Century Aluminum Company

NasdaqGS:CENX 株式レポート

時価総額:US$6.4b

Century Aluminum 配当と自社株買い

配当金 基準チェック /06

Century Aluminum配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.3%

バイバック利回り

総株主利回り0.3%
将来の配当利回りn/a
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブの更新 May 23

CENX: Section 232 Premiums And Supply Shocks Will Support Future Cash Flows

Analysts lifted the Century Aluminum price target by $0.67 to $80.00, citing updated views on aluminum supply and demand, an expected margin profile, and a lower assumed future P/E multiple in their models. Analyst Commentary Recent Street research on Century Aluminum points to a mix of optimism around earnings power and project execution, alongside caution about costs and long term assumptions embedded in current valuations.
Seeking Alpha May 20

Century Aluminum: Transformative Earnings Cycle

Summary Century Aluminum Company benefits from U.S. tariffs, regulatory tailwinds, and Hormuz disruptions, supporting superior unit economics and a domestic price premium over international competitors. Despite tripling in value over the past year, CENX stock trades at a mid-single-digit forward P/E, reflecting ongoing upside amid favorable industry dynamics and capacity expansion. Risks center on commodity price volatility, but tariff protections and strong domestic demand position CENX to maintain high utilization and market share. Read the full article on Seeking Alpha
ナラティブの更新 Apr 20

CENX: Section 232 Tariffs Will Support Future Cash Flows

Century Aluminum's updated analyst price target has moved from $66 to about $79, with analysts pointing to refreshed views on fair value, revenue growth, profit margins and future P/E assumptions as key drivers of the shift. Analyst Commentary Recent Street research on Century Aluminum clusters around higher price targets and updated views on earnings power, with analysts reworking their models for aluminum pricing, premiums and upcoming capital spending.
ナラティブの更新 Apr 06

CENX: Section 232 Tariffs And Oklahoma Smelter Plans Will Shape Future Cash Flows

Narrative Update: Century Aluminum Analyst Targets Analysts have lifted their average price target on Century Aluminum to $69. They cite updated supply and demand work that points to a wider projected aluminum deficit, firm Midwest Premiums, and potential earnings support from elevated power costs and new smelter plans in Oklahoma.
ナラティブの更新 Mar 22

CENX: Section 232 Tariffs Will Support Future Cash Flows For Oklahoma Project

Century Aluminum's updated fair value estimate of $66, up from $63.33, reflects analysts' higher price targets in the $68 to $69 range as they factor in tighter aluminum supply, firm Midwest premiums, and anticipated EBITDA strength ahead of new smelter investments. Analyst Commentary Recent Street research shows bullish analysts lifting their price targets into the high $60s as they factor in updated aluminum market views and company specific guidance.
ナラティブの更新 Mar 07

CENX: Section 232 Tariffs And Oklahoma Smelter Project Will Drive Future Upside

Narrative Update: Century Aluminum Analyst Price Target Shift The analyst price target for Century Aluminum has moved from about $59 to roughly $63. Analysts point to stronger Q1 adjusted EBITDA guidance of $215 million to $235 million and expectations for solid cash generation supported by elevated Midwest Premiums ahead of new smelter capex in Oklahoma.
ナラティブの更新 Feb 20

CENX: Revised Risk Assumptions And Tariffs Will Shape Bullish Outlook

Analysts have raised their price target on Century Aluminum by $27 to $59, citing updated assumptions on discount rates, margins, and future P/E that refine their view of the stock’s valuation and risk profile. Analyst Commentary Recent commentary around the new US$59 price target focuses less on short term trading moves and more on how updated assumptions about discount rates, margins, and future P/E feed into Century Aluminum’s longer term risk and reward profile.
ナラティブの更新 Feb 05

CENX: Updated Assumptions Around Margins And Risk Will Drive Bullish Outlook

Analysts have raised their price target on Century Aluminum from US$50 to US$59, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that they report are reflected in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$59 target as better aligned with their updated assumptions on revenue growth, indicating they now model a stronger earnings power for Century Aluminum than in prior research.
新しいナラティブ Jan 29

