KALU Kaiser Aluminum Corporation - Common Stock

NASDAQ · Metals & Mining · Ver em SEC EDGAR ↗
$162,14
Preço · Ago 19, 2026
Fundamentais a partir de Jul 23, 2026

Sobre Kaiser Aluminum Corporation - Common Stock Visão geral da empresa da Wikipedia

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

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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.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

KALU Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$162.14
Capitalização de Mercado
$2.65B
P/E (TTM)
24.1
EPS (TTM)
$6.77
Receita (TTM)
$3.37B
Rendimento div.
1.9%
ROE
14.0%
Dívida/Capital
1.3
Intervalo 52 Semanas
$73 – $200

KALU Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $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
Fluxo de caixa livre $-26M
9-point trend, -138.6%
2017-12-31 2025-12-31
Margens 3.3%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
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 (Preço / FCF)
5-point trend, -204.8%
-103.9

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
Operating Margin (Margem Operacional)
5-point trend, +127.6%
5.6%
Net Profit Margin (Margem de Lucro Líquido)
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%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
5-point trend, -14.3%
1.3
Current Ratio (Índice de liquidez corrente)
5-point trend, +11.9%
3.0
2.0
Quick Ratio (Índice de Liquidez Seca)
5-point trend, -32.4%
0.9

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +28.6%
11.5%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +28.6%
-0.54%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +28.6%
23.5%
EPS YoY
5-point trend, +678.6%
68.4%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, +708.1%
71.2%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, +678.6%
$6.77

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
KALU
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, +118.1%
45.6%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
1.9%
Índice de Pagamento
45.6%
CAGR Dividendos 5 anos
Data exValor
24 de Julho de 2026$0,7700
24 de Abril de 2026$0,7700
23 de Janeiro de 2026$0,7700
24 de Outubro de 2025$0,7700
25 de Julho de 2025$0,7700
25 de Abril de 2025$0,7700
24 de Janeiro de 2025$0,7700
25 de Outubro de 2024$0,7700
25 de Julho de 2024$0,7700
24 de Abril de 2024$0,7700
24 de Janeiro de 2024$0,7700
24 de Outubro de 2023$0,7700
24 de Julho de 2023$0,7700
24 de Abril de 2023$0,7700
24 de Janeiro de 2023$0,7700
24 de Outubro de 2022$0,7700
22 de Julho de 2022$0,7700
22 de Abril de 2022$0,7700
21 de Janeiro de 2022$0,7700
22 de Outubro de 2021$0,7200

KALU Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

VENDA 9 analistas
  • Compra forte 0 0,0%
  • Compra 1 11,1%
  • Manter 3 33,3%
  • Venda 3 33,3%
  • Venda forte 2 22,2%

Preço-alvo de 12 meses

4 analistas · 2026-08-19
Alvo mediano $174.00 +7,3%
Alvo médio $169.25 +4,4%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
1.1%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $5.53 $2.72 2.8%
31 de Março de 2026 $3.74 $1.90 1.8%
31 de Dezembro de 2025 $1.53 $1.59 -0.06%
30 de Setembro de 2025 $1.86 $0.90 0.96%
30 de Junho de 2025 $1.21 $0.78 0.43%
31 de Março de 2025 $1.44 $0.62 0.82%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 16
Dados anuais de Demonstração de Resultados para KALU
Métrica Tendência 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
Balanço Patrimonial 28
Dados anuais de Balanço Patrimonial para KALU
Métrica Tendência 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
Fluxo de Caixa 17
Dados anuais de Fluxo de Caixa para KALU
Métrica Tendência 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
Lucratividade 7
Dados anuais de Lucratividade para KALU
Métrica Tendência 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%
Liquidez e Solvência 5
Dados anuais de Liquidez e Solvência para KALU
Métrica Tendência 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
Eficiência 3
Dados anuais de Eficiência para KALU
Métrica Tendência 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
Por Ação 7
Dados anuais de Por Ação para KALU
Métrica Tendência 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
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para KALU
Métrica Tendência 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% · · · · · · · · · ·
Avaliação (TTM) 17
Dados anuais de Avaliação (TTM) para KALU
Métrica Tendência 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

