Trading the Move, Not the Narrative: (USLM) Edition
This article analyzes United States Lime & Minerals Inc. (USLM) with a focus on trading strategies based on AI models rather than market narratives. It highlights weak near and mid-term sentiment, potential downside risk, and provides specific long, breakout, and short trading strategies with entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths and support/resistance levels.
Do Softer Q1 2026 Earnings Hint At Shifting Profit Drivers For United States Lime (USLM)?
United States Lime & Minerals, Inc. (USLM) reported softer first-quarter 2026 earnings with declines in sales, net income, and diluted EPS compared to the previous year, leading to a 30-day share price drop. Despite this, the company maintained its regular dividend, suggesting the board views the setback as manageable. The article questions whether this signals margin pressure or normal volatility and highlights the tension between the company's quality and its valuation, which is above the basic materials industry.
Do Softer Q1 2026 Earnings Hint At Shifting Profit Drivers For United States Lime (USLM)?
United States Lime & Minerals (USLM) reported softer Q1 2026 results with declines in sales, net income, and EPS compared to the prior year. This performance has raised questions about potential margin pressure and normal volatility, especially given the company's valuation already sits above the wider basic materials industry. The board's decision to maintain the dividend suggests they view the setback as manageable, but the article highlights the increased focus on whether weaker quarters will persist.
US Lime (USLM) director receives 3,405 stock options at $110
Antoine M. Doumet, a director at United States Lime & Minerals Inc. (USLM), was granted 3,405 stock options on May 1, 2026, allowing him to purchase USLM common stock at an exercise price of $110.00 per share, with an expiration date of May 1, 2036. This transaction was reported in an amended SEC Form 4/A, correcting the transaction code to indicate a grant or acquisition of derivative securities. Following this grant, Doumet directly holds 110,000 shares of USLM common stock.
USLM (USLM) director awarded 1,273 shares at $110 in Form 4
Tom S. Hawkins Jr., a director at UNITED STATES LIME & MINERALS INC (USLM), was granted 1,273 shares of USLM Common Stock at a price of $110.00 per share on May 1, 2026, as reported in a recent Form 4 filing. This compensation-related transaction increased his direct holdings to 11,356 shares, with an additional 180 shares held indirectly by his grandchildren. The filing indicates this was an equity compensation award rather than an open-market purchase or sale.
US Lime & Minerals (USLM) holders reelect board, approve executive pay
United States Lime & Minerals, Inc. (USLM) shareholders re-elected seven directors to its board and approved the executive compensation plan on a non-binding advisory basis during its 2026 Annual Meeting. All director nominees, including Timothy W. Byrne and Jon A. Wolkenstein, received a strong majority of votes. The executive compensation package was approved with overwhelming support, alongside a significant number of broker non-votes.
(USLM) Volatility Zones as Tactical Triggers
This article analyzes United States Lime & Minerals Inc. (USLM) with a focus on volatility zones as tactical triggers for trading. It highlights weak near and mid-term sentiment but a positive long-term outlook, providing specific institutional trading strategies (Long, Breakout, Short) with entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strength, support, and resistance levels generated by AI models.
United States Lime & Minerals (USLM) grants 1,273 shares to director
United States Lime & Minerals (USLM) director Lila R. Weirich received a grant of 1,273 shares of USLM Common Stock on May 1, 2026, at a price of $110.00 per share. This compensation-related acquisition increased her direct holdings to 4,176 shares. The transaction was a grant or award, not an open-market purchase, and was reported via a Form 4 SEC filing.
Director at United States Lime (NASDAQ: USLM) awarded stock grant
Sandra C. Duhe, a director at United States Lime & Minerals Inc. (NASDAQ: USLM), received a stock award of 1,273 shares of USLM Common Stock at $110.00 per share on May 1, 2026. This compensation-related grant increased her direct holdings to 3,527 shares. The transaction was reported via a Form 4 filing and is noted as a routine equity-based compensation event rather than an open-market purchase or sale.
United States Lime & Minerals (USLM) director granted 1,273 common shares
Richard W. Cardin, a director at United States Lime & Minerals (USLM), was granted 1,273 shares of USLM Common Stock, valued at $110.00 per share, as part of an equity compensation. This transaction, categorized as a routine grant, increases his direct holdings to 17,006 shares. The filing indicates a neutral sentiment, noting it's a modest increase in his overall position.
Is Softer Demand vs New Texas Kiln Reshaping United States Lime & Minerals’ (USLM) Long-Term Edge?
