Kaiser Aluminum Corp stock (US4834971025): earnings update and strong year?to?date performance
Kaiser Aluminum Corp has reported strong quarterly figures with higher sales and improved profitability, leading to a significant increase in its stock price since the start of 2026. The company specializes in value-added aluminum products for key sectors like aerospace, automotive, and industrial markets, offering investors exposure to these critical segments of the US manufacturing economy. While recent performance is positive, investors should consider risks such as cyclical demand, input cost volatility, and intense competition within the industry.
Kaiser stock regains recent form
Kaiser Aluminum Corp. stock rebounded after a period of sluggish performance since May 6, closing Wednesday at $168.95 with a 3.65% increase. This upswing is attributed to positive press focusing on the aluminum industry and the company's strong first-quarter earnings report, where it surpassed analyst estimates. The conflict in Iraq has also influenced the aluminum market, creating a supply deficit that benefits producers like Kaiser and Alcoa.
UBS Group AG Decreases Stock Position in Kaiser Aluminum Corporation $KALU
UBS Group AG significantly reduced its stake in Kaiser Aluminum Corporation during the fourth quarter, selling over 24,000 shares. Despite this, other institutional investors increased their holdings, and Kaiser Aluminum reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. Analysts maintain a "Moderate Buy" consensus rating for the stock, with a target price still below its recent trading price.
Kaiser Aluminum Corp stock (US1255091092): earnings beat and fresh investor interest draw attention
Kaiser Aluminum Corp (KALU) reported stronger-than-expected Q1 2026 earnings and revenue, attracting fresh investor interest evidenced by a new stake from Nomura entities. Analysts maintain a "Moderate Buy" consensus with an average price target of $159.50, expecting continued earnings growth. The company's focus on semi-fabricated aluminum products for the industrial, automotive, aerospace, and packaging sectors ties its performance to North American industrial cycles.
Kaiser Aluminum Corporation (NASDAQ:KALU) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Kaiser Aluminum (NASDAQ:KALU) has received a consensus "Moderate Buy" rating from six brokerages, with an average 1-year price target of $159.50. The company recently exceeded quarterly earnings estimates, reporting $3.74 EPS against an expected $1.96, and saw revenue increase by 42.4% year-over-year. Insiders have recently sold shares, while institutional investors hold a significant 99.29% stake in the company.
Kaiser Aluminum Corp stock (US4834971025): earnings and aerospace demand in focus
Kaiser Aluminum Corp recently reported financial results, highlighting its performance amidst shifting demand in aerospace and packaging markets. The company, which specializes in semi-fabricated aluminum products, focuses on value-added products for aerospace, packaging, general engineering, and automotive applications. Investors are monitoring how Kaiser Aluminum manages costs, contracts, and pricing within a volatile industrial environment.
Nomura entities disclose 714,176 shares of KALU (4.4%) — KALU
Nomura Asset Management International Inc. and Nomura Investment Management Business Trust have filed an amended Schedule 13G/A, disclosing beneficial ownership of 714,176 shares of Kaiser Aluminum Corp (KALU), representing a 4.4% stake. This stake is considered a passive investment, with shared voting and dispositive power. The calculation is based on 16,340,124 outstanding shares as of March 31, 2026.
Kaiser Aluminum proposes $500M debt offering
Kaiser Aluminum has proposed a private offering of $500 million in senior unsecured notes. The offering is subject to market conditions, and the notes will be guaranteed by certain of Kaiser Aluminum's subsidiaries.
Kaiser Aluminum proposes $500M debt offering
Kaiser Aluminum has announced a private offering of $500 million in senior unsecured notes. The proceeds from this offering are intended for general corporate purposes, which may include partially repaying outstanding borrowings under its revolving credit facility. The notes will be offered to qualified institutional buyers and certain non-U.S. persons.