Bullish View Expects New U.S. Greenfield Smelter To Transform Long Term Outlook

Catalysts About Century Aluminum Century Aluminum produces primary aluminum and related products for customers in the U.S. and Europe. What are the underlying business or industry changes driving this perspective?
分析記事 Jan 29

Earnings Tell The Story For Century Aluminum Company (NASDAQ:CENX) As Its Stock Soars 26%

Century Aluminum Company ( NASDAQ:CENX ) shares have continued their recent momentum with a 26% gain in the last month...
ナラティブの更新 Jan 21

CENX: Emissions Exemption And Updated Assumptions Will Shape Balanced Return Profile

Analysts have raised their price target on Century Aluminum from US$40 to US$50. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and return profile.
ナラティブの更新 Jan 06

CENX: Emissions Exemption And Operational Disruption Will Shape Balanced Future Prospects

Analysts have revised their price target on Century Aluminum from US$36 to US$40, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that result in a higher estimated fair value. What's in the News U.S. President Donald Trump granted a two year compliance exemption from a Biden era rule that had imposed stricter limits on copper smelter emissions, with Century Aluminum mentioned alongside other listed peers in the aluminum space (Reuters).
ナラティブの更新 Dec 14

CENX: Supportive Trade Tariffs Will Drive Future Pricing Power And Upside

Analysts have raised their price target on Century Aluminum to $37 from $36, citing stronger than expected aluminum pricing driven by resilient China demand and the company’s leverage to supportive U.S. trade tariffs. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent aluminum prices have outpaced prior forecasts, supporting upward revisions to revenue and EBITDA expectations and justifying the higher price target.
ナラティブの更新 Nov 29

CENX: Power Agreement Extension and 50% Tariff Support Will Drive Future Gains

Analysts have reaffirmed Century Aluminum's fair value target at $36.00, citing improving profit margins and favorable aluminum market conditions as key factors that support their outlook. Analyst Commentary Analyst opinions regarding Century Aluminum's prospects reflect a careful balance of optimism about the company’s positioning in the current market environment and caution around certain industry trends.
ナラティブの更新 Nov 15

CENX: Aluminum Price Strength and 50% Tariff Support Will Drive Upside Momentum

Century Aluminum's analyst price target has been increased from $30.67 to $36.00. Analysts point to stronger-than-expected aluminum prices and favorable tariff impacts as key factors behind the upward revision.
ナラティブの更新 Nov 01

CENX: Recent Tariff Expansions And China Demand Will Shape Aluminum Outlook

Analysts have reduced Century Aluminum’s fair value estimate by $1.00 to $30.67 per share, citing shifting aluminum price trends, slightly higher discount rates, and recent research highlighting both supportive tariffs as well as stronger-than-expected demand in China. Analyst Commentary Industry experts have weighed in on Century Aluminum’s outlook, leading to new research coverage and updated valuations.
ナラティブの更新 Oct 18

Mt Holly Restart And US Smelter Will Drive Aluminum Expansion

Analysts have raised their price target for Century Aluminum to $31.67 from $29, citing stronger aluminum prices and improved profit margin forecasts as key drivers for the update. Analyst Commentary Recent research updates on Century Aluminum reflect evolving perspectives on the company’s future, with notable shifts in analyst sentiment following improved market conditions for aluminum and company-specific advantages.
ナラティブの更新 Oct 03

Mt Holly Restart And US Smelter Will Drive Aluminum Expansion

Analysts have raised their price target for Century Aluminum from $27 to $29 per share. They cite improved revenue growth outlook and favorable market updates as key factors behind the revision.
分析記事 Sep 20

Investors Appear Satisfied With Century Aluminum Company's (NASDAQ:CENX) Prospects As Shares Rocket 26%

