The Bull Case For United States Lime & Minerals (USLM) Could Change Following Strong 2025 Earnings And Dividend Declaration
United States Lime & Minerals (USLM) reported strong financial results for 2025, with increased sales and net income, and declared a quarterly dividend. These results reinforce the company's investment narrative as a durable and profitable niche business, converting steady demand for lime and minerals into strong cash generation. While the earnings beat doesn't radically alter the core drivers, it may alleviate concerns following a recent share price pullback, though a premium valuation and potential demand slowdown remain key risks.
The Bull Case For United States Lime & Minerals (USLM) Could Change Following Strong 2025 Earnings And Dividend Declaration
United States Lime & Minerals (USLM) reported strong Q4 and full-year 2025 earnings, with significant increases in sales and net income, and declared a regular quarterly dividend. These results reinforce the company's investment narrative as a durable and profitable niche business. While the earnings don't radically change the core drivers, they may alleviate concerns after a recent share price pullback, though a premium valuation remains a risk.
Advisors Asset Management Inc. Increases Position in United States Lime & Minerals, Inc. $USLM
Advisors Asset Management Inc. significantly increased its stake in United States Lime & Minerals, Inc. (NASDAQ:USLM) by 21.1% in the third quarter, now owning 68,759 shares valued at $9.05 million. Despite missing quarterly earnings and revenue expectations, the company demonstrates strong profitability with a 36.03% net margin and 23.73% ROE, and recently declared a quarterly dividend of $0.06. However, its rating was downgraded by Weiss Ratings from "buy" to "hold," aligning with the current consensus analyst rating.
United States Lime And Minerals (USLM) Margin Strength Reinforces Bullish Narratives Despite Q4 EPS Step Down
United States Lime & Minerals (USLM) closed FY 2025 with strong annual revenue and EPS, despite a Q4 dip. The company's net profit margin of 36% indicates robust profitability, supporting a bullish outlook as earnings grew 23.4% year-over-year. However, its P/E ratio of 25.1x is above peers and its DCF fair value, suggesting potential overvaluation despite strong trailing profit.
United States Lime & Minerals Enters Oversold Territory
United States Lime & Minerals Inc. (USLM) has entered oversold territory, with its Relative Strength Index (RSI) falling to 29.3. This signals a potential buying opportunity for investors, as the stock's fundamentals, including a dividend yield of 0.21%, remain strong. The DividendRank formula identifies USLM as a well-positioned stock for further research due to its strong fundamentals and inexpensive valuation.
United States Lime And Minerals (USLM) Margin Strength Reinforces Bullish Narratives Despite Q4 EPS Step Down
United States Lime & Minerals (USLM) finished FY 2025 with strong annual revenue and EPS growth, despite a sequential drop in Q4 earnings. The company achieved a 36% net profit margin, indicating improved profitability per sales dollar. However, USLM's current P/E ratio is higher than its peers and its DCF fair value, suggesting a potential overvaluation, which investors must weigh against its strong trailing profitability.
Does Strong Q4 Demand And A Steady Dividend Alter The Bull Case For United States Lime & Minerals (USLM)?
United States Lime & Minerals (USLM) reported strong Q4 2025 sales and net income, driven by broad demand from construction, steel, and environmental sectors, alongside a regular quarterly dividend. Despite these positive results, the company experienced shipment delays due to winter storms and weakness in roof shingle markets. While the company's investment narrative remains tied to cyclical industrial demand, its shares may still be trading above fair value, prompting varied investor opinions on its long-term resilience.
Does Strong Q4 Demand And A Steady Dividend Alter The Bull Case For United States Lime & Minerals (USLM)?
United States Lime & Minerals (USLM) reported strong Q4 2025 sales and net income, driven by demand from construction, steel, and environmental sectors, despite challenges like winter storm-related shipment delays and weak roof shingle markets. The company approved a regular quarterly dividend, reinforcing its investment narrative as a niche industrial supplier focused on disciplined operations. While the stock's valuation is debated among investors, its reliance on cyclical end markets presents both opportunities and risks.
