USLM
UNITED STATES LIME & MINERALS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 3 1 insider sell $153.8K at $120.45
- R Apr 29 USLM reported Q1 2026 revenue down 3.7% YoY to $87.8M and diluted EP…
- R Apr 29 USLM reported Q1 2026 revenue of $87.8M (down 3.7% YoY) and net inco…
- B Sep 9 1 insider buy $2.2M at $110.00
- S Sep 9 1 insider sell $2.2M at $110.00
Signal stack
Where each data set points today.
- InsidersMIXED
1 insider bought $2.2M at an average $110.00. 2 insiders sold $2.4M.
- InstitutionsBULLISH
Q2 2026: 32 added (0 new), 13 trimmed or exited.
- EstimatesFALLING
Current-quarter EPS estimate $1.520 → $1.480 over 90 days. 0 up, 1 down in 30 days.
- Short sellersSTEADY
Short interest +0.2% to 1.14M shares. 10.6 days to cover, ≈4.0% of shares.
- TrendDOWNTREND
3% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $174.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $44.4M |
| STATE STREET CORP | ADD | $43.9M |
| ROYCE & ASSOCIATES LP | DOUBLED | $23.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | $17.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $12.9M |
| MORGAN STANLEY | ADD | $10.4M |
| CITADEL ADVISORS LLC | DOUBLED | $10.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Mar 2026Price is below the lowest target. Median implies +20%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Mar 2, 2026 | Freedom Broker MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 9, 2026 | DOUMET ANTOINE M Director | SELL | $2.2M |
| Sep 9, 2026 | Candou Holdings Ltd. 10%+ Owner | BUY | $2.2M |
| May 1, 2026 | Hawkins Tom S Jr Director | AWARD | $140.0K |
| May 1, 2026 | DOUMET ANTOINE M Director | EXERCISE | $374.6K |
| May 1, 2026 | CARDIN RICHARD W Director | AWARD | $140.0K |
| May 1, 2026 | DOUMET ANTOINE M Director | AWARD | $374.6K |
| May 1, 2026 | Duhe Sandra C Director | AWARD | $140.0K |
| May 1, 2026 | Weirich Lila R Director | AWARD | $140.0K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $1.48 | $1.48–$1.48 | +0.0% | $122.0M |
| Next Q | $1.30 | $1.30–$1.30 | +0.0% | $108.0M |
| Current FY | $5.04 | $5.04–$5.04 | -1.9% | $417.0M |
| Next FY | $5.70 | $5.70–$5.70 | -2.4% | $473.0M |
Short side
FINRA· Oct 15, 2026SecBot reports
2 filings · 1 press release · 0 bullish · 1 bearish · 1 neutral- NEUTRAL CLUSTERSep 11, 2026
A mixed insider cluster at USLM shows a 10% owner (Candou Holdings Ltd.) buying $2.2M worth of…
The buy from a 10% owner is a modest positive signal, but the simultaneous director sell at the same price neutralizes it. With 86% analyst bullish consensus and no material news catalyst, this…
- BEARISH PRESS RELEASEApr 29, 2026
USLM reported Q1 2026 revenue of $87.8M (down 3.7% YoY) and net income of $30.6M ($1.06 per…
The earnings miss and YoY declines warrant caution. Monitor Q2 commentary for demand recovery in construction and the startup of the Texas kiln project in summer 2026, which could provide a…
- BEARISH 8-KApr 29, 2026
USLM reported Q1 2026 revenue down 3.7% YoY to $87.8M and diluted EPS down 10.9% to $1.06, missing…
Monitor Q2 2026 for demand recovery in construction and oil & gas services, and track progress on the Texas kiln start-up. The first YoY revenue decline since 2020 suggests near-term headwinds; a…
All USLM filing & press-release reports (3)
- CLUSTER reportSep 11, 2026
- PRESS-RELEASE reportApr 29, 2026
- 8-K reportApr 29, 2026