BlackRock’s amended Century Aluminum (CENX) stake includes voting rights over 10.3M shares.
BlackRock, Inc. has filed an amended beneficial-ownership report for Century Aluminum Co (CENX), indicating a 10.5% stake. As of September 30, 2026, BlackRock reported beneficial ownership of 10,395,973 shares, with sole voting power over 10,287,503 shares and sole dispositive power over all 10,395,973 shares. This filing specifies that various individuals have rights to dividends or sale proceeds, but no single person's interest exceeds 5% of the class.
Is CENX's Higher Aluminum Production a Catalyst for Future Growth?
Century Aluminum Company (CENX) is positioned for growth due to strong global aluminum demand, favorable market dynamics, and increasing production capacity. The company is restoring curtailed capacity at its Mt. Holly smelter and developing a new smelter in Oklahoma, aiming to significantly boost its output. With a strong Zacks Rank and favorable valuation, CENX appears to be a promising investment in the aluminum sector.
Century Aluminum Company Earnings and Revenue – HAN:EY3
Century Aluminum Company (HAN:EY3) recently reported earnings of 2.15 EUR per share, exceeding the 2.04 EUR estimate by 5.43%. However, its revenue for the same period was 658.55 M EUR, falling short of the 715.51 M EUR estimate. For the upcoming quarter, analysts anticipate an EPS of 2.32 EUR and revenue of 853.01 M EUR.
CENX: Tariff Support Still Matters, Restarts And Equity Optionality Drive The Upside
Analysts have modestly trimmed their fair value estimate for Century Aluminum (CENX) from $70.50 to $66.50, reflecting lower aluminum price forecasts and updated models. Despite this, they maintain a constructive outlook due to the company's attractive sector value, potential benefits from capacity restarts, and optionality related to a data center equity stake. Key bullish points include expected volume growth from restarts and supportive U.S. pricing with tariffs, while bearish concerns center on execution risks and capital allocation around projects like the Oklahoma capex plans.
CENX5162382 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Century Aluminum Company's CENX5162382 bond, maturing on April 1, 2028, with a 7.5% fixed interest rate. It outlines key bond details such as issuer information, issue and maturity dates, face value, and minimum denomination. The profile also includes a coupon payout schedule, listing upcoming semi-annual payments.
Century Aluminum Lobbyists, 2022
This OpenSecrets.org page details Century Aluminum's lobbying activities in 2022, including the total spending, hired firms, and individual lobbyists. It highlights that 80% of their named lobbyists had previous experience in the federal government. The article lists the specific lobbyists, their affiliations with firms like Wiley Rein LLP and Wessel Group, and their "revolving door" status.
CENX5162383 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the CENX5162383 bond issued by Century Aluminum Company. It outlines key facts such as the issuer type, issue and maturity dates, face value, and minimum denomination. The profile also includes information on interest payments, coupon rates, and a coupon payout schedule, detailing upcoming and past payment specifics.
Century Aluminum Company (CENX) Stock Forecasts
Argus has lowered its target price for Century Aluminum Company (CENX) to $37.00. The report, published on September 23, 2026, indicates that CENX, a producer of primary aluminum, is currently priced at $36.20. The article also mentions related reports for other companies in the basic materials sector.
Century Aluminum Company (CENX) Options Chain
This article provides options chain data for Century Aluminum Company (CENX) as displayed on Yahoo Finance. It shows the stock's summary, current price, and after-hours trading activity. The options chain itself indicates that there are currently no calls or puts listed for various strike prices and expiration dates.
Is Century Aluminum (CENX) Still Undervalued After Its Huge Run?
Century Aluminum (CENX) has seen a significant share price increase of roughly 5x over the past three years. Despite this run, its current P/E ratio of 6.4x is below the broader metals and mining industry average of 20.9x, suggesting it may still be undervalued. The article prompts investors to consider if the company's earnings power and risk profile justify this discount or if there's room for a re-rating.