United States Lime: Fourth Quarter Earnings Overview
United States Lime & Minerals Inc. announced its fourth-quarter results, reporting a net profit of $30.5 million, or $1.06 per share, on revenues of $87.9 million. For the full year, the company achieved a total profit of $134.3 million ($4.67 per share) and revenues of $372.7 million. These figures reflect the company's financial performance in manufacturing lime and limestone products.
United States Lime: Fourth Quarter Earnings Overview
United States Lime & Minerals Inc. announced its fourth-quarter earnings, reporting a net profit of $30.5 million and earnings of $1.06 per share on $87.9 million in revenue. For the full year, the company achieved a total profit of $134.3 million ($4.67 per share) with $372.7 million in annual revenue. The Dallas-based manufacturer specializes in lime and limestone products.
USLM Reports Strong Q4 Revenue Growth Driven by Construction Dem
United States Lime & Minerals (USLM) reported a significant increase in Q4 revenue, reaching $87.94 million, primarily due to strong demand from construction projects, particularly large data centers. Despite potential Q1 2026 challenges from winter weather delays and reduced roof shingle demand, the company exhibits robust financial health with strong margins, high liquidity, and minimal debt. USLM's valuation suggests a premium, though technical indicators hint at it approaching oversold territory, while institutional ownership remains balanced.
United States Lime & Minerals Reports Fourth Quarter and Full Year 2025 Results and Declares Regular Quarterly Cash Dividend
United States Lime & Minerals, Inc. (NASDAQ: USLM) announced its financial results for the fourth quarter and full year 2025, reporting increased revenues and net income. Revenues rose to $87.9 million in Q4 2025 and $372.7 million for the full year, driven by strong demand from construction and steel customers. The company's Board of Directors also declared a regular quarterly cash dividend of $0.06 per share.
Earnings Flash (USLM) United States Lime & Minerals, Inc. Reports Q4 Revenue $87.9M, vs. FactSet Est of $97.0M
United States Lime & Minerals, Inc. (USLM) announced its Fourth Quarter 2025 revenue was $87.9 million, falling short of FactSet's estimated $97.0 million. This earnings flash was published on February 2, 2026, by MT Newswires, highlighting the company's financial results compared to analyst expectations.
United States Lime & Minerals Inc (USLM) Stock Price Up 3.06% on Feb 2
Shares of United States Lime & Minerals Inc (USLM) rose 3.06% on February 2nd, closing at $124.30. Analysts forecast an average target price of $125.00, suggesting a slight upside, with an "Outperform" consensus. However, GuruFocus estimates a GF Value of $100.03, indicating a potential downside from the current price.
United States Lime: Q4 Earnings Snapshot
United States Lime & Minerals Inc. (USLM) reported net income of $30.5 million, or $1.06 per share, in its fourth quarter on revenue of $87.9 million. For the entire year, the company posted a profit of $134.3 million, or $4.67 per share, with total revenue reaching $372.7 million.
United States Lime & Minerals (USLM) to Release Earnings on Monday
United States Lime & Minerals (USLM) is scheduled to release its earnings report on Monday, February 2nd, with analysts forecasting earnings of $1.13 per share and revenue of $97.0 million. The company previously exceeded estimates with $1.35 EPS and demonstrated strong financial metrics. USLM's stock is currently trading around $123.82, and it holds a "Buy" consensus rating from analysts, including recent reaffirmation from Weiss Ratings.
Shareholders Would Enjoy A Repeat Of United States Lime & Minerals' (NASDAQ:USLM) Recent Growth In Returns
United States Lime & Minerals (NASDAQ:USLM) is showing positive trends with its Return On Capital Employed (ROCE) increasing significantly to 24% over the last five years, outperforming the industry average. This growth is coupled with a substantial increase in capital employed, indicating profitable reinvestment opportunities. The company's strong ROCE and impressive 383% total return over the past five years suggest continued positive performance for investors.
