KALU Kaiser Aluminum Corporation - Common Stock

NASDAQ · Metals & Mining · SEC EDGAR で表示 ↗
$162.14
株価 · 8月 19, 2026
ファンダメンタルズ(時点) 7月 23, 2026

Kaiser Aluminum Corporation - Common Stock について Wikipediaからの企業概要

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.

続きを読む

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.

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

KALU 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

株価
$162.14
時価総額
$2.65B
P/E (TTM)
24.1
EPS(TTM)
$6.77
収益(TTM)
$3.37B
配当利回り
1.9%
ROE
14.0%
負債/自己資本
1.3
52週レンジ
$73 – $200

KALU 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

収益と純利益 $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
フリーキャッシュフロー $-26M
9-point trend, -138.6%
2017-12-31 2025-12-31
利益率 3.3%

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標
5年トレンド
KALU
競合中央値
P/E (TTM)
5-point trend, +121.1%
24.1
13.2
P/S (TTM) (株価売上高倍率(TTM))
5-point trend, -2.9%
0.8
0.9
P/B (株価純資産倍率)
5-point trend, +4.7%
3.2
2.0
EV / EBITDA (EV/EBITDA)
5-point trend, -34.4%
11.9
Price / FCF (株価FCF倍率)
5-point trend, -204.8%
-103.9

収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC

指標
5年トレンド
KALU
競合中央値
Operating Margin (営業利益率)
5-point trend, +127.6%
5.6%
Net Profit Margin (純利益率)
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%

財務健全性 負債、流動性、支払能力 — バランスシートの健全性

指標
5年トレンド
KALU
競合中央値
Debt / Equity (負債資本倍率)
5-point trend, -14.3%
1.3
Current Ratio (流動比率)
5-point trend, +11.9%
3.0
2.0
Quick Ratio (クイックレシオ)
5-point trend, -32.4%
0.9

成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR

指標
5年トレンド
KALU
競合中央値
Revenue YoY (収益(前年比))
5-point trend, +28.6%
11.5%
Revenue CAGR 3Y (収益(3年CAGR))
5-point trend, +28.6%
-0.54%
Revenue CAGR 5Y (収益(5年CAGR))
5-point trend, +28.6%
23.5%
EPS YoY
5-point trend, +678.6%
68.4%
Net Income YoY (純利益(前年比))
5-point trend, +708.1%
71.2%

株当たり指標 EPS、一株当たり純資産、一株当たりキャッシュフロー、一株当たり配当

指標
5年トレンド
KALU
競合中央値
EPS (Diluted) (EPS(希薄化後))
5-point trend, +678.6%
$6.77

資本効率 総資産回転率、棚卸資産回転率、売掛金回転率

指標
5年トレンド
KALU
競合中央値
Payout Ratio (配当性向)
5-point trend, +118.1%
45.6%

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
1.9%
配当性向
45.6%
5年配当CAGR
権利落ち日金額
2026年7月24日$0.7700
2026年4月24日$0.7700
2026年1月23日$0.7700
2025年10月24日$0.7700
2025年7月25日$0.7700
2025年4月25日$0.7700
2025年1月24日$0.7700
2024年10月25日$0.7700
2024年7月25日$0.7700
2024年4月24日$0.7700
2024年1月24日$0.7700
2023年10月24日$0.7700
2023年7月24日$0.7700
2023年4月24日$0.7700
2023年1月24日$0.7700
2022年10月24日$0.7700
2022年7月22日$0.7700
2022年4月22日$0.7700
2022年1月21日$0.7700
2021年10月22日$0.7200

KALU アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

売り 9 アナリスト
  • 強い買い 0 0.0%
  • 買い 1 11.1%
  • 保有 3 33.3%
  • 売り 3 33.3%
  • 強い売り 2 22.2%

12ヶ月目標株価

4 アナリスト · 2026-08-19
中央値ターゲット $174.00 +7.3%
平均値ターゲット $169.25 +4.4%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

