NewMarket

NEU

Market cap $7.13B

The Touchstone Mid Cap Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell MidCap® Index, for the quarter ended September 30, 2025. Among the largest contributors to Fund performance were Somnigroup International, Inc. (Consumer Discretionary sector), Armstrong World Industries, Inc. (Industrials sector), and NewMarket Corporation (Materials sector). Among the largest detractors from Fund performance were Fidelity National Information Services, Inc. (Financials sector), Allison Transmission Holdings, Inc. (Industrials sector), and AptarGroup, Inc. (Materials sector).

GOOG was a top performer following strong core business results and the accelerated adoption of its AI offerings. TEL was a top performer as it is benefiting from AI spending plus delivering stronger margins despite a mixed demand environment in other end markets. Trucking stocks in general, and ODFL specifically, have had challenging performance during the quarter due to the lingering softness in the industrial economy.

Initiated 19,725 shares in NewMarket Corporation, an estimated $16.34 million trade based on quarterly average pricing Position represents 1.88% of reported 13F assets under management Post-trade holding: 19,725 shares, valued at $16.34 million New holding places NewMarket Corporation outside the fund's top five positions

Armstrong World Industries, Inc. (AWI) shares outperformed in the quarter due to beating expectations, driven by favorable positioning in key verticals and strong operating leverage. Somnigroup International Inc. (SGI) was a top performer as it continues to gain incremental share in the bedding market, despite the weakness in the end market. Waters Corporation (WAT) underperformed on the announcement that it will acquire Becton Dickinson's Biosciences and Diagnostics divisions.

This is my latest article where I provide predictions of upcoming dividend increases from companies with long-term dividend growth histories. The pattern of modest dividend increases continues, with only three of 19 companies announcing double-digit percentage boosts in October. November brings a larger chance of 10%+ increases from several companies, including industrials Roper Technologies and Snap-on, and healthcare companies Becton, Dickinson and Cencora.

NewMarket Corporation ( NEU ) Q3 2025 Earnings Call October 31, 2025 3:00 PM EDT Company Participants Timothy Fitzgerald - VP & CFO Presentation Operator Good day, everyone, and welcome to the NewMarket Corporation conference call and webcast to review third quarter 2025 financial results. [Operator Instructions].

RICHMOND, Va.--(BUSINESS WIRE)--NewMarket Corporation (NYSE:NEU) Chairman and Chief Executive Officer, Thomas E. Gottwald, released the following earnings report of the Company's operations for the third quarter and first nine months of 2025. Net income for the third quarter of 2025 was $100.3 million, or $10.67 per share, compared to net income of $132.3 million, or $13.79 per share, for the same period last year. For the first nine months of 2025, net income was $337.5 million, or $35.78 per.

RICHMOND, Va.--(BUSINESS WIRE)--The Board of Directors of NewMarket Corporation (NYSE: NEU) declared a quarterly dividend in the amount of $3.00 per share on the common stock of the Corporation, an increase of $0.25 as compared to the last quarterly dividend of $2.75 per share. The increase represents an approximate 9% increase over the current dividend. The dividend is payable January 2, 2026, to NewMarket shareholders of record at the close of business on December 15, 2025. NewMarket Corporat.

The London Company Mid Cap portfolio increased 1.5% gross (1.3% net) during the quarter vs. a 5.3% increase in the Russell Midcap Index. Both stock selection & sector exposure were headwinds to relative performance. We believe our strategy is well positioned for long-term investors seeking a more conservative approach to mid cap investing.

RICHMOND, Va.--(BUSINESS WIRE)--NewMarket Corporation (NYSE: NEU) announced today it expects to release third quarter 2025 earnings at the close of business on Thursday, October 30, 2025. The earnings announcement will also be available on the Company's website at www.NewMarket.com the following day. A conference call and webcast are scheduled for 3:00 pm ET on Friday, October 31, 2025 to review third quarter 2025 financial results. You can access the conference call live by dialing 1-877-545-0.