3,372 Shares in Kaiser Aluminum Corporation $KALU Acquired by Van Diest Capital LLC

Posted by Brenda Bartman on Jul 26th, 2026

Van Diest Capital LLC bought a new position in shares of Kaiser Aluminum Corporation (NASDAQ:KALU – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 3,372 shares of the industrial products company’s stock, valued at approximately $406,000.

A number of other institutional investors have also recently bought and sold shares of KALU. Royal Bank of Canada increased its position in shares of Kaiser Aluminum by 212.6% during the first quarter. Royal Bank of Canada now owns 5,815 shares of the industrial products company’s stock worth $352,000 after acquiring an additional 3,955 shares in the last quarter. Jacobs Levy Equity Management Inc. bought a new stake in Kaiser Aluminum in the 1st quarter valued at $247,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Kaiser Aluminum by 4.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,491 shares of the industrial products company’s stock valued at $575,000 after acquiring an additional 397 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Kaiser Aluminum by 2.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 41,971 shares of the industrial products company’s stock worth $2,544,000 after purchasing an additional 1,084 shares in the last quarter. Finally, Jane Street Group LLC increased its holdings in Kaiser Aluminum by 323.6% during the 1st quarter. Jane Street Group LLC now owns 55,190 shares of the industrial products company’s stock worth $3,346,000 after purchasing an additional 42,160 shares in the last quarter. Institutional investors own 99.29% of the company’s stock.

Analyst Ratings Changes

KALU has been the topic of a number of research reports. UBS Group boosted their price target on Kaiser Aluminum from $176.00 to $179.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. KeyCorp lifted their target price on Kaiser Aluminum from $170.00 to $183.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. Weiss Ratings restated a “buy (b-)” rating on shares of Kaiser Aluminum in a research note on Tuesday. Wells Fargo & Company upped their price target on Kaiser Aluminum from $158.00 to $169.00 and gave the stock an “underweight” rating in a research report on Friday. Finally, JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $142.00 price objective (up from $124.00) on shares of Kaiser Aluminum in a report on Thursday, April 30th. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $168.25.

Get Our Latest Research Report on KALU

Key Kaiser Aluminum News

Here are the key news stories impacting Kaiser Aluminum this week:

Positive Sentiment: Kaiser Aluminum’s Q2 results topped expectations, with earnings of $5.53 per share well above consensus and revenue also exceeding forecasts, reinforcing a strong operational turnaround. Article Title
Positive Sentiment: Analysts and earnings-call coverage highlighted strong earnings momentum and an upbeat full-year outlook, which likely helped extend the post-earnings rally in KALU. Article Title
Positive Sentiment: Coverage of the company’s earnings call emphasized record revenue and strong profitability, suggesting the quarter was not just a beat but also a sign of durable improvement in demand and margins. Article Title
Neutral Sentiment: Wells Fargo raised its price target on Kaiser Aluminum to $169 from $158, but kept an underweight rating, signaling improved valuation expectations while remaining cautious on the stock’s longer-term setup. Article Title

Insider Transactions at Kaiser Aluminum

In related news, CFO Neal E. West sold 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $173.29, for a total transaction of $866,450.00. Following the transaction, the chief financial officer directly owned 19,091 shares of the company’s stock, valued at approximately $3,308,279.39. The trade was a 20.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Richard P. Grimley sold 1,524 shares of the stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $171.52, for a total value of $261,396.48. Following the completion of the sale, the director owned 4,578 shares in the company, valued at approximately $785,218.56. This trade represents a 24.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 71,731 shares of company stock valued at $12,529,097. Company insiders own 1.30% of the company’s stock.

Kaiser Aluminum Stock Performance

Shares of KALU opened at $163.17 on Friday. The firm has a 50-day moving average of $176.05 and a 200-day moving average of $150.82. Kaiser Aluminum Corporation has a one year low of $71.44 and a one year high of $195.96. The company has a market cap of $2.67 billion, a PE ratio of 12.10 and a beta of 1.59. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.50 and a quick ratio of 1.14.

Kaiser Aluminum (NASDAQ:KALU – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The industrial products company reported $5.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.66 by $2.87. Kaiser Aluminum had a net margin of 5.49% and a return on equity of 24.71%. The company had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.12 billion. During the same period in the prior year, the firm earned $1.21 EPS. Kaiser Aluminum’s quarterly revenue was up 52.7% compared to the same quarter last year. As a group, equities analysts forecast that Kaiser Aluminum Corporation will post 9.11 earnings per share for the current year.

Kaiser Aluminum Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 24th will be paid a $0.77 dividend. The ex-dividend date is Friday, July 24th. This represents a $3.08 annualized dividend and a yield of 1.9%. Kaiser Aluminum’s dividend payout ratio is currently 22.83%.

Kaiser Aluminum Company Profile

(Free Report)

Kaiser Aluminum Corporation is a U.S.-based producer of semi‐fabricated aluminum products, serving a diverse range of industrial and specialty markets. The company’s offerings include extruded, rolled, and forged aluminum products designed to meet stringent performance requirements in sectors such as aerospace, automotive, defense, electronics, and general engineering. By focusing on high‐value applications, Kaiser Aluminum aims to deliver lightweight, durable solutions that contribute to efficiency and innovation across its customer base.

Operationally, Kaiser Aluminum maintains a network of smelters, extrusion plants, and rolling mills located primarily in North America.