KALU Kaiser Aluminum Corporation - Common Stock

NASDAQ · Metals & Mining · SEC EDGAR에서 보기 ↗
$154.91
가격 · 8월 20, 2026
기준 재무 정보 7월 23, 2026

Kaiser Aluminum Corporation - Common Stock 정보 위키백과 회사 개요

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.

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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.

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

KALU 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$154.91
시가총액
$2.53B
P/E (TTM)
23.1
EPS (TTM)
$6.77
매출 (TTM)
$3.37B
배당 수익률
2.0%
ROE
14.0%
부채/자본
1.3
52주 범위
$73 – $200

KALU 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $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
잉여현금흐름 $-26M
9-point trend, -138.6%
2017-12-31 2025-12-31
마진 3.3%

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
KALU
동종업계 중앙값
P/E (TTM)
5-point trend, +121.1%
23.1
13.2
P/S (TTM)
5-point trend, -2.9%
0.8
0.9
P/B
5-point trend, +4.7%
3.1
2.0
EV / EBITDA
5-point trend, -34.4%
11.5
Price / FCF (주가 / FCF)
5-point trend, -204.8%
-99.3

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
KALU
동종업계 중앙값
Operating Margin (영업이익률)
5-point trend, +127.6%
5.6%
Net Profit Margin (순이익률)
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%

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
KALU
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
5-point trend, -14.3%
1.3
Current Ratio (유동비율)
5-point trend, +11.9%
3.0
2.0
Quick Ratio (당좌 비율)
5-point trend, -32.4%
0.9

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
KALU
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, +28.6%
11.5%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, +28.6%
-0.54%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, +28.6%
23.5%
EPS YoY
5-point trend, +678.6%
68.4%
Net Income YoY (순이익 YoY)
5-point trend, +708.1%
71.2%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
KALU
동종업계 중앙값
EPS (Diluted) (EPS (희석))
5-point trend, +678.6%
$6.77

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
KALU
동종업계 중앙값
Payout Ratio (지급 비율)
5-point trend, +118.1%
45.6%

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률
2.0%
지급 비율
45.6%
5년 배당 CAGR
배당락일금액
2026년 7월 24일$0.7700
2026년 4월 24일$0.7700
2026년 1월 23일$0.7700
2025년 10월 24일$0.7700
2025년 7월 25일$0.7700
2025년 4월 25일$0.7700
2025년 1월 24일$0.7700
2024년 10월 25일$0.7700
2024년 7월 25일$0.7700
2024년 4월 24일$0.7700
2024년 1월 24일$0.7700
2023년 10월 24일$0.7700
2023년 7월 24일$0.7700
2023년 4월 24일$0.7700
2023년 1월 24일$0.7700
2022년 10월 24일$0.7700
2022년 7월 22일$0.7700
2022년 4월 22일$0.7700
2022년 1월 21일$0.7700
2021년 10월 22일$0.7200

KALU 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매도 9 명의 애널리스트
  • 적극 매수 0 0.0%
  • 매수 1 11.1%
  • 보유 3 33.3%
  • 매도 3 33.3%
  • 적극 매도 2 22.2%

12개월 목표 주가

4 명의 애널리스트 · 2026-08-19
중앙값 목표 $174.00 +12.3%
평균 목표 $169.25 +9.3%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
1.1%
기간 EPS Actual EPS 예상 서프라이즈
2026년 6월 30일 $5.53 $2.72 2.8%
2026년 3월 31일 $3.74 $1.90 1.8%
2025년 12월 31일 $1.53 $1.59 -0.06%
2025년 9월 30일 $1.86 $0.90 0.96%
2025년 6월 30일 $1.21 $0.78 0.43%
2025년 3월 31일 $1.44 $0.62 0.82%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
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%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 16
KALU의 연간 손익계산서 데이터
지표 추세 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
대차대조표 28
KALU의 연간 대차대조표 데이터
지표 추세 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
현금 흐름 17
KALU의 연간 현금 흐름 데이터
지표 추세 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
수익성 7
KALU의 연간 수익성 데이터
지표 추세 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%
유동성 및 지급능력 5
KALU의 연간 유동성 및 지급능력 데이터
지표 추세 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
효율성 3
KALU의 연간 효율성 데이터
지표 추세 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
주당 7
KALU의 연간 주당 데이터
지표 추세 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
성장률 10
KALU의 연간 성장률 데이터
지표 추세 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% · · · · · · · · · ·
가치 평가 (TTM) 17
KALU의 연간 가치 평가 (TTM) 데이터
지표 추세 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

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-12-312024-12-312023-12-312022-12-312021-12-31
매출 $3.37B$3.02B$3.09B$3.43B$2.62B
영업이익률 % 5.6%2.9%3.1%0.12%2.5%
순이익 $112M$66M$68M$-30M$-18M
희석 EPS $6.77$4.02$4.21$-1.86$-1.17
대차대조표
2025-12-312024-12-312023-12-312022-12-312021-12-31
부채 / 자기자본 비율 1.31.61.61.61.5
유동비율 3.02.42.72.52.6
당좌 비율 0.90.81.10.81.4
현금 흐름
2025-12-312024-12-312023-12-312022-12-312021-12-31
잉여현금흐름 $-26M$-14M$69M$-206M$21M

