KALU Kaiser Aluminum Corporation - Common Stock

NASDAQ · Metals & Mining · Lihat di SEC EDGAR ↗
$170,23
Harga · Agu 18, 2026
Fundamental per Jul 23, 2026

Tentang Kaiser Aluminum Corporation - Common Stock Tinjauan perusahaan dari Wikipedia

Kaiser Aluminum Corporation is an American aluminum producer. It is a spinoff from Kaiser Aluminum and Chemicals Corporation, which came to be when common stock was offered in Permanente Metals Corporation and Permanente Metals Corporation's name was changed to Kaiser Aluminum and Chemicals Corporation.

Baca selengkapnya

Kaiser Aluminum Corporation is an American aluminum producer. It is a spinoff from Kaiser Aluminum and Chemicals Corporation, which came to be when common stock was offered in Permanente Metals Corporation and Permanente Metals Corporation's name was changed to Kaiser Aluminum and Chemicals Corporation.

History

Founded in 1946, Henry J. Kaiser's corporation entered the aluminum business by leasing, then purchasing three government-owned aluminum facilities in Washington state. These were the primary reduction plants at Mead and Tacoma, the rolling mill at Trentwood and also an alumina refinery at Baton Rouge, Louisiana. Kaiser benefited at that early juncture from some preferential treatment, the government found it more important to establish a third competitor in the aluminum industry besides Alcoa and Reynolds than to accept the highest bid (by Reynolds). Both Reynolds and Kaiser were also helped by the fact that the government had just gained royalty-free patent rights from Alcoa for an alumina production process in January 1946 (presumably as a result of United States v. Alcoa) and that leasees of government plants were allowed to benefit from the arrangement.

In the early 1950s, Kaiser Aluminum grew to be a vertically integrated aluminum producer (minus their own steamship company) with own mines on Jamaica, a refinery at Baton Rouge and smelters and finishing plants in various regional markets, drawing from more war surplus plants (at Newark, Ohio and Halethorpe, Maryland) as well as starting entirely new and fairly large plants (at Chalmette, Louisiana and at Ravenswood, West Virginia). This growth was also stimulated by significant demand created by the military, both for new production, but also for the establishment of the strategic stockpile following the exhaustion caused by the recent war and the next one in Korea.

Kaiser Aluminum previously owned a subsidiary that developed real estate, including in Rancho California, California; Oregon, Washington, and Arizona. In 1986, Kaiser Aluminum sold the bulk of the $450 million real estate holdings to an investor group led by Peter B. Bedford.

In 1988, Charles Hurwitz and his company Maxxam, Inc. purchased KaiserTech Ltd, the Oakland-based parent of Kaiser Aluminum and Chemical Company. Kaiser Aluminum filed for bankruptcy in 2002, due to labor disputes, the West Coast energy crisis, and asbestos liabilities. The steel workers union was suspicious of Hurwitz on the collapse of the Kaiser Aluminum Corporation and closely watched his 1995 FDIC lawsuit because Hurwitz has a history of loss-plagued businesses.

The company emerged from bankruptcy four years later. In March 2006, Kaiser Aluminum determined to restate its financial statements for the quarters ended March 31, 2005; June 30, 2005; and September 30, 2005, to adjust its VEBA-related payments and derivative financial instrument transactions.

The company previously owned a stake in Anglesey Aluminium, a joint venture with Rio Tinto Group. The smelter at this facility was closed in 2009, and the entire facility was fully closed in 2013.

In April 2021, Kaiser Aluminum completed acquisition of Alcoa Warrick, LLC, renaming it Kaiser Warrick, LLC. Kaiser entered into a long term ground lease with Alcoa; Alcoa retains its on site four unit coal fired generating station, smelting assets, and land assets with the remainder of the facility to be operated by Kaiser. Presently, Kaiser Aluminum Warrick operates a cast house, hot mill, cold mills, finishing mills/coating lines, and slitter lines, producing flat rolled aluminum sheet for the food and beverage container market. In July 2021, Kaiser Aluminum announced plans to construct an additional roll coating line at Kaiser Aluminum Warrick, at a cost of approximately $150 Million dollars. Construction of this line is expected to begin by the first half of 2022, and achieve initial operational capability by 2024.

About

Kaiser Aluminum is headquartered in Franklin, Tennessee. In 2020, it recorded revenues of roughly US$1.173 billion. Kaiser currently owns 13 fabricating plants that can produce more than 400,000,000 pounds (180,000 long tons) of aluminum annually. The North American plants produce approximately 500,000,000 pounds (220,000 long tons) per year of value-added sheet, can sheet, plate, extrusions, forgings, rod, bar, and tube. With the acquisition of the former Alcoa Warrick, LLC (now Kaiser Warrick, LLC), Kaiser Aluminum now employs approximately 3,700 persons.

Facilities

Historical

In February 1946 Kaiser was awarded the right to lease the smelter at Mead (1946-2004) (47°45′58″N 117°21′18″W).

The rolling mill at Trentwood (1946–) (47°41′59″N 117°12′39″W) was leased beginning February 1946. Production began to ramp up in July 1946, followed shortly by the commencement of operations in Mead.

The alumina refinery at Baton Rouge (1946–1985) (30.45996°N 91.18505°W / 30.45996; -91.18505 (Baton Rouge alumina plant)) began life as Plancor 226-AO. a Bayer process plant on 318 acres with a capacity of 500,000 tons of alumina per year, built at a cost of $25,683,385. The plant was closed and put on standby in July 1944. It began to produce again in December 1946, when since April under 5-year lease by Kaiser, at a time when Kaiser share at the Mead smelter reached 4 potlines. B. Rouge replaced the previous utilization of stockpiled alumina at Mead, but only enough soda ash was allotted by the government to run Baton Rouge at 85% of the Mead requirements at the beginning. Together with the almost finished Chalmette plant, its capacity was decided to be increased in November 1951, to 800,000 tons per year.

The war surplus smelter at Tacoma (1947–) (47°14′29″N 122°27′34″W) was bought outright by Kaiser for $3,000,000 in December 1946 with another $1,000,000 estimated to be needed to make it a viable operation. During the war the $6,309,240 and 41,500,000 pounds per year reduction plant was operated as by the Olin Industries, Inc.. Plancor 245 was a 100-acre facility with 233,000sqft under roof including 2 pot room buildings with a total of 240 Soderberg pots, the only one of the DPC plants making use of the process, and the one with the poorest wartime performance record. Power provided by the Bonneville Power Administration.

