Kaiser Aluminum (NASDAQ:KALU) Issues Quarterly Earnings Results, Beats Expectations By $2.87 EPS

Posted by George Bondi on Jul 24th, 2026

Kaiser Aluminum (NASDAQ:KALU – Get Free Report) released its earnings results on Wednesday. The industrial products company reported $5.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.66 by $2.87, FiscalAI reports. The firm had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.12 billion. Kaiser Aluminum had a return on equity of 25.50% and a net margin of 5.49%.Kaiser Aluminum’s revenue was up 52.7% compared to the same quarter last year. During the same period last year, the business posted $1.21 earnings per share.

Kaiser Aluminum Price Performance

Shares of Kaiser Aluminum stock traded down $12.61 during trading on Friday, hitting $167.99. 80,757 shares of the company were exchanged, compared to its average volume of 249,916. Kaiser Aluminum has a fifty-two week low of $71.44 and a fifty-two week high of $195.96. The company has a quick ratio of 1.14, a current ratio of 2.47 and a debt-to-equity ratio of 1.28. The firm has a 50 day moving average price of $176.18 and a 200 day moving average price of $150.73. The stock has a market capitalization of $2.74 billion, a price-to-earnings ratio of 12.44 and a beta of 1.59.

Kaiser Aluminum Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 24th will be given a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Friday, July 24th. Kaiser Aluminum’s payout ratio is currently 22.83%.

Analyst Ratings Changes

KALU has been the subject of a number of research reports. UBS Group boosted their price target on shares of Kaiser Aluminum from $176.00 to $179.00 and gave the company a “neutral” rating in a research report on Wednesday, July 8th. KeyCorp raised their target price on shares of Kaiser Aluminum from $170.00 to $183.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Wall Street Zen upgraded shares of Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 18th. Zacks Research lowered Kaiser Aluminum from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Finally, Wells Fargo & Company reaffirmed an “underweight” rating and set a $158.00 price objective on shares of Kaiser Aluminum in a research note on Thursday, July 9th. Two research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $165.50.

Get Our Latest Stock Analysis on KALU

Insider Buying and Selling

In other news, CEO Keith Harvey sold 47,001 shares of the business’s stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $175.09, for a total value of $8,229,405.09. Following the completion of the transaction, the chief executive officer owned 97,339 shares of the company’s stock, valued at $17,043,085.51. The trade was a 32.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Richard P. Grimley sold 1,524 shares of Kaiser Aluminum stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $171.52, for a total transaction of $261,396.48. Following the completion of the sale, the director directly owned 4,578 shares of the company’s stock, valued at $785,218.56. The trade was a 24.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 71,731 shares of company stock valued at $12,529,097. Company insiders own 1.30% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Cetera Investment Advisers purchased a new stake in shares of Kaiser Aluminum in the fourth quarter worth about $302,000. Maryland State Retirement & Pension System acquired a new stake in Kaiser Aluminum during the 4th quarter valued at $268,000. Mariner LLC increased its stake in Kaiser Aluminum by 5.8% during the 4th quarter. Mariner LLC now owns 2,824 shares of the industrial products company’s stock worth $327,000 after buying an additional 156 shares during the period. Caxton Associates LLP purchased a new position in Kaiser Aluminum in the 3rd quarter valued at about $205,000. Finally, Sherbrooke Park Advisers LLC acquired a new stake in shares of Kaiser Aluminum during the third quarter valued at about $229,000. 99.29% of the stock is owned by hedge funds and other institutional investors.

Kaiser Aluminum Company Profile

(Get 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.