KALU Kaiser Aluminum Corporation - Common Stock

NASDAQ · Metals & Mining · Wyświetl na SEC EDGAR ↗
$162,14
Cena · Sie 19, 2026
Dane fundamentalne na dzień Lip 23, 2026

O Kaiser Aluminum Corporation - Common Stock Przegląd firmy z Wikipedii

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.

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

KALU Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

Cena
$162.14
Kapitalizacja Rynkowa
$2.65B
P/E (TTM)
24.1
EPS (TTM)
$6.77
Przychody (TTM)
$3.37B
Stopa dywidendy
1.9%
ROE
14.0%
D/E Dług/Kapitał
1.3
Zakres 52 tyg.
$73 – $200

KALU Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

Przychody i Zysk Netto $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
Wolny przepływ pieniężny $-26M
9-point trend, -138.6%
2017-12-31 2025-12-31
Marże 3.3%

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
P/E (TTM)
5-point trend, +121.1%
24.1
13.2
P/S (TTM)
5-point trend, -2.9%
0.8
0.9
P/B
5-point trend, +4.7%
3.2
2.0
EV / EBITDA
5-point trend, -34.4%
11.9
Price / FCF (Cena / FCF)
5-point trend, -204.8%
-103.9

Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
Operating Margin (Marża Operacyjna)
5-point trend, +127.6%
5.6%
Net Profit Margin (Marża Zysku Netto)
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%

Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
5-point trend, -14.3%
1.3
Current Ratio (Wskaźnik bieżący)
5-point trend, +11.9%
3.0
2.0
Quick Ratio (Wskaźnik Szybkości)
5-point trend, -32.4%
0.9

Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
Revenue YoY (Przychody R/R)
5-point trend, +28.6%
11.5%
Revenue CAGR 3Y (Przychody CAGR 3L)
5-point trend, +28.6%
-0.54%
Revenue CAGR 5Y (Przychody CAGR 5L)
5-point trend, +28.6%
23.5%
EPS YoY
5-point trend, +678.6%
68.4%
Net Income YoY (Zysk Netto R/R)
5-point trend, +708.1%
71.2%

Wskaźniki na akcję EPS, wartość księgowa na akcję, przepływy pieniężne na akcję, dywidenda na akcję

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
EPS (Diluted) (EPS (Rozwodniony))
5-point trend, +678.6%
$6.77

Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności

Wskaźnik
Trend 5-letni
KALU
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
5-point trend, +118.1%
45.6%

Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR

Stopa Dywidendy
1.9%
Wskaźnik Wypłaty Dywidendy
45.6%
CAGR dywidendy 5-letni
Data ex-dywidendyKwota
24 lipca 2026$0,7700
24 kwietnia 2026$0,7700
23 stycznia 2026$0,7700
24 października 2025$0,7700
25 lipca 2025$0,7700
25 kwietnia 2025$0,7700
24 stycznia 2025$0,7700
25 października 2024$0,7700
25 lipca 2024$0,7700
24 kwietnia 2024$0,7700
24 stycznia 2024$0,7700
24 października 2023$0,7700
24 lipca 2023$0,7700
24 kwietnia 2023$0,7700
24 stycznia 2023$0,7700
24 października 2022$0,7700
22 lipca 2022$0,7700
22 kwietnia 2022$0,7700
21 stycznia 2022$0,7700
22 października 2021$0,7200

KALU Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

SPRZEDAJ 9 analityków
  • Mocne kupno 0 0,0%
  • Kup 1 11,1%
  • Trzymaj 3 33,3%
  • Sprzedaj 3 33,3%
  • Mocna sprzedaż 2 22,2%

12-miesięczny cel cenowy

4 analityków · 2026-08-19
Średni cel $174.00 +7,3%
Średnia cel $169.25 +4,4%

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

Średnie zaskoczenie
1.1%
Okres EPS Actual EPS Szacowany Niespodzianka
30 czerwca 2026 $5.53 $2.72 2.8%
31 marca 2026 $3.74 $1.90 1.8%
31 grudnia 2025 $1.53 $1.59 -0.06%
30 września 2025 $1.86 $0.90 0.96%
30 czerwca 2025 $1.21 $0.78 0.43%
31 marca 2025 $1.44 $0.62 0.82%

Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora

Ticker Kapitalizacja Rynkowa P/E Przychody r/r Marża Netto ROE Marża brutto
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%

Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne

Rachunek zysków i strat 16
Dane roczne Rachunek zysków i strat dla KALU
Wskaźnik Trend 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
Bilans 28
Dane roczne Bilans dla KALU
Wskaźnik Trend 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
Przepływy pieniężne 17
Dane roczne Przepływy pieniężne dla KALU
Wskaźnik Trend 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
Rentowność 7
Dane roczne Rentowność dla KALU
Wskaźnik Trend 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%
Płynność i wypłacalność 5
Dane roczne Płynność i wypłacalność dla KALU
Wskaźnik Trend 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
Efektywność 3
Dane roczne Efektywność dla KALU
Wskaźnik Trend 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
Na akcję 7
Dane roczne Na akcję dla KALU
Wskaźnik Trend 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
Stopy Wzrostu 10
Dane roczne Stopy Wzrostu dla KALU
Wskaźnik Trend 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% · · · · · · · · · ·
Wycena (TTM) 17
Dane roczne Wycena (TTM) dla KALU
Wskaźnik Trend 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

Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat

Rachunek zysków i strat
2025-12-312024-12-312023-12-312022-12-312021-12-31
Przychody $3.37B$3.02B$3.09B$3.43B$2.62B
Marża Operacyjna % 5.6%2.9%3.1%0.12%2.5%
Zysk netto $112M$66M$68M$-30M$-18M
Rozwodniony EPS $6.77$4.02$4.21$-1.86$-1.17
Bilans
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dług / Kapitał Własny 1.31.61.61.61.5
Wskaźnik bieżący 3.02.42.72.52.6
Wskaźnik Szybkości 0.90.81.10.81.4
Przepływy pieniężne
2025-12-312024-12-312023-12-312022-12-312021-12-31
Wolny przepływ pieniężny $-26M$-14M$69M$-206M$21M

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Właściciele instytucjonalni (13F) 352 emitenci · $2.3B łącznie · Na dzień 30 czerwca 2026

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
82 (+29 vs poprzedni kw.) 25 (-6 vs poprzedni kw.) 102 (+11 vs poprzedni kw.) 107 (+12 vs poprzedni kw.) +2.1M