Soda ash plant at Owens Lake (1947–1950) (36.4332°N 117.9509°W / 36.4332; -117.9509 (Owens lake soda ash plant)). In the spring of 1947 Kaiser entered into 20-year lease with the state of California to extract approximately 500,000 tons of brine per year from Owens Lake, to be converted to 100,000 tons of soda ash. This plant was rapidly constructed and produced at 100 tons a day by April, filling a critical bottleneck. The plant was closed in 1950, after the supply situation had been dealt with.

In 1948 the war surplus rod mill later to become the rod and wire mill at Newark (1948–) (precisely at 40.01541°N 82.46577°W / 40.01541; -82.46577 (Newark rod and wire mill)) was purchased by Kaiser Aluminum. Built as Plancor 936, a bar and rod mill of 300,000,000 pounds/year capacity costing $23,198,000, operated during wartime beginning May 1943 by Alcoa. Ingots 486m pounds/year, blooming 348m, 180m pounds of blooms usable for production of 150m pounds of rods and bars. In January 1947 was leased by the Reynolds Metals Company., but in September 1947 again offered for purchase or lease by the government. The equipment that was in 1954 still in operation from those early days of wartime production were remelt furnaces, one 38-inch 2-high blooming mill and one 22-inch 3-high finishing mill. New equipment was installed at a cost of $9,000,000 and surveyed thusly in 1954: one 10-inch finishing mill, wire drawing machines, stranding bays, continuous vulcanizing machines and plastic tuber, banbury mixer, rubber mills, triplers and quadruplers and finally electrical conductor test equipment. The wire mill trains started out with 12 feet long and 6 inches square ingots, cut down to pieces of 70-inch length and then rolled on the 10-inch mill into a 3/8-inch rod nearly 1/2 mile long in 55 seconds, in total 235,000 pounds per shift. Rods and bars were either sold, or rods were used to make wires up to 0.0056 inches thin. The wire train started with nine 8 and 10-die tandem drawing machines, followed if desired by one 13-die machine, followed if desired by one of twenty up-to-16-dies machines for the finest wire. Intermediate anneals as necessary. Wires could then be stranded around aluminum and steel cores or coated with insulation. Wire production capacity of 18,000,000 pounds / year.

Construction of a 100,000 tons/year smelter at Chalmette (1951–1983), on the banks of the Mississippi River (precisely at 29.9376°N 89.98117°W / 29.9376; -89.98117 (Chalmette smelter)) was announced November 1950. Shortly before the plant started production at the end of 1951, doubling of the capacity was decided, primarily first for military stockpiling amidst the Korean War. As a consequence this incurred an increase by 60 percent of the Baton Rouge refinery, together with matching increase of bauxite mining in Jamaica. Construction at Chalmette started February 20, 1951, production commenced on December 11 with completion of the first potline. Eight potlines were expected to produce 400,000,000 pounds per year when completed mid-1953. This would then bring Kaiser aluminum production to 790,000,000 pounds per year or 28 percent nationwide. Total spending on Chalmette was $45,000,000. The plant had 16 pot-room buildings, two for each pot line, each room with 72 Soderberg-type pots of 40 pounds per hour capacity. Six of the lines were powered by 16 AC generators with rectifiers, two lines were powered by 80 1650 hp Nordberg radial gas engines each driving a DC generator. Fuel requirements amounted to 50 billion cuft of natural gas per year. Potline #2 went into production on March 5, 1951. A 9th potline was later added in the spring of 1958.

In March 1951, as part of a $78,000,000 expansion program that included paying of the total debt to the government of $37,394,250, Kaiser leased for 5 years the aluminum and magnesium extrusion plant at Halethorpe (1951–) (39°14′23″N 76°40′49″W). (recently 7th potline at Mead) The government had been trying to privatize the $7,000,000 war surplus facility since at least the spring of 1946. During the war, the plant was operated by the Revere Copper & Brass Co. The plant was with Kaiser Alu until at least 1961.

On February 11, 1953, first shipment of 10,000 tons from Port Kaiser (precisely at 17.86255°N 77.60492°W / 17.86255; -77.60492 (Port Kaiser), also called Little Pedro Point) was loaded onto the SS Evanthia (ex-George Bellows USMC hull 1947 EC2-S-C1, Greek flag, owned by P.J. Goulandris & Sons). The mine was 13 miles away from the port facilities, connected by a Kaiser-built railroad. Total capacity of the 19,000-acre mining claim on Jamaica was 2,000,000 tons of bauxite per year, estimated to last for at least 50 years. The $12,000,000 mining operation on Jamaica replaced the former source in South America. Differences in ore composition and increased capacity necessitated a $23,000,000 expansion and remodeling program at Baton Rouge, bringing the capacity there to 800,000 tons of alumina per year. Baton Rouge was the supply for all 3 (Mead, Tacoma, Chalmette) smelters. The overall expansion program to reach 800,000,000 pounds per year corporation-wide was approximately worth $200,000,000.

In October 1954, Kaiser leased the forging plant at Erie (42°7′46″N 80°5′6″W), formerly operated by Willys-Overland. Plancor 1395.

In August 1954, plans for the construction of a new plant (later to become an integrated mill at Ravenswood (1955–)) on the banks of the Ohio River (38.93264°N 81.82616°W / 38.93264; -81.82616 (Ravenswood integrated mill), precisely) were announced. Work was to begin in January 1955 on a 72 million pounds re-roll facility to be supplied by Trentwood. Immediately to follow was a program to upgrade the plant to become capable of all rolling and finishing steps and produce 250 million pounds of sheets and foil from supplies of aluminum pig out of the Chalmette plant near New Orleans. This was number 3 of Kaiser production plants in the east, after Newark (rod, bar, wire, electrical conductor) and Halethorpe (extrusions). In 1958 the plant included 4 potlines with a capacity of 145,000 tons per year and a new hot rolling mill began operation. Bauxite was delivered from Jamaica via Baton Rouge (for refining). The favorable near-market location at Ravenswood, and the shortening of the production chain by cutting out the Washington state plants, came at the price of no cheap source of power. A 40-year contract for 450,000kW of coal-generated electricity was made with the Ohio Power Company. The plant ran around-the-clock in the summer of 1958, additional cold-rolling capacity was planned with the goal of reaching a capacity of 175,000 tons per year. The capital investment in Ravenswood up to that point was approximately $200,000,000.