Shareholders Would Enjoy A Repeat Of United States Lime & Minerals' (NASDAQ:USLM) Recent Growth In Returns
United States Lime & Minerals (NASDAQ:USLM) has demonstrated strong financial performance with a rapidly increasing Return On Capital Employed (ROCE) over the past five years, now standing at 24%. This growth is coupled with a significant increase in capital employed, indicating effective reinvestment and a robust business model. Investors have seen a remarkable 383% total return over the same period, suggesting continued positive sentiment for the company's future prospects.
Avoiding Lag: Real-Time Signals in (USLM) Movement
This article analyzes United States Lime & Minerals Inc. (USLM) with a focus on real-time signals and trading strategies. It highlights a weak near-term sentiment but a strong outlook for mid and long-term, with an exceptional short setup risk-reward. The piece also details three AI-generated trading strategies and multi-timeframe signal analysis for USLM.
SG Americas Securities LLC Takes Position in United States Lime & Minerals, Inc. $USLM
SG Americas Securities LLC initiated a new position in United States Lime & Minerals (NASDAQ:USLM) during Q3, acquiring 8,312 shares valued at approximately $1.09 million. Other institutional investors also increased their stakes, bringing total institutional ownership to about 27.12%. United States Lime & Minerals reported strong quarterly earnings, beating analyst expectations, and maintains a modest dividend payout.
United States Lime & Minerals (NASDAQ:USLM) Share Price Crosses Above Two Hundred Day Moving Average - Here's Why
United States Lime & Minerals (NASDAQ:USLM) has seen its stock price cross above its 200-day moving average, trading as high as $134.43. The company has strong fundamentals, including beating quarterly EPS estimates ($1.35 vs. $1.20) and robust margins (35.8%) and ROE (23.8%). Analysts currently have a consensus "Buy" rating for USLM.
United States Lime & Minerals Inc (USLM) Trading 3.99% Higher on Jan 15
United States Lime & Minerals Inc (USLM) shares surged 3.99% in mid-day trading on January 15, reaching an intraday high of $133.51. Despite this gain, the stock remains 3.23% below its 52-week high. Analysts forecast an average target price of $125.00, suggesting a potential downside, while GuruFocus estimates a fair value of $99.37, indicating an even larger downside of 25.57%.
Discipline and Rules-Based Execution in USLM Response
This article provides an analysis of United States Lime & Minerals Inc. (NASDAQ: USLM), highlighting strong near-term sentiment that could lead to a long-term positive bias. It presents several AI-generated trading strategies, including position trading, momentum breakout, and risk hedging, with specific entry points, targets, and stop losses. The analysis also details multi-timeframe signal strengths, support, and resistance levels for USLM.
Is United States Lime & Minerals (USLM) Quietly Becoming a Pivotal Soil Health and Agronomy Player?
The global agricultural lime market is projected to reach US$3 billion by 2033, driven by growing awareness of soil acidity and sustainable farming. United States Lime & Minerals (USLM), a specialist lime products company, is expected to benefit from this demand through capacity expansion and product innovation. While USLM's shares have risen and are potentially undervalued by 20%, the company's premium valuation and reliance on cyclical markets present risks, with analyst opinions on its fair value varying significantly.
Cardinal Capital Management Reduces Holdings in United States Lime & Minerals, Inc. $USLM
Cardinal Capital Management has reduced its stake in United States Lime & Minerals, Inc. (NASDAQ:USLM) by 22.5%, selling over 12,000 shares but still retaining a significant holding valued at about $5.858 million. Despite this reduction, United States Lime & Minerals reported strong quarterly earnings, beating analyst expectations, and maintains a "Buy" consensus rating from analysts, trading at $127.29 with a market cap of $3.65 billion. The company also announced a quarterly dividend of $0.06 per share.