United States Lime & Minerals (USLM) announced first-quarter 2026 results with reduced sales and net income due to softer demand in construction, oil and gas, and roofing sectors. Despite the demand challenges, the company is progressing with a new Texas kiln project, expected to operate this summer, which is a key near-term catalyst for future capacity. The article explores how these contrasting factors influence USLM's investment narrative, with analysts' fair value estimates showing a wide range due to differing expectations.
Is Softer Demand vs New Texas Kiln Reshaping United States Lime & Minerals’ (USLM) Long-Term Edge?
United States Lime & Minerals (USLM) reported a decline in Q1 2026 sales and net income due to softer demand from construction, oil and gas services, and roof shingle customers. Despite this, the company declared a regular quarterly dividend and is progressing with a new Texas kiln project expected to start operations this summer. The article explores how these opposing factors—softening demand and capacity expansion—influence USLM's investment outlook, particularly given its concentration in cyclical markets.
United States Lime & Minerals (USLM) Margin Strength Tests Valuation Concerns Ahead Of Q1 2026
United States Lime & Minerals (USLM) has shown strong Q4 2025 performance with robust earnings growth and a 36% net profit margin, primarily driven by efficiency rather than top-line revenue expansion. While trailing earnings grew 23.4% and the P/E ratio is below direct peers, it trades at a premium to the broader industry and above its DCF fair value, suggesting valuation concerns despite strong profitability. Investors are faced with a trade-off between the company's strong margin profile and its moderate revenue growth and higher valuation compared to the wider market.
United States Lime & Minerals (NASDAQ:USLM) Shares Down 13.7% After Earnings Miss
United States Lime & Minerals (NASDAQ:USLM) saw its shares drop 13.7% after reporting an earnings miss for the quarter, with EPS of $1.06 against a $1.20 consensus and revenue of $87.83 million compared to an expected $102.0 million. Despite the earnings miss, the company declared a quarterly dividend of $0.06 per share, and institutional investors have significantly increased their positions, with Weiss Ratings upgrading the stock to a "Buy."
UNITED STATES LIME & MINERALS INC 1Q 2026: Revenue $87.83M, EPS $1.06— 10-Q Summary
UNITED STATES LIME & MINERALS INC (USLM) reported first-quarter 2026 results with revenue of $87.83M and diluted EPS of $1.06, both declining from the prior year due to weaker volumes in construction, oil & gas, and roof shingle markets. Gross profit also fell, impacted by higher fuel and transportation costs. The company is proceeding with its Texas kiln project, projected to boost quicklime capacity by summer 2026, and remains optimistic about construction demand for the rest of the year.
United States Lime & Minerals, Inc. (NASDAQ:USLM) to Issue $0.06 Quarterly Dividend
United States Lime & Minerals, Inc. (NASDAQ:USLM) has declared a quarterly dividend of $0.06 per share, payable on June 12th to shareholders of record as of May 22nd. This dividend represents a 0.2% yield and is well-covered by earnings, with a low payout ratio of 4.8%. The company recently reported earnings that missed analyst expectations, with an EPS of $1.06 against an expected $1.20 and revenue of $87.8 million compared to a $102 million consensus.
[10-Q] UNITED STATES LIME & MINERALS INC Quarterly Earnings Report
United States Lime & Minerals (NASDAQ: USLM) reported a modest decline in first-quarter 2026 earnings, with net income falling 10.4% to $30.6 million, or $1.06 per diluted share, compared to $34.1 million, or $1.19 per diluted share, in Q1 2025. Revenues decreased 3.7% to $87.8 million due to softer demand from construction, oil and gas, and roof shingle customers, despite stronger steel demand and higher fuel and transportation costs. The company maintains a strong financial position with $383.2 million in cash and no debt, while continuing significant investment in a $65 million vertical kiln project in Texas expected to start up in summer 2026.
Weaker demand pushes USLM revenue down
United States Lime & Minerals (USLM) reported a 3.7 percent decrease in first-quarter revenue, totaling $87.8 million, primarily due to weaker demand from construction, oil and gas services, and roof shingle customers. Despite this, the company notes increased demand from steel customers and is optimistic about the remainder of the year, particularly regarding construction demand. USLM's gross profit and net income also saw declines, but progress continues on a new kiln project in Texas expected to start up this summer.
United States Lime & Minerals Reports First Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
United States Lime & Minerals, Inc. (NASDAQ: USLM) reported its first-quarter 2026 results, showing a decrease in revenues and net income compared to the first quarter of 2025, primarily due to lower sales volumes and higher costs. Despite the decrease, the company's President and CEO, Timothy W. Byrne, expressed optimism for the remainder of the year and noted progress on a new kiln project. The Board of Directors also declared a regular quarterly cash dividend of $0.06 per share.