Not Aluminum

A fluorspar mine at Gabbs (-1957), closed in 1957 due to depletion.

A fluorspar mill at Fallon (-1957) placed on standby in 1957.

A magnesium plant at Manteca, California, probably never owned by Kaiser. Built as Plancor 707. An emergency reserve operation of inferior efficiency, the plant was shut down in June 1944 when no longer needed after being in operation for 18 to 20 months. The still government-owned plant was activated in January 1951 and operated by Kaiser Aluminum.

Production

A delivery contract for 186,000 tons of primary aluminum from Canada in the years 1953-1958 was announced on May 25, 1953. A similar contract with Alcoa called for 600,000 tons in the same period. Almost all was to be provided by Alcan, who was expecting to start production at Kitimat in the summer of 1954.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

KALU Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$170.23
Kapitalisasi Pasar
$2.78B
P/E (TTM)
25.3
EPS (TTM)
$6.77
Pendapatan (TTM)
$3.37B
Imbal Hasil Dividen
1.8%
ROE
14.0%
D/E Utang/Ekuitas
1.3
Rentang 52M
$73 – $200

KALU Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $3.37B
9-point trend, +141.4%
2017-12-31 2025-12-31
EPS $6.77
9-point trend, +157.4%
2017-12-31 2025-12-31
Arus Kas Bebas $-26M
9-point trend, -138.6%
2017-12-31 2025-12-31
Margin 3.3%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
KALU
Median Rekan
P/E (TTM)
5-point trend, +121.1%
25.3
13.2
P/S (TTM)
5-point trend, -2.9%
0.8
0.9
P/B
5-point trend, +4.7%
3.4
2.0
EV / EBITDA
5-point trend, -34.4%
12.3
Price / FCF (Harga / FCF)
5-point trend, -204.8%
-109.1

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
KALU
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, +127.6%
5.6%
Net Profit Margin (Margin Laba Bersih)
5-point trend, +570.4%
3.3%
6.4%
ROA
5-point trend, +625.6%
4.5%
7.7%
ROE
5-point trend, +635.9%
14.0%
17.7%
ROIC
5-point trend, +161.7%
7.5%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
KALU
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, -14.3%
1.3
Current Ratio (Rasio Lancar)
5-point trend, +11.9%
3.0
2.0
Quick Ratio (Rasio Cepat)
5-point trend, -32.4%
0.9

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
KALU
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +28.6%
11.5%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +28.6%
-0.54%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +28.6%
23.5%
EPS YoY
5-point trend, +678.6%
68.4%
Net Income YoY (Laba Bersih YoY)
5-point trend, +708.1%
71.2%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
KALU
Median Rekan
EPS (Diluted)
5-point trend, +678.6%
$6.77

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
KALU
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +118.1%
45.6%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
1.8%
Rasio Pembayaran Dividen
45.6%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
24 Juli 2026$0,7700
24 April 2026$0,7700
23 Jan. 2026$0,7700
24 Okt. 2025$0,7700
25 Juli 2025$0,7700
25 April 2025$0,7700
24 Jan. 2025$0,7700
25 Okt. 2024$0,7700
25 Juli 2024$0,7700
24 April 2024$0,7700
24 Jan. 2024$0,7700
24 Okt. 2023$0,7700
24 Juli 2023$0,7700
24 April 2023$0,7700
24 Jan. 2023$0,7700
24 Okt. 2022$0,7700
22 Juli 2022$0,7700
22 April 2022$0,7700
21 Jan. 2022$0,7700
22 Okt. 2021$0,7200

KALU Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

JUAL 9 analis
  • Beli Kuat 0 0,0%
  • Beli 1 11,1%
  • Tahan 3 33,3%
  • Jual 3 33,3%
  • Jual Kuat 2 22,2%

