United States Lime & Minerals (USLM) reported third-quarter 2026 revenue of $106.2 million, up 4.1% from $102.0 million a year earlier. Net income was $38.0 million, compared with $38.8 million in the prior-year quarter, while diluted earnings per share were $1.32 versus $1.35.
The company said higher average sales prices and sales volumes lifted revenue, while higher transportation and fuel costs and Texas kiln integration inefficiencies reduced gross profit.
- Third-quarter gross profit was $50.8 million, down from $52.2 million a year earlier.
- For the first nine months of 2026, revenue was $293.1 million and net income was $103.1 million.
- The board declared a regular quarterly cash dividend of $0.06 per common share, payable December 11, 2026, to stockholders of record November 20, 2026.
- The company expects final commissioning of its new Texas kiln in the fourth quarter of 2026.
$USLM Insider Trading Activity
$USLM insiders have traded $USLM stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $USLM stock by insiders over the last 6 months:
- ANTOINE M DOUMET sold 20,000 shares for an estimated $2,200,000
- HOLDINGS LTD. CANDOU purchased 20,000 shares for an estimated $2,200,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$USLM Hedge Fund Activity
We have seen 130 institutional investors add shares of $USLM stock to their portfolio, and 102 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 802,890 shares (+93.0%) to their portfolio in Q2 2026, for an estimated $84,038,496
- GOLDMAN SACHS GROUP INC removed 233,589 shares (-77.3%) from their portfolio in Q2 2026, for an estimated $24,449,760
- COPELAND CAPITAL MANAGEMENT, LLC removed 143,665 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $15,037,415
- ROYCE & ASSOCIATES LP added 129,591 shares (+142.5%) to their portfolio in Q2 2026, for an estimated $13,564,289
- ARROWMARK COLORADO HOLDINGS LLC removed 120,023 shares (-60.1%) from their portfolio in Q2 2026, for an estimated $12,562,807
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 102,972 shares (-37.7%) from their portfolio in Q2 2026, for an estimated $10,778,079
- MILLENNIUM MANAGEMENT LLC added 92,969 shares (+307.4%) to their portfolio in Q2 2026, for an estimated $9,731,065
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.