Century Aluminum Company (CENX) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of Century Aluminum Company (CENX) stock. It includes current and after-hours stock prices, a historical chart, key trading data, and financial metrics. The page also features sections for news, statistics, and related companies.
Weekly Recap: Oklahoma keeps NASDAQ:CENX suit and Wells Fargo cuts target
Century Aluminum Company (NASDAQ:CENX) is facing ongoing litigation in Oklahoma, backed by the U.S. Justice Department, concerning national security and environmental reviews. Concurrently, the company plans to reduce smelter fluoride emissions by 37% and experienced a price target cut from Wells Fargo from $83.00 to $79.00 per share. The company is also preparing to release an economic impact study amidst local opposition and legal challenges.
CENTURY ALUMINUM COMPANY : WELLS FARGO CUTS TARGET PRICE TO $79 FROM $83
Wells Fargo has lowered its target price for Century Aluminum Company shares to $79, down from the previous $83. This adjustment indicates a revised outlook from the financial institution regarding the company's future stock performance.
Century Aluminum: More Production Could Make Earnings More Durable (NASDAQ:CENX)
Century Aluminum (CENX) is rated Buy with a $48 price target due to expanded production capacity at Mt. Holly and Grundartangi, and improved liquidity. While Q2 profitability was driven by higher aluminum prices and government credit, future earnings durability depends on sustained production increases rather than just price hikes. The company expects Q3 EBITDA to remain near Q2 levels, but faces execution risks at its recently ramped-up facilities.
Why did developers change their proposal for the Inola aluminum smelter?
Developers of the proposed Inola aluminum smelter have reduced their fluoride emission limit by 37% following concerns from the Oklahoma Department of Environmental Quality and local communities. Century Aluminum executive Matt Aboud explained that this change, along with further environmental testing, aims to address community safety concerns and meet "world-class" standards for the $4 billion project. The developers are also highlighting the project's potential to create thousands of jobs and bolster the U.S. aluminum industry.
Developers push to make proposed Inola smelter safer
Developers of the proposed Inola aluminum smelter have submitted a revised plan to reduce fluoride emissions by 37% following concerns from the Oklahoma Department of Environmental Quality and the public. This reduction would make the plant's fluoride emissions the lowest for a U.S. primary facility, aiming to address agricultural concerns and meet world-class safety limits. The project, a collaboration between Emirates Global Aluminum and Century Aluminum, faces challenges like lawsuits and community protests but promises thousands of jobs and a stronger domestic aluminum industry.
DOJ asks judge to dismiss Oklahoma AG’s aluminum smelter lawsuit
The Justice Department has requested a federal judge dismiss a lawsuit filed by the Oklahoma Attorney General seeking to block a new aluminum smelter project in Inola, Oklahoma. The DOJ argues the $4 billion project, led by Emirates Global Aluminum and Century Aluminum, is crucial for national and economic security by reducing reliance on imported aluminum and bolstering defense manufacturing. This dismissal request comes amidst a separate lawsuit from Inola residents also attempting to halt the project, citing concerns over environmental impact and improper federal funding procedures.
Two deaths, years of violations: Century Aluminum still allowed to expand
Despite two worker deaths, millions of dollars in fines, and a history of environmental violations since 2018, Century Aluminum's Mt. Holly plant in Goose Creek, SC, has been permitted to expand production by 25%. Neighbors have complained for years about dust and fumes, and a class-action settlement paid out $944,000 to over 700 homeowners in 2023 due to alumina dust release. The EPA and SCDES state that the company has addressed some issues, but new potential violations are being pursued, raising concerns among residents and experts about continued operation and expansion without fully resolving long-standing problems.
(CENX) Movement as an Input in Quant Signal Sets
This article analyzes Century Aluminum Company (NASDAQ: CENX) using AI models to generate trading strategies. It highlights positive near-term sentiment but notes a weak mid-term bias within a long-term strength context. The analysis provides specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging strategies, alongside multi-timeframe signal analysis.