Target Harga 12 Bulan

4 analis · 2026-08-19
Target median $174.00 +2,2%
Target rata-rata $169.25 -0,6%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
1.1%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $5.53 $2.72 2.8%
31 Maret 2026 $3.74 $1.90 1.8%
31 Des. 2025 $1.53 $1.59 -0.06%
30 Sep. 2025 $1.86 $0.90 0.96%
30 Juni 2025 $1.21 $0.78 0.43%
31 Maret 2025 $1.44 $0.62 0.82%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
KALU $1.86B 17.0 11.5% 3.3% 14.0%
AA $13.98B 12.2 7.9% 9.0% 18.9%
CENX $3.88B 93.3 13.9% 1.7% 5.6% 10.1%
TG $249M 7.5 16.3%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 16
Data Laporan Laba Rugi Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Revenue 10-point trend, +142.3% $3.37B $3.02B $3.09B $3.43B $2.62B $1.17B $1.51B $1.59B · $1.33B $1.39B
Cost of Revenue 10-point trend, +162.7% $2.93B $2.67B $2.73B $3.18B $2.35B $941M $1.22B $1.30B · $1.00B $1.12B
R&D Expense 10-point trend, +12.6% $11M $12M $11M $9M $9M $9M $10M $10M · $10M $10M
Operating Expenses 10-point trend, +83.2% $3.18B $2.91B $2.96B $3.42B $2.56B $1.09B $1.39B $1.44B · $1.15B $1.74B
Operating Income 10-point trend, +154.6% $189M $112M $122M $4M $64M $81M $126M $144M · $181M $-346M
Interest Expense 8-point trend, +94.6% · · $47M $48M $50M $41M $25M $23M · $20M $24M
Interest Income 10-point trend, +100.0% $800.0K $4M $2M $1M $200.0K $600.0K $600.0K $300.0K · $100.0K $400.0K
Other Non-op 10-point trend, +727.8% $11M $20M $7M $6M $-39M $-1M $-21M $-900.0K · $-14M $-2M
Pretax Income 10-point trend, +140.3% $150M $88M $83M $-38M $-24M $39M $80M $120M · $147M $-372M
Income Tax 10-point trend, +127.7% $38M $22M $15M $-8M $-6M $10M $18M $28M · $56M $-135M
Net Income 10-point trend, +147.5% $112M $66M $68M $-30M $-18M $29M $62M $92M · $92M $-237M
EPS (Basic) 10-point trend, +150.6% $6.96 $4.08 $4.25 $-1.86 $-1.17 $1.82 $3.88 $5.53 · $5.15 $-13.76
EPS (Diluted) 10-point trend, +149.2% $6.77 $4.02 $4.21 $-1.86 $-1.17 $1.81 $3.83 $5.43 · $5.09 $-13.76
Shares (Basic) 10-point trend, -6.0% 16,169,000 16,069,000 15,991,000 15,906,000 15,836,000 15,802,000 15,997,000 16,585,000 · 17,813,000 17,201,000
Shares (Diluted) 10-point trend, -3.4% 16,622,000 16,319,000 16,131,000 15,906,000 15,836,000 15,913,000 16,203,000 16,874,000 · 18,033,000 17,201,000
EBITDA 10-point trend, +199.3% $311M $204M $204M $111M $156M $133M $175M $188M · $214M $-314M
Neraca 28
Data Neraca Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Cash & Equivalents 10-point trend, -90.3% $7M $18M $82M $57M $303M $780M $264M $126M · $55M $72M
Short-term Investments 4-point trend, +162.3% · · · · · · $79M $37M · $231M $30M
Receivables 10-point trend, +262.7% $423M $320M $325M $297M $333M $113M $167M $180M · $138M $117M
Inventory 11-point trend, +230.2% $725M $602M $551M $525M $405M $152M $178M $215M $167M $202M $220M
Prepaid Expense 10-point trend, -24.9% $43M $39M $34M $30M $49M $29M $19M $19M · $18M $57M
Current Assets 11-point trend, +151.5% $1.26B $1.07B $990M $1.04B $1.21B $1.12B $780M $657M $672M $656M $502M
PP&E (Net) 10-point trend, +131.2% $1.15B $1.16B $1.05B $1.01B $955M $627M $622M $612M · $531M $495M
PP&E (Gross) 10-point trend, +188.2% $1.99B $1.93B $1.72B $1.59B $1.43B $1.02B $973M $918M · $761M $692M
Accum. Depreciation 10-point trend, +331.2% $849M $768M $664M $575M $480M $398M $352M $307M · $231M $197M
Goodwill 10-point trend, -49.5% $19M $19M $19M $19M $39M $19M $19M $44M · $37M $37M
Intangibles 10-point trend, +34.4% $41M $46M $50M $55M $68M $27M $30M $32M · $26M $30M
Other Non-current Assets 10-point trend, +286.2% $76M $79M $118M $112M $105M $44M $38M $39M · $33M $20M
Total Assets 11-point trend, +105.7% $2.56B $2.41B $2.27B $2.29B $2.42B $1.86B $1.53B $1.42B $1.40B $1.44B $1.25B
Accounts Payable 10-point trend, +258.0% $275M $267M $253M $305M $351M $86M $92M $121M · $76M $77M
Current Liabilities 11-point trend, +152.3% $427M $400M $370M $419M $457M $158M $170M $206M $175M $165M $169M
