Moody’s upgrades Kaiser Aluminum to Ba3 on strong cash flow and debt metrics
Moody's has upgraded Kaiser Aluminum Corporation's credit rating to Ba3 from B1, citing improved credit metrics, stronger free cash flow, and enhanced operational efficiency. The upgrade reflects Kaiser's successful capacity expansion and conservative financial strategy, with expectations for continued strong earnings despite potential future headwinds from declining aluminum prices. The company's liquidity remains robust, supporting future dividend growth or share repurchases.
KALU5183379 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the KALU5183379 bond issued by Kaiser Aluminum Corporation. It covers key facts about the bond, including issuer information, issue and maturity dates, face value, and minimum denomination. The profile also details the bond's coupon payments, redemption information, and upcoming payout schedule.
Kaiser Aluminum's results call is set for 10 a.m. Oct. 22, after results are due Oct. 21.
Kaiser Aluminum Corporation (NASDAQ: KALU) announced it will release its third-quarter 2026 financial results on October 21, 2026, after the market closes. The company will host a conference call on October 22, 2026, at 10:00 a.m. Eastern Time to discuss the results. A live webcast and related presentation slides will be available on the company's investor relations website.
Kaiser Aluminum Corp (KALU) Shares Fall 4.2% -- GF Value Says St
Kaiser Aluminum Corp (KALU) shares recently fell 4.2% to $144.82, despite having a 5-year median P/E ratio significantly higher than its current 10.7x. According to GuruFocus's proprietary GF Value, the stock is significantly overvalued at 33.4%, with an estimated intrinsic value of $108.60. Insider selling of $16.7 million over the past 12 months, without any recorded buying, raises concerns about the company's future performance and indicates a lack of confidence from insiders.
Moody’s upgrades Kaiser Aluminum to Ba3 on strong cash flow and debt metrics
Moody's Ratings has upgraded Kaiser Aluminum Corporation's corporate family rating to Ba3 from B1, citing significantly improved credit metrics, strengthened free cash flow, and enhanced operational efficiency. The upgrade reflects Kaiser's successful capacity expansion and conservative financial strategy, positioning it for sustained higher earnings despite anticipated headwinds from declining aluminum prices in late 2026 and 2027. The company's liquidity remains strong, backed by substantial cash and borrowing capacity.
Kaiser Aluminum Corporation (NASDAQ:KALU) Given Average Recommendation of "Moderate Buy" by Brokerages
Kaiser Aluminum Corporation (NASDAQ:KALU) has received an average "Moderate Buy" recommendation from brokerages, with an average 12-month price target of $167.25. The company recently reported strong earnings, beating analyst estimates with $5.53 EPS and $1.26 billion in revenue, a 52.7% year-over-year increase. Kaiser Aluminum also maintains a quarterly dividend of $0.77 per share and has seen significant institutional investor interest.
California State Teachers Retirement System Increases Stake in Kaiser Aluminum Corporation $KALU
The California State Teachers Retirement System significantly increased its stake in Kaiser Aluminum Corporation (KALU) by 18,986% during the second quarter, now owning 3.94 million shares valued at $770.3 million. This substantial increase means the retirement system now holds approximately 24.08% of the company. Other institutional investors also adjusted their positions in KALU, which recently reported strong quarterly results with earnings of $5.53 per share and revenue up 52.7% year-over-year.
Kaiser Aluminum Has Pulled Back. UBS Sees an Attractive Entry Point
UBS has upgraded Kaiser Aluminum (KALU) from Neutral to Buy, raising its price target to $184, seeing the recent stock pullback as an attractive entry point. The upgrade is driven by temporary pressures, strengthening fundamentals, investments in Warrick and Trentwood, and a recovering aerospace market. While risks like the durability of tailwinds and execution remain, Kaiser's strong Q2 2026 results support UBS's bullish outlook.