平均サプライズ
1.1%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $5.53 $2.72 2.8%
2026年3月31日 $3.74 $1.90 1.8%
2025年12月31日 $1.53 $1.59 -0.06%
2025年9月30日 $1.86 $0.90 0.96%
2025年6月30日 $1.21 $0.78 0.43%
2025年3月31日 $1.44 $0.62 0.82%

同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較

ティッカー 時価総額 P/E 売上高 YoY 純利益率 ROE 粗利益率
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%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

損益計算書 16
KALUの年次損益計算書データ
指標 トレンド 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
貸借対照表 28
KALUの年次貸借対照表データ
指標 トレンド 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
キャッシュフロー 17
KALUの年次キャッシュフローデータ
指標 トレンド 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
収益性 7
KALUの年次収益性データ
指標 トレンド 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%
流動性と支払能力 5
KALUの年次流動性と支払能力データ
指標 トレンド 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
効率性 3
KALUの年次効率性データ
指標 トレンド 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
1株あたり 7
KALUの年次1株あたりデータ
指標 トレンド 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
成長率 10
KALUの年次成長率データ
指標 トレンド 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% · · · · · · · · · ·
バリュエーション(TTM) 17
KALUの年次バリュエーション(TTM)データ
指標 トレンド 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

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

損益計算書
2025-12-312024-12-312023-12-312022-12-312021-12-31
収益 $3.37B$3.02B$3.09B$3.43B$2.62B
営業利益率 % 5.6%2.9%3.1%0.12%2.5%
純利益 $112M$66M$68M$-30M$-18M
希薄化後EPS $6.77$4.02$4.21$-1.86$-1.17
貸借対照表
2025-12-312024-12-312023-12-312022-12-312021-12-31
負債資本倍率 1.31.61.61.61.5
流動比率 3.02.42.72.52.6
クイックレシオ 0.90.81.10.81.4
キャッシュフロー
2025-12-312024-12-312023-12-312022-12-312021-12-31
フリーキャッシュフロー $-26M$-14M$69M$-206M$21M

