 • Dec 23Investors Should Be Encouraged By United States Lime & Minerals' (NASDAQ:USLM) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Recent Insider Transactions • Nov 24CEO, President & Director recently sold US$6.2m worth of stockOn the 20th of November, Timothy Byrne sold around 44k shares on-market at roughly US$141 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$11m.분석 기사 • Nov 17Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Nov 17Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 22 November 2024. Payment date: 13 December 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (0.9%).Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$137, the stock trades at a trailing P/E ratio of 39.6x. Average trailing P/E is 23x in the Basic Materials industry in the US. Total returns to shareholders of 420% over the past three years.Declared Dividend • Nov 03Third quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 22nd November 2024 Payment date: 13th December 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.Buy Or Sell Opportunity • Nov 03Now 22% undervaluedOver the last 90 days, the stock has risen 46% to US$108. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 36%.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.17 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$1.17 (up from US$0.73 in 3Q 2023). Revenue: US$89.4m (up 19% from 3Q 2023). Net income: US$33.4m (up 61% from 3Q 2023). Profit margin: 37% (up from 28% 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 36% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 31United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 13, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on the Company’s common stock. This dividend is payable on December 13, 2024 to shareholders of record at the close of business on November 22, 2024.분석 기사 • Oct 12Market Participants Recognise United States Lime & Minerals, Inc.'s (NASDAQ:USLM) Earnings Pushing Shares 29% HigherUnited States Lime & Minerals, Inc. ( NASDAQ:USLM ) shareholders have had their patience rewarded with a 29% share...분석 기사 • Oct 04Calculating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$92.44 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Sep 24United States Lime & Minerals: Expensive, But Understandably SoSummary United States Lime & Minerals has shown impressive revenue growth, strong profits, and a cash surplus of $222.5 million, but its stock is expensive. The company primarily produces lime and limestone products for various industries, including construction, industrial, and environmental sectors. Despite a drop in limestone output, higher prices have driven revenue and profit growth, showcasing the firm's pricing power in a capital-intensive industry. Given its robust balance sheet and continued price increases, I rate United States Lime & Minerals as a 'hold' despite its high valuation. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$95.44, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 22x in the Basic Materials industry in the US. Total returns to shareholders of 295% over the past three years.분석 기사 • Sep 14Investors Should Be Encouraged By United States Lime & Minerals' (NASDAQ:USLM) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Recent Insider Transactions • Aug 27Independent Director recently sold US$935k worth of stockOn the 22nd of August, Richard Cardin sold around 12k shares on-market at roughly US$77.88 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.8m. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.분석 기사 • Aug 27With United States Lime & Minerals, Inc. (NASDAQ:USLM) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 26.9x United States Lime & Minerals, Inc. ( NASDAQ:USLM ) may be sending...Upcoming Dividend • Aug 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.1%).Buy Or Sell Opportunity • Aug 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$74.04. The fair value is estimated to be US$93.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 33%.Declared Dividend • Aug 04Second quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 23rd August 2024 Payment date: 13th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 9%.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$0.91 (vs US$0.69 in 2Q 2023)Second quarter 2024 results: EPS: US$0.91 (up from US$0.69 in 2Q 2023). Revenue: US$76.5m (up 3.5% from 2Q 2023). Net income: US$26.1m (up 32% from 2Q 2023). Profit margin: 34% (up from 27% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 13, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on the company’s common stock. This dividend is payable on September 13, 2024 to shareholders of record at the close of business on August 23, 2024.