Earnings Flash (USLM) United States Lime & Minerals, Inc. Reports Q1 Revenue $87.8M, Vs. FactSet Est of $102.0M
United States Lime & Minerals, Inc. (USLM) reported its first-quarter revenue, reaching $87.8 million. This figure came in below FactSet's estimated revenue of $102.0 million. The report provides a financial update for the company for the first quarter.
Q1 2026 results dip at United States Lime (NASDAQ: USLM)
United States Lime & Minerals (NASDAQ: USLM) reported a dip in Q1 2026 results, with revenues decreasing to $87.8 million from $91.3 million a year earlier, primarily due to lower sales volumes in construction, oil and gas services, and roof shingle sectors. Net income fell to $30.6 million, or $1.06 diluted EPS, compared to $34.1 million, or $1.19 diluted EPS, impacted by higher fuel and transportation costs. Despite the softer earnings, the company maintained its quarterly cash dividend of $0.06 per share and expressed optimism for the rest of 2026, highlighting progress on a new kiln at its Texas facility.
United States Lime: Q1 Earnings Snapshot
United States Lime & Minerals Inc. (USLM) reported a net income of $30.6 million in its first quarter, translating to a profit of $1.06 per share. The Dallas-based company, known for its lime and limestone products, achieved revenues of $87.8 million during the period. This financial snapshot was generated using data from Zacks Investment Research.
Earnings Flash (USLM) United States Lime & Minerals, Inc. Reports Q1 Revenue $87.8M, vs. FactSet Est of $102.0M
United States Lime & Minerals, Inc. (USLM) reported Q1 revenue of $87.8 million, falling short of FactSet's estimated $102.0 million. The company, a manufacturer of lime and limestone products for various industries, has declared a regular quarterly cash dividend in previous reports. This earnings flash highlights their recent financial performance compared to analyst expectations.
United States Lime & Minerals Reports First Quarter 2026 Results and Declares Regular Quarterly Cash Dividend
United States Lime & Minerals, Inc. (NASDAQ: USLM) reported first-quarter 2026 revenues of $87.8 million, a 3.7% decrease from the prior year, primarily due to lower sales volumes in construction, oil and gas, and roof shingle sectors, despite increased demand from steel customers. Net income for the quarter was $30.6 million ($1.06 per share diluted), down 10.4% from $34.1 million ($1.19 per share diluted) in Q1 2025. The company also declared a regular quarterly cash dividend of $0.06 per share, payable on June 12, 2026.
Demand from builders and oilfield customers drags United States Lime sales
United States Lime & Minerals (NASDAQ: USLM) reported a significant decline in Q1 2026 revenues and net income, falling by 3.7% and 10.4% respectively, primarily due to decreased demand from construction, oil and gas services, and roof shingle customers, coupled with higher fuel and transportation costs. Despite the softer results, the company declared a regular quarterly cash dividend of $0.06 per share and remains optimistic about the year, with progress on a new kiln project in Texas expected to start up in the summer.
United States Lime: Q1 Earnings Snapshot
United States Lime & Minerals Inc. (USLM) reported net income of $30.6 million in its first quarter, with earnings of $1.06 per share. The Dallas-based company, which produces lime and limestone products, achieved revenue of $87.8 million during the same period. This financial summary highlights the company's strong performance in the recent quarter.
United States Lime: Q1 Earnings Snapshot
United States Lime & Minerals Inc. (USLM) reported a net income of $30.6 million in its first quarter, translating to a profit of $1.06 per share. The Dallas-based lime and limestone products manufacturer also posted revenue of $87.8 million for the period. These results were generated using data from Zacks Investment Research.
Copeland Capital Management LLC Buys 34,560 Shares of United States Lime & Minerals, Inc. $USLM
Copeland Capital Management LLC increased its holding in United States Lime & Minerals by 22.8% during the fourth quarter, acquiring an additional 34,560 shares, bringing their total to 185,956 shares valued at approximately $22.27 million. Despite missing Q4 earnings and revenue estimates, United States Lime & Minerals shows strong financial metrics with a 23.07% ROE and 36.03% net margin, and has received a "Buy" consensus rating with significant institutional interest.
United States Lime & Minerals (USLM) to Release Earnings on Wednesday
United States Lime & Minerals (USLM) is scheduled to release its Q1 2026 earnings after market close on April 29th, with analysts projecting $1.20 EPS and $102.0 million in revenue. The company missed last quarter's estimates but showed strong financial metrics, including a 36% net margin and 23% return on equity. Institutional investors have increased their holdings, and the stock pays a small quarterly dividend.