Trump Bets Oklahoma Smelter on a Governor's Race
Donald Trump's endorsement swayed Oklahoma's Republican gubernatorial primary for Mike Mazzei, largely due to a proposed $4 billion aluminum smelter in Inola. This project, a joint venture between Century Aluminum and Emirates Global Aluminium, aims to significantly boost U.S. primary aluminum output, which currently relies heavily on imports. The smelter and associated trade policies have become a contentious issue, complicated by Trump's tariffs on Canadian aluminum and ongoing trade disputes.
Freedom expects Century Aluminum shares to rise by more than a quarter
Freedom Broker analysts have issued a "Buy" recommendation for Century Aluminum Company (CENX) shares, setting a 2-month target price of $55, indicating a 27.2% upside. The investment thesis is driven by the company's operational recovery, high aluminum prices, a U.S. metal shortage, and a promising new plant project in Oklahoma. The company's financial metrics are strengthening, supported by increased aluminum shipments and adjusted earnings growth.
Why is Century Aluminum stock rallying today?
Century Aluminum stock is rallying due to new U.S. tariffs of 50% on selected Canadian goods, which benefits domestic aluminum producers. Analyst ratings from UBS and BMO Capital also remain supportive, coupled with strong Q2 2026 earnings and optimistic Q3 EBITDA guidance. Institutional investors like BlackRock and Vanguard are increasing their stakes, reflecting confidence in the company's domestic production story amidst favorable U.S. tariff policy.
Data center developer says it is committing to Beshear’s requirements
TeraWulf, a data center developer, states its commitment to Kentucky Governor Andy Beshear’s requirements for its proposed hyperscale data center in Hancock County. The company’s "energy plan" filed with the Kentucky Public Service Commission outlines its intent to pay taxes, adhere to environmental laws, and engage with the community, despite some questioning the legal authority of Beshear's executive order without specific state laws. TeraWulf plans to invest billions in the project, which aims to convert an idled aluminum smelter, and is currently undergoing review for a special electricity contract.
Century Aluminum Co. (CENX) News, Articles, Events & Latest Updates
Century Aluminum Co. (CENX) is featured in several news articles, with a focus on its Q2 2026 earnings, which lagged estimates despite a sharp profit increase driven by higher aluminum prices. The company's future outlook hinges on stronger aluminum prices, full-capacity smelters, and progress in Oklahoma, though rising costs and commodity dependence pose challenges. Additionally, there are reports of potential U.S.-Canada trade deals lowering tariffs on Canadian steel and aluminum, and upcoming grants for the mining industry.
Is Century Aluminum (CENX) Undervalued After Its Strong Second Quarter Earnings?
Century Aluminum (CENX) recently reported strong second-quarter earnings, moving from a net loss to a net income of $249.3 million, alongside revenues of $752.1 million. Despite a recent pullback in its stock price, which has seen a 108.02% total shareholder return over the past year, analysts suggest the stock remains undervalued with a fair value of $70.50 compared to its current $45.66. This valuation is based on expected growth from the expansion of Mt. Holly, a new U.S. smelter, and sustained tightness in global aluminum supply.
Is Century Aluminum (CENX) Undervalued After Its Strong Second Quarter Earnings?
Century Aluminum (CENX) has reported a significant swing to net income in Q2 2026, reaching $249.3 million, alongside revenues of $752.1 million. Despite a recent share price pullback to $45.66, the stock has delivered a 1-year total shareholder return of 108.02%. A popular valuation narrative suggests the company is 35.2% undervalued, with a fair value of $70.50 per share, driven by anticipated increased U.S. primary aluminum production, rising domestic demand, and tight global supply.
Century Aluminum (CENX) Is Down 8.8% After Earnings Rebound And Capacity Ramp-Up - Has The Bull Case Changed?
