Upcoming Dividend • May 17
Upcoming dividend of US$0.06 per share Eligible 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 03
First quarter dividend of US$0.06 announced Dividend 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%. Announcement • May 01
United States Lime & Minerals, Inc. announces Quarterly dividend, payable on June 12, 2026 United 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. Announcement • Mar 30
United States Lime & Minerals, Inc., Annual General Meeting, May 01, 2026 United 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 05
Now 24% undervalued The 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 05
Fourth quarter dividend of US$0.06 announced Dividend 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 03
Full 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. Announcement • Feb 03
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 13, 2026 United 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. Buy Or Sell Opportunity • Jan 14
Now 21% undervalued after recent price drop Over 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%. Buy Or Sell Opportunity • Dec 16
Now 23% undervalued after recent price drop Over 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%. Upcoming Dividend • Nov 16
Upcoming dividend of US$0.06 per share Eligible 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 02
Third quarter dividend of US$0.06 announced Shareholders 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 31
Third 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. Announcement • Oct 30
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 12, 2025 United 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. Recent Insider Transactions • Sep 08
CEO, President & Director recently sold US$4.8m worth of stock On 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 04
CEO, President & Director notifies of intention to sell stock Timothy 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. Upcoming Dividend • Aug 18
Upcoming dividend of US$0.06 per share Eligible 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 13
Investor 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 03
Second quarter dividend of US$0.06 announced Shareholders 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 31
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second 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. Announcement • Jul 31
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 12, 2025 United 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. Upcoming Dividend • May 19
Upcoming dividend of US$0.06 per share Eligible 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%). Declared Dividend • May 04
First quarter dividend of US$0.06 announced Shareholders 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 02
First 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. Announcement • May 01
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 13, 2025 The 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. Announcement • Mar 31
United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2025 United 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 Buy Or Sell Opportunity • Feb 28
Now 22% overvalued Over 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 27
Independent Director recently sold US$299k worth of stock On 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 06
Fourth quarter dividend of US$0.06 announced Shareholders 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 04
Full 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. Announcement • Feb 04
United States Lime & Minerals, Inc Declares Quarterly Cash Dividend, Payable on March 14, 2025 United 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 31
Now 20% undervalued Over 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%. Recent Insider Transactions • Nov 24
CEO, President & Director recently sold US$6.2m worth of stock On 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. Upcoming Dividend • Nov 17
Upcoming dividend of US$0.05 per share Eligible 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 07
Investor 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 03
Third quarter dividend of US$0.05 announced Shareholders 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 03
Now 22% undervalued Over 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 01
Third 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. Announcement • Oct 31
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 13, 2024 United 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. Valuation Update With 7 Day Price Move • Sep 19
Investor 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. Recent Insider Transactions • Aug 27
Independent Director recently sold US$935k worth of stock On 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. Upcoming Dividend • Aug 18
Upcoming dividend of US$0.05 per share Eligible 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 05
Now 21% undervalued The 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 04
Second quarter dividend of US$0.05 announced Shareholders 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 01
Second 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. Announcement • Aug 01
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 13, 2024 United 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. Recent Insider Transactions • Jun 10
CEO, President & Director recently sold US$2.8m worth of stock On 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 09
CEO, President & Director notifies of intention to sell stock Timothy 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 29
Now 21% undervalued Over 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%. Upcoming Dividend • May 17
Upcoming dividend of US$0.25 per share Eligible 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%). Recent Insider Transactions Derivative • May 09
CEO, 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 08
Investor 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. Declared Dividend • May 03
First quarter dividend of US$0.25 announced Shareholders 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 01
First 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. Announcement • May 01
United States Lime & Minerals, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 14, 2024 United 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. Announcement • Mar 29
United States Lime & Minerals, Inc., Annual General Meeting, May 02, 2024 United 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. Recent Insider Transactions • Feb 18
CEO, President & Director recently sold US$2.0m worth of stock On 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 16
CEO, President & Director notifies of intention to sell stock Timothy 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 15
Upcoming dividend of US$0.25 per share at 0.4% yield Eligible 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 07
Fourth quarter dividend increased to US$0.25 Dividend 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 04
Full 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. Announcement • Feb 03
United States Lime & Minerals, Inc. Increases Regular Quarterly Cash Dividend, Payable on March 15, 2024 United 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 24
Investor 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. Buying Opportunity • Nov 27
Now 20% undervalued after recent price drop Over 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%. Upcoming Dividend • Nov 15
Upcoming dividend of US$0.20 per share at 0.4% yield Eligible 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 01
Third 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.