분석 기사 • Jul 12Does United States Lime & Minerals (NASDAQ:USLM) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Jun 12United States Lime & Minerals: Too Expensive To Consider NowSummary US Lime & Minerals supplies construction, industrial, and metals sectors within a 400-mile radius, with plants running at 66% utilization rate in 2023. The company's financial performance in Q1 showed strong results with revenue and gross profit increasing by more than 25%. USLM announced a stock split, maintaining minimal dividend payments, and maintaining a strong balance sheet with a net cash position of more than $36 per share. Read the full article on Seeking AlphaRecent Insider Transactions • Jun 10CEO, President & Director recently sold US$2.8m worth of stockOn the 7th of June, Timothy Byrne sold around 8k shares on-market at roughly US$336 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.Recent Insider Transactions Derivative • Jun 09CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$340, it would amount to US$2.8m. For the year to December 2017, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Timothy's direct individual holding has increased from 30.04k shares to 37.77k. Company insiders have collectively sold US$620k more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • May 29Now 21% undervaluedOver the last 90 days, the stock has risen 33% to US$340. The fair value is estimated to be US$429, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 33%.분석 기사 • May 29United States Lime & Minerals (NASDAQ:USLM) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • May 17Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.0%).분석 기사 • May 11Why Investors Shouldn't Be Surprised By United States Lime & Minerals, Inc.'s (NASDAQ:USLM) 26% Share Price SurgeDespite an already strong run, United States Lime & Minerals, Inc. ( NASDAQ:USLM ) shares have been powering on, with a...Recent Insider Transactions Derivative • May 09CEO, President & Director exercised options to buy US$4.6m worth of stock.On the 7th of May, Timothy Byrne exercised options to buy 13k shares at a strike price of around US$134, costing a total of US$1.7m. This transaction amounted to 49% of their direct individual holding at the time of the trade. Since June 2023, Timothy's direct individual holding has decreased from 31.76k shares to 29.76k. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$372, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 26x in the Basic Materials industry in the US. Total returns to shareholders of 167% over the past three years.분석 기사 • May 07Calculating The Fair Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$428 based on 2 Stage Free Cash Flow to Equity...Declared Dividend • May 03First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd May 2024 Payment date: 14th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$3.93 (vs US$3.01 in 1Q 2023)First quarter 2024 results: EPS: US$3.93 (up from US$3.01 in 1Q 2023). Revenue: US$71.7m (up 7.4% from 1Q 2023). Net income: US$22.4m (up 31% from 1Q 2023). Profit margin: 31% (up from 26% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 30% per year.공시 • May 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 14, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.25 per share on the Company’s common stock. This dividend is payable on June 14, 2024 to shareholders of record at the close of business on May 24, 2024.공시 • Mar 29United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2024United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2024, at 10:00 Central Daylight. Location: Residence Inn Dallas by the Galleria 5460 James Temple Drive Dallas Texas United States Agenda: To elect five directors to serve until the next annual meeting of shareholders and until their respective successors have been duly elected and qualified; to approve, on a non-binding advisory basis, the Company’s executive compensation; to vote upon a proposal to approve the United States Lime & Minerals, Inc. Amended and Restated 2001 Long-Term Incentive Plan; to approve an amendment to the Company’s Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000; and to transact such other business as may properly be brought before the Annual Meeting or any adjournment thereof.분석 기사 • Mar 25Here's Why We Think United States Lime & Minerals (NASDAQ:USLM) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Recent Insider Transactions • Feb 18CEO, President & Director recently sold US$2.0m worth of stockOn the 15th of February, Timothy Byrne sold around 8k shares on-market at roughly US$259 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$4.5m.Recent Insider Transactions Derivative • Feb 16CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$255, it would amount to US$2.0m. For the year to December 2017, Timothy's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Timothy's direct individual holding has decreased from 39.07k shares to 37.62k. Company insiders have collectively sold US$826k more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Feb 15Upcoming dividend of US$0.25 per share at 0.4% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 15 March 2024. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (1.1%).Declared Dividend • Feb 07Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 25% higher than last year. Ex-date: 22nd February 2024 Payment date: 15th March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.Reported Earnings • Feb 04Full year 2023 earnings released: EPS: US$13.10 (vs US$8.01 in FY 2022)Full year 2023 results: EPS: US$13.10 (up from US$8.01 in FY 2022). Revenue: US$281.3m (up 19% from FY 2022). Net income: US$74.5m (up 64% from FY 2022). Profit margin: 27% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공시 • Feb 03United States Lime & Minerals, Inc. Increases Regular Quarterly Cash Dividend, Payable on March 15, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared an increased regular quarterly cash dividend of $0.25 per share on the Company’s common stock. This dividend is payable on March 15, 2024 to shareholders of record at the close of business on February 23, 2024.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$257, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 20x in the Basic Materials industry in the US. Total returns to shareholders of 112% over the past three years.분석 기사 • Jan 23United States Lime & Minerals (NASDAQ:USLM) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Jan 16United States Lime & Minerals: A Fortress Like Balance Sheet But I Am Moving To 'Hold'Summary USLM's strong net cash position and increasing market interest rates made it an interesting investment, but the share price has since risen almost 50%. USLM saw strong earnings in 2023 due to increased demand for its products in the construction industry. The company's cash flows remain strong, boosting its net cash position on the balance sheet. Read the full article on Seeking Alpha분석 기사 • Jan 03Estimating The Fair Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights The projected fair value for United States Lime & Minerals is US$266 based on 2 Stage Free Cash Flow to...Buying Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be US$272, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%.분석 기사 • Nov 15Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Nov 15Upcoming dividend of US$0.20 per share at 0.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 6.7% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (5.3%). Lower than average of industry peers (1.3%).Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$3.64 (vs US$2.77 in 3Q 2022)Third quarter 2023 results: EPS: US$3.64 (up from US$2.77 in 3Q 2022). Revenue: US$74.9m (up 13% from 3Q 2022). Net income: US$20.7m (up 32% from 3Q 2022). Profit margin: 28% (up from 24% in 3Q 2022). 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 whereas the company’s share price has increased by 25% per year.이익 및 매출 성장 예측NasdaqGS:USLM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028562N/AN/AN/A112/31/2027529N/AN/AN/A112/31/2026465N/AN/AN/A13/31/202636913191158N/A12/31/2025373134102165N/A9/30/2025365131104158N/A6/30/2025352125107151N/A3/31/2025337121103138N/A12/31/202431810999126N/A9/30/20243039985115N/A6/30/20242898670100N/A3/31/2024286806399N/A12/31/2023281755892N/A9/30/2023274685685N/A6/30/2023266635282N/A3/31/2023252545077N/A12/31/2022236453864N/A9/30/2022224423155N/A6/30/2022210382751N/A3/31/2022198392152N/A12/31/2021189372656N/A9/30/2021184373461N/A6/30/2021176353559N/A3/31/2021164304359N/A12/31/2020161284159N/A9/30/2020158263253N/A6/30/2020158272954N/A3/31/2020159262451N/A12/31/201915826N/A47N/A9/30/201915525N/A43N/A6/30/201914720N/A41N/A3/31/201914721N/A40N/A12/31/201814420N/A39N/A9/30/201814527N/A42N/A6/30/201814728N/A36N/A3/31/201814427N/A35N/A12/31/201714527N/A34N/A9/30/201714419N/A36N/A6/30/201714520N/A40N/A3/31/201714218N/A36N/A12/31/201613918N/A38N/A9/30/201613616N/A35N/A6/30/201613516N/A34N/A3/31/201613415N/A33N/A12/31/201513113N/A32N/A9/30/201513514N/A32N/A6/30/201513714N/A30N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: USLM 의 예상 수익 증가율이 절약률(3.5%)보다 높은지 판단하기에는 데이터가 부족합니다.수익 vs 시장: USLM 의 수익이 US 시장보다 빠르게 성장할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 수익: USLM 의 수익이 향후 3년 동안 상당히 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.수익 대 시장: USLM 의 수익(연간 14.2%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: USLM 의 수익(연간 14.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: USLM의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 03:14종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스United States Lime & Minerals, Inc.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Vitaly KononovFreedom Broker
Upcoming Dividend • May 17Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.1%).
Declared Dividend • May 03First quarter dividend of US$0.06 announcedDividend of US$0.06 is the same as last year. Ex-date: 22nd May 2026 Payment date: 12th June 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.
공시 • May 01United States Lime & Minerals, Inc. announces Quarterly dividend, payable on June 12, 2026United States Lime & Minerals, Inc. announced Quarterly dividend of USD 0.0600 per share payable on June 12, 2026, ex-date on May 22, 2026 and record date on May 22, 2026.