Kaiser Aluminum stock jumps 4.4% on UBS upgrade to buy
Kaiser Aluminum Corporation (NASDAQ:KALU) shares increased by 3.7% after UBS upgraded the stock from Neutral to Buy, raising its price target to $184 from $179. Despite a strong second quarter in fiscal 2026, shares had fallen due to USMCA renegotiations, a CEO transition, and scrap spread concerns, which UBS views as an attractive entry point. The firm forecasts continued benefits from investments and accelerating aerospace build rates, deeming the company's fiscal 2026 EBITDA growth guidance of over 50% as achievable.
ETFs Investing in Kaiser Aluminum Corporation Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Kaiser Aluminum Corporation (KALU) stocks. The ETFs are sorted by market value and provide details such as issuer, management style, focus, expense ratio, AUM, price, change, and 3-year NAV total return. The information helps investors identify ETFs that offer accessible and potentially lower-risk opportunities for investing in Kaiser Aluminum.
Kaiser Aluminum: Update For H2 2026 Justifies A Price Target Raise (NASDAQ:KALU)
Kaiser Aluminum Corporation (KALU) delivered exceptional Q2 2026 results, leading to an upward revision of its normalized earnings per share (AEPS) estimate from $8 to $10, driven by aerospace recovery and improved packaging fundamentals. Consequently, the price target for KALU stock has been raised to $120 per share. However, despite operational improvements, the article reiterates a Hold rating due to the stock trading above 15-18x P/E, limiting attractive entry opportunities.
Kaiser Aluminum Corporation Announces Executive Leadership Transition
Kaiser Aluminum Corporation has announced Fred Stephan will take over as President and CEO, effective November 1, 2026, as part of its long-term succession planning. Stephan will succeed Keith A. Harvey, who will transition to Executive Chairman after 45 years with the company, including six years as CEO. Harvey will also serve as a special advisor to Stephan for a year to ensure a smooth transition.
Kaiser Aluminum Announces Fred Stephan as New CEO Starting November 2026
Kaiser Aluminum Corporation has announced that Fred Stephan will become its new Chief Executive Officer and President, effective November 1, 2026, succeeding Keith A. Harvey. Stephan's compensation package includes a base salary of $1,150,000, long-term incentive restricted stock units valued at $3,767,000, and a sign-on RSU grant of $2,000,000. Outgoing CEO Keith A. Harvey will transition to Executive Chairman and serve in an advisory role through October 2027.
Kaiser Aluminum names Fred Stephan as next CEO
Kaiser Aluminum Corporation announced that Fred Stephan will become its new Chief Executive Officer and President, effective November 1, 2026. He will succeed Keith Harvey, who will transition to Executive Chairman. Stephan brings extensive leadership experience from Amcor Global Flexible Packaging Solutions, Bemis Company, Johns Manville, and General Electric Company.
Kaiser Aluminum (KALU) plans 2026 CEO handoff to Fred Stephan
Kaiser Aluminum (KALU) has announced a leadership transition plan, with Fred Stephan appointed as the new Chief Executive Officer and President, effective November 1, 2026. Current CEO Keith A. Harvey will transition to Executive Chairman and serve as a special advisor until October 31, 2027. Stephan's compensation package includes an annual base salary of $1,150,000, along with significant short-term and long-term incentive targets and RSU grants.
Kaiser Aluminum names Amcor's Stephan as new President/CEO; Harvey to become Executive Chair
Kaiser Aluminum (KALU) has appointed Fred Stephan, an executive from Amcor, as its new President and CEO, effective November 1. Stephan will succeed Keith Harvey, who will transition to Executive Chairman after a 45-year career with the company.
Kaiser Aluminum’s net sales drop in 2020 y-o-y
Kaiser Aluminum reported a significant drop in net sales and value-added business income in 2020, primarily due to the impact of the COVID-19 pandemic on aerospace and high-strength application sectors. Despite the decline, the company aims to increase its value-added business income by 5% to 10% in the current year, driven by growing demand from the automotive, national defense, and general engineering industries.
