NEU

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.

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.