Edgestream Partners L.P. Raises Stock Position in Constellium SE $CSTM

Edgestream Partners L.P. raised its position in Constellium SE (NYSE:CSTM) by 9.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 226,292 shares of the industrial products company’s stock after purchasing an additional 20,370 shares during the quarter. Edgestream Partners L.P. owned about 0.17% of Constellium worth $5,562,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. LSV Asset Management increased its holdings in Constellium by 33.2% during the 4th quarter. LSV Asset Management now owns 248,800 shares of the industrial products company’s stock valued at $4,690,000 after purchasing an additional 62,000 shares in the last quarter. Danske Bank A S acquired a new position in Constellium in the fourth quarter worth $8,239,000. Penn Capital Management Company LLC acquired a new position in Constellium in the fourth quarter worth $6,900,000. SG Americas Securities LLC grew its holdings in shares of Constellium by 53.6% during the first quarter. SG Americas Securities LLC now owns 1,497,460 shares of the industrial products company’s stock worth $36,808,000 after purchasing an additional 522,725 shares during the last quarter. Finally, Convergence Investment Partners LLC acquired a new stake in shares of Constellium in the fourth quarter valued at $1,387,000. Hedge funds and other institutional investors own 92.59% of the company’s stock.

Insider Activity at Constellium

In other news, SVP Martin Jarrett sold 4,716 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $33.46, for a total value of $157,797.36. Following the transaction, the senior vice president owned 15,375 shares of the company’s stock, valued at $514,447.50. This represents a 23.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John Ormerod sold 8,000 shares of the firm’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $35.01, for a total value of $280,080.00. Following the completion of the transaction, the director owned 24,873 shares in the company, valued at $870,803.73. This represents a 24.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 91,369 shares of company stock worth $3,051,536 over the last 90 days. Insiders own 1.20% of the company’s stock.

Constellium News Summary

Here are the key news stories impacting Constellium this week:

• Positive Sentiment: Q2 earnings exceeded expectations: Constellium reported adjusted earnings of $1.04 per share, ahead of the $0.86–$0.91 analyst estimates, while revenue reached $2.75 billion versus the $2.73 billion consensus. EPS rose sharply from $0.25 in the year-ago quarter, and revenue increased 30.7% year over year. Constellium Reports Strong Second Quarter and First Half 2026 Results
• Positive Sentiment: Record profitability and higher guidance: The company reported record segment adjusted EBITDA for the quarter and first half, prompting management to raise its full-year 2026 outlook. The improved forecast signals confidence in demand, operating execution and continued earnings momentum. Constellium raises full-year outlook
• Positive Sentiment: Optimistic earnings call: Management highlighted record growth and a favorable strategic outlook, reinforcing the positive market reaction to the quarterly results. Constellium Q2 2026 Earnings Call Highlights
• Positive Sentiment: Wells Fargo raised its price target: The firm increased its target for CSTM from $37 to $39 and maintained an “overweight” rating, implying approximately 36% upside from the referenced price. The upgrade in valuation reflects stronger expected earnings and business performance. Benzinga analyst note

Constellium Price Performance

Constellium stock opened at $28.63 on Friday. The business’s 50-day simple moving average is $31.85 and its 200 day simple moving average is $28.53. The stock has a market cap of $3.90 billion, a price-to-earnings ratio of 7.38 and a beta of 1.55. Constellium SE has a 12-month low of $13.04 and a 12-month high of $36.99. The company has a quick ratio of 0.60, a current ratio of 1.39 and a debt-to-equity ratio of 1.71.

Constellium (NYSE:CSTM) last announced its quarterly earnings data on Wednesday, July 29th. The industrial products company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $0.86 by $0.18. Constellium had a return on equity of 55.12% and a net margin of 5.69%.The firm had revenue of $2.75 billion during the quarter, compared to analysts’ expectations of $2.73 billion. During the same period in the previous year, the business posted $0.25 EPS. The company’s quarterly revenue was up 30.7% compared to the same quarter last year. As a group, research analysts anticipate that Constellium SE will post 3.41 earnings per share for the current year.

Analyst Ratings Changes

CSTM has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $34.00 price target (up from $30.00) on shares of Constellium in a report on Thursday, April 30th. Zacks Research lowered shares of Constellium from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Wells Fargo & Company raised their price objective on shares of Constellium from $37.00 to $39.00 and gave the company an “overweight” rating in a research report on Thursday. BMO Capital Markets set a $32.00 target price on shares of Constellium and gave the stock an “outperform” rating in a research note on Thursday, April 9th. Finally, Weiss Ratings lowered shares of Constellium from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 1st. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $35.80.

About Constellium

Constellium SE is a global leader in the design and manufacture of high-performance aluminum products and solutions. The company serves key markets including aerospace, automotive, and packaging, offering advanced rolled and extruded aluminum sheet, plate and structural components. Its product portfolio encompasses precision-engineered parts for commercial and military aircraft, automotive body structures and closures, beverage and specialty packaging, as well as industrial and structural applications.

Established in 2011 through the consolidation of Rio Tinto Alcan’s rolled-products and engineered-products businesses, Constellium has built a reputation for innovation in lightweighting and sustainability.