Kaiser Aluminum stock hits all-time high at 197.17 USD
Kaiser Aluminum (KALU) stock reached an all-time high of $197.17, reflecting a 1-year total return of 164.88% and nearly 71% year-to-date gains. This surge follows strong Q2 2026 financial results, where the company reported adjusted earnings of $5.53 per share and revenue of $1.3 billion, surpassing Wall Street expectations due to increased demand across several sectors. Despite its strong performance, InvestingPro analysis suggests the stock may be overvalued relative to its Fair Value.
Kaiser Aluminum Corp (KALU) Stock Up 3.3% but GF Value Says Over
Kaiser Aluminum Corp (KALU) shares increased by 3.3% to $193.54, trading near its 52-week high, but GuruFocus's GF Value™ suggests the stock is significantly overvalued by 92.7%. Despite a lower current P/E ratio compared to its historical median, the GF Score™ of 65/100 indicates strong momentum but a low valuation rank. This discrepancy and lack of recent insider transactions advise caution for investors.
Assenagon Asset Management S.A. Invests $10.66 Million in Kaiser Aluminum Corporation $KALU
Assenagon Asset Management S.A. has invested $10.66 million in Kaiser Aluminum Corporation (NASDAQ:KALU) by purchasing 54,484 shares during the second quarter. This move makes Assenagon Asset Management S.A. an owner of 0.33% of Kaiser Aluminum. Other institutional investors have also adjusted their holdings in the company, which recently reported strong quarterly earnings, topping analyst estimates, and declared a quarterly dividend of $0.77 per share.
ETFs Investing in Kaiser Aluminum Corporation Stocks
This article provides a list of Exchange Traded Funds (ETFs) that hold Kaiser Aluminum Corporation stocks, sorted by market value. It includes various details for each ETF such as market value, weight of Kaiser Aluminum stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The information aims to help investors find opportunities in ETFs with lower risk.
Oliver Luxxe Assets LLC Has $2.59 Million Stake in Kaiser Aluminum Corporation $KALU
Oliver Luxxe Assets LLC reduced its stake in Kaiser Aluminum Corporation (NASDAQ:KALU) by 38.6% in the second quarter, now holding 13,231 shares valued at $2.59 million. Despite mixed analyst ratings, Kaiser Aluminum reported strong quarterly results with EPS of $5.53 and revenue of $1.26 billion, also declaring a quarterly dividend of $0.77 per share. Institutional investors and hedge funds own 99.29% of the company's stock.
KALU4914429 Bond Profile — Key Metrics
This article provides key metrics for the Kaiser Aluminum Corporation (KALU) 4.625% bond maturing on March 1, 2028. It details the bond's issuer, issue date, maturity date, coupon rate, and face value. The profile also includes a brief description of Kaiser Aluminum Corp.'s business operations in manufacturing semi-fabricated specialty aluminum products.
Kaiser Aluminum Corporation $KALU Shares Sold by Edgestream Partners L.P.
Edgestream Partners L.P. significantly reduced its stake in Kaiser Aluminum Corporation (KALU) by 84.5% in the first quarter, selling 36,736 shares and retaining 6,737 shares valued at $812,000. Despite this sale, Kaiser Aluminum reported strong quarterly earnings of $5.53 per share, significantly beating estimates, and revenue of $1.26 billion. The company also declared a quarterly dividend of $0.77 per share, and analysts maintain a consensus "Hold" rating with an average price target of $168.25.
PVG Asset Management Corp Purchases 6,435 Shares of Kaiser Aluminum Corporation $KALU
PVG Asset Management Corp significantly increased its stake in Kaiser Aluminum Corporation (KALU) by 331.9% in the first quarter, purchasing an additional 6,435 shares. This brought their total holdings to 8,374 shares, valued at approximately $1.01 million. The company recently reported strong quarterly results with EPS of $5.53 and revenue of $1.26 billion, and declared a quarterly dividend of $0.77 per share.
