Impala Asset Management Increases Stake in Century Aluminum Company
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy CENX?
Source: Fool
- Share Increase: Impala Asset Management disclosed a purchase of 168,805 shares of Century Aluminum in Q4 2026, valued at approximately $5.27 million, indicating strong confidence in the company's market position.
- Stake Proportion Rise: Following the purchase, Impala's stake in Century Aluminum reached 21.17%, making it the fund's largest single investment, reflecting a bullish outlook on the aluminum sector amidst current market volatility.
- Strong Financial Performance: Century Aluminum's latest earnings report revealed net sales of $632.2 million and adjusted EBITDA of $101.1 million, significantly up from the previous quarter, showcasing improvements in aluminum pricing and operational leverage.
- Outstanding Market Performance: As of February 12, 2026, Century Aluminum's stock price stood at $49.70, up 146.5% over the past year, greatly outperforming the S&P 500, highlighting its competitive edge and investment appeal in the industry.
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Analyst Views on CENX
Wall Street analysts forecast CENX stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 49.650
Low
42.00
Averages
55.67
High
64.00
Current: 49.650
Low
42.00
Averages
55.67
High
64.00
About CENX
Century Aluminum Company is a global producer of primary aluminum and alumina with production facilities in the United States, Iceland and Jamaica. The Company also own a carbon anode production facility located in the Netherlands (Vlissingen). Carbon anodes are consumed in the production of primary aluminum. Vlissingen supplies carbon anodes to its aluminum smelter in Iceland. [AJ1] Its bauxite mining and alumina refinery in Clarendon, Jamaica (Jamalco) produces smelter grade alumina for consumption around the world. It also owns and operates aluminum reduction facilities in the United States and Iceland. It operates a United States aluminum smelters in Goose Creek, South Carolina and one smelter in Grundartangi, Iceland (Noroural, commonly referred to as Grundartangi). Its primary aluminum facilities produce standard grade and value-added primary aluminum products, including low-carbon aluminum products, Natur-Al, produced in Iceland.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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