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기관 투자자 (13F) 353개의 제출자 · $2.3B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
83 (+23 이전 분기 대비) 26 (-4 이전 분기 대비) 102 (+11 이전 분기 대비) 107 (+11 이전 분기 대비) -68K

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

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

회사 내부자 58 명의 내부자 · 25 임원 · 28 이사

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

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

ETF 보유 현황 85 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
PRNT · ARK ETF Trust 2.14% 7,530 NS 2026년 4월 30일 N-PORT
OASC · Unified Series Trust 1.28% 5,917 NS 2026년 5월 31일 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.79% 48,373 NS 2026년 4월 30일 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.40% 28,803 NS 2026년 4월 30일 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.39% 13,283 NS 2026년 4월 30일 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0.31% 1,698 NS 2026년 5월 31일 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.24% 37,015 NS 2026년 5월 31일 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.24% 349,501 NS 2026년 5월 31일 N-PORT
NUSC · Nushares ETF Trust 0.22% 16,853 NS 2026년 4월 30일 N-PORT
PSC · Principal Exchange-Traded Funds 0.22% 26,037 NS 2026년 6월 30일 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.18% 89,212 NS 2026년 5월 31일 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0.18% 6,264 NS 2026년 4월 30일 N-PORT
ROSC · Lattice Strategies Trust 0.17% 538 NS 2026년 4월 30일 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.16% 4,515 NS 2026년 4월 30일 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 5,815 NS 2026년 4월 30일 N-PORT
DFSV · Dimensional ETF Trust 0.13% 58,476 NS 2026년 4월 30일 N-PORT
SAA · ProShares Trust 0.13% 192 NS 2026년 5월 31일 N-PORT
DFAT · Dimensional ETF Trust 0.12% 96,611 NS 2026년 4월 30일 N-PORT
EBI · RBB Fund Trust 0.11% 4,019 NS 2026년 5월 31일 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0.11% 61 NS 2026년 5월 31일 N-PORT
EBIT · Harbor ETF Trust 0.10% 68 NS 2026년 4월 30일 N-PORT
GSSC · Goldman Sachs ETF Trust 0.10% 5,144 NS 2026년 5월 31일 N-PORT
SMDX · Tidal Trust III 0.09% 679 NS 2026년 4월 30일 N-PORT
RSSL · Global X Funds 0.08% 6,992 NS 2026년 4월 30일 N-PORT
ITWO · ProShares Trust 0.07% 758 NS 2026년 5월 31일 N-PORT
DFAS · Dimensional ETF Trust 0.07% 53,957 NS 2026년 4월 30일 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.06% 76,997 NS 2026년 5월 31일 N-PORT
DXUV · Dimensional ETF Trust 0.05% 1,073 NS 2026년 4월 30일 N-PORT
UWM · ProShares Trust 0.04% 592 NS 2026년 5월 31일 N-PORT
URTY · ProShares Trust 0.03% 597 NS 2026년 5월 31일 N-PORT
DFUV · Dimensional ETF Trust 0.02% 14,169 NS 2026년 4월 30일 N-PORT
DFAC · Dimensional ETF Trust 0.02% 40,631 NS 2026년 4월 30일 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.02% 622 NS 2026년 5월 31일 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.01% 10,848 NS 2026년 5월 31일 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 934 NS 2026년 5월 31일 N-PORT
HDG · ProShares Trust 0.01% 15 NS 2026년 5월 31일 N-PORT
TILT · FlexShares Trust 0.01% 1,386 NS 2026년 4월 30일 N-PORT
DCOR · Dimensional ETF Trust 0.01% 1,850 NS 2026년 4월 30일 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.01% 6,181 NS 2026년 5월 31일 N-PORT
DFAU · Dimensional ETF Trust 0.01% 4,034 NS 2026년 4월 30일 N-PORT
DFSU · Dimensional ETF Trust 0.01% 631 NS 2026년 4월 30일 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 10,203 NS 2026년 5월 31일 N-PORT
DFUS · Dimensional ETF Trust 0.00% 4,877 NS 2026년 4월 30일 N-PORT
VXF · VANGUARD INDEX FUNDS 2026년 7월 15일 일간
VB · VANGUARD INDEX FUNDS 2026년 7월 15일 일간
VBR · VANGUARD INDEX FUNDS 2026년 7월 15일 일간
VTI · VANGUARD INDEX FUNDS 2026년 7월 15일 일간
VFMO · VANGUARD WELLINGTON FUND 2026년 7월 30일 일간
VPLS · VANGUARD MALVERN FUNDS 2026년 7월 15일 일간
VGMS · VANGUARD MALVERN FUNDS 2026년 7월 15일 일간