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $3.37B$3.02B$3.09B$3.43B$2.62B
Margem Operacional % 5.6%2.9%3.1%0.12%2.5%
Lucro líquido $112M$66M$68M$-30M$-18M
EPS Diluído $6.77$4.02$4.21$-1.86$-1.17
Balanço Patrimonial
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dívida / Patrimônio Líquido 1.31.61.61.61.5
Índice de liquidez corrente 3.02.42.72.52.6
Índice de Liquidez Seca 0.90.81.10.81.4
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $-26M$-14M$69M$-206M$21M

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Investidores institucionais (13F) 353 declarantes · $2.3B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
83 (+23 vs trimestre anterior) 26 (-4 vs trimestre anterior) 102 (+11 vs trimestre anterior) 107 (+11 vs trimestre anterior) -68K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Executivos da empresa 58 insiders · 25 diretores · 28 conselheiros

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

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 85 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
PRNT · ARK ETF Trust 2,14% 7.530 NS 30 de Abril de 2026 N-PORT
OASC · Unified Series Trust 1,28% 5.917 NS 31 de Maio de 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0,79% 48.373 NS 30 de Abril de 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,40% 28.803 NS 30 de Abril de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,39% 13.283 NS 30 de Abril de 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,31% 1.698 NS 31 de Maio de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,24% 37.015 NS 31 de Maio de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,24% 349.501 NS 31 de Maio de 2026 N-PORT
NUSC · Nushares ETF Trust 0,22% 16.853 NS 30 de Abril de 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,22% 26.037 NS 30 de Junho de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,18% 89.212 NS 31 de Maio de 2026 N-PORT
FMAT · FIDELITY COVINGTON TRUST 0,18% 6.264 NS 30 de Abril de 2026 N-PORT
ROSC · Lattice Strategies Trust 0,17% 538 NS 30 de Abril de 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,16% 4.515 NS 30 de Abril de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 5.815 NS 30 de Abril de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,13% 58.476 NS 30 de Abril de 2026 N-PORT
SAA · ProShares Trust 0,13% 192 NS 31 de Maio de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,12% 96.611 NS 30 de Abril de 2026 N-PORT
EBI · RBB Fund Trust 0,11% 4.019 NS 31 de Maio de 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0,11% 61 NS 31 de Maio de 2026 N-PORT
EBIT · Harbor ETF Trust 0,10% 68 NS 30 de Abril de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,10% 5.144 NS 31 de Maio de 2026 N-PORT
SMDX · Tidal Trust III 0,09% 679 NS 30 de Abril de 2026 N-PORT
RSSL · Global X Funds 0,08% 6.992 NS 30 de Abril de 2026 N-PORT
ITWO · ProShares Trust 0,07% 758 NS 31 de Maio de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 53.957 NS 30 de Abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 76.997 NS 31 de Maio de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,05% 1.073 NS 30 de Abril de 2026 N-PORT
UWM · ProShares Trust 0,04% 592 NS 31 de Maio de 2026 N-PORT
URTY · ProShares Trust 0,03% 597 NS 31 de Maio de 2026 N-PORT
DFUV · Dimensional ETF Trust 0,02% 14.169 NS 30 de Abril de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,02% 40.631 NS 30 de Abril de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,02% 622 NS 31 de Maio de 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,01% 10.848 NS 31 de Maio de 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,01% 934 NS 31 de Maio de 2026 N-PORT
HDG · ProShares Trust 0,01% 15 NS 31 de Maio de 2026 N-PORT
TILT · FlexShares Trust 0,01% 1.386 NS 30 de Abril de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,01% 1.850 NS 30 de Abril de 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 6.181 NS 31 de Maio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 4.034 NS 30 de Abril de 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 631 NS 30 de Abril de 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 10.203 NS 31 de Maio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 4.877 NS 30 de Abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VB · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VBR · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VTI · VANGUARD INDEX FUNDS 15 de Julho de 2026 Diário
VFMO · VANGUARD WELLINGTON FUND 30 de Julho de 2026 Diário
VPLS · VANGUARD MALVERN FUNDS 15 de Julho de 2026 Diário
VGMS · VANGUARD MALVERN FUNDS 15 de Julho de 2026 Diário