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

Instytucja Wartość Akcje % z śledzonych 13F Typ
VANGUARD PORTFOLIO MANAGEMENT LLC $276 458 447 1 413 170 12,17% Akcje
STATE STREET CORP $257 734 935 1 317 519 11,35% Akcje
VANGUARD GROUP INC $228 298 378 1 987 623 10,05% Akcje
DIMENSIONAL FUND ADVISORS LP $143 498 322 733 519 6,32% Akcje
VANGUARD CAPITAL MANAGEMENT LLC $138 341 906 707 161 6,09% Akcje
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $132 908 000 679 387 5,85% Akcje
AMERICAN CENTURY COMPANIES INC $86 062 187 439 923 3,79% Akcje
GEODE CAPITAL MANAGEMENT, LLC $80 552 704 411 678 3,55% Akcje
Fisher Asset Management, LLC $69 010 632 352 761 3,04% Akcje
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $50 838 955 259 873 2,24% Akcje
SYSTEMATIC FINANCIAL MANAGEMENT LP $44 502 695 227 484 1,96% Akcje
WESTFIELD CAPITAL MANAGEMENT CO LP $31 978 658 163 465 1,41% Akcje
TWO SIGMA INVESTMENTS, LP $30 550 755 156 166 1,35% Akcje
Bank of New York Mellon Corp $29 393 016 150 248 1,29% Akcje
BARROW HANLEY MEWHINNEY & STRAUSS LLC $29 057 315 148 532 1,28% Akcje
ALGERT GLOBAL LLC $24 566 433 125 576 1,08% Akcje
PANAGORA ASSET MANAGEMENT INC $24 437 121 124 915 1,08% Akcje
VANGUARD FIDUCIARY TRUST CO $22 619 523 115 624 1,00% Akcje
MACKENZIE FINANCIAL CORP $19 721 852 100 812 0,87% Akcje
BRIDGEWAY CAPITAL MANAGEMENT, LLC $19 647 903 100 434 0,87% Akcje
GOLDMAN SACHS GROUP INC $19 365 609 98 991 0,85% Akcje
FIRST TRUST ADVISORS LP $17 844 390 91 215 0,79% Akcje
WELLINGTON MANAGEMENT GROUP LLP $17 137 188 87 600 0,75% Akcje
VICTORY CAPITAL MANAGEMENT INC $16 988 118 86 838 0,75% Akcje
Trexquant Investment LP $15 896 698 81 259 0,70% Akcje
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15 030 253 76 830 0,66% Akcje
Tributary Capital Management, LLC $14 815 256 75 731 0,65% Akcje
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $12 554 751 64 176 0,55% Akcje
BlackRock, Inc. $11 960 231 61 137 0,53% Akcje
PRUDENTIAL FINANCIAL INC $11 498 153 58 775 0,51% Akcje
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11 404 446 58 296 0,50% Akcje
Public Sector Pension Investment Board $10 875 463 55 592 0,48% Akcje
Assenagon Asset Management S.A. $10 658 705 54 484 0,47% Akcje
HENNESSY ADVISORS INC $10 642 272 54 400 0,47% Akcje
Empowered Funds, LLC $10 348 827 52 900 0,46% Akcje
NORGES BANK $9 096 795 46 500 0,40% Akcje
BNP PARIBAS FINANCIAL MARKETS $8 869 277 45 337 0,39% Akcje
NFJ INVESTMENT GROUP, LLC $8 831 716 45 145 0,39% Akcje
BANK OF AMERICA CORP /DE/ $8 540 424 43 656 0,38% Akcje
RHUMBLINE ADVISERS $8 485 231 43 374 0,37% Akcje
ICON ADVISERS INC/CO $8 095 561 41 382 0,36% Akcje
1492 Capital Management LLC $7 626 636 38 985 0,34% Akcje
PDT Partners, LLC $7 548 970 38 588 0,33% Akcje
ENVESTNET ASSET MANAGEMENT INC $7 387 151 37 761 0,33% Akcje
XTX Topco Ltd $7 004 532 35 805 0,31% Akcje
AMERIPRISE FINANCIAL INC $6 900 262 35 272 0,30% Akcje
Swiss National Bank $6 357 975 32 500 0,28% Akcje
THIRD AVENUE MANAGEMENT LLC $5 839 164 29 848 0,26% Akcje
