Century Aluminum (CENX)
Smelts primary aluminum and casts value-added products across the United States and Iceland.
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Produces standard-grade and value-added primary aluminum at U.S. and Icelandic smelters, supported by alumina from majority-owned Jamalco and carbon anodes from Vlissingen. Revenue tracks exchange-linked metal prices and product premiums, while power costs and concentrated sales to Glencore shape results.
Operates primary aluminum smelters in Kentucky, South Carolina, and Iceland, casting standard-grade ingot, sow, billet, slab, and foundry alloys; Icelandic output also supports the Natur-Al low-carbon line. A majority-owned Jamalco venture mines bauxite and refines alumina in Jamaica, while a Netherlands plant supplies carbon anodes to the Icelandic smelter.
Runs the portfolio as one reportable segment, using value-added casthouses and upstream alumina supply to extend beyond commodity metal. Recent execution has restored curtailed output at Mt. Holly and brought Grundartangi back near full production, while an Oklahoma smelter project is under joint development with Emirates Global Aluminium. Earnings remain tied to exchange-linked aluminum prices, regional and product premiums, power and raw-material costs; sales are concentrated among a few customers, chiefly Glencore.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Wells Fargo | Reiterate | Rating: —Target: $77 | Target: $79 |
| Aug 10, 2026 | UBS | Initiate | Rating: —Target: — | Target: $60 |
| Apr 15, 2026 | Wells Fargo | Target | Target: $61 | Target: $77 |
| Apr 9, 2026 | BMO Capital | Target | Target: $18 | Target: $75 |
| Jan 13, 2026 | Wells Fargo | Reiterate | Rating: —Target: $46 | Target: $61 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $343.4M · Total debt $480.0M · Total assets $2.88B · Shareholders' equity $1.40B
- Revenue
- $752.1M
- Operating income
- $211.6M
- Net income
- $249.3M
No dividends on record.
| Institutions | ≈ 102.91% | 101.87M shares | |
|---|---|---|---|
| 440 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.53% | 1.51M shares | |
| 14 holders · as of Jun 17, 2026 | |||
| Strategic holders | 29.99% | 29.69M shares | |
| 1 holder · as of Mar 4, 2026 | |||
| Adds to | 134.43% | ||
98.99M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 134.43%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Glencore International AGStrategic10 percent owner | 29.99% | 29.69M | filed Mar 4, 2026 |
Glencore plcInstitution | 29.99% | 29.69M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.41% | 10.30M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.60% | 5.54M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.82% | 4.77M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 25, 2026 | Peter A. Trpkovski | officer: EVP, CFO | −16,739 | $50.51 |
| Mar 16, 2026 | Jesse E. Gary | director, officer: President and CEO | −150,000 | $55.47 |
| Mar 11, 2026 | Robert F. Hoffman | officer: SVP, IT and CAO | −10,529 | $56.51 |
| Mar 12, 2026 | Kenneth L. Calloway | officer: SVP, Human Resources | −18,000 | $58.00 |
| Mar 4, 2026 | Robert F. Hoffman | officer: SVP, IT and CAO | −10,000 | $56.33 |
- Alcoa
U.S. peer across alumina, primary aluminum, and low-carbon metal
- Rio Tinto (ADR)
Integrated low-carbon aluminum rival with large Atlantic supply
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Century Aluminum | $39.36 | +0.66% | $3.87B | 6.8 | 3.5 | 1.5 | +19.7% |
| Alcoa | $45.11 | +1.04% | $11.79B | 9.1 | 8.0 | 0.9 | +31.4% |
| Rio Tinto (ADR) | $97.60 | +0.58% | $157.69B | 13.2 | — | 2.6 | +57.4% |
| Median | 11.1 | 8.0 | 1.7 | +44.4% |