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機関投資家(13F) 351 提出者 · $2.3B合計 · 時点 2026年6月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
82 (+29 前期比) 25 (-6 前期比) 102 (+11 前期比) 107 (+12 前期比) +2.1M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
VANGUARD PORTFOLIO MANAGEMENT LLC $276,458,447 1,413,170 12.17% 株式数
STATE STREET CORP $257,734,935 1,317,519 11.35% 株式数
VANGUARD GROUP INC $228,298,378 1,987,623 10.05% 株式数
DIMENSIONAL FUND ADVISORS LP $143,498,322 733,519 6.32% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $138,341,906 707,161 6.09% 株式数
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $132,908,000 679,387 5.85% 株式数
AMERICAN CENTURY COMPANIES INC $86,062,187 439,923 3.79% 株式数
GEODE CAPITAL MANAGEMENT, LLC $80,552,704 411,678 3.55% 株式数
Fisher Asset Management, LLC $69,010,632 352,761 3.04% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50,838,955 259,873 2.24% 株式数
SYSTEMATIC FINANCIAL MANAGEMENT LP $44,502,695 227,484 1.96% 株式数
WESTFIELD CAPITAL MANAGEMENT CO LP $31,978,658 163,465 1.41% 株式数
TWO SIGMA INVESTMENTS, LP $30,550,755 156,166 1.35% 株式数
Bank of New York Mellon Corp $29,393,016 150,248 1.29% 株式数
BARROW HANLEY MEWHINNEY & STRAUSS LLC $29,057,315 148,532 1.28% 株式数
ALGERT GLOBAL LLC $24,566,433 125,576 1.08% 株式数
PANAGORA ASSET MANAGEMENT INC $24,437,121 124,915 1.08% 株式数
VANGUARD FIDUCIARY TRUST CO $22,619,523 115,624 1.00% 株式数
MACKENZIE FINANCIAL CORP $19,721,852 100,812 0.87% 株式数
BRIDGEWAY CAPITAL MANAGEMENT, LLC $19,647,903 100,434 0.87% 株式数
GOLDMAN SACHS GROUP INC $19,365,609 98,991 0.85% 株式数
FIRST TRUST ADVISORS LP $17,844,390 91,215 0.79% 株式数
WELLINGTON MANAGEMENT GROUP LLP $17,137,188 87,600 0.75% 株式数
VICTORY CAPITAL MANAGEMENT INC $16,988,118 86,838 0.75% 株式数
Trexquant Investment LP $15,896,698 81,259 0.70% 株式数
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15,030,253 76,830 0.66% 株式数
Tributary Capital Management, LLC $14,815,256 75,731 0.65% 株式数
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $12,554,751 64,176 0.55% 株式数
BlackRock, Inc. $11,960,231 61,137 0.53% 株式数
PRUDENTIAL FINANCIAL INC $11,498,153 58,775 0.51% 株式数
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11,404,446 58,296 0.50% 株式数
Public Sector Pension Investment Board $10,875,463 55,592 0.48% 株式数
Assenagon Asset Management S.A. $10,658,705 54,484 0.47% 株式数
HENNESSY ADVISORS INC $10,642,272 54,400 0.47% 株式数
Empowered Funds, LLC $10,348,827 52,900 0.46% 株式数
NORGES BANK $9,096,795 46,500 0.40% 株式数
BNP PARIBAS FINANCIAL MARKETS $8,869,277 45,337 0.39% 株式数
NFJ INVESTMENT GROUP, LLC $8,831,716 45,145 0.39% 株式数
BANK OF AMERICA CORP /DE/ $8,540,424 43,656 0.38% 株式数
RHUMBLINE ADVISERS $8,485,231 43,374 0.37% 株式数
ICON ADVISERS INC/CO $8,095,561 41,382 0.36% 株式数
1492 Capital Management LLC $7,626,636 38,985 0.34% 株式数
PDT Partners, LLC $7,548,970 38,588 0.33% 株式数
ENVESTNET ASSET MANAGEMENT INC $7,387,151 37,761 0.33% 株式数
XTX Topco Ltd $7,004,532 35,805 0.31% 株式数
AMERIPRISE FINANCIAL INC $6,900,262 35,272 0.30% 株式数