Vanguard Capital Management (KALU) reports 5.1% Kaiser Aluminum ownership in 13G
Vanguard Capital Management LLC has disclosed a 5.1% ownership stake in Kaiser Aluminum Corp (KALU), totaling 833,479 shares as of June 30, 2026. This Schedule 13G filing indicates Vanguard holds sole voting power over 126,318 shares and sole dispositive power over all 833,479 shares. The ownership is held through various Vanguard funds and client accounts, with no single person's interest exceeding 5% of the class.
Are Industrial Products Stocks Lagging Kaiser Aluminum (KALU) This Year?
Kaiser Aluminum (KALU) has outperformed its Industrial Products peers this year, gaining 39.1% compared to the sector's average of 14.5%. The company holds a Zacks Rank #1 (Strong Buy), with its full-year earnings consensus estimate increasing by 22.3% over the last three months. UniFirst (UNF) is another strong performer in the sector, returning 52.2% year-to-date.
Kaiser Aluminum Corporation (NASDAQ:KALU) Receives Consensus Recommendation of "Hold" from Analysts
Kaiser Aluminum Corporation (NASDAQ:KALU) has received a consensus "Hold" rating from analysts, with an average 12-month target price of $168.25. The company recently reported strong quarterly earnings of $5.53 EPS, significantly exceeding estimates, with revenue up 52.7% year-over-year. Kaiser Aluminum also declared a quarterly dividend of $0.77 per share.
Kaiser Aluminum Corporation $KALU Position Trimmed by Arrowstreet Capital Limited Partnership
Arrowstreet Capital Limited Partnership reduced its stake in Kaiser Aluminum Corporation (NASDAQ:KALU) by 8.6% in the first quarter, selling 23,340 shares. Despite this, other major institutional investors like Vanguard Group Inc., State Street Corp, and Dimensional Fund Advisors LP increased their holdings in the industrial products company. Kaiser Aluminum recently reported strong earnings, topping consensus estimates, and declared a quarterly dividend.
Kaiser Aluminum Corp (KALU) Institutional Confidence
Kaiser Aluminum Corp (KALU) has an institutional shareholding score of 10.00, placing it first in the Metals & Mining industry. The institutional shareholding proportion has increased by 15.06% quarter-over-quarter to 113.56%. Barrow Hanley is the largest institutional shareholder, holding 3.28% of outstanding shares.
Kaiser Aluminum Corp (KALU) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Kaiser Aluminum Corp (KALU), highlighting its current stock price, market capitalization, and P/E ratio. KALU's valuation score is 8.24, ranking 57th in the Metals & Mining industry. The report notes that relevant P/B, P/S, and P/CF data have not yet been disclosed by the company.
Kaiser Aluminum Number of Employees 2026 | Employee Count & Headcount Data
Kaiser Aluminum Corp. (NASDAQ: KALU) had approximately 3,841 employees worldwide as of March 2026, marking a 2.5% decline since 2023. Despite this decrease in headcount, the company is actively hiring, with 91 active job postings in 2026, a 33.3% increase from 2025. The article provides detailed workforce metrics, including employee count by country, department, salary by region, and job opening trends, sourced from Revelio Labs workforce intelligence data.
Kaiser Aluminum Corp (KALU) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical overview of Kaiser Aluminum Corp (KALU) dividends, detailing past interim and final cash dividends paid out to shareholders. It lists event timelines including record dates, payment dates, and ex-dividend dates for various dividend distributions. Over the past five years, the company has distributed a total of 197.90 million USD in dividends.