Assessing Kaiser Aluminum (KALU) Valuation After Its Strong Recent Share Price Surge
Kaiser Aluminum (KALU) has seen a significant share price surge of about 25% over the past month, leading to questions about its current valuation. Despite the recent momentum, a common narrative suggests the stock is overvalued, with a fair value pegged at $106.50 compared to its current trading price of $179.42. The company's expansion into commercial aircraft and defense markets is expected to positively impact revenue and margins, but delayed capacity ramp-up could hinder margin gains.
Kaiser Aluminum Corp stock (US4834971025): Third Avenue Management cuts stake by 65%
Third Avenue Management significantly reduced its stake in Kaiser Aluminum Corp. (KALU) by 65% in Q1 2026, selling 55,482 shares. This reduction occurred despite KALU's stock experiencing a 28% rise over three months and a 57.87% year-to-date return as of May 2026. Kaiser Aluminum, operating in the US, specializes in semi-fabricated aluminum products for aerospace, automotive, and general engineering sectors, with aerospace being a major revenue driver, positioning it strongly in key US markets.
Kaiser Aluminum Corp stock (US1255091092): Third Avenue Management cuts stake by 65%
Third Avenue Management significantly reduced its stake in Kaiser Aluminum Corp. (KALU) by 65% in Q1 2026, selling 55,482 shares. This reduction, valued at an average price of $126.61, comes after the stock gained 28.38% over the past three months and 57.87% year-to-date. Kaiser Aluminum specializes in semi-fabricated aluminum products for aerospace, automotive, and general engineering sectors, with aerospace being its primary revenue driver.
Zacks Research Upgrades Kaiser Aluminum (NASDAQ:KALU) to Strong-Buy
Zacks Research has upgraded Kaiser Aluminum (NASDAQ:KALU) from a "hold" to a "strong-buy" rating following the company's strong performance, including beating earnings and revenue estimates. Various other analysts have also issued positive reports, contributing to a "Moderate Buy" consensus and a $159.50 average price target, despite recent insider share sales. The company's stock has surged near its 52-week high, reflecting investor confidence.
State Street and SSGA disclose Kaiser Corp holdings (KALU) — 8.2% largest
State Street Corporation and its affiliate SSGA Funds Management, Inc. have reported their holdings in Kaiser Corp (KALU) through a Schedule 13G filing. State Street discloses beneficial ownership of 1,332,923 shares, representing an 8.2% stake, while SSGA Funds Management reports 968,922 shares, or 6% of the class. Both entities indicate shared voting and dispositive powers, with the filings signed on May 12, 2026.
First Eagle Investment Management LLC Has $16.88 Million Stock Position in Kaiser Aluminum Corporation $KALU
First Eagle Investment Management LLC reduced its stake in Kaiser Aluminum Corporation (NASDAQ:KALU) by 4.1% in the fourth quarter, though still holding shares valued at $16.88 million. Kaiser Aluminum demonstrated strong quarterly results, surpassing analyst expectations for EPS and revenue, and announced a $0.77 quarterly dividend. Despite institutional buying, company insiders have been selling shares, and analysts currently rate the stock as a "Hold" with an average target price of $159.50.
Kaiser Aluminum Corporation $KALU Stake Lifted by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Kaiser Aluminum Corporation (NASDAQ:KALU) by 0.3% in the fourth quarter, now owning 13.06% of the company's shares. Kaiser Aluminum reported strong quarterly earnings, surpassing revenue and EPS estimates, and declared a quarterly dividend of $0.77 per share. Despite positive earnings, insider activity showed sales from the CEO and a director.
Horizon Investments LLC Makes New $664,000 Investment in Kaiser Aluminum Corporation $KALU
Horizon Investments LLC has made a new $664,000 investment in Kaiser Aluminum Corporation, acquiring 5,777 shares. This comes as Kaiser Aluminum recently reported strong quarterly earnings, surpassing analyst expectations with an EPS of $3.74 and revenue of $1.11 billion, a 42.4% year-over-year increase. The company also declared a quarterly dividend of $0.77 per share, and institutional investors collectively own 99.29% of its stock.
