NewMarket Corporation (NEU) reported third-quarter 2026 net income of $124.1 million, or $13.50 per share, compared with $100.3 million, or $10.67 per share, a year earlier. Net sales totaled $716.5 million, up from $690.3 million in the prior-year quarter.
For the first nine months of 2026, NewMarket reported net income of $375.9 million, or $40.64 per share, on net sales of $2.13 billion.
- Petroleum additives sales were $651.0 million in the third quarter, versus $649.1 million a year earlier.
- Specialty materials sales rose to $62.0 million from $38.2 million.
- Third-quarter operating profit was $142.9 million, compared with $130.7 million in the prior-year period.
- During the first nine months, the company spent $88.5 million on capital expenditures, paid $83.1 million in dividends, and repurchased $126.4 million of common stock.
$NEU Hedge Fund Activity
We have seen 207 institutional investors add shares of $NEU stock to their portfolio, and 185 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 151,670 shares (+128.2%) to their portfolio in Q2 2026, for an estimated $120,007,370
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 102,184 shares (+inf%) to their portfolio in Q2 2026, for an estimated $80,852,068
- BOSTON PARTNERS added 72,780 shares (+29.0%) to their portfolio in Q2 2026, for an estimated $57,586,447
- JPMORGAN CHASE & CO added 55,231 shares (+inf%) to their portfolio in Q2 2026, for an estimated $43,700,976
- MILLENNIUM MANAGEMENT LLC removed 54,261 shares (-63.1%) from their portfolio in Q2 2026, for an estimated $42,933,473
- CAISSE DE DEPOT ET PLACEMENT DU QUEBEC removed 42,321 shares (-31.6%) from their portfolio in Q2 2026, for an estimated $33,486,068
- AMERICAN CENTURY COMPANIES INC added 40,792 shares (+24.2%) to their portfolio in Q2 2026, for an estimated $32,276,262
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