CREDIT AGRICOLE S A $5 379 825 27 500 0,24% Akcje
FMR LLC $5 245 152 26 811 0,23% Akcje
Legal & General Group Plc $4 861 210 24 849 0,21% Akcje
Keeley-Teton Advisors, LLC $4 459 753 73 569 0,20% Akcje
GREAT LAKES ADVISORS, LLC $4 238 520 21 666 0,19% Akcje
MILLENNIUM MANAGEMENT LLC $4 230 694 21 626 0,19% Akcje
CITADEL ADVISORS LLC $3 951 726 20 200 0,17% Opcja kupna
JANE STREET GROUP, LLC $3 853 911 19 700 0,17% Opcja kupna
RENAISSANCE TECHNOLOGIES LLC $3 834 348 19 600 0,17% Akcje
Man Group plc $3 471 846 17 747 0,15% Akcje
CITIGROUP INC $3 246 871 16 597 0,14% Akcje
Nuveen, LLC $3 237 677 16 550 0,14% Akcje
VANGUARD ASSET MANAGEMENT, Ltd $3 105 431 15 874 0,14% Akcje
HSBC HOLDINGS PLC $3 008 900 15 505 0,13% Akcje
Connor, Clark & Lunn Investment Management Ltd. $2 931 907 14 987 0,13% Akcje
COOKSON PEIRCE & CO INC $2 900 215 14 825 0,13% Akcje
PEAK6 LLC $2 817 072 14 400 0,12% Opcja kupna
Universal- Beteiligungs- und Servicegesellschaft mbH $2 785 184 14 237 0,12% Akcje
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 777 946 14 200 0,12% Opcja kupna
JPMORGAN CHASE & CO $2 746 573 13 988 0,12% Akcje
Oliver Luxxe Assets LLC $2 588 381 13 231 0,11% Akcje
INTECH INVESTMENT MANAGEMENT LLC $2 530 865 12 937 0,11% Akcje
LAZARD ASSET MANAGEMENT LLC $2 528 909 12 927 0,11% Akcje
ALLIANCEBERNSTEIN L.P. $2 516 008 20 878 0,11% Akcje
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 486 121 20 630 0,11% Akcje
Advisors Asset Management, Inc. $2 476 104 35 237 0,11% Akcje
NAVELLIER & ASSOCIATES INC $2 454 765 12 548 0,11% Akcje
LPL Financial LLC $2 417 107 12 356 0,11% Akcje
GABELLI FUNDS LLC $2 402 336 12 280 0,11% Akcje
BANK OF MONTREAL /CAN/ $2 309 217 11 804 0,10% Akcje
Engineers Gate Manager LP $2 021 445 10 333 0,09% Akcje
UBS Group AG $2 008 338 10 266 0,09% Akcje
Voleon Capital Management LP $1 982 710 10 135 0,09% Akcje
180 WEALTH ADVISORS, LLC $1 889 172 9 657 0,08% Akcje
MetLife Investment Management, LLC $1 884 895 9 635 0,08% Akcje
VOYA INVESTMENT MANAGEMENT LLC $1 843 617 9 424 0,08% Akcje
Orion Porfolio Solutions, LLC $1 779 556 9 097 0,08% Akcje
DEPRINCE RACE & ZOLLO INC $1 776 559 14 742 0,08% Akcje
GLOBEFLEX CAPITAL L P $1 741 694 8 903 0,08% Akcje
Illinois Municipal Retirement Fund $1 736 803 8 878 0,08% Akcje
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1 728 782 8 837 0,08% Akcje
Range Financial Group LLC $1 640 553 8 386 0,07% Akcje
PVG ASSET MANAGEMENT CORP $1 638 206 8 374 0,07% Akcje
DIVERSIFIED TRUST CO $1 627 641 8 320 0,07% Akcje
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1 573 061 8 041 0,07% Akcje
Edgestream Partners, L.P. $1 500 091 7 668 0,07% Akcje
CAXTON ASSOCIATES LLP $1 493 635 7 635 0,07% Akcje
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1 489 918 7 616 0,07% Akcje
ARK Investment Management LLC $1 473 094 7 530 0,06% Akcje
Horizon Investments, LLC $1 466 065 7 526 0,06% Akcje
Vanguard Global Advisers, LLC $1 454 900 7 437 0,06% Akcje
Aquatic Capital Management LLC $1 446 879 7 396 0,06% Akcje