Behavioral Patterns of USLM and Institutional Flows
United States Lime & Minerals Inc. (NASDAQ: USLM) is exhibiting a mid-channel oscillation pattern with weak near-term sentiment but strong long-term projections. AI models have generated three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis highlights significant risk-reward opportunities and divergent sentiment across various time horizons, suggesting potentially choppy conditions.
Here's Why United States Lime & Minerals (NASDAQ:USLM) Has Caught The Eye Of Investors
United States Lime & Minerals (NASDAQ:USLM) has attracted investor attention due to its impressive annual EPS growth of 45% over the last three years. The company has also shown strong revenue growth and improved EBIT margins, reaching 42%. Additionally, insiders hold a significant US$30 million investment in the stock, indicating alignment with shareholders and confidence in the company's strategy.
United States Lime Market Size and Forecast 2025–2033
The United States Lime Market is predicted to grow significantly, reaching US$3.02 billion by 2033 from US$2.13 billion in 2024, driven by infrastructure expansion, stricter environmental regulations, and sustainable agriculture. Lime's versatility is highlighted across various sectors, including soil conditioning, water treatment, construction, and metallurgy. The market faces challenges like limited high-quality limestone availability and import competition but is bolstered by continuous innovation and strategic investments.
151,396 Shares in United States Lime & Minerals, Inc. $USLM Acquired by Copeland Capital Management LLC
Copeland Capital Management LLC has acquired 151,396 shares of United States Lime & Minerals, Inc. (NASDAQ:USLM), a position valued at approximately $19.9 million, giving them about 0.53% ownership. The construction company reported strong Q3 earnings per share of $1.35, beating estimates, and maintains robust profitability with a 23.82% return on equity. USLM, which pays a quarterly dividend, recently received an upgrade to a "Buy" rating from Weiss Ratings.
United States Lime & Minerals (Nasdaq:USLM) - Stock Analysis
This article provides a comprehensive stock analysis of United States Lime & Minerals (NASDAQ:USLM), highlighting its current valuation, past performance, and financial health. The company is trading below its estimated fair value with recent earnings growth, and the report includes dividend information, recent news, and shareholder returns compared to its industry and the broader market. It also details the company's operations in manufacturing and supplying lime and limestone products in the U.S.
Cadent Capital Advisors LLC Takes $1.83 Million Position in United States Lime & Minerals, Inc. $USLM
Cadent Capital Advisors LLC recently acquired a significant position of 13,881 shares, valued at $1.83 million, in United States Lime & Minerals, Inc. (NASDAQ:USLM) during Q3. This move aligns with increased institutional ownership in the company, which also saw an upgrade from Weiss Ratings to "buy" and a consensus "Buy" rating from analysts. United States Lime & Minerals, Inc. has a market capitalization of $3.64 billion and recently reported strong quarterly earnings, beating EPS estimates.
Liquidity Mapping Around (USLM) Price Events
United States Lime & Minerals Inc. (NASDAQ: USLM) is exhibiting strong sentiment across all time horizons, indicating an overweight bias. The analysis highlights an exceptional 42.9:1 risk-reward setup, targeting a 12.5% gain against a 0.3% risk. AI models have generated three distinct trading strategies for various risk profiles, including position trading, momentum breakout, and risk hedging, all designed with sophisticated risk management.
Thurston Springer Miller Herd & Titak Inc. Has $183,000 Stock Position in United States Lime & Minerals, Inc. $USLM
Thurston Springer Miller Herd & Titak Inc. significantly reduced its stake in United States Lime & Minerals, Inc. (NASDAQ:USLM) by 89.8% in Q3, now holding 1,393 shares valued at $183,000. Other institutional investors also adjusted their positions, with 27.12% of the stock owned by institutions and hedge funds. USLM, with a market cap of $3.61 billion, recently beat EPS estimates and carries an average analyst rating of "Hold."
