NewMarket Corporation (NEU)

NewMarket Corp. (NEU) stock has increased by 18.76% in the past six months and 39.71% over the past year. In Q3 2025, NewMarket reported EPS of $10.67, surpassing expectations, with a net income of $100.3 million. The company announced a 9% increase in its quarterly dividend to $3.00 per share. NewMarket completed the acquisition of Calca Solutions, LLC. In Q2 2025, NewMarket reported a record first-half net income of $237.2 million, or $25.11 per share. For 2024, the company reported a full-year net income of $462.4 million and EPS of $48.22.

Demand for NewMarket Corporation's products experiences fluctuations influenced by market dynamics rather than strict seasonal patterns. Recent reports indicate softness in the market and declines in lubricant additives shipments, partially offset by an increase in fuel additives shipments. The petroleum additives industry is driven by demand for higher-performing lubricants, fuel efficiency, and increasing environmental consciousness. The specialty materials segment has different demand drivers, with plans for expansion to meet growing demand in military and space programs.

NewMarket Corporation operates in the Basic Materials sector, focusing on Specialty Chemicals and Major Chemicals. It develops, manufactures, and markets fuel and oil additives through Afton Chemical Corporation and Ethyl Corporation. These additives enhance lubricant and fuel performance in automotive, industrial, and marine sectors. NewMarket has expanded into specialty materials through American Pacific Corporation (AMPAC), manufacturing materials for solid rocket motors. The acquisition of Calca Solutions, LLC, further expands its specialty materials segment. NewMarket also manages real estate through NewMarket Development Corporation.

NewMarket Corporation has a significant global presence, with operations in North America, Latin America, Europe, the Middle East, Asia Pacific, Asia, and Africa. The company has manufacturing facilities in the United States, Belgium, England, India, China, Brazil, Mexico, and Singapore.

NewMarket Corporation maintains a worldwide reputation for delivering value to its customers and equity to its shareholders. Strategic acquisitions and expansion, including AMPAC and Calca Solutions, demonstrate growth into critical sectors. Consistent financial performance, including increased net income and a rising dividend, contributes to a positive reputation. The company's focus on efficiency and innovation also bolsters its reputation.

NewMarket Corp. (NEU) has a mixed ownership structure. Institutional investors hold approximately 61.09% to 65% of the company's stock. Insiders own about 14.77% of the shares, while public companies and individual investors hold between 12% and 31.87%. Major institutional shareholders include Bank of America Corp /de/, Vanguard Group Inc, BlackRock, Inc., London Co Of Virginia, and Lsv Asset Management. Bruce Gottwald is the largest individual shareholder, holding 12% of outstanding shares, and CEO Thomas Gottwald directly holds 3.8%.