Century Aluminum Company reported strong Q2 2026 earnings, reversing previous losses, and brought key facilities back to full capacity, supported by U.S. tariff policies. Despite an 8.8% stock drop, the company's investment narrative hinges on converting this earnings rebound and expanded production into sustained cash generation. However, continued reliance on stable U.S. tariff and incentive policies remains a significant risk to its projected revenue and earnings growth.
Century Aluminum (CENX) Is Down 8.8% After Earnings Rebound And Capacity Ramp-Up - Has The Bull Case Changed?
Century Aluminum reported strong Q2 2026 earnings, reversing a prior-year loss, driven by the full operational capacity of its Mt. Holly and Grundartangi facilities and supportive U.S. tariff policies. Despite the positive financial turnaround and expanded production, the company's investment narrative heavily relies on the stability of these tariff and incentive policies. Analysts project significant revenue and earnings growth by 2029, suggesting a substantial upside to its current stock price, but acknowledge the inherent risks associated with policy shifts and market volatility.
Century Aluminum (CENX) Is Down 8.8% After Earnings Rebound And Capacity Ramp-Up - Has The Bull Case Changed?
Century Aluminum (CENX) reported strong Q2 2026 earnings with a significant rebound, posting US$2.52 basic earnings per share and US$249.3 million net income, driven by returning key facilities to full capacity for the first time in over a decade and advancing its Oklahoma smelter plans. The company's investment narrative relies on converting this earnings swing and expanded production into sustained cash generation, supported by U.S. tariff policies. Analysts project substantial revenue and earnings growth by 2029, suggesting a potential 51% upside to its current price, though the stability of U.S. tariff and incentive policies remains a critical factor.
Bank of America Corp DE Grows Holdings in Century Aluminum Company $CENX
Bank of America Corp DE significantly increased its stake in Century Aluminum Company (CENX) by 98.0% in the first quarter, now owning 608,794 shares valued at $35.7 million. This move is part of broader institutional interest, with hedge funds and other institutional investors collectively holding 61.59% of CENX. The company recently reported strong quarterly earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $72.00.
Inola smelter owner confident it will be approved
Despite opposition from Oklahoma Attorney General Gentner Drummond regarding the proposed $4 billion aluminum smelter in Inola, Century Aluminum's President and CEO, Jesse Gary, expressed confidence that the project will move forward. Gary anticipates groundbreaking by year-end and initial production by late 2029, with the project expected to receive approval for reduced import tariffs. The company is actively addressing community concerns and highlighting the economic benefits and job creation the smelter would bring to the state.
Century Aluminum Q2 Earnings Lag Estimates, Sales Rise Y/Y
Century Aluminum (CENX) reported Q2 2026 earnings per share of $2.39, missing the Zacks Consensus Estimate but up significantly from a loss in the prior year. Net sales rose 19.7% year-over-year to $752.1 million, driven by higher metal prices and shipments, despite also missing estimates. The company forecasts Q3 2026 adjusted EBITDA between $325 million and $345 million.
Century Aluminum Q2 Earnings Lag Estimates, Sales Rise Y/Y
Century Aluminum (CENX) reported Q2 2026 earnings per share of $2.39, missing analyst estimates but showing significant improvement from the prior year's loss. Net sales increased by 19.7% year-over-year to $752.1 million, driven by higher metal prices and increased production, despite missing Zacks Consensus Estimates. The company provided a Q3 2026 adjusted EBITDA outlook between $325 million and $345 million.
Century Aluminum (CENX) Falls 7.4% Despite Strong Q2 Results
Century Aluminum (CENX) experienced a 7.4% stock drop despite reporting strong Q2 results, with net sales up to $752.1 million and adjusted EBITDA at $326.9 million. The decline is attributed to investors taking profits and the Q3 outlook being in line with Q2, rather than new negative news or balance sheet concerns, as the company reported cash exceeding total debt. Insider trading activity shows significant sales by executives and major shareholders, while hedge funds show mixed activity with some adding and others reducing positions.
