Century Aluminum Company
In the published model solve dated 2026-Q2, anchored at $46.81, Century Aluminum Company (CENX) is priced for +8.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• A 50% tariff on certain primary aluminum imports has left Century's American and Icelandic plants selling into those markets duty-free, a position the annual filing describes as an advantage ⟦"over our competitors who sell into these markets under these tariff regimes"⟧. • The profit stream behind today's price is a cycle-peak stream: normalized across five years with one-time charges added back, operating income runs near 160 million dollars against the 490.8 million dollars booked over the
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370 institutional managers reported holding CENX in 13F filings for the quarter ended 2026-03-31. 97 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 8.3M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CENX's share count grew 9.9% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CENX over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CENX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-10 | -5.9% | +10.4% |
| 2023-08-10 | -8.5% | -19.9% |
| 2023-11-09 | +1.8% | +71.0% |
| 2024-03-16 | +0.4% | +48.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CENX's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-06-17 (items 5.07, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-03-03 (items 4.02); 2026-02-19 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.