공시 • Mar 30United States Lime & Minerals, Inc., Annual General Meeting, May 01, 2026United States Lime & Minerals, Inc., Annual General Meeting, May 01, 2026. Location: at the residence inn dallas by the galleria, 5460 james temple drive, dallas, texas 75240, United States
Buy Or Sell Opportunity • Mar 05Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at US$121. The fair value is estimated to be US$159, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 34%.
Declared Dividend • Feb 05Fourth quarter dividend of US$0.06 announcedDividend of US$0.06 is the same as last year. Ex-date: 20th February 2026 Payment date: 13th March 2026 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$4.69 (vs US$3.81 in FY 2024)Full year 2025 results: EPS: US$4.69 (up from US$3.81 in FY 2024). Revenue: US$372.7m (up 17% from FY 2024). Net income: US$134.3m (up 23% from FY 2024). Profit margin: 36% (up from 34% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 03United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 13, 2026United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on March 13, 2026 to shareholders of record at the close of business on February 20, 2026.
분석 기사 • Jan 29Shareholders Would Enjoy A Repeat Of United States Lime & Minerals' (NASDAQ:USLM) Recent Growth In ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Buy Or Sell Opportunity • Jan 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to US$128. The fair value is estimated to be US$162, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 36%.
분석 기사 • Jan 02Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buy Or Sell Opportunity • Dec 16Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.1% to US$125. The fair value is estimated to be US$163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 36%.
분석 기사 • Dec 15A Look At The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$163 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha • Dec 11United States Lime & Minerals: Great Company, But No Margin Of SafetySummary United States Lime & Minerals (USLM) boasts strong fundamentals, resilient margins, no debt, and a robust cash-rich balance sheet, but current valuation is excessive. USLM's geographic advantage and diversified customer base have enabled stable performance despite industry cyclicality and intense competition. At $119/share and a ~27x P/E, USLM is priced for highly optimistic long-term growth, with little margin of safety for value-oriented investors. Valuation analyses (NAV, EPV, Franchise Value) indicate the market is overestimating USLM's sustainable growth, warranting caution for long-term buyers. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 16Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 21 November 2025. Payment date: 12 December 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.0%).
Declared Dividend • Nov 02Third quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 21st November 2025 Payment date: 12th December 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.35 (vs US$1.17 in 3Q 2024)Third quarter 2025 results: EPS: US$1.35 (up from US$1.17 in 3Q 2024). Revenue: US$102.0m (up 14% from 3Q 2024). Net income: US$38.8m (up 16% from 3Q 2024). Profit margin: 38% (in line with 3Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 30United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 12, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on December 12, 2025 to shareholders of record at the close of business on November 21, 2025.
분석 기사 • Oct 21United States Lime & Minerals, Inc. (NASDAQ:USLM) Not Lagging Market On Growth Or PricingUnited States Lime & Minerals, Inc.'s ( NASDAQ:USLM ) price-to-earnings (or "P/E") ratio of 30.9x might make it look...
분석 기사 • Sep 25Is It Too Late To Consider Buying United States Lime & Minerals, Inc. (NASDAQ:USLM)?United States Lime & Minerals, Inc. ( NASDAQ:USLM ), might not be a large cap stock, but it saw a significant share...
Recent Insider Transactions • Sep 08CEO, President & Director recently sold US$4.8m worth of stockOn the 4th of September, Timothy Byrne sold around 40k shares on-market at roughly US$121 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$11m.
Recent Insider Transactions Derivative • Sep 04CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$121, it would amount to US$3.3m. For the year to December 2018, Timothy's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Timothy has owned 125.96k shares directly. Company insiders have collectively sold US$6.6m more than they bought, via options and on-market transactions in the last 12 months.
분석 기사 • Aug 29Calculating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights Using the 2 Stage Free Cash Flow to Equity, United States Lime & Minerals fair value estimate is US$134...
Upcoming Dividend • Aug 18Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 12 September 2025. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$123, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 22x in the Basic Materials industry in the US. Total returns to shareholders of 500% over the past three years.