Kaiser Aluminum Market Sentiment
This article provides an overview of Kaiser Aluminum's (KALU) market sentiment, including analyst consensus, short interest, options flow, and insider activity. The analyst consensus is neutral from 8 analysts, with a highest price target of $183 from Keybanc and a lowest of $67 from UBS. Short interest is 6.7% and rising, while options flow shows more calls (0.86 P/C ratio), indicating a slightly bullish sentiment from options traders.
KALU|Kaiser Aluminum Corp|Price:163.170|Chg%:-16.660
Kaiser Aluminum Corp (KALU) is trading at $163.17, down 9.26% on the day. The company's fundamentals are considered stable with high growth potential, and its valuation is seen as fairly valued within the Metals & Mining industry. Institutional ownership is high, and analysts currently rate the stock as "Hold" with a target price of $173.33.
Kaiser Aluminum (NASDAQ:KALU) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says
Wells Fargo & Company analysts raised their price target for Kaiser Aluminum (NASDAQ:KALU) to $169 from $158, while maintaining an "underweight" rating. The company recently reported strong earnings, with EPS of $5.53 against a consensus of $2.66 and revenue of $1.26 billion, a 52.7% year-over-year increase. Despite mixed analyst ratings and insider selling, institutional investors hold a significant 99.29% of the company's shares.
Kaiser Aluminum Corp Q2 2026: Revenue $1256.6M, EPS $5.72— 10-Q Summary
Kaiser Aluminum Corp (KALU) reported strong Q2 2026 results, with revenue reaching $1256.6 million and diluted EPS of $5.72, significantly up from the prior-year quarter due to higher prices and improved shipments. The company's revenue increased by 52.8% year-over-year, driven by a 6% rise in shipments and a 44% increase in realized price per pound. Kaiser Aluminum anticipates full-year conversion revenue growth of 10-15% and a 45-55% improvement in Adjusted EBITDA.
Earnings call transcript: Kaiser Aluminum posts Q2 2026 beat, shares jump 10.6%
Kaiser Aluminum reported an impressive beat in its Q2 2026 earnings, with adjusted EPS of $5.53 against a $2.18 forecast and revenue of $1.3 billion topping estimates by $180 million, leading to a 10.58% jump in its stock price. The company cited strengthening demand across aerospace, packaging, general engineering, and automotive sectors, along with a healthier balance sheet and improved net debt leverage. Despite expecting a more normalized metal price environment and higher seasonal costs in the second half, Kaiser's management expressed strong confidence in its long-term growth prospects due to strategic investments and robust market demand.
Kaiser Aluminum raises 2026 outlook as Q2 shipments climb 6%
Kaiser Aluminum reported record second-quarter 2026 financial results, with net sales reaching $1.3 billion and net income hitting $97 million. The company's strong performance was driven by increased shipments and improved product mix, leading to a raised full-year outlook for Adjusted EBITDA to 45% to 55% year-over-year growth. This positive outlook is supported by sustained demand in packaging and strengthening aerospace production.
Kaiser Aluminum (NASDAQ: KALU) lifts 2026 outlook after record Q2 surge
Kaiser Aluminum reported record preliminary results for Q2 2026, with net sales reaching $1.26 billion and diluted EPS of $5.72, significantly up from the previous year. The company also announced a quarterly dividend of $0.77 per share and raised its full-year 2026 outlook, expecting Conversion Revenue growth at the high end of 10% to 15% and adjusted EBITDA growth of 45% to 55% year over year. This strong performance was attributed to sustained packaging demand, improving aerospace demand, and favorable pricing.
Kaiser Aluminum Q2 EPS surges 357%, sales jump 52.59%
Kaiser Aluminum reported record financial results for Q2 2026, with net sales reaching $1.26 billion and adjusted EPS surging 357% to $5.53, significantly beating analyst estimates. The company raised its full-year Adjusted EBITDA growth outlook to 45% to 55%, driven by strong demand in packaging and improving aerospace production. This performance highlights operational strength and effective strategic execution.