United States Lime & Minerals, Inc. Experiences Evaluation Revision Amidst Market Dynamics
United States Lime & Minerals, Inc. has revised its evaluation due to changing market dynamics, showcasing resilience with a 45.62% return over the past year, outperforming the S&P 500. While weekly and monthly technical indicators signal bullish trends, daily moving averages suggest short-term bearishness, indicating mixed performance signals. The company's year-to-date return of 11.59% further highlights its evolving position in the building products sector.
How Rising Construction and Steel Demand Will Impact United States Lime & Minerals (USLM) Investors
United States Lime & Minerals (USLM) reported a 9.8% revenue increase in Q4 2025, driven by strong demand from construction and steel sectors. This growth reinforces the company's investment narrative, but its share price is slightly above consensus targets, suggesting limited immediate upside. Investors should consider the cyclical nature of its end markets and the diverse fair value estimates from private investors.
Tudor Investment Corp ET AL Sells 41,349 Shares of United States Lime & Minerals, Inc. $USLM
Tudor Investment Corp ET AL significantly reduced its stake in United States Lime & Minerals (USLM) by selling 41,349 shares, decreasing its ownership by 62.4%. Despite this, other institutions like Millennium Management, Goldman Sachs, and First Trust Advisors increased their positions. Weiss Ratings upgraded USLM from "hold" to "buy" even after the company missed recent quarterly estimates and reported a modest dividend yield.
United States Lime & Minerals, Inc. Experiences Evaluation Revision Amid Strong Market Performance
United States Lime & Minerals, Inc. has revised its evaluation due to strong market dynamics, with its stock price showing a slight increase to $136.24. The company has achieved a 45.87% return over the past year, significantly outperforming the S&P 500's 25.06%. While weekly and monthly MACD and Bollinger Bands indicate bullish tendencies, daily moving averages and KST show mixed to mildly bearish sentiment.
USLM Should I Buy
An analysis of United States Lime & Minerals Inc (USLM) suggests it is not a strong buy for long-term beginner investors, despite solid financial performance in Q4 2025. The stock exhibits a lack of strong bullish momentum, neutral insider activity, and technical indicators suggesting potential short-term downside. There are currently no analyst ratings or price targets available for USLM.
United States Lime & Minerals Hits New 52-Week High of $141.06
United States Lime & Minerals, Inc. has reached a new 52-week high of $141.06, demonstrating strong performance in the building products sector with a 106.47% one-year growth. The small-cap company, with a market capitalization of $3,765 million, exhibits effective management through a 21.29% return on equity and a robust balance sheet with a negative debt-to-equity ratio of -0.58.
United States Lime & Minerals stock hits 52-week high at $139.76 By Investing.com
United States Lime & Minerals Inc. (USLM) stock has achieved a new 52-week high of $139.76, marking a 46.67% increase over the past year due to strong performance and investor confidence. The company reported a 9.8% revenue rise in Q4 2025, driven by increased sales to construction and steel customers, and Freedom Capital Markets raised its price target to $138 with a Buy rating. Despite a "GREAT" financial health score, InvestingPro data suggests the stock might be overvalued based on fair value analysis.
United States Lime & Minerals stock hits 52-week high at $139.76
United States Lime & Minerals Inc. (USLM) stock has achieved a new 52-week high of $139.76, representing a 46.67% surge over the past year due to strong performance and investor confidence. The company also reported a 9.8% revenue increase in Q4 2025, driven by higher sales volumes to construction and steel customers. Freedom Capital Markets raised its price target for USLM to $138, maintaining a Buy rating, citing record-breaking performance in 2025.
United States Lime & Minerals stock hits 52-week high at $139.76
United States Lime & Minerals Inc. (USLM) has reached a new 52-week high of $139.76, demonstrating a robust 46.67% stock price surge over the past year. This achievement is backed by strong fourth-quarter 2025 revenue growth of 9.8%, driven by increased sales to construction and steel customers, and a raised price target from Freedom Capital Markets. While InvestingPro data shows "GREAT" financial health, the stock currently appears overvalued based on Fair Value analysis.
United States Lime & Minerals Forms Death Cross, Signals Bearish Trend Ahead
United States Lime & Minerals, Inc. has experienced a "Death Cross," which is a technical indicator often signaling a bearish trend, as its short-term moving average fell below its long-term moving average. Despite this, the company has shown strong performance over the past year with a 48.83% increase and resilience in recent trading. Investors are advised to consider the broader context of the company's performance, including its $3.74 billion market capitalization and 28.04 price-to-earnings ratio.