Kaiser Aluminum stock hits all-time high at 181.63 USD
Kaiser Aluminum (KALU) stock reached an all-time high of $181.63, reflecting a 171.49% increase over the past year and bringing its market capitalization to $2.93 billion. This surge follows significantly higher-than-expected Q1 2026 earnings and revenue, though InvestingPro suggests the stock may be overvalued. Analyst opinions are mixed, with KeyBanc raising its price target, JPMorgan downgrading due to valuation, and UBS initiating coverage with a neutral rating.
UBS backs Constellium with Buy while Kaiser Aluminum seen as fairly valued (CSTM:NYSE)
UBS initiated coverage on Constellium (CSTM) with a Buy rating, citing the market's underestimation of how long elevated scrap spreads will support earnings. In contrast, Kaiser Aluminum (KALU) received a Neutral rating due to valuation concerns and balance sheet constraints. UBS anticipates a rebound in aerospace aluminum demand to benefit both companies, but expects Constellium to outperform due to its greater sensitivity to scrap economics.
UBS initiates Kaiser Aluminum stock at neutral on valuation By Investing.com
UBS has initiated coverage on Kaiser Aluminum Corporation (NASDAQ:KALU) with a neutral rating and a price target of $176.00, citing valuation concerns despite the company's strong performance and attractive end market exposure. The investment bank highlights Kaiser Aluminum's best-in-class metal processing capabilities and expected EBITDA growth in 2026, but notes elevated leverage and unlikelihood of increased cash returns until at least 2028. This initiation follows a mixed reaction from other analysts, with KeyBanc raising its price target and JPMorgan downgrading the stock due to valuation.
UBS initiates Kaiser Aluminum stock at neutral on valuation By Investing.com
UBS has initiated coverage on Kaiser Aluminum Corporation (NASDAQ:KALU) with a neutral rating and a price target of $176.00, citing the company's strong exposure to aerospace and packaging markets. Despite exceptional past performance, UBS notes the stock's valuation is in line with its five-year average, with high leverage and unlikely cash returns until at least 2028. This comes amidst mixed analyst perspectives following Kaiser Aluminum's recent strong Q1 2026 earnings, which significantly exceeded expectations.
Kaiser Aluminum (KALU) director sells 1,524 common shares
Kaiser Aluminum Corp director Richard P. Grimley reported an open-market sale of 1,524 shares of common stock on April 29, 2026. The shares were sold at a weighted average price of $171.52 per share, and following the transaction, Grimley directly owns 4,578 shares of Kaiser Aluminum common stock. The Form 4 filing details indicate multiple trades contributing to the reported average price.
Richard Grimley Sells 1,524 Shares of Kaiser Aluminum (NASDAQ:KALU) Stock
Richard Grimley, a director at Kaiser Aluminum (NASDAQ:KALU), sold 1,524 shares for approximately $261,396 on April 29th, reducing his stake by nearly 25%. This insider selling comes amidst strong Q1 earnings for Kaiser Aluminum, which beat analyst estimates, but also follows broader insider selling by other senior executives. While analysts are mixed on the stock, the company recently announced a quarterly dividend.
Kaiser Aluminum (NASDAQ:KALU) CEO Keith Harvey Sells 3,031 Shares
Kaiser Aluminum CEO Keith Harvey sold 3,031 shares of company stock for over $524,000 on April 29th, following a larger sale of 47,001 shares on April 27th, decreasing his ownership by 3.11%. These transactions are part of a broader insider sell-off, despite the company reporting strong Q1 earnings, beating analyst expectations, and announcing a quarterly dividend of $0.77. Analysts maintain a "Hold" rating for KALU, with some recent upgrades mixed with reaffirmations of "underweight" from others.
Kaiser Aluminum director Richard Grimley sells $261,396 in stock
Richard P. Grimley, a director at Kaiser Aluminum Corp., sold 1,524 shares of the company's common stock for approximately $261,396 on April 29, 2026. This transaction occurred as the stock trades near its 52-week high, reflecting a 163% return over the past year. Following the sale, Mr. Grimley retains 4,578 shares of common stock, and the company's valuation is subject to differing analyst opinions despite strong recent earnings.