Insiderzy spółki 58 insiderów · 25 dyrektorzy generalni · 28 dyrektorzy

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

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Posiadanie ETF-ów Posiadane przez 84 fundusze ETF

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

Fundusz Waga Jednostki Na dzień Źródło
PSCM · Invesco Exchange-Traded Fund Trust … 4,11% 4 785 SH 8 sierpnia 2026 Dziennie
PYZ · Invesco Exchange-Traded Fund Trust 2,58% 10 836 SH 8 sierpnia 2026 Dziennie
PRNT · ARK ETF Trust 2,14% 7 530 NS 30 kwietnia 2026 N-PORT
OASC · Unified Series Trust 1,28% 5 917 NS 31 maja 2026 N-PORT
XSMO · Invesco Exchange-Traded Fund Trust 1,00% 167 254 SH 8 sierpnia 2026 Dziennie
FYC · First Trust Exchange-Traded AlphaDE… 0,79% 48 373 NS 30 kwietnia 2026 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0,57% 9 467 SH 8 sierpnia 2026 Dziennie
FYX · First Trust Exchange-Traded AlphaDE… 0,40% 28 803 NS 30 kwietnia 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,39% 13 283 NS 30 kwietnia 2026 N-PORT
DWAS · Invesco Exchange-Traded Fund Trust … 0,39% 9 353 SH 8 sierpnia 2026 Dziennie
VIOV · VANGUARD ADMIRAL FUNDS 0,34% 34 354 SH 8 sierpnia 2026 Dziennie
AFSM · First Trust Exchange-Traded Fund VI… 0,31% 1 698 NS 31 maja 2026 N-PORT
IJS · iShares Trust 0,30% 144 153 SH 8 sierpnia 2026 Dziennie
RWJ · Invesco Exchange-Traded Fund Trust … 0,24% 27 389 SH 8 sierpnia 2026 Dziennie
AVSC · AMERICAN CENTURY ETF TRUST 0,24% 37 015 NS 31 maja 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,24% 349 501 NS 31 maja 2026 N-PORT
NUSC · Nushares ETF Trust 0,22% 16 853 NS 30 kwietnia 2026 N-PORT
VAW · VANGUARD WORLD FUND 0,21% 47 566 SH 8 sierpnia 2026 Dziennie
QVMS · Invesco Exchange-Traded Fund Trust … 0,19% 2 668 SH 8 sierpnia 2026 Dziennie
VTWG · VANGUARD SCOTTSDALE FUNDS 0,19% 17 679 SH 8 sierpnia 2026 Dziennie
FNDA · SCHWAB STRATEGIC TRUST 0,18% 89 212 NS 31 maja 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,18% 6 264 NS 30 kwietnia 2026 N-PORT
XJR · iShares Trust 0,17% 1 915 SH 8 sierpnia 2026 Dziennie
IWO · iShares Trust 0,17% 148 951 SH 8 sierpnia 2026 Dziennie
VIOO · VANGUARD ADMIRAL FUNDS 0,17% 56 613 SH 8 sierpnia 2026 Dziennie
PICK · iShares, Inc. 0,17% 22 585 SH 8 sierpnia 2026 Dziennie
ROSC · Lattice Strategies Trust 0,17% 538 NS 30 kwietnia 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,16% 4 515 NS 30 kwietnia 2026 N-PORT
IJR · iShares Trust 0,15% 987 213 SH 8 sierpnia 2026 Dziennie
PRFZ · Invesco Exchange-Traded Fund Trust 0,14% 22 486 SH 8 sierpnia 2026 Dziennie
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 5 815 NS 30 kwietnia 2026 N-PORT
DFSV · Dimensional ETF Trust 0,13% 58 476 NS 30 kwietnia 2026 N-PORT
SAA · ProShares Trust 0,13% 192 NS 31 maja 2026 N-PORT
DFAT · Dimensional ETF Trust 0,12% 96 611 NS 30 kwietnia 2026 N-PORT
EBI · RBB Fund Trust 0,11% 4 019 NS 31 maja 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,11% 11 179 SH 8 sierpnia 2026 Dziennie
AVIE · AMERICAN CENTURY ETF TRUST 0,11% 61 NS 31 maja 2026 N-PORT
EBIT · Harbor ETF Trust 0,10% 68 NS 30 kwietnia 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,10% 95 176 SH 8 sierpnia 2026 Dziennie
IFRA · iShares Trust 0,10% 26 663 SH 8 sierpnia 2026 Dziennie
GSSC · Goldman Sachs ETF Trust 0,10% 5 144 NS 31 maja 2026 N-PORT
SMDX · Tidal Trust III 0,09% 679 NS 30 kwietnia 2026 N-PORT
IWM · iShares Trust 0,09% 418 956 SH 8 sierpnia 2026 Dziennie
RSSL · Global X Funds 0,08% 6 992 NS 30 kwietnia 2026 N-PORT
ITWO · ProShares Trust 0,07% 758 NS 31 maja 2026 N-PORT
IGE · iShares Trust 0,07% 3 214 SH 8 sierpnia 2026 Dziennie
DFAS · Dimensional ETF Trust 0,07% 53 957 NS 30 kwietnia 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 76 997 NS 31 maja 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,06% 225 997 SH 8 sierpnia 2026 Dziennie
ESML · iShares Trust 0,06% 9 937 SH 8 sierpnia 2026 Dziennie