Price-Driven Insight from (USLM) for Rule-Based Strategy
This article provides a price-driven insight for United States Lime & Minerals Inc. (NASDAQ: USLM) with key findings and three distinct AI-generated institutional trading strategies. It highlights a strong sentiment in the near and mid-term, an exceptional risk-reward short setup, and details strategies for position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal analysis and real-time signals with support and resistance levels.
United States Lime Market Size and Forecast 2025–2033
The United States Lime Market is predicted to grow steadily, reaching US$ 3.02 billion by 2033 due to increasing industrial activity, sustainability regulations, and infrastructure modernization. Lime demand is driven by its crucial role in construction, metallurgy, agriculture, water treatment, and environmental protection. Challenges include limited high-quality limestone availability and competition from low-cost imports, but innovation and decarbonization efforts present new opportunities for growth.
3,000 Shares in United States Lime & Minerals, Inc. $USLM Acquired by Handelsbanken Fonder AB
Handelsbanken Fonder AB recently acquired 3,000 shares of United States Lime & Minerals, Inc. (NASDAQ:USLM) valued at approximately $299,000, initiating a new position in the company. Other institutional investors also adjusted their holdings, with overall institutional ownership now standing at 27.12%. This comes as USLM posted strong Q3 earnings, beating analyst estimates, and declared a quarterly dividend.
Should Robust Infrastructure Demand in Louisiana and Texas Prompt Action From United States Lime & Minerals (USLM) Investors?
United States Lime & Minerals (USLM) is experiencing heightened demand from construction, environmental, and steel customers in Louisiana and Texas, driven by robust infrastructure efforts. While this positive momentum from strong Q3 sales growth offsets risks like insider selling and valuation concerns, USLM remains expensive relative to the industry. The article suggests investors consider diverse fair value estimates and potential risks.
Growing Demand Boosted United States Lime & Minerals (USLM) Q3
Diamond Hill Capital's Small Cap Strategy highlighted United States Lime & Minerals, Inc. (USLM) as a top contributor in Q3 2025, benefiting from increased demand in construction, environmental, and steel sectors. The company's key markets in Louisiana and Texas show strong bidding activity indicative of robust underlying demand, further bolstered by regional infrastructure projects. Despite USLM's positive performance, Diamond Hill Capital noted that while acknowledging its potential, their conviction for higher returns in a shorter timeframe lies with promising AI stocks.
USLM grows revenues, profit in third quarter
United States Lime & Minerals (USLM) reported a significant increase in both revenues and gross profit for the third quarter of 2025. Revenues rose by 14.1 percent to $102 million due to higher sales volumes and increased lime and limestone selling prices, primarily driven by strong demand from construction, environmental, and steel customers. Gross profit increased by 21.1 percent to $52.2 million, with continued solid demand from data center construction partially offsetting softer demand in other sectors.
(USLM) as a Liquidity Pulse for Institutional Tactics
This article provides an AI-driven analysis of United States Lime & Minerals Inc. (NASDAQ: USLM), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It presents specific institutional trading strategies, including position, momentum breakout, and risk hedging, along with detailed multi-timeframe signal analysis and risk-reward setups. The report suggests an exceptional 64.2:1 risk-reward setup targeting an 18.8% gain versus 0.3% risk.
Connor Clark & Lunn Investment Management Ltd. Has $539,000 Holdings in United States Lime & Minerals, Inc. $USLM
Connor Clark & Lunn Investment Management Ltd. significantly increased its stake in United States Lime & Minerals, Inc. by 96.2% in the second quarter, bringing its total holdings to $539,000. Institutional investors now own 27.12% of the stock, while CEO Timothy W. Byrne recently sold a significant portion of his shares. The company reported strong Q3 earnings, beating estimates, and declared a quarterly dividend.
Semanteon Capital Management LP Invests $371,000 in United States Lime & Minerals, Inc. $USLM
Semanteon Capital Management LP initiated a new position in United States Lime & Minerals (USLM), purchasing 3,721 shares valued at approximately $371,000 in Q2. This comes amidst other institutional investor activities and a recent insider sale by CEO Timothy W. Byrne. The company reported strong quarterly earnings, declared a dividend, and holds a consensus "Buy" rating from analysts.