Kaiser Aluminum director Richard Grimley sells $261,396 in stock
Richard P. Grimley, a director at Kaiser Aluminum Corp. (NASDAQ:KALU), sold 1,524 shares of the company's common stock for approximately $261,396, with the sale occurring near the stock's 52-week high. Following the transaction, Grimley directly holds 4,578 shares. This sale comes amidst strong first-quarter 2026 earnings for Kaiser Aluminum, which exceeded expectations, though analyst opinions on its valuation are mixed, with KeyBanc raising its price target and JPMorgan downgrading the stock despite a higher price target due to valuation concerns.
Jim Cramer on Kaiser Aluminum: “I Can’t Recommend It, It’s Just Straight Up”
Jim Cramer advised against investing in Kaiser Aluminum Corporation (NASDAQ:KALU) despite its strong Q1 2026 results and positive outlook for the full year. He expressed concern that the stock had already risen significantly, making it less attractive for new investment. Cramer's comments came during a discussion on Mad Money where he highlighted IPOs as a potential market threat.
Insider Selling: Kaiser Aluminum (NASDAQ:KALU) Director Sells 15,000 Shares of Stock
Kaiser Aluminum (NASDAQ:KALU) Director Brett Wilcox sold 15,000 shares of the company's stock for over $2.6 million, significantly reducing his stake. This sale followed a strong quarterly earnings report where the company exceeded revenue and EPS expectations. Despite mixed analyst ratings, Kaiser Aluminum announced a quarterly dividend of $0.77.
Kaiser Aluminum (KALU) SVP sells 175 shares, holds 4,448
Kaiser Aluminum (KALU) Senior Vice President Iulian Gheorghe sold 175 shares of common stock at an average price of $174.22 per share in an open-market transaction. Following this sale, Gheorghe directly holds 4,448 shares, which includes 3,918 shares acquired through restricted stock unit grants. This transaction is categorized as a routine sale and was reported via a Form 4 SEC filing.
Kaiser Aluminum (NASDAQ:KALU) CFO Neal West Sells 5,000 Shares
Kaiser Aluminum (NASDAQ:KALU) CFO Neal West sold 5,000 shares of the company's stock on April 28th for a total value of $866,450, reducing his ownership by over 20%. This sale followed strong Q1 results where Kaiser Aluminum surpassed earnings and revenue expectations. The company also declared a quarterly dividend of $0.77 per share.
[Form 4] KAISER ALUMINUM CORP Insider Trading Activity
Kaiser Aluminum Corp EVP & CFO Neal E. West conducted an insider transaction through the West Family Trust, selling 5,000 shares of common stock at $173.29 per share, totaling $866,450. Following this sale, the trust indirectly holds 19,091 shares and West directly holds 18,390 shares. These shares were initially acquired via restricted stock unit grants.
Kaiser Aluminum (NASDAQ:KALU) CEO Keith Harvey Sells 47,001 Shares
Kaiser Aluminum (NASDAQ:KALU) CEO Keith Harvey sold 47,001 shares of the company's stock, valued at over $8.2 million, decreasing his total holdings by 32.56%. This sale comes after the company significantly beat quarterly earnings and revenue expectations, reporting $3.74 EPS against an estimated $1.96, and $1.11 billion in revenue. Despite a "Hold" consensus rating from analysts, some have recently raised price targets for the stock.
Kaiser Aluminum (NASDAQ:KALU) SVP Sells $30,488.50 in Stock
Kaiser Aluminum's SVP Iulian Gheorghe sold 175 shares of company stock for $30,488.50, reducing his holdings by 3.79%. The sale follows a strong quarterly earnings report where the company beat EPS and revenue expectations. Analysts currently rate Kaiser Aluminum as a "Hold" with a consensus target price of $148.00.