Capital Leases 10-point trend, +21600.0% $22M $25M $29M $35M $41M $26M $25M $0 · $200.0K $100.0K
Deferred Tax 10-point trend, +3490.5% $75M $44M $29M $5M $10M $14M $4M $4M · $3M $2M
Other Non-current Liabilities 10-point trend, -7.0% $81M $84M $82M $75M $72M $77M $67M $66M · $73M $88M
Total Liabilities 11-point trend, +268.0% $1.74B $1.67B $1.62B $1.66B $1.73B $1.13B $792M $679M $640M $639M $472M
Long-term Debt · · · · · · · · · · $195M
Total Debt 10-point trend, +435.7% $1.06B $1.04B $1.04B $1.04B $1.04B $838M $493M $370M · $369M $198M
Common Stock Flat — no change across 10 periods $200.0K $200.0K $200.0K $200.0K $200.0K $200.0K $200.0K $200.0K · $200.0K $200.0K
Retained Earnings 11-point trend, +796.2% $142M $81M $66M $13M $93M $158M $173M $150M $96M $75M $16M
Treasury Stock 10-point trend, +93.1% $476M $476M $476M $476M $476M $476M $463M $420M · $281M $246M
AOCI 10-point trend, +184.5% $27M $20M $13M $3M $-4M $-19M $-39M $-49M · $-37M $-32M
Stockholders' Equity 11-point trend, +6.7% $826M $743M $708M $631M $692M $732M $734M $740M $756M $805M $774M
Liabilities + Equity 11-point trend, +105.7% $2.56B $2.41B $2.27B $2.29B $2.42B $1.86B $1.53B $1.42B $1.40B $1.44B $1.25B
Shares Outstanding 10-point trend, -10.2% 16,210,443 16,095,898 16,015,791 15,940,756 15,865,118 15,812,169 15,868,304 16,234,603 · 17,651,461 18,053,747
Arus Kas 17
Data Arus Kas Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
D&A 10-point trend, +278.1% $122M $116M $109M $107M $92M $52M $49M $44M · $36M $32M
Stock-based Comp 10-point trend, +94.7% $18M $14M $16M $14M $13M $10M $10M $10M · $12M $10M
Deferred Tax 10-point trend, +137.5% $35M $15M $17M $-10M $-7M $21M $24M $36M · $54M $-94M
Amort. of Intangibles 10-point trend, +181.2% $4M $4M $5M $9M $9M $3M $3M $2M · $2M $2M
Restructuring 5-point trend, -74.7% $2M $8M $5M $2M · $8M · · · · ·
Other Non-cash 10-point trend, -139.6% $-177M $-20M $30M $-145M $300.0K $95M $87M $-32M · $-29M $447M
Operating Cash Flow 10-point trend, -30.2% $111M $167M $212M $-63M $79M $207M $232M $150M · $166M $160M
CapEx 10-point trend, +117.0% $137M $181M $143M $142M $58M $52M $60M $74M · $76M $63M
Investing Cash Flow 10-point trend, -481.4% $-78M $-175M $-128M $-126M $-666M $27M $-102M $31M · $-276M $20M
Stock Repurchased 5-point trend, -74.6% · · · · · $12M $44M $61M · $33M $49M
Net Stock Activity 5-point trend, +74.6% · · · · · $-12M $-44M $-61M · $-33M $-49M
Dividends Paid 10-point trend, +82.6% $51M $51M $50M $50M $47M $43M $39M $38M · $32M $28M
Financing Cash Flow 10-point trend, +84.3% $-45M $-55M $-54M $-57M $109M $282M $8M $-106M · $95M $-284M
Net Change in Cash 10-point trend, +89.5% $-11M $-63M $29M $-246M $-477M $516M $139M $75M · $-17M $-105M
Taxes Paid 5-point trend, -64.8% $8M $4M $500.0K · · · $24M $22M · · ·
Free Cash Flow 10-point trend, -126.6% $-26M $-14M $69M $-206M $21M $155M $172M $76M · $88M $96M
Levered FCF 6-point trend, -63.4% · · $29M $-243M $-17M $125M · · · $76M $80M
Profitabilitas 7
Data Profitabilitas Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Operating Margin 10-point trend, +122.5% 5.6% 2.9% 3.1% 0.12% 2.5% 6.9% 8.3% 9.0% · 13.4% -24.9%
Net Margin 10-point trend, +119.6% 3.3% 1.6% 1.5% -0.86% -0.71% 2.5% 4.1% 5.8% · 6.9% -17.0%
Pretax Margin 10-point trend, +116.7% 4.5% 2.1% 1.8% -1.1% -0.92% 3.3% 5.3% 7.6% · 11.1% -26.7%
EBITDA Margin 10-point trend, +141.0% 9.2% 6.8% 6.6% 3.2% 5.9% 11.4% 11.5% 11.8% · 16.1% -22.5%
ROA 10-point trend, +128.6% 4.5% 2.0% 2.1% -1.3% -0.86% 1.7% 4.2% 6.5% · 6.8% -15.8%
ROE 10-point trend, +153.1% 14.0% 6.7% 7.3% -4.7% -2.6% 4.0% 8.3% 12.2% · 11.6% -26.4%
ROIC 10-point trend, +133.2% 7.5% 3.8% 4.8% 0.19% 2.9% 3.8% 7.9% 9.9% · 9.4% -22.6%
Likuiditas & Solvabilitas 5
Data Likuiditas & Solvabilitas Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Current Ratio 10-point trend, -0.3% 3.0 2.4 2.7 2.5 2.6 7.1 4.6 3.2 · 4.0 3.0