Declared Dividend • Aug 03Second quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 22nd August 2025 Payment date: 12th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 6%.
Reported Earnings • Jul 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.08 (up from US$0.91 in 2Q 2024). Revenue: US$91.5m (up 20% from 2Q 2024). Net income: US$30.8m (up 18% from 2Q 2024). Profit margin: 34% (in line with 2Q 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 6.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 31United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 12, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on September 12, 2025 to shareholders of record at the close of business on August 22, 2025.
분석 기사 • Jul 11Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Jun 23Some Shareholders Feeling Restless Over United States Lime & Minerals, Inc.'s (NASDAQ:USLM) P/E RatioUnited States Lime & Minerals, Inc.'s ( NASDAQ:USLM ) price-to-earnings (or "P/E") ratio of 22.5x might make it look...
Upcoming Dividend • May 19Upcoming dividend of US$0.06 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.0%).
분석 기사 • May 18The Trend Of High Returns At United States Lime & Minerals (NASDAQ:USLM) Has Us Very InterestedWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Declared Dividend • May 04First quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 23rd May 2025 Payment date: 13th June 2025 Dividend yield will be 0.2%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 7%.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: US$1.19 (vs US$0.79 in 1Q 2024)First quarter 2025 results: EPS: US$1.19 (up from US$0.79 in 1Q 2024). Revenue: US$91.3m (up 27% from 1Q 2024). Net income: US$34.1m (up 52% from 1Q 2024). Profit margin: 37% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Basic Materials industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 13, 2025The Board of Directors of United States Lime & Minerals, Inc. have declared a regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on June 13, 2025 to shareholders of record at the close of business on May 23, 2025.
분석 기사 • Apr 30When Should You Buy United States Lime & Minerals, Inc. (NASDAQ:USLM)?United States Lime & Minerals, Inc. ( NASDAQ:USLM ), might not be a large cap stock, but it saw a double-digit share...
Seeking Alpha • Apr 02United States Lime & Minerals: Still Not Ready For An UpgradeSummary United States Lime & Minerals, Inc. operates in the lime and minerals industry, serving various sectors, and has shown impressive financial growth despite reduced output. The company boasts no debt and a net cash position of $278 million, but its stock is currently fairly valued, justifying a "hold" rating. Revenue and profits have increased due to higher pricing, not higher output, with significant growth in net income and cash flows. Tariffs may indirectly impact demand in the construction sector, but the company's strong balance sheet and resilience make USLM stock worth monitoring for a potential entry point. Read the full article on Seeking Alpha
공시 • Mar 31United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2025United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2025. Location: residence inn dallas by the galleria, 5460 james temple drive, texas 75240., dallas United States
분석 기사 • Mar 25Here's Why We Think United States Lime & Minerals (NASDAQ:USLM) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Feb 28Now 22% overvaluedOver the last 90 days, the stock has fallen 39% to US$93.85. The fair value is estimated to be US$76.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 38%.
Recent Insider Transactions • Feb 27Independent Director recently sold US$299k worth of stockOn the 24th of February, Sandra Duhe sold around 3k shares on-market at roughly US$94.61 per share. This transaction amounted to 60% 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$11m more than they bought in the last 12 months.
Declared Dividend • Feb 06Fourth quarter dividend of US$0.06 announcedShareholders will receive a dividend of US$0.06. Ex-date: 21st February 2025 Payment date: 14th March 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%.
Reported Earnings • Feb 04Full year 2024 earnings released: EPS: US$3.81 (vs US$2.62 in FY 2023)Full year 2024 results: EPS: US$3.81 (up from US$2.62 in FY 2023). Revenue: US$317.7m (up 13% from FY 2023). Net income: US$108.8m (up 46% from FY 2023). Profit margin: 34% (up from 27% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 04United States Lime & Minerals, Inc Declares Quarterly Cash Dividend, Payable on March 14, 2025United States Lime & Minerals, Inc. announced that the Board of Directors has declared an increased regular quarterly cash dividend of $0.06 per share on the Company’s common stock. This dividend is payable on March 14, 2025 to shareholders of record at the close of business on February 21, 2025.