Aviva PLC Sells 2,138 Shares of United States Lime & Minerals, Inc. $USLM
Aviva PLC reduced its stake in United States Lime & Minerals, Inc. (NASDAQ:USLM) by 32.0% in the second quarter, selling 2,138 shares and retaining 4,553 shares worth $454,000. Despite this, institutional investors collectively own 27.12% of the company's stock. United States Lime & Minerals reported strong financials, beating quarterly EPS estimates, and announced a quarterly dividend of $0.06 per share.
United States Lime & Minerals, Inc. (NASDAQ:USLM) Not Lagging Market On Growth Or Pricing
United States Lime & Minerals, Inc. currently boasts a high P/E ratio of 30.9x, suggesting it may be overvalued compared to the broader U.S. market. However, this high P/E is supported by the company's strong recent earnings growth, including a 45% increase last year and 228% over the past three years. This impressive growth, significantly outpacing the market's forecast, provides a rationale for investors' confidence and the stock's premium valuation.
US Lime & Minerals Builds On Strong Construction Demand
US Lime & Minerals experienced significant revenue and profit growth, largely driven by the booming data center construction industry. Despite strong demand for its core materials like lime and limestone, the company faces scrutiny over its valuation, with its stock trading above analyst targets and having a high price-to-earnings ratio. While traditional construction demand remains solid, softer conditions in other sectors like oil and gas highlight the limits of tech-driven growth to offset wider industrial slowdowns.
United States Lime: Q3 Earnings Snapshot
United States Lime & Minerals Inc. (USLM) reported strong third-quarter earnings, with $38.8 million in profit and $1.35 earnings per share. The company, a lime and limestone products maker, achieved $102 million in revenue for the period. This financial snapshot was generated using data from Zacks Investment Research.
United States Lime Market Report 2025-2033 by Type, Application, Key States and Company Analysis - ResearchAndMarkets.com
The U.S. lime market is projected to grow from US$2.13 billion in 2024 to US$3.02 billion by 2033, exhibiting a CAGR of 3.94%. This growth is driven by increased industrial efficiency, environmental protection efforts, infrastructure development, and sustainable farming practices. The report highlights key drivers like water treatment, environmental protection, chemical and agriculture sector demand, and booming infrastructure, while also addressing challenges such as limited high-quality limestone availability and import competition.
Is It Too Late To Consider Buying United States Lime & Minerals, Inc. (NASDAQ:USLM)?
United States Lime & Minerals (NASDAQ:USLM) saw a significant share price rise of 32% recently. The stock appears fairly valued, trading slightly below its intrinsic value, but its high beta suggests future volatility. The company has a positive outlook with double-digit revenue growth expected over the next couple of years.
United States Calcium Carbonate Market Growth Backed by Construction Expansion and Paper & Plastics Demand | Key Players: AGSCO Corp, Carmeuse, United States Lime & Minerals, Inc., The National Lime & Stone Company
The U.S. Calcium Carbonate Market is experiencing significant growth, driven by expansion in construction and high demand from the paper and plastics industries. Key players like AGSCO Corp and Carmeuse are highlighted in DataM Intelligence's comprehensive analysis, which also covers market dynamics, opportunities, and recent industry developments in both the U.S. and Japan. The analysis provides crucial insights for businesses and investors navigating this evolving global market.
North America Minerals Market Size, Share & Growth, 2034
The North America minerals market, valued at USD 352.96 billion in 2025, is projected to reach USD 465.79 billion by 2034, growing at a CAGR of 3.13%. Key drivers include surging demand from clean energy infrastructure, defense, and aerospace industrial expansion. The market faces restraints such as lengthy permitting delays and geospatial data gaps, but opportunities exist in expanding onshore mineral processing and indigenous-led mineral development partnerships.
