Mining & Quarrying of Nonmetallic Minerals (No Fuels) · SIC 1400

UNITED STATES LIME & MINERALS INC

USLM

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Latest revenue

$87.8M

as of 2026-03-31

Latest net income

$30.6M

as of 2026-03-31

Net margin

34.8%

as of 2026-03-31

Price · 5Y

+31.3% / yr 17.5 pts / yr vs S&P 500 288.4% total
Compare:

Live market

delayed ≤15 min
$106.04
0.21%
Market cap
$3.04B
Enterprise value
$3.04B
P/E (trailing)
22.7×
Forward P/E
P/B
Dividend yield
0.2%
52-wk high
$141.44
52-wk low
$94.02
Beta
Shares out
28.7M

5-year trend

What this company does

AI

ITEM 1. BUSINESS. General. United States Lime & Minerals, Inc. (the “Company,” the “Registrant,” “We” or “Our”), which was incorporated in 1950, conducts its business primarily through its Lime and Limestone Operations segment. The Company’s Other operations relate to its natural gas interests. The Company’s principal corporate office is located at 5429 LBJ Freeway, Suite 230, Dallas, Texas 75240. The Company’s telephone number is (972) 991-8400 and its internet address is www.uslm.com. The Company’s annual reports on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K and amendments to those reports filed or furnished pursuant to Section 13(a) or 15(d) of the Securities…

AI summary unavailable — showing raw filing excerpt

Generated from USLM's filing dated 2024-02-29

Key risks

AI

ITEM 1A. RISK FACTORS. Industry Risks Our Lime and Limestone Operations are affected by general economic conditions in the United States and specific economic conditions in particular industries. General and industry specific economic conditions in the United States could lead to reduced demand for our lime and limestone products. Specifically, demand from our utility customers has decreased due to the continuing trend in the United States to retire coal-fired utility plants. Our construction, steel, and oil and gas services customers reduce their purchase volumes, at times, due to cyclical economic conditions in their industries. Any overall reduction in demand for lime and limestone…

AI summary unavailable — showing raw filing excerpt

Generated from USLM's filing dated 2024-02-29

Profitability

Gross margin

48.9%

8.0%

Operating margin

42.4%

7.7%

Net margin

36.0%

5.2%

Return on equity

21.3%

2.6%

Return on assets

19.7%

1.6%

Leverage

Debt / equity

0.08×

12.6%

Debt / assets

7.4%

11.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$87.8M-3.7%$30.6M-10.4%34.8%

Q4 2025

2025-12-31

$87.9M+9.8%$30.5M+13.2%34.7%

Q3 2025

2025-09-30

$102.0M+14.1%$38.8M+16.3%38.0%

Q2 2025

2025-06-30

$91.5M+19.6%$30.8M+18.3%33.7%

Q1 2025

2025-03-31

$91.3M+27.3%$34.1M+52.0%37.4%

Q4 2024

2024-12-31

$80.1M$27.0M33.7%

Q3 2024

2024-09-30

$89.4M+19.4%$33.4M+60.9%37.3%

Q2 2024

2024-06-30

$76.5M+3.5%$26.1M+32.2%34.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Mining & Quarrying of Nonmetallic Minerals (No Fuels) · SIC 1400

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Insider activity

Insider buying

$0

Insider selling

$4.9M

Net activity

−$4.9M

Distinct insiders

2

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-03

Sandra C Duhe

Director

Sale1,277$120.45$153.8K
2025-09-04

Timothy W Byrne

President & CEO

Sale11,504$119.43$1.4M
2025-09-04

Timothy W Byrne

President & CEO

Sale596$120.76$72.0K
2025-09-03

Timothy W Byrne

President & CEO

Sale26,034$120.88$3.1M
2025-09-03

Timothy W Byrne

President & CEO

Sale1,391$124.18$172.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns USLM

Institutional value

$598.4M

Total shares held

4.7M

Distinct holders

145

-76 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.863.2K$112.7M-151.0K (-14.9%)Trimmed
2DIMENSIONAL FUND ADVISORS LP747.6K$97.6M-5.7K (-0.8%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC456.6K$59.6MNew
4FIRST TRUST ADVISORS LP442.0K$57.7M+203.0K (+85.0%)Added
5VANGUARD PORTFOLIO MANAGEMENT LLC330.6K$43.2MNew
6WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC286.3K$37.4M+13.4K (+4.9%)Added
7Copeland Capital Management, LLC143.7K$18.8M-42.3K (-22.7%)Trimmed
8Invesco Ltd.123.6K$16.1M+6.8K (+5.8%)Added
9ROYCE & ASSOCIATES LP91.0K$11.9M+33.4K (+57.9%)Added
10VANGUARD FIDUCIARY TRUST CO73.0K$9.5MNew
11DIAMOND HILL CAPITAL MANAGEMENT INC64.7K$8.5M-6.2K (-8.8%)Trimmed
12Bank of New York Mellon Corp63.9K$8.3M+1 (+0.0%)Added
13JPMORGAN CHASE & CO56.8K$7.1M+32.3K (+131.6%)Added
14Aptus Capital Advisors, LLC47.9K$6.3M+479 (+1.0%)Added
15FRANKLIN RESOURCES INC45.3K$5.9M-1.2K (-2.6%)Trimmed
16Cardinal Capital Management44.5K$5.8M+26 (+0.1%)Added
17Davidson Capital Management Inc.42.3K$5.5M+42.2K (+42661.6%)Added
18Linden Thomas Advisory Services, LLC40.3K$5.3M+225 (+0.6%)Added
19Moran Wealth Management, LLC36.1K$4.7M+27.3K (+312.8%)Added
20North Star Investment Management Corp.32.5K$4.3M-6.0K (-15.6%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once USLM's latest filing finishes processing.