Why Century Aluminum Is Dropping 6.2%: UBS Initiates at Buy
Shares of Century Aluminum Company (CENX) dropped 6.2% despite UBS initiating coverage with a "Buy" rating and a $60 price target. This market reaction suggests investor skepticism, potentially due to broader commodity concerns or company-specific issues not addressed by the bullish analyst outlook. Investors are likely looking for more tangible evidence of fundamental improvements before fully embracing the optimistic forecast.
Empowered Funds LLC Decreases Holdings in Century Aluminum Company $CENX
Empowered Funds LLC significantly reduced its stake in Century Aluminum Company by 83.4% in the first quarter, selling 34,680 shares and retaining 6,880 shares. Despite this, institutional ownership remains high at 61.59%, with other firms like AQR Capital and JPMorgan Chase increasing their positions. Century Aluminum surpassed quarterly earnings expectations with an EPS of $2.46, and analysts maintain a "Moderate Buy" rating with an average price target of $72.
Is Century Aluminum (CENX) Undervalued After Its Return To Profit?
Century Aluminum (CENX) reported strong second-quarter 2026 results, returning to profit with US$249.3 million in net income and significant share price returns. The company is considered 22% undervalued by Simply Wall St, with a fair value of $67 per share compared to its current price of $52.29, despite some underlying risks related to policy support and project execution. Investors are encouraged to review the full analysis to understand the opportunities and risks.
AG asks federal court to halt construction of Oklahoma aluminum smelter
Oklahoma Attorney General Gentner Drummond has asked a federal court to immediately block construction of a proposed aluminum smelter in Inola, citing concerns over foreign ownership and severe pollution. The motion seeks to maintain a construction moratorium until a lawsuit over the project's lawfulness can be adjudicated. The smelter, dubbed Oklahoma Primary Aluminum, is a priority of President Trump and is majority-owned by Dubai-based Emirates Global Aluminum.
Century Aluminum says Oklahoma smelter on track despite local pushback
Century Aluminum's CEO Jesse Gary stated that the company's Oklahoma smelter project is on track to break ground this year, despite facing local opposition from residents and politicians. The project is expected to benefit from a Trump administration onshoring incentive program, allowing reduced tariffs on primary aluminum imports. The company is working to address environmental concerns raised by the community and the Oklahoma Attorney General.
Century net sales increase by 16% in Q2 2026
Century Aluminum reported a 16% sequential increase in net sales to $752.1 million in Q2 2026, primarily driven by higher realized metal prices and increased shipments from the Mt. Holly expansion and Norðurál smelter restart. Despite a sequential decrease in net income due to a one-time gain from a Q1 data center sale, adjusted net income and adjusted EBITDA both saw significant sequential increases. The company forecasts a global aluminium deficit to continue into 2027 and expects Q3 Adjusted EBITDA to range between $325 million to $345 million.
Century Aluminum says Oklahoma smelter on track despite local pushback
Century Aluminum's CEO Jesse Gary stated that the company's Oklahoma smelter project is on schedule to break ground this year and begin production by late 2029, despite local opposition and legal challenges. The project, a joint venture with Emirates Global Aluminum, is expected to benefit from new onshoring incentives and would significantly boost U.S. primary aluminum production. The company is addressing environmental concerns raised by the Oklahoma Attorney General and local residents.
UBS initiates Century Aluminum stock with buy rating on tariff outlook
UBS has initiated coverage on Century Aluminum (NASDAQ:CENX) with a Buy rating and a $60.00 price target, citing expected near-term volume growth from capacity restarts and a higher U.S. pricing environment supported by Section 232 tariffs. The firm projects robust free cash flow and a move to a net cash position by Q3 2026. Despite a recent revenue miss, analysts anticipate the company to be profitable this year, with its stock appearing undervalued based on InvestingPro analysis.