Swiss National Bank $6,357,975 32,500 0.28% 株式数
THIRD AVENUE MANAGEMENT LLC $5,839,164 29,848 0.26% 株式数
CREDIT AGRICOLE S A $5,379,825 27,500 0.24% 株式数
FMR LLC $5,245,152 26,811 0.23% 株式数
Legal & General Group Plc $4,861,210 24,849 0.21% 株式数
Keeley-Teton Advisors, LLC $4,459,753 73,569 0.20% 株式数
GREAT LAKES ADVISORS, LLC $4,238,520 21,666 0.19% 株式数
MILLENNIUM MANAGEMENT LLC $4,230,694 21,626 0.19% 株式数
CITADEL ADVISORS LLC $3,951,726 20,200 0.17% コールオプション
JANE STREET GROUP, LLC $3,853,911 19,700 0.17% コールオプション
RENAISSANCE TECHNOLOGIES LLC $3,834,348 19,600 0.17% 株式数
Man Group plc $3,471,846 17,747 0.15% 株式数
CITIGROUP INC $3,246,871 16,597 0.14% 株式数
Nuveen, LLC $3,237,677 16,550 0.14% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $3,105,431 15,874 0.14% 株式数
HSBC HOLDINGS PLC $3,008,900 15,505 0.13% 株式数
Connor, Clark & Lunn Investment Management Ltd. $2,931,907 14,987 0.13% 株式数
COOKSON PEIRCE & CO INC $2,900,215 14,825 0.13% 株式数
PEAK6 LLC $2,817,072 14,400 0.12% コールオプション
Universal- Beteiligungs- und Servicegesellschaft mbH $2,785,184 14,237 0.12% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,777,946 14,200 0.12% コールオプション
JPMORGAN CHASE & CO $2,746,573 13,988 0.12% 株式数
Oliver Luxxe Assets LLC $2,588,381 13,231 0.11% 株式数
INTECH INVESTMENT MANAGEMENT LLC $2,530,865 12,937 0.11% 株式数
LAZARD ASSET MANAGEMENT LLC $2,528,909 12,927 0.11% 株式数
ALLIANCEBERNSTEIN L.P. $2,516,008 20,878 0.11% 株式数
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,486,121 20,630 0.11% 株式数
Advisors Asset Management, Inc. $2,476,104 35,237 0.11% 株式数
NAVELLIER & ASSOCIATES INC $2,454,765 12,548 0.11% 株式数
LPL Financial LLC $2,417,107 12,356 0.11% 株式数
GABELLI FUNDS LLC $2,402,336 12,280 0.11% 株式数
BANK OF MONTREAL /CAN/ $2,309,217 11,804 0.10% 株式数
Engineers Gate Manager LP $2,021,445 10,333 0.09% 株式数
UBS Group AG $2,008,338 10,266 0.09% 株式数
Voleon Capital Management LP $1,982,710 10,135 0.09% 株式数
180 WEALTH ADVISORS, LLC $1,889,172 9,657 0.08% 株式数
MetLife Investment Management, LLC $1,884,895 9,635 0.08% 株式数
VOYA INVESTMENT MANAGEMENT LLC $1,843,617 9,424 0.08% 株式数
Orion Porfolio Solutions, LLC $1,779,556 9,097 0.08% 株式数
DEPRINCE RACE & ZOLLO INC $1,776,559 14,742 0.08% 株式数
GLOBEFLEX CAPITAL L P $1,741,694 8,903 0.08% 株式数
Illinois Municipal Retirement Fund $1,736,803 8,878 0.08% 株式数
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1,728,782 8,837 0.08% 株式数
Range Financial Group LLC $1,640,553 8,386 0.07% 株式数
PVG ASSET MANAGEMENT CORP $1,638,206 8,374 0.07% 株式数
DIVERSIFIED TRUST CO $1,627,641 8,320 0.07% 株式数
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1,573,061 8,041 0.07% 株式数
Edgestream Partners, L.P. $1,500,091 7,668 0.07% 株式数
CAXTON ASSOCIATES LLP $1,493,635 7,635 0.07% 株式数
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,489,918 7,616 0.07% 株式数
ARK Investment Management LLC $1,473,094 7,530 0.06% 株式数
Horizon Investments, LLC $1,466,065 7,526 0.06% 株式数
Vanguard Global Advisers, LLC $1,454,900 7,437 0.06% 株式数
Aquatic Capital Management LLC $1,446,879 7,396 0.06% 株式数