Quick Ratio 10-point trend, -27.3% 0.9 0.8 1.1 0.8 1.4 5.6 2.5 1.7 · 2.6 1.3
Debt / Equity 10-point trend, +402.2% 1.3 1.6 1.6 1.6 1.5 1.1 0.7 0.5 · 0.5 0.3
LT Debt / Equity 10-point trend, +402.2% 1.3 1.6 1.6 1.6 1.5 1.1 0.7 0.5 · 0.5 0.3
Interest Coverage 6-point trend, +114.2% · · 2.0 0.1 1.3 2.0 · · · 8.8 -14.4
Efisiensi 3
Data Efisiensi Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, +45.8% 1.4 1.3 1.4 1.5 1.2 0.7 1.0 1.1 · 1.0 0.9
Inventory Turnover 9-point trend, -14.0% 4.4 5.1 5.5 6.8 8.4 5.7 · 6.8 · 4.8 5.1
Receivables Turnover 10-point trend, -16.6% 9.4 9.4 9.9 10.9 11.8 8.4 8.7 9.2 · 10.5 11.3
Per Saham 7
Data Per Saham Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Book Value / Share 10-point trend, +18.8% $50.96 $41.50 $40.72 $39.60 $43.65 $46.32 $46.25 $45.61 · $45.59 $42.89
Revenue / Share 10-point trend, +150.8% $202.92 $185.31 $191.37 $215.51 $165.57 $73.69 $93.45 $93.98 · $73.79 $80.92
Cash Flow / Share 10-point trend, -27.4% $6.70 $10.24 $13.14 $-3.97 $5.01 $13.00 $14.34 $8.90 · $9.11 $9.23
Cash / Share 10-point trend, -89.2% $0.43 $1.14 $5.14 $3.60 $19.11 $49.35 $16.66 $7.74 · $3.13 $4.02
Dividend / Share 10-point trend, +92.5% $3 $3 $3 $3 $3 $3 $2 $2 · $2 $2
Dividend Paid / Share 3-point trend, +37.5% · · · · · · · $2 · $2 $2
EPS (TTM) 10-point trend, +149.2% $6.77 $4.02 $4.21 $-1.86 $-1.17 $1.81 $3.83 $5.43 · $5.09 $-13.76
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -90.7% 11.5% -2.0% -9.9% 30.7% 123.6% · · · · · ·
Revenue CAGR 3Y 3-point trend, -101.4% -0.54% 4.9% 38.1% · · · · · · · ·
Revenue CAGR 5Y 23.5% · · · · · · · · · ·
EPS YoY 2-point trend, +1616.9% 68.4% -4.5% · · · · · · · · ·
EPS CAGR 3Y · · 32.5% · · · · · · · ·
EPS CAGR 5Y 30.2% · · · · · · · · · ·
Net Income YoY 2-point trend, +2397.7% 71.2% -3.1% · · · · · · · · ·
Net Income CAGR 3Y · · 33.0% · · · · · · · ·
Net Income CAGR 5Y 31.3% · · · · · · · · · ·
Dividend CAGR 5Y 3.4% · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk KALU
Metrik Tren 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, +142.3% $3.37B $3.02B $3.09B $3.43B $2.62B $1.17B $1.51B $1.59B · $1.33B $1.39B
Net Income TTM 10-point trend, +147.5% $112M $66M $68M $-30M $-18M $29M $62M $92M · $92M $-237M
Market Cap 10-point trend, +23.3% $1.86B $1.13B $1.14B $1.21B $1.49B $1.56B $1.76B $1.45B · $1.37B $1.51B
Enterprise Value 10-point trend, +81.5% $2.91B $2.15B $2.10B $2.19B $2.22B $1.62B $1.99B $1.66B · $1.45B $1.61B
P/E 10-point trend, +379.1% 17.0 17.5 16.9 -40.8 -80.3 54.6 29.0 16.4 · 15.3 -6.1
P/S 10-point trend, -49.1% 0.6 0.4 0.4 0.4 0.6 1.3 1.2 0.9 · 1.0 1.1
P/B 10-point trend, +15.6% 2.3 1.7 1.7 1.9 2.2 2.1 2.4 2.0 · 1.7 2.0
P / Tangible Book 6-point trend, +6.7% 2.4 1.7 1.8 2.2 2.5 2.3 · · · · ·
P / Cash Flow 10-point trend, +75.7% 16.7 6.8 5.4 -19.2 18.8 7.6 7.6 9.7 · 8.3 9.5
P / FCF 10-point trend, -562.6% -73.0 -82.6 16.6 -5.9 69.6 10.1 10.2 19.0 · 15.5 15.8
EV / EBITDA 10-point trend, +282.8% 9.4 10.6 10.3 19.8 14.3 12.2 11.4 8.8 · 6.8 -5.1
EV / FCF 10-point trend, -781.2% -114.3 -157.2 30.5 -10.7 103.9 10.5 11.6 21.8 · 16.5 16.8
EV / Revenue 10-point trend, -25.1% 0.9 0.7 0.7 0.6 0.8 1.4 1.3 1.0 · 1.1 1.2
Dividend Yield 10-point trend, +48.4% 2.8% 4.5% 4.4% 4.1% 3.1% 2.8% 2.2% 2.6% · 2.4% 1.9%
Earnings Yield 10-point trend, +135.8% 5.9% 5.7% 5.9% -2.5% -1.2% 1.8% 3.5% 6.1% · 6.6% -16.4%
Payout Ratio 10-point trend, +483.8% 45.6% 108.3% 106.8% -169.3% -252.4% 150.7% 63.5% 41.1% · 35.3% -11.9%
Annual Payout 10-point trend, +82.6% $51M $51M $50M $50M $47M $43M $39M $38M · $32M $28M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $3.37B$3.02B$3.09B$3.43B$2.62B
Margin Operasi % 5.6%2.9%3.1%0.12%2.5%
Laba Bersih $112M$66M$68M$-30M$-18M
EPS Dilusian $6.77$4.02$4.21$-1.86$-1.17
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 1.31.61.61.61.5
Rasio Lancar 3.02.42.72.52.6
Rasio Cepat 0.90.81.10.81.4
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-26M$-14M$69M$-206M$21M