Buy Or Sell Opportunity • Jan 31Now 20% undervaluedOver the last 90 days, the stock has risen 2.0% to US$111. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 36%.
분석 기사 • Jan 28United States Lime & Minerals, Inc.'s (NASDAQ:USLM) Share Price Matching Investor OpinionWith a price-to-earnings (or "P/E") ratio of 32.7x United States Lime & Minerals, Inc. ( NASDAQ:USLM ) may be sending...
분석 기사 • Jan 10Estimating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights The projected fair value for United States Lime & Minerals is US$139 based on 2 Stage Free Cash Flow to...
Seeking Alpha • Jan 09United States Lime & Minerals: Brilliant Execution But Still Too Expensive For MeSummary United States Lime & Minerals remains expensive despite strong financial performance and a robust balance sheet, trading at 35 times earnings. The company reported a significant increase in gross profit and net income in 2024, with a net income of $81.8M and EPS of $2.86. USLM's strong cash flow and low dividend have fortified its balance sheet, ending Q3 with $255M in cash and $9/share in net cash. Despite outperforming expectations, I still rate USLM as a 'hold' due to its high valuation and expensive stock price. Read the full article on Seeking Alpha
분석 기사 • Dec 23Investors Should Be Encouraged By United States Lime & Minerals' (NASDAQ:USLM) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Recent Insider Transactions • Nov 24CEO, President & Director recently sold US$6.2m worth of stockOn the 20th of November, Timothy Byrne sold around 44k shares on-market at roughly US$141 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$11m.
분석 기사 • Nov 17Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Nov 17Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 22 November 2024. Payment date: 13 December 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (0.9%).
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$137, the stock trades at a trailing P/E ratio of 39.6x. Average trailing P/E is 23x in the Basic Materials industry in the US. Total returns to shareholders of 420% over the past three years.
Declared Dividend • Nov 03Third quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 22nd November 2024 Payment date: 13th December 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 7%.
Buy Or Sell Opportunity • Nov 03Now 22% undervaluedOver the last 90 days, the stock has risen 46% to US$108. The fair value is estimated to be US$139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 36%.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.17 (vs US$0.73 in 3Q 2023)Third quarter 2024 results: EPS: US$1.17 (up from US$0.73 in 3Q 2023). Revenue: US$89.4m (up 19% from 3Q 2023). Net income: US$33.4m (up 61% from 3Q 2023). Profit margin: 37% (up from 28% 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 36% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 31United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 13, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on the Company’s common stock. This dividend is payable on December 13, 2024 to shareholders of record at the close of business on November 22, 2024.
분석 기사 • Oct 12Market Participants Recognise United States Lime & Minerals, Inc.'s (NASDAQ:USLM) Earnings Pushing Shares 29% HigherUnited States Lime & Minerals, Inc. ( NASDAQ:USLM ) shareholders have had their patience rewarded with a 29% share...
분석 기사 • Oct 04Calculating The Intrinsic Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$92.44 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha • Sep 24United States Lime & Minerals: Expensive, But Understandably SoSummary United States Lime & Minerals has shown impressive revenue growth, strong profits, and a cash surplus of $222.5 million, but its stock is expensive. The company primarily produces lime and limestone products for various industries, including construction, industrial, and environmental sectors. Despite a drop in limestone output, higher prices have driven revenue and profit growth, showcasing the firm's pricing power in a capital-intensive industry. Given its robust balance sheet and continued price increases, I rate United States Lime & Minerals as a 'hold' despite its high valuation. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$95.44, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 22x in the Basic Materials industry in the US. Total returns to shareholders of 295% over the past three years.
분석 기사 • Sep 14Investors Should Be Encouraged By United States Lime & Minerals' (NASDAQ:USLM) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Recent Insider Transactions • Aug 27Independent Director recently sold US$935k worth of stockOn the 22nd of August, Richard Cardin sold around 12k shares on-market at roughly US$77.88 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.8m. Insiders have been net sellers, collectively disposing of US$5.9m more than they bought in the last 12 months.