企業インサイダー 58 人のインサイダー · 25人の役員 · 28人の取締役

インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
Keith Harvey President & CEO 2026年4月29日 S 94,308 0 2 $-8,754,162
Neal E West EVP & CFO 2026年4月28日 S 19,091 0 2 $-1,475,050
Daniel J Rinkenberger EVP & CFO 2016年5月5日 M 70,897 0 0 $0
Joseph P Bellino Executive VP & CFO 2008年3月3日 A 23,772 0 0 $0
John T La Duc Executive VP and CFO 2004年2月17日 D 135,815 0 0 $0
John Malcolm Donnan EVP, CAO and GC 2026年4月28日 G 28,200 0 2 $-2,797,905
Iulian Gheorghe SVP - Adv Eng & Innovation 2026年4月27日 S 4,448 0 1 $-30,488
Thomas H. Robb EVP - Manufacturing 2026年3月5日 A 17,898 0 0 $0
Hugh J. Barger III EVP - Sales & Marketing 2026年3月5日 A 5,711 0 0 $0
Vijai Narayan VP, Corp Ctrl & CAO 2026年3月5日 F 7,517 0 0 $0
Blain Tiffany EVP - Sales & Marketing 2025年11月7日 S 26,275 0 1 $-812,972
Jason Walsh EVP - Manufacturing 2025年8月12日 F 42,770 0 0 $0
Ray Parkinson SVP - AE & Innovation 2025年3月5日 F 20,750 0 0 $0
Brant Weaver VP - Strategic Development 2023年6月1日 F 7,337 0 0 $0
Jennifer Huey VP & Chief Accounting Officer 2023年3月5日 F 7,938 0 0 $0
Del L Miller VP - Metal Strategy 2023年3月5日 F 6,589 0 0 $0
Mark Krouse VP - Human Resources 2023年3月5日 F 7,248 0 0 $0
Melinda C Ellsworth VP IR & Corp. Communications 2016年5月5日 S 5,423 0 0 $0
Pete Bunin EVP - Strategy 2014年7月2日 S 59,844 0 0 $0
James E Mcauliffe Sr. VP - Human Resources 2012年3月5日 F 23,266 0 0 $0
Lynton John Rowsell VP & Chief Accounting Officer 2008年5月27日 S 905 0 0 $0
Daniel D Maddox Vice President and Treasurer 2006年7月6日 A 11,334 0 0 $0
Edward F Houff VP, General Counsel and Sec. 2004年9月23日 D 0 0 0 $0
Edward A Kaplan Vice President of Taxes 2004年2月21日 D 0 0 0 $0
Joseph A Bonn Exec. VP, Corp. Development 2004年2月21日 D 0 0 0 $0
Kimberly Thompson Glas 取締役 2026年6月4日 A 3,466 0 0 $0
Richard P. Grimley 取締役 2026年6月4日 A 5,364 0 1 $-261,396
James Donald Hoffman 取締役 2026年6月4日 A 3,760 0 0 $0
David A Foster 取締役 2026年6月4日 A 24,332 0 0 $0
Brett Wilcox 取締役 2026年6月4日 A 3,019 0 1 $-2,616,600
Glenda J Minor 取締役 2026年6月4日 A 4,516 0 0 $0
Michael C Arnold 取締役 2026年6月4日 A 11,445 0 0 $0
Donald J Stebbins 取締役 2026年6月4日 A 15,407 0 0 $0
Kevin W Williams 取締役 2025年6月10日 A 8,562 0 0 $0
Lauralee Martin 取締役 2025年6月10日 A 8,345 0 0 $0
Teresa Mosley Sebastian 取締役 2024年6月11日 A 3,745 0 0 $0
Jack A Hockema 取締役 2024年6月11日 F 1,639 0 0 $0
Alfred E Osborne JR 取締役 2023年6月7日 A 24,957 0 0 $0
Carolyn Bartholomew 取締役 2019年12月12日 S 13,530 0 0 $0
Jack Quinn 取締役 2016年9月29日 G 7,788 0 0 $0
Thomas Melton Van Leeuwen 取締役 2016年5月26日 A 10,389 0 0 $0
Teresa A Hopp 取締役 2016年5月26日 A 14,458 0 0 $0
HASSEY L PATRICK 取締役 2016年5月26日 A 4,358 0 0 $0
William F Murdy 取締役 2015年5月1日 S 13,884 0 0 $0
Carl Bennett Frankel 取締役 2008年11月18日 P 8,695 0 0 $0
Georganne Proctor 取締役 2008年6月4日 A 4,320 0 0 $0
George Becker 取締役 2006年8月1日 A 1,039 0 0 $0
George T Haymaker 取締役 2006年7月6日 J 0 0 0 $0
Robert J Cruikshank 取締役 2006年7月6日 J 0 0 0 $0
Ezra G Levin 取締役 2004年2月23日 D 0 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

