NewMarket Emphasizes Margin Strategy and Increases Dividend by 9% Following Calca Acquisition in Specialty Segment Expansion

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Oct 31 2025

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NEU-1.39%

Should l Buy NEU?

Source: SeekingAlpha

Financial Performance: NewMarket Corporation reported a net income of $100 million for Q3 2025, down from $132 million in Q3 2024, with petroleum additives sales at $649 million and operating profit at $131 million, impacted by one-time charges and a 4.1% shipment decrease.
Strategic Investments: The company expanded its Specialty Materials segment by acquiring Calca Solutions, LLC, and plans to continue investing in technology and inventory optimization to enhance long-term value for shareholders.
Dividend Increase: NewMarket returned $155 million to shareholders in the first nine months of 2025, including a 9% increase in the quarterly dividend to $3 per share, effective January 2, 2026.
Market Challenges: Management acknowledged ongoing inflationary pressures and market softness affecting shipments, particularly in petroleum additives, while expressing confidence in cash flow and capital returns despite these challenges.

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About NEU

NewMarket Corporation is a holding company operating through its subsidiaries, Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), and American Pacific Corporation (AMPAC). The Afton and Ethyl companies develop, manufacture, blend, and deliver chemical additives that enhance the performance of petroleum products. AMPAC is a manufacturer of specialty chemicals used in solid rocket motors for the aerospace and defense industries. Its petroleum additives segment includes lubricant and fuel additives. Its specialty materials segment includes critical materials used in solid rocket motors for space launch and military defense applications. Ethyl provides contracted manufacturing and related services to Afton and to third parties and is a marketer of antiknock compounds in North America. The Company is also a producer of UltraPure and high-purity hydrazine, which are essential, mission-critical propellants that enable advanced aerospace and defense applications.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Neuren Pharmaceuticals' DAYBUE Expected to Reach $700 Million in Global Sales by 2028

Jan 14 2026NASDAQ.COM

Sales Forecast: Neuren Pharmaceuticals anticipates that its prescription drug DAYBUE for Rett syndrome will achieve global net sales of $700 million by 2028, reflecting strong growth potential in the market.
Patient Treatment: Since its U.S. launch, over 2,000 Rett patients have been treated with DAYBUE, with a 12-month treatment persistency increase of 55%, indicating high patient reliance and satisfaction with the drug.
Market Expansion: The company continued to expand its U.S. customer-facing teams in the second quarter of 2025, further driving DAYBUE sales growth, which underscores its strategic focus on market penetration and customer service.
New Product Launch: The DAYBUE STIX formulation is set to launch in the U.S. in the first quarter of 2026, with a full commercial rollout planned for the second quarter, marking a significant enhancement of the company's product line and competitive positioning.

NewMarket Corp Shares Drop to $695.94, Oversold Signal Emerges

Dec 30 2025NASDAQ.COM

Oversold Condition: NewMarket Corp's stock price fell to $695.94 on Tuesday, with an RSI reading of 29.7 indicating an oversold condition, suggesting potential buying opportunities for investors.
Dividend Yield: Based on the current price of $704.44, NEU's annualized dividend of $12 per share translates to a yield of 1.70%, making it an attractive option for dividend investors seeking higher returns.
Market Comparison: NEU's low RSI compared to the average RSI of 52.0 for covered dividend stocks suggests that recent heavy selling may be exhausting, drawing interest from bullish investors.
Investor Strategy: While dividends are not always predictable, analyzing NEU's dividend history can assist investors in assessing the likelihood of continued payments, enabling more informed investment decisions.

NewMarket (NYSE:NEU) Investors Achieve 36% Annual Growth Rate Over Past Three Years

Nov 30 2025Yahoo Finance

Stock Performance: NewMarket Corporation's share price has increased by 137% over the last three years, with a recent 2.8% rise, indicating strong market sentiment aligned with its earnings per share (EPS) growth of 33% annually.
Total Shareholder Return: The total shareholder return (TSR) for NewMarket over the past three years is 151%, surpassing its share price return, largely due to dividends that have enhanced overall returns.
Recent Growth: NewMarket has delivered a 46% TSR in the last twelve months, suggesting improved business momentum compared to a 17% annualized return over the past five years.
Investment Considerations: While NewMarket shows promising returns, potential investors should be aware of one warning sign and consider insider buying trends before making investment decisions.