분석 기사 • Aug 27With United States Lime & Minerals, Inc. (NASDAQ:USLM) It Looks Like You'll Get What You Pay ForWith a price-to-earnings (or "P/E") ratio of 26.9x United States Lime & Minerals, Inc. ( NASDAQ:USLM ) may be sending...
Upcoming Dividend • Aug 18Upcoming dividend of US$0.05 per shareEligible shareholders must have bought the stock before 23 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.1%).
Buy Or Sell Opportunity • Aug 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$74.04. The fair value is estimated to be US$93.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 33%.
Declared Dividend • Aug 04Second quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 23rd August 2024 Payment date: 13th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 9%.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$0.91 (vs US$0.69 in 2Q 2023)Second quarter 2024 results: EPS: US$0.91 (up from US$0.69 in 2Q 2023). Revenue: US$76.5m (up 3.5% from 2Q 2023). Net income: US$26.1m (up 32% from 2Q 2023). Profit margin: 34% (up from 27% in 2Q 2023). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 13, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on the company’s common stock. This dividend is payable on September 13, 2024 to shareholders of record at the close of business on August 23, 2024.
분석 기사 • Jul 12Does United States Lime & Minerals (NASDAQ:USLM) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Jun 12United States Lime & Minerals: Too Expensive To Consider NowSummary US Lime & Minerals supplies construction, industrial, and metals sectors within a 400-mile radius, with plants running at 66% utilization rate in 2023. The company's financial performance in Q1 showed strong results with revenue and gross profit increasing by more than 25%. USLM announced a stock split, maintaining minimal dividend payments, and maintaining a strong balance sheet with a net cash position of more than $36 per share. Read the full article on Seeking Alpha
Recent Insider Transactions • Jun 10CEO, President & Director recently sold US$2.8m worth of stockOn the 7th of June, Timothy Byrne sold around 8k shares on-market at roughly US$336 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$5.8m.
Recent Insider Transactions Derivative • Jun 09CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of June. If the sale is conducted around the recent share price of US$340, it would amount to US$2.8m. For the year to December 2017, Timothy's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2023, Timothy's direct individual holding has increased from 30.04k shares to 37.77k. Company insiders have collectively sold US$620k more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • May 29Now 21% undervaluedOver the last 90 days, the stock has risen 33% to US$340. The fair value is estimated to be US$429, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 33%.
분석 기사 • May 29United States Lime & Minerals (NASDAQ:USLM) Could Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • May 17Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 23 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 6.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.0%).
분석 기사 • May 11Why Investors Shouldn't Be Surprised By United States Lime & Minerals, Inc.'s (NASDAQ:USLM) 26% Share Price SurgeDespite an already strong run, United States Lime & Minerals, Inc. ( NASDAQ:USLM ) shares have been powering on, with a...
Recent Insider Transactions Derivative • May 09CEO, President & Director exercised options to buy US$4.6m worth of stock.On the 7th of May, Timothy Byrne exercised options to buy 13k shares at a strike price of around US$134, costing a total of US$1.7m. This transaction amounted to 49% of their direct individual holding at the time of the trade. Since June 2023, Timothy's direct individual holding has decreased from 31.76k shares to 29.76k. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$372, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 26x in the Basic Materials industry in the US. Total returns to shareholders of 167% over the past three years.
분석 기사 • May 07Calculating The Fair Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights United States Lime & Minerals' estimated fair value is US$428 based on 2 Stage Free Cash Flow to Equity...
Declared Dividend • May 03First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 23rd May 2024 Payment date: 14th June 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$3.93 (vs US$3.01 in 1Q 2023)First quarter 2024 results: EPS: US$3.93 (up from US$3.01 in 1Q 2023). Revenue: US$71.7m (up 7.4% from 1Q 2023). Net income: US$22.4m (up 31% from 1Q 2023). Profit margin: 31% (up from 26% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 30% per year.
공시 • May 01United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 14, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared a regular quarterly cash dividend of $0.25 per share on the Company’s common stock. This dividend is payable on June 14, 2024 to shareholders of record at the close of business on May 24, 2024.