Director Brett Wilcox trust sells 15,000 Kaiser Aluminum (KALU) shares
Kaiser Aluminum director Brett Wilcox, through the Wilcox Revocable Trust, reported an open-market sale of 15,000 shares of common stock. The shares were sold in multiple trades at a weighted average price of $174.44 per share, totaling approximately $2.62 million. Following the sale, the trust indirectly holds 9,887 shares, and Wilcox directly holds 1,905 shares.
Vanguard holds 1.32M Kaiser Aluminum shares, reports 8.13% stake (KALU)
Vanguard Portfolio Management has reported a passive 8.13% stake in Kaiser Aluminum Corp (KALU), holding 1,319,391 shares of common stock as of March 31, 2026. This disclosure was made via a Schedule 13G filing, indicating the shares are held for investment purposes across Vanguard funds and managed accounts. The report details both the sole dispositive power over the full share count and sole voting power over a smaller portion of 10,641 shares.
12,999 Shares in Kaiser Aluminum Corporation $KALU Bought by AMG National Trust Bank
AMG National Trust Bank has initiated a new position in Kaiser Aluminum Corporation (KALU), purchasing 12,999 shares valued at approximately $1.49 million during the fourth quarter. This move comes as Kaiser Aluminum reported strong quarterly earnings, beating analyst expectations with $3.74 EPS and $1.11 billion in revenue. The company also declared a quarterly dividend of $0.77 per share while institutional investors collectively own 99.29% of the stock.
5,000-share Rule 144 notice — KALU (NASDAQ: KALU)
KAISER ALUMINUM CORP (KALU) has filed a Rule 144 notice for the proposed sale of 5,000 common shares by the West Family Trust. The filing indicates a sale dated February 23, 2026, with a reported value of $608,616.63, and also references a 5,000-share entry tied to compensation dated March 5, 2024. This is a routine procedural filing for reselling restricted or control securities.
Kaiser Aluminum (KALU) Form 144 shows 2,743-Share Vesting; 18,461 Sold
Kaiser Aluminum Corporation's recent Form 144 filing indicates a proposed or recent transaction involving its common stock. The filing details a vesting event of 2,743 shares on March 5, 2025, and also reports that 18,461 shares were sold over the past three months, with R.W. Baird named as the broker. This SEC document provides transparency regarding affiliates' intentions or recent dispositions without specifying cash-flow treatment or final sale timing.
Kaiser Aluminum (NASDAQ: KALU) RSU sale notice via Form 144
Kaiser Aluminum has filed a Form 144 notice disclosing proposed sales of Common stock related to previously granted Restricted Stock Units (RSUs). The filing includes details of multiple RSU lots with various grant dates and share counts, such as 1,478 shares granted on June 4, 2013, and 2,060 shares granted on June 7, 2024. This document serves as a notice of intent to sell rather than a confirmation of completed transactions, with UBS Financial Services Inc. listed as the broker.
[144] KAISER ALUMINUM CORP SEC Filing
KAISER ALUMINUM CORP (KALU) has filed a Form 144 with the SEC, indicating a proposed sale of 175 shares of common stock with an aggregate market value of $30,488.5 at a price of $174.22 per share. The shares were acquired through an RSU on February 19, 2026, and the sale is expected to occur on April 27, 2026, through UBS Financial Services Inc. The filing includes the necessary representations regarding material adverse information and a signature.
Kaiser Aluminum (NASDAQ: KALU) lists multiple share lots for resale under Rule 144
Kaiser Aluminum has filed a Form 144, indicating proposed sales of common stock by an affiliate or holder under Rule 144. The filing specifies multiple share lots with various future dates ranging from July 2022 to March 2026. This notification is a routine compliance step detailing intent to sell, rather than a report of completed transactions.
Kaiser Aluminum Corporation Reports Record First Quarter 2026 Financial Results
Kaiser Aluminum Corporation announced record-breaking financial results for the first quarter of 2026, including net sales of $1.1 billion and a diluted EPS of $3.71. The company attributes its strong performance to higher value packaging mix, improved aerospace demand, and strategic initiatives, leading to an increased full-year outlook for Conversion Revenue and Adjusted EBITDA.