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Pemilik institusional (13F) 351 pengaju · $2.3B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
82 (+29 vs Kuartal sebelumnya) 25 (-6 vs Kuartal sebelumnya) 102 (+11 vs Kuartal sebelumnya) 107 (+12 vs Kuartal sebelumnya) +2.1M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $276.458.447 1.413.170 12,17% Saham
STATE STREET CORP $257.734.935 1.317.519 11,35% Saham
VANGUARD GROUP INC $228.298.378 1.987.623 10,05% Saham
DIMENSIONAL FUND ADVISORS LP $143.498.322 733.519 6,32% Saham
VANGUARD CAPITAL MANAGEMENT LLC $138.341.906 707.161 6,09% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $132.908.000 679.387 5,85% Saham
AMERICAN CENTURY COMPANIES INC $86.062.187 439.923 3,79% Saham
GEODE CAPITAL MANAGEMENT, LLC $80.552.704 411.678 3,55% Saham
Fisher Asset Management, LLC $69.010.632 352.761 3,04% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50.838.955 259.873 2,24% Saham
SYSTEMATIC FINANCIAL MANAGEMENT LP $44.502.695 227.484 1,96% Saham
WESTFIELD CAPITAL MANAGEMENT CO LP $31.978.658 163.465 1,41% Saham
TWO SIGMA INVESTMENTS, LP $30.550.755 156.166 1,35% Saham
Bank of New York Mellon Corp $29.393.016 150.248 1,29% Saham
BARROW HANLEY MEWHINNEY & STRAUSS LLC $29.057.315 148.532 1,28% Saham
ALGERT GLOBAL LLC $24.566.433 125.576 1,08% Saham
PANAGORA ASSET MANAGEMENT INC $24.437.121 124.915 1,08% Saham
VANGUARD FIDUCIARY TRUST CO $22.619.523 115.624 1,00% Saham
MACKENZIE FINANCIAL CORP $19.721.852 100.812 0,87% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $19.647.903 100.434 0,87% Saham
GOLDMAN SACHS GROUP INC $19.365.609 98.991 0,85% Saham
FIRST TRUST ADVISORS LP $17.844.390 91.215 0,79% Saham
WELLINGTON MANAGEMENT GROUP LLP $17.137.188 87.600 0,75% Saham
VICTORY CAPITAL MANAGEMENT INC $16.988.118 86.838 0,75% Saham
Trexquant Investment LP $15.896.698 81.259 0,70% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15.030.253 76.830 0,66% Saham
Tributary Capital Management, LLC $14.815.256 75.731 0,65% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $12.554.751 64.176 0,55% Saham
BlackRock, Inc. $11.960.231 61.137 0,53% Saham
PRUDENTIAL FINANCIAL INC $11.498.153 58.775 0,51% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11.404.446 58.296 0,50% Saham
Public Sector Pension Investment Board $10.875.463 55.592 0,48% Saham
Assenagon Asset Management S.A. $10.658.705 54.484 0,47% Saham
HENNESSY ADVISORS INC $10.642.272 54.400 0,47% Saham
Empowered Funds, LLC $10.348.827 52.900 0,46% Saham
NORGES BANK $9.096.795 46.500 0,40% Saham
BNP PARIBAS FINANCIAL MARKETS $8.869.277 45.337 0,39% Saham
NFJ INVESTMENT GROUP, LLC $8.831.716 45.145 0,39% Saham
BANK OF AMERICA CORP /DE/ $8.540.424 43.656 0,38% Saham
RHUMBLINE ADVISERS $8.485.231 43.374 0,37% Saham
ICON ADVISERS INC/CO $8.095.561 41.382 0,36% Saham
1492 Capital Management LLC $7.626.636 38.985 0,34% Saham
PDT Partners, LLC $7.548.970 38.588 0,33% Saham
ENVESTNET ASSET MANAGEMENT INC $7.387.151 37.761 0,33% Saham
XTX Topco Ltd $7.004.532 35.805 0,31% Saham
AMERIPRISE FINANCIAL INC $6.900.262 35.272 0,30% Saham
Swiss National Bank $6.357.975 32.500 0,28% Saham
THIRD AVENUE MANAGEMENT LLC $5.839.164 29.848 0,26% Saham
CREDIT AGRICOLE S A $5.379.825 27.500 0,24% Saham
FMR LLC $5.245.152 26.811 0,23% Saham
Legal & General Group Plc $4.861.210 24.849 0,21% Saham
Keeley-Teton Advisors, LLC $4.459.753 73.569 0,20% Saham
GREAT LAKES ADVISORS, LLC $4.238.520 21.666 0,19% Saham
MILLENNIUM MANAGEMENT LLC $4.230.694 21.626 0,19% Saham
CITADEL ADVISORS LLC $3.951.726 20.200 0,17% Opsi beli
JANE STREET GROUP, LLC $3.853.911 19.700 0,17% Opsi beli
RENAISSANCE TECHNOLOGIES LLC $3.834.348 19.600 0,17% Saham
Man Group plc $3.471.846 17.747 0,15% Saham
CITIGROUP INC $3.246.871 16.597 0,14% Saham
Nuveen, LLC $3.237.677 16.550 0,14% Saham
VANGUARD ASSET MANAGEMENT, Ltd $3.105.431 15.874 0,14% Saham
HSBC HOLDINGS PLC $3.008.900 15.505 0,13% Saham
Connor, Clark & Lunn Investment Management Ltd. $2.931.907 14.987 0,13% Saham
COOKSON PEIRCE & CO INC $2.900.215 14.825 0,13% Saham
PEAK6 LLC $2.817.072 14.400 0,12% Opsi beli
Universal- Beteiligungs- und Servicegesellschaft mbH $2.785.184 14.237 0,12% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.777.946 14.200 0,12% Opsi beli
JPMORGAN CHASE & CO $2.746.573 13.988 0,12% Saham
Oliver Luxxe Assets LLC $2.588.381 13.231 0,11% Saham
INTECH INVESTMENT MANAGEMENT LLC $2.530.865 12.937 0,11% Saham
LAZARD ASSET MANAGEMENT LLC $2.528.909 12.927 0,11% Saham
ALLIANCEBERNSTEIN L.P. $2.516.008 20.878 0,11% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2.486.121 20.630 0,11% Saham
Advisors Asset Management, Inc. $2.476.104 35.237 0,11% Saham
NAVELLIER & ASSOCIATES INC $2.454.765 12.548 0,11% Saham
LPL Financial LLC $2.417.107 12.356 0,11% Saham
GABELLI FUNDS LLC $2.402.336 12.280 0,11% Saham
BANK OF MONTREAL /CAN/ $2.309.217 11.804 0,10% Saham
Engineers Gate Manager LP $2.021.445 10.333 0,09% Saham
UBS Group AG $2.008.338 10.266 0,09% Saham
Voleon Capital Management LP $1.982.710 10.135 0,09% Saham
180 WEALTH ADVISORS, LLC $1.889.172 9.657 0,08% Saham
MetLife Investment Management, LLC $1.884.895 9.635 0,08% Saham
VOYA INVESTMENT MANAGEMENT LLC $1.843.617 9.424 0,08% Saham
Orion Porfolio Solutions, LLC $1.779.556 9.097 0,08% Saham
DEPRINCE RACE & ZOLLO INC $1.776.559 14.742 0,08% Saham
GLOBEFLEX CAPITAL L P $1.741.694 8.903 0,08% Saham
Illinois Municipal Retirement Fund $1.736.803 8.878 0,08% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1.728.782 8.837 0,08% Saham
Range Financial Group LLC $1.640.553 8.386 0,07% Saham
PVG ASSET MANAGEMENT CORP $1.638.206 8.374 0,07% Saham
DIVERSIFIED TRUST CO $1.627.641 8.320 0,07% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1.573.061 8.041 0,07% Saham
Edgestream Partners, L.P. $1.500.091 7.668 0,07% Saham
CAXTON ASSOCIATES LLP $1.493.635 7.635 0,07% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1.489.918 7.616 0,07% Saham
ARK Investment Management LLC $1.473.094 7.530 0,06% Saham
Horizon Investments, LLC $1.466.065 7.526 0,06% Saham
Vanguard Global Advisers, LLC $1.454.900 7.437 0,06% Saham
Aquatic Capital Management LLC $1.446.879 7.396 0,06% Saham