Kaiser Aluminum Corp reports results for the quarter ended June 30 - Earnings Summary
Kaiser Aluminum Corp has released its earnings summary for the quarter that ended on June 30. The information is available through Refinitiv, and access to the detailed news requires starting a free trial.
Kaiser Aluminum posts record Q2 results: $1.26B net sales, $97M net income, $5.53 adjusted EPS
Kaiser Aluminum reported record second-quarter 2026 results, with net sales reaching $1.26 billion and GAAP net income of $96.8 million. The company announced an adjusted diluted EPS of $5.53 and raised its full-year outlook, driven by strong demand and an improved product mix. Shipments increased, notably in packaging and aerospace, contributing to higher conversion revenue and margin expansion.
KAISER ALUMINUM ($KALU) Releases Q2 2026 Earnings, Stock Rises
Kaiser Aluminum (KALU) reported strong Q2 2026 earnings, beating analyst estimates for both earnings per share and revenue, which led to a 4.07% rise in stock price after market close. Insider trading data shows nine sales and no purchases in the last six months, while institutional holdings data indicates mixed sentiment with 136 institutions adding shares and 120 decreasing their positions. Analysts have set a median price target of $168.5 for KALU.
Kaiser: Q2 Earnings Snapshot
The provided article is a placeholder for a Q2 earnings snapshot for Kaiser. However, the content is completely empty, indicating that the actual earnings data and report have not yet been published or scraped.
Kaiser Aluminum earnings in focus as metal price tailwinds face test
Kaiser Aluminum (KALU) is set to report its second-quarter earnings, with analysts and investors focused on whether the company can maintain its recent profitability given concerns about fading metal price tailwinds. While EPS estimates have risen, revenue estimates have slightly dipped, suggesting that expected profit gains might come more from favorable metal margins rather than increased volume. A recent analyst downgrade and the stock's valuation at the upper end of its 52-week range also contribute to investor scrutiny ahead of the earnings release.
Kaiser Aluminum (KALU) to Release Earnings on Wednesday
Kaiser Aluminum (NASDAQ:KALU) is set to release its Q2 2026 earnings after market close on Wednesday, July 22nd, with an earnings call scheduled for July 23rd. Analysts are projecting earnings of $2.47 per share on $1.1177 billion in revenue, following a Q1 beat where the company reported $3.74 EPS and $1.11 billion in revenue. The article also details recent dividend increases, analyst ratings, insider trading activity, and institutional ownership changes for the company.
Kaiser Aluminum (KALU) sees Dimensional Fund Advisors report 4.7% ownership stake
Dimensional Fund Advisors LP has reported a 4.7% ownership stake in Kaiser Aluminum Corp (KALU), according to a SCHEDULE 13G/A SEC filing. The firm beneficially owns 775,944 shares, with sole voting power over 758,606 shares and sole dispositive power over all 775,944 shares. These shares are held across various investment companies, commingled funds, group trusts, and separate accounts advised by Dimensional, with no single fund holding more than 5% of the class.
Kaiser Aluminum Corporation (NASDAQ:KALU) Declares Quarterly Dividend of $0.77
Kaiser Aluminum Corporation (NASDAQ:KALU) has declared a quarterly dividend of $0.77 per share, payable on August 14th to shareholders of record on July 24th, resulting in an annualized dividend yield of 1.9%. The company's dividend is well-covered, with a 47.0% payout ratio and an expected future payout ratio of 32.7% based on next year's earnings forecasts. Despite recent strong quarterly results, there has been significant insider selling of KALU stock over the last 90 days.
Kaiser Aluminum Corporation Announces Quarterly Dividend Payment
Kaiser Aluminum Corporation (NASDAQ:KALU) has announced a quarterly cash dividend of $0.77 per share. The dividend will be payable on August 14, 2026, to stockholders of record as of July 24, 2026. The company is a leading producer of semi-fabricated specialty aluminum products for various industrial applications.