Despite an already strong run, Century Aluminum Company ( NASDAQ:CENX ) shares have been powering on, with a gain of...
ナラティブの更新 Sep 10

Mt Holly Restart And US Smelter Will Drive Aluminum Expansion

The upward revision in Century Aluminum's price target reflects stronger fundamentals, with analysts now expecting both higher revenue growth and improved net profit margins, resulting in a new consensus fair value of $27.00. What's in the News Canada is expected to maintain its 25% import tariffs on U.S. steel and aluminum products, which directly impacts Century Aluminum (CENX) (Bloomberg, 2025-08-22).
ナラティブの更新 Aug 08

Mt Holly Restart And US Smelter Will Drive Aluminum Expansion

The upward revision in Century Aluminum’s price target reflects stronger profitability, as evidenced by the notable improvement in net profit margin and a more attractive forward P/E, raising the fair value estimate from $22.50 to $25.50. What's in the News Century Aluminum will restart over 50,000MT of idled production at its Mt. Holly, SC smelter, investing $50 million and creating 100+ new jobs.
分析記事 Aug 06

The Return Trends At Century Aluminum (NASDAQ:CENX) Look Promising

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jun 10

Century Aluminum Company (NASDAQ:CENX) Soars 27% But It's A Story Of Risk Vs Reward

Century Aluminum Company ( NASDAQ:CENX ) shares have had a really impressive month, gaining 27% after a shaky period...
Seeking Alpha Apr 24

Century Aluminum's Long-Term Strategy Is Solid But Economic Uncertainty Weighs

Summary Growing US protectionism is validating Century Aluminum's strategy of high domestic US production levels. Century has a solid strategy of vertical and horizontal integration, which includes its Jamalco acquisition and planned new US smelter. The Midwest Premium continues to rise, but macroeconomic concerns and investor caution may impact the stock price. Read the full article on Seeking Alpha
Seeking Alpha Mar 02

Century Aluminum: A Value-Oriented Trump Trade

Summary Trump's tariffs on aluminum are set to transform the earnings power of Century Aluminum, causing a potential tripling of pre-tax profits. After the company's transformation, I believe it is worth $91 per share given the analog of BlueScope Steel. I recommend investors buy CENX stock, given its discount to estimated fair value. Read the full article on Seeking Alpha
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新しいナラティブ Sep 14

Green Economy And Debt Reduction Fuel Growth, Yet Shrinking Margins And Market Challenges Loom Ahead

Strategic government actions and a favorable market for aluminum due to electrification and lightweighting trends are expected to positively impact Century Aluminum's revenue.
Seeking Alpha Sep 03

Century Aluminum Remains Sensitive To Highly Competitive Market

Summary Century Aluminum's Q1 net income was driven by a one-time gain, not ongoing profitability, making its current valuation misleading. The company’s operations are highly sensitive to aluminum prices and raw material costs, posing significant risks. Century Aluminum's heavy reliance on a single customer and lack of cash reserves limit its flexibility and growth potential. Despite recent optimism, without a clear catalyst, the stock is overvalued compared to industry peers and is best viewed as a hold. Read the full article on Seeking Alpha
Seeking Alpha Jun 10

Century Aluminum: Looming Capex Requirements And Weak Fundamentals

Summary Century Aluminum's stock price has increased by 89% YoY, most likely due to a spike in LME aluminum prices. In my view, the underlying company fundamentals are poor and do not justify a sustained outperformance compared to its peers at the moment. A simple model suggests a ~26% downside to the stock's fair-value. However, the strong correlation with spot aluminum markets suggests a short position could be a speculative bet. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: CENXの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: CENXの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Century Aluminum 配当利回り対市場
CENX 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CENX)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Metals and Mining)1.5%
アナリスト予想 (CENX) (最長3年)n/a

注目すべき配当: CENXは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: CENXは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: CENXの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: CENXが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 17:08
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Century Aluminum Company 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
David GaglianoBarclays
Paretosh MisraBerenberg
Alexander Robert PearceBMO Capital Markets Equity Research