Century Aluminium CEO provides update on Oklahoma project
Century Aluminium's CEO, Jesse Gary, provided an update on the company's joint-venture project with Emirates Global Aluminium (EGA) in Inola, Oklahoma. The plant, which will be the largest primary aluminium production facility in the US, is on track to break ground by the end of 2026, with initial production expected by late 2029. Gary also highlighted the benefits of the Section 232 programme, which will allow the project to import primary aluminium at a reduced tariff rate, helping to fund Century's share of the development.
Century Aluminum Company Just Recorded A 17% EPS Beat: Here's What Analysts Are Forecasting Next
Century Aluminum Company (NASDAQ:CENX) announced its Q2 2026 results, beating analyst EPS estimates by 17% and revenue estimates by 2%. Despite the beat, the company's shares traded down 4.6% to US$10.38, and analysts have revised their earnings forecasts downwards for the current and next financial year. The updated price target suggests an expected share price increase of 31% over the next 12 months.
Cetera Investment Advisers Acquires 36,469 Shares of Century Aluminum Company $CENX
Cetera Investment Advisers significantly increased its stake in Century Aluminum Company (CENX) during the first quarter, adding 36,469 shares to bring its total holding to 43,612 shares valued at $2.56 million. Institutional investors now own 61.59% of the company. The article also details recent analyst ratings, financial performance, and company profile for Century Aluminum.
Century Aluminum (CENX) Stock Still Looks Discounted On Second Quarter Results
Century Aluminum (CENX) stock, despite a significant 3-year gain and 122.6% return in the last year, is still considered undervalued by Simply Wall St's valuation checks, passing 6 of 6 checks. The company's P/E ratio of 8.4x is below the industry average, and its recent strong Q2 2026 results, including US$249.3 million in net income, suggest a discount compared to its potential fair value. The article questions whether the market's current valuation reflects operational risks or if there's still a margin of safety for new investors.
Assenagon Asset Management S.A. Lowers Position in Century Aluminum Company $CENX
Assenagon Asset Management S.A. reduced its stake in Century Aluminum Company (NASDAQ:CENX) by 16.3% in the second quarter, selling 299,157 shares but retaining 1.53 million shares valued at $70.45 million. The company's stock currently has an average rating of "Hold" and a consensus price target of $76. Century Aluminum reported strong quarterly earnings, beating estimates with $2.46 EPS, though revenue missed expectations at $752.1 million.
Century Aluminum Co (CENX) (Q2 2026) Earnings Call Highlights: Record EBITDA and Strategic ...
Century Aluminum Co (CENX) reported record Q2 2026 financial results with adjusted EBITDA of $327 million, a 6% increase in shipments, and strengthened its balance sheet with $388 million in cash. The company completed key expansions and restarts ahead of schedule, capitalizing on robust market conditions and a new executive order for tariff benefits. However, operational instabilities at Mt. Holly and other challenges are expected to impact Q3 2026 results.
Century Aluminum (CENX) Stock Rallies On Surging Margins And Restart Progress
Century Aluminum (CENX) stock surged 11.5% following its Q2 2026 earnings report, which showcased a significant return to profitability with US$249.3m net income and a 22.6% trailing net margin. The company's operational progress, including restarts at Mt. Holly and Grundartangi, and policy support through tax credits and tariff reductions, are backing a bullish growth story. However, concerns remain regarding policy dependence and potential project execution risks.
Century Aluminum Q2 2026 presentation: cash exceeds debt, new smelter By Investing.com
Century Aluminum (NASDAQ:CENX) reported strong Q2 2026 results, with adjusted EBITDA reaching $327 million and adjusted EPS of $2.46, driven by increased production and favorable aluminum prices. The company's cash balance now exceeds its total outstanding debt, providing financial flexibility. A major strategic initiative is the planned Oklahoma smelter, a joint venture with Emirates Global Aluminium, which will be the first new U.S. smelter in 50 years and is supported by a U.S. Department of Energy grant and a new executive order reducing tariffs for domestic production investments.