공시 • Mar 29United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2024United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2024, at 10:00 Central Daylight. Location: Residence Inn Dallas by the Galleria 5460 James Temple Drive Dallas Texas United States Agenda: To elect five directors to serve until the next annual meeting of shareholders and until their respective successors have been duly elected and qualified; to approve, on a non-binding advisory basis, the Company’s executive compensation; to vote upon a proposal to approve the United States Lime & Minerals, Inc. Amended and Restated 2001 Long-Term Incentive Plan; to approve an amendment to the Company’s Restated Articles of Incorporation, as amended, to increase the number of shares of authorized common stock from 30,000,000 to 45,000,000; and to transact such other business as may properly be brought before the Annual Meeting or any adjournment thereof.
분석 기사 • Mar 25Here's Why We Think United States Lime & Minerals (NASDAQ:USLM) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Recent Insider Transactions • Feb 18CEO, President & Director recently sold US$2.0m worth of stockOn the 15th of February, Timothy Byrne sold around 8k shares on-market at roughly US$259 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Timothy has been a net seller over the last 12 months, reducing personal holdings by US$4.5m.
Recent Insider Transactions Derivative • Feb 16CEO, President & Director notifies of intention to sell stockTimothy Byrne intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$255, it would amount to US$2.0m. For the year to December 2017, Timothy's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Timothy's direct individual holding has decreased from 39.07k shares to 37.62k. Company insiders have collectively sold US$826k more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Feb 15Upcoming dividend of US$0.25 per share at 0.4% yieldEligible shareholders must have bought the stock before 22 February 2024. Payment date: 15 March 2024. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (1.1%).
Declared Dividend • Feb 07Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 25% higher than last year. Ex-date: 22nd February 2024 Payment date: 15th March 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.1%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.
Reported Earnings • Feb 04Full year 2023 earnings released: EPS: US$13.10 (vs US$8.01 in FY 2022)Full year 2023 results: EPS: US$13.10 (up from US$8.01 in FY 2022). Revenue: US$281.3m (up 19% from FY 2022). Net income: US$74.5m (up 64% from FY 2022). Profit margin: 27% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공시 • Feb 03United States Lime & Minerals, Inc. Increases Regular Quarterly Cash Dividend, Payable on March 15, 2024United States Lime & Minerals, Inc. announced that the Board of Directors has declared an increased regular quarterly cash dividend of $0.25 per share on the Company’s common stock. This dividend is payable on March 15, 2024 to shareholders of record at the close of business on February 23, 2024.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$257, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 20x in the Basic Materials industry in the US. Total returns to shareholders of 112% over the past three years.
분석 기사 • Jan 23United States Lime & Minerals (NASDAQ:USLM) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Jan 16United States Lime & Minerals: A Fortress Like Balance Sheet But I Am Moving To 'Hold'Summary USLM's strong net cash position and increasing market interest rates made it an interesting investment, but the share price has since risen almost 50%. USLM saw strong earnings in 2023 due to increased demand for its products in the construction industry. The company's cash flows remain strong, boosting its net cash position on the balance sheet. Read the full article on Seeking Alpha
분석 기사 • Jan 03Estimating The Fair Value Of United States Lime & Minerals, Inc. (NASDAQ:USLM)Key Insights The projected fair value for United States Lime & Minerals is US$266 based on 2 Stage Free Cash Flow to...
Buying Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 2.8%. The fair value is estimated to be US$272, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 30%.
분석 기사 • Nov 15Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Nov 15Upcoming dividend of US$0.20 per share at 0.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 6.7% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of American dividend payers (5.3%). Lower than average of industry peers (1.3%).
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: US$3.64 (vs US$2.77 in 3Q 2022)Third quarter 2023 results: EPS: US$3.64 (up from US$2.77 in 3Q 2022). Revenue: US$74.9m (up 13% from 3Q 2022). Net income: US$20.7m (up 32% from 3Q 2022). Profit margin: 28% (up from 24% in 3Q 2022). 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 whereas the company’s share price has increased by 25% per year.