Orang dalam perusahaan 58 orang dalam · 25 pejabat · 28 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Keith Harvey President & CEO 29 April 2026 S 94.308 0 2 $-8.754.162
Neal E West EVP & CFO 28 April 2026 S 19.091 0 2 $-1.475.050
Daniel J Rinkenberger EVP & CFO 5 Mei 2016 M 70.897 0 0 $0
Joseph P Bellino Executive VP & CFO 3 Maret 2008 A 23.772 0 0 $0
John T La Duc Executive VP and CFO 17 Feb. 2004 D 135.815 0 0 $0
John Malcolm Donnan EVP, CAO and GC 28 April 2026 G 28.200 0 2 $-2.797.905
Iulian Gheorghe SVP - Adv Eng & Innovation 27 April 2026 S 4.448 0 1 $-30.488
Thomas H. Robb EVP - Manufacturing 5 Maret 2026 A 17.898 0 0 $0
Hugh J. Barger III EVP - Sales & Marketing 5 Maret 2026 A 5.711 0 0 $0
Vijai Narayan VP, Corp Ctrl & CAO 5 Maret 2026 F 7.517 0 0 $0
Blain Tiffany EVP - Sales & Marketing 7 Nov. 2025 S 26.275 0 1 $-812.972
Jason Walsh EVP - Manufacturing 12 Agu 2025 F 42.770 0 0 $0
Ray Parkinson SVP - AE & Innovation 5 Maret 2025 F 20.750 0 0 $0
Brant Weaver VP - Strategic Development 1 Juni 2023 F 7.337 0 0 $0
Jennifer Huey VP & Chief Accounting Officer 5 Maret 2023 F 7.938 0 0 $0
Del L Miller VP - Metal Strategy 5 Maret 2023 F 6.589 0 0 $0
Mark Krouse VP - Human Resources 5 Maret 2023 F 7.248 0 0 $0
Melinda C Ellsworth VP IR & Corp. Communications 5 Mei 2016 S 5.423 0 0 $0
Pete Bunin EVP - Strategy 2 Juli 2014 S 59.844 0 0 $0
James E Mcauliffe Sr. VP - Human Resources 5 Maret 2012 F 23.266 0 0 $0
Lynton John Rowsell VP & Chief Accounting Officer 27 Mei 2008 S 905 0 0 $0
Daniel D Maddox Vice President and Treasurer 6 Juli 2006 A 11.334 0 0 $0
Edward F Houff VP, General Counsel and Sec. 23 Sep. 2004 D 0 0 0 $0
Edward A Kaplan Vice President of Taxes 21 Feb. 2004 D 0 0 0 $0
Joseph A Bonn Exec. VP, Corp. Development 21 Feb. 2004 D 0 0 0 $0
Kimberly Thompson Glas Direktur 4 Juni 2026 A 3.466 0 0 $0
Richard P. Grimley Direktur 4 Juni 2026 A 5.364 0 1 $-261.396
James Donald Hoffman Direktur 4 Juni 2026 A 3.760 0 0 $0
David A Foster Direktur 4 Juni 2026 A 24.332 0 0 $0
Brett Wilcox Direktur 4 Juni 2026 A 3.019 0 1 $-2.616.600
Glenda J Minor Direktur 4 Juni 2026 A 4.516 0 0 $0
Michael C Arnold Direktur 4 Juni 2026 A 11.445 0 0 $0
Donald J Stebbins Direktur 4 Juni 2026 A 15.407 0 0 $0
Kevin W Williams Direktur 10 Juni 2025 A 8.562 0 0 $0
Lauralee Martin Direktur 10 Juni 2025 A 8.345 0 0 $0
Teresa Mosley Sebastian Direktur 11 Juni 2024 A 3.745 0 0 $0
Jack A Hockema Direktur 11 Juni 2024 F 1.639 0 0 $0
Alfred E Osborne JR Direktur 7 Juni 2023 A 24.957 0 0 $0
Carolyn Bartholomew Direktur 12 Des. 2019 S 13.530 0 0 $0
Jack Quinn Direktur 29 Sep. 2016 G 7.788 0 0 $0
Thomas Melton Van Leeuwen Direktur 26 Mei 2016 A 10.389 0 0 $0
Teresa A Hopp Direktur 26 Mei 2016 A 14.458 0 0 $0
HASSEY L PATRICK Direktur 26 Mei 2016 A 4.358 0 0 $0
William F Murdy Direktur 1 Mei 2015 S 13.884 0 0 $0
Carl Bennett Frankel Direktur 18 Nov. 2008 P 8.695 0 0 $0
Georganne Proctor Direktur 4 Juni 2008 A 4.320 0 0 $0
George Becker Direktur 1 Agu 2006 A 1.039 0 0 $0
George T Haymaker Direktur 6 Juli 2006 J 0 0 0 $0
Robert J Cruikshank Direktur 6 Juli 2006 J 0 0 0 $0
Ezra G Levin Direktur 23 Feb. 2004 D 0 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 84 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
PSCM · Invesco Exchange-Traded Fund Trust … 4,11% 4.785 SH 8 Agu 2026 Harian
PYZ · Invesco Exchange-Traded Fund Trust 2,58% 10.836 SH 8 Agu 2026 Harian
PRNT · ARK ETF Trust 2,14% 7.530 NS 30 April 2026 N-PORT
OASC · Unified Series Trust 1,28% 5.917 NS 31 Mei 2026 N-PORT
XSMO · Invesco Exchange-Traded Fund Trust 1,00% 167.254 SH 8 Agu 2026 Harian
FYC · First Trust Exchange-Traded AlphaDE… 0,79% 48.373 NS 30 April 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0,57% 9.467 SH 8 Agu 2026 Harian
FYX · First Trust Exchange-Traded AlphaDE… 0,40% 28.803 NS 30 April 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,39% 13.283 NS 30 April 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0,39% 9.353 SH 8 Agu 2026 Harian
VIOV · VANGUARD ADMIRAL FUNDS 0,34% 34.354 SH 8 Agu 2026 Harian
AFSM · First Trust Exchange-Traded Fund VI… 0,31% 1.698 NS 31 Mei 2026 N-PORT
IJS · iShares Trust 0,30% 144.153 SH 8 Agu 2026 Harian
RWJ · Invesco Exchange-Traded Fund Trust … 0,24% 27.389 SH 8 Agu 2026 Harian
AVSC · AMERICAN CENTURY ETF TRUST 0,24% 37.015 NS 31 Mei 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,24% 349.501 NS 31 Mei 2026 N-PORT
NUSC · Nushares ETF Trust 0,22% 16.853 NS 30 April 2026 N-PORT
VAW · VANGUARD WORLD FUND 0,21% 47.566 SH 8 Agu 2026 Harian
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 2.668 SH 8 Agu 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,19% 17.679 SH 8 Agu 2026 Harian
FNDA · SCHWAB STRATEGIC TRUST 0,18% 89.212 NS 31 Mei 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,18% 6.264 NS 30 April 2026 N-PORT
XJR · iShares Trust 0,17% 1.915 SH 8 Agu 2026 Harian
IWO · iShares Trust 0,17% 148.951 SH 8 Agu 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,17% 56.613 SH 8 Agu 2026 Harian
PICK · iShares, Inc. 0,17% 22.585 SH 8 Agu 2026 Harian
ROSC · Lattice Strategies Trust 0,17% 538 NS 30 April 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,16% 4.515 NS 30 April 2026 N-PORT
IJR · iShares Trust 0,15% 987.213 SH 8 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 0,14% 22.486 SH 8 Agu 2026 Harian
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 5.815 NS 30 April 2026 N-PORT
DFSV · Dimensional ETF Trust 0,13% 58.476 NS 30 April 2026 N-PORT
SAA · ProShares Trust 0,13% 192 NS 31 Mei 2026 N-PORT
DFAT · Dimensional ETF Trust 0,12% 96.611 NS 30 April 2026 N-PORT
EBI · RBB Fund Trust 0,11% 4.019 NS 31 Mei 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,11% 11.179 SH 8 Agu 2026 Harian
AVIE · AMERICAN CENTURY ETF TRUST 0,11% 61 NS 31 Mei 2026 N-PORT
EBIT · Harbor ETF Trust 0,10% 68 NS 30 April 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 95.176 SH 8 Agu 2026 Harian
IFRA · iShares Trust 0,10% 26.663 SH 8 Agu 2026 Harian
GSSC · Goldman Sachs ETF Trust 0,10% 5.144 NS 31 Mei 2026 N-PORT
SMDX · Tidal Trust III 0,09% 679 NS 30 April 2026 N-PORT
IWM · iShares Trust 0,09% 418.956 SH 8 Agu 2026 Harian
RSSL · Global X Funds 0,08% 6.992 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,07% 758 NS 31 Mei 2026 N-PORT
IGE · iShares Trust 0,07% 3.214 SH 8 Agu 2026 Harian
DFAS · Dimensional ETF Trust 0,07% 53.957 NS 30 April 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 76.997 NS 31 Mei 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,06% 225.997 SH 8 Agu 2026 Harian
ESML · iShares Trust 0,06% 9.937 SH 8 Agu 2026 Harian