BlackRock stake in Kaiser Corp (NYSE: KALU) totals 14.8% of shares
BlackRock, Inc. has reported a beneficial ownership of 2,401,692 shares of Kaiser Corp (KALU) common stock, which represents 14.8% of the outstanding class. The filing, a Schedule 13G/A, indicates BlackRock holds sole voting power over 2,376,449 shares and sole dispositive power over all 2,401,692 beneficially owned shares. The report also highlights that iShares Core S&P Small-Cap ETF has an interest exceeding 5% in Kaiser Corp.
Kaiser Aluminum Corp. Achieves 179.77% Increase, Establishing It as a Multibagger in 2023
Kaiser Aluminum Corp. has shown exceptional performance, returning nearly 180% over the past year, significantly outperforming the S&P 500. The company's strong financial health is evidenced by a net profit of USD 67.43 million, a 15.06% ROCE, low debt-equity ratio, and impressive net sales growth. These factors, combined with high institutional holdings, position it as a strong small-cap stock.
Kaiser Aluminum Corporation (NASDAQ:KALU) Q1 2026 Earnings Call Transcript
Kaiser Aluminum Corporation reported strong Q1 2026 results, with record EBITDA and EBITDA margins, leading them to raise their full-year outlook. The company attributes its success to exceeding customer activity across all markets, significant mix improvement at its Warrick rolling mill, and improved operational performance. They also benefited from a metal tailwind and anticipate continued growth in aerospace and high-strength, packaging, and general engineering markets, while automotive is expected to be flat to slightly down.
Kaiser Aluminum 10-Q: Revenue $1.11B, EPS $3.71
Kaiser Aluminum (KALU) reported strong quarterly results with net sales of $1.11 billion and diluted EPS of $3.71, exceeding prior year's performance. The company saw significant year-over-year increases in net sales, gross profit, operating income, and net income. These improvements were driven by higher realized prices, increased shipments, and efficiency gains across various product lines, including packaging and aerospace.
Transcript: Kaiser Aluminum Q1 2026 Earnings Conference Call
Kaiser Aluminum reported a record first quarter for 2026, with EBITDA and EBITDA margins achieving new highs and conversion revenue growing by 11% year-over-year. The company has raised its full-year outlook, anticipating a 10-15% increase in conversion revenue and a 20-30% rise in EBITDA, driven by strong demand in aerospace and packaging. Operational improvements, such as the ramp-up of new capacity and an enhanced product mix, have significantly contributed to this performance, alongside robust demand across various end markets and a solid financial position.
Kaiser Aluminum (NASDAQ:KALU) Posts Earnings Results, Beats Estimates By $1.83 EPS
Kaiser Aluminum (NASDAQ:KALU) announced strong quarterly earnings, reporting $3.74 EPS and revenue of $1.11 billion, significantly surpassing analyst expectations. The company also declared a quarterly dividend of $0.77 per share. Despite a "Hold" average analyst rating, the stock is trading near its 52-week high, with significant institutional investment and some insider selling observed.
KAISER ALUMINUM ($KALU) Releases Q1 2026 Earnings, Stock Rises
Kaiser Aluminum ($KALU) announced impressive Q1 2026 earnings, reporting $3.74 per share and revenue of $1.106 billion, significantly beating analyst estimates. Following the announcement, the stock saw a 4.27% increase. The article also details recent insider sales, institutional investor activity, and analyst price targets for KALU.
Kaiser Aluminum Corp (NASDAQ:KALU) Soars on Record Q1 Earnings and Raised 2026 Outlook
Kaiser Aluminum Corp (NASDAQ:KALU) reported record Q1 2026 earnings, significantly beating analyst expectations with $1.11 billion in net sales and adjusted EPS of $3.74. The company raised its full-year 2026 outlook, projecting a 10% to 15% increase in Conversion Revenue and a 20% to 30% rise in Adjusted EBITDA, driven by strong demand in packaging and a recovering aerospace sector. This strong performance and optimistic guidance led to a positive market reaction, with the stock surging in after-hours trading.