ETF保有状況 84のETFが保有

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
PSCM · Invesco Exchange-Traded Fund Trust … 4.11% 4,785 SH 2026年8月8日 日次
PYZ · Invesco Exchange-Traded Fund Trust 2.58% 10,836 SH 2026年8月8日 日次
PRNT · ARK ETF Trust 2.14% 7,530 NS 2026年4月30日 N-PORT
OASC · Unified Series Trust 1.28% 5,917 NS 2026年5月31日 N-PORT
XSMO · Invesco Exchange-Traded Fund Trust 1.00% 167,254 SH 2026年8月8日 日次
FYC · First Trust Exchange-Traded AlphaDE… 0.79% 48,373 NS 2026年4月30日 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.57% 9,467 SH 2026年8月8日 日次
FYX · First Trust Exchange-Traded AlphaDE… 0.40% 28,803 NS 2026年4月30日 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.39% 13,283 NS 2026年4月30日 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0.39% 9,353 SH 2026年8月8日 日次
VIOV · VANGUARD ADMIRAL FUNDS 0.34% 34,354 SH 2026年8月8日 日次
AFSM · First Trust Exchange-Traded Fund VI… 0.31% 1,698 NS 2026年5月31日 N-PORT
IJS · iShares Trust 0.30% 144,153 SH 2026年8月8日 日次
RWJ · Invesco Exchange-Traded Fund Trust … 0.24% 27,389 SH 2026年8月8日 日次
AVSC · AMERICAN CENTURY ETF TRUST 0.24% 37,015 NS 2026年5月31日 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.24% 349,501 NS 2026年5月31日 N-PORT
NUSC · Nushares ETF Trust 0.22% 16,853 NS 2026年4月30日 N-PORT
VAW · VANGUARD WORLD FUND 0.21% 47,566 SH 2026年8月8日 日次
QVMS · Invesco Exchange-Traded Fund Trust … 0.19% 2,668 SH 2026年8月8日 日次
VTWG · VANGUARD SCOTTSDALE FUNDS 0.19% 17,679 SH 2026年8月8日 日次
FNDA · SCHWAB STRATEGIC TRUST 0.18% 89,212 NS 2026年5月31日 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0.18% 6,264 NS 2026年4月30日 N-PORT
XJR · iShares Trust 0.17% 1,915 SH 2026年8月8日 日次
IWO · iShares Trust 0.17% 148,951 SH 2026年8月8日 日次
VIOO · VANGUARD ADMIRAL FUNDS 0.17% 56,613 SH 2026年8月8日 日次
PICK · iShares, Inc. 0.17% 22,585 SH 2026年8月8日 日次
ROSC · Lattice Strategies Trust 0.17% 538 NS 2026年4月30日 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.16% 4,515 NS 2026年4月30日 N-PORT
IJR · iShares Trust 0.15% 987,213 SH 2026年8月8日 日次
PRFZ · Invesco Exchange-Traded Fund Trust 0.14% 22,486 SH 2026年8月8日 日次
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 5,815 NS 2026年4月30日 N-PORT
DFSV · Dimensional ETF Trust 0.13% 58,476 NS 2026年4月30日 N-PORT
SAA · ProShares Trust 0.13% 192 NS 2026年5月31日 N-PORT
DFAT · Dimensional ETF Trust 0.12% 96,611 NS 2026年4月30日 N-PORT
EBI · RBB Fund Trust 0.11% 4,019 NS 2026年5月31日 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.11% 11,179 SH 2026年8月8日 日次
AVIE · AMERICAN CENTURY ETF TRUST 0.11% 61 NS 2026年5月31日 N-PORT
EBIT · Harbor ETF Trust 0.10% 68 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.10% 95,176 SH 2026年8月8日 日次
IFRA · iShares Trust 0.10% 26,663 SH 2026年8月8日 日次
GSSC · Goldman Sachs ETF Trust 0.10% 5,144 NS 2026年5月31日 N-PORT
SMDX · Tidal Trust III 0.09% 679 NS 2026年4月30日 N-PORT
IWM · iShares Trust 0.09% 418,956 SH 2026年8月8日 日次
RSSL · Global X Funds 0.08% 6,992 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.07% 758 NS 2026年5月31日 N-PORT
IGE · iShares Trust 0.07% 3,214 SH 2026年8月8日 日次
DFAS · Dimensional ETF Trust 0.07% 53,957 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.06% 76,997 NS 2026年5月31日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.06% 225,997 SH 2026年8月8日 日次
ESML · iShares Trust 0.06% 9,937 SH 2026年8月8日 日次