(USLM) as a Liquidity Pulse for Institutional Tactics
This article from Stock Traders Daily provides an AI-driven analysis of United States Lime & Minerals Inc. (NASDAQ: USLM), suggesting an overweight bias due to strong sentiment across all time horizons. It outlines institutional trading strategies including position trading, momentum breakout, and risk hedging, with specific entry points, targets, and stop losses. The analysis highlights an exceptional risk-reward setup targeting an 11.0% gain versus a 0.3% risk.
United States Lime & Minerals (USLM) price target increased by 10.40% to 140.76
This article reports that the price target for United States Lime & Minerals (USLM) has been increased by 10.40%. The new price target is set at $140.76.
[ARS] UNITED STATES LIME & MINERALS INC SEC Filing
This article announces an SEC filing of type ARS for UNITED STATES LIME & MINERALS INC (USLM). The filing was accepted on March 27, 2026, at 04:07 PM UTC. The article also provides key financial data for USLM, including market capitalization and float, and lists recent news and other SEC filings for the company.
US Lime & Minerals (NASDAQ: USLM) outlines 2026 board elections and executive pay
United States Lime & Minerals, Inc. (USLM) has issued its definitive proxy statement for the 2026 annual meeting on May 1, 2026. Shareholders will vote on the election of seven directors and an advisory resolution on executive compensation. The proxy statement details board structure, committee responsibilities, and executive pay, which is heavily stock-based, with CEO Timothy W. Byrne's 2025 compensation totaling over $7.6 million, linked to EBITDA performance.
United States Lime & Minerals, Inc. $USLM Shares Sold by Tudor Investment Corp ET AL
Tudor Investment Corp ET AL significantly reduced its stake in United States Lime & Minerals, Inc. (NASDAQ:USLM) by 62.4% in the third quarter. Despite missing revenue and EPS estimates, the company maintains strong profitability, a 0.2% dividend yield, and recently received a "Buy" rating upgrade from Weiss Ratings. Other institutional investors have also adjusted their positions in the construction company.
UNITED STATES LIME & MINERALS PB Ratio: 5.68 — 137% Above
United States Lime & Minerals Inc (USLM) has a Price-to-Book (PB) Ratio of 5.62 as of March 27, 2026, which is 134% above its 10-year median and significantly higher than the Building Materials industry median. GuruFocus has rated USLM with a GF Score of 96/100 and considers it "Modestly Overvalued" with a GF Value of $108.43 against a current share price of $123.64. The company's high PB Ratio and valuation warrant review due to three warning signs identified by GuruFocus.
(USLM) Risk Channels and Responsive Allocation
This article from Stock Traders Daily provides an AI-driven analysis of United States Lime & Minerals Inc. (USLM), indicating a strong overweight bias across all time horizons. It details institutional trading strategies including position trading, momentum breakout, and risk hedging, along with specific entry, target, and stop-loss levels. The analysis highlights a 43.1:1 risk-reward setup, targeting a 12.4% gain with only 0.3% risk.
USLM (USLM) director exercises options to acquire 12,000 common shares
Antoine M. Doumet, a director at UNITED STATES LIME & MINERALS INC (USLM), exercised stock options to acquire 12,000 shares of USLM common stock at a price of $10.71 per share. Following this transaction, his direct holdings in the company increased to 110,000 shares. This Form 4 filing indicates a conversion of derivative securities into common stock, with no reported sales of shares.
Freedom Capital Maintains a Buy on United States Lime & Minerals (USLM), Raises PT
Freedom Capital has reiterated a "Buy" rating on United States Lime & Minerals (USLM) and raised its price target from $125 to $138, following the company's strong fiscal Q4 2025 earnings. The company reported record-breaking fiscal 2025 results with revenue growth of 17.3% and maintained strong gross profit margins despite some headwinds. USLM, a manufacturer of lime and limestone products, is working to expand capacity to overcome challenges such as aging machinery and weather disruptions.
Freedom Capital maintains a buy on United States Lime & Minerals (USLM), raises PT
Freedom Capital has reiterated its 'buy' rating for United States Lime & Minerals (USLM) and increased its price target. This decision reflects continued confidence in the company's financial performance and future prospects. The adjustment suggests analysts anticipate further growth or value appreciation for USLM.
Record Results and Strong Demand Might Change The Case For Investing In United States Lime & Minerals (USLM)
United States Lime & Minerals (USLM) recently reported record fourth-quarter results, driven by increased sales volumes and stronger pricing in its lime and limestone products despite operational challenges. The company's resilience and ongoing capacity expansion efforts reinforce its investment narrative, although risks like aging equipment remain. While some fair value estimates suggest the stock is undervalued, investor opinions on future performance vary.
