Kaiser Aluminum (NASDAQ:KALU) Price Target Raised to $169.00

Posted by Brian Himes on Jul 27th, 2026

Kaiser Aluminum (NASDAQ:KALU – Free Report) had its price target raised by Wells Fargo & Company from $158.00 to $169.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an underweight rating on the industrial products company’s stock.

Other equities research analysts have also issued research reports about the stock. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $142.00 target price (up from $124.00) on shares of Kaiser Aluminum in a research note on Thursday, April 30th. KeyCorp increased their price target on shares of Kaiser Aluminum from $170.00 to $183.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. UBS Group raised their price objective on shares of Kaiser Aluminum from $176.00 to $179.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Kaiser Aluminum in a research report on Tuesday, July 21st. Finally, Zacks Research downgraded Kaiser Aluminum from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $168.25.

Get Our Latest Analysis on Kaiser Aluminum

Kaiser Aluminum Stock Performance

Shares of KALU stock opened at $163.17 on Friday. The firm has a market capitalization of $2.67 billion, a price-to-earnings ratio of 12.10 and a beta of 1.59. The stock has a fifty day moving average of $176.05 and a 200 day moving average of $151.03. Kaiser Aluminum has a 52 week low of $71.44 and a 52 week high of $195.96. The company has a quick ratio of 1.17, a current ratio of 2.50 and a debt-to-equity ratio of 1.10.

Kaiser Aluminum (NASDAQ:KALU – Get Free Report) last issued its quarterly earnings data 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 business had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.12 billion. During the same period in the previous year, the firm earned $1.21 EPS. The company’s quarterly revenue was up 52.7% compared to the same quarter last year. As a group, research analysts expect that Kaiser Aluminum will post 9.11 earnings per share for the current year.

Kaiser Aluminum Dividend Announcement

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

Insider Transactions at Kaiser Aluminum

In other news, CEO Keith Harvey sold 3,031 shares of the stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $173.13, for a total value of $524,757.03. Following the sale, the chief executive officer directly owned 94,308 shares of the company’s stock, valued at approximately $16,327,544.04. This represents a 3.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Neal E. West sold 5,000 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $173.29, for a total value of $866,450.00. Following the transaction, the chief financial officer owned 19,091 shares of the company’s stock, valued at $3,308,279.39. The trade was a 20.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 9,555 shares of company stock valued at $1,652,604. Insiders own 1.30% of the company’s stock.

Institutional Trading of Kaiser Aluminum

A number of institutional investors and hedge funds have recently bought and sold shares of KALU. Allspring Global Investments Holdings LLC purchased a new stake in shares of Kaiser Aluminum during the fourth quarter valued at approximately $5,018,000. Hillsdale Investment Management Inc. bought a new stake in shares of Kaiser Aluminum during the fourth quarter valued at approximately $5,410,000. JPMorgan Chase & Co. raised its holdings in Kaiser Aluminum by 24.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 79,701 shares of the industrial products company’s stock worth $6,150,000 after acquiring an additional 15,528 shares during the last quarter. Fisher Asset Management LLC raised its holdings in Kaiser Aluminum by 14.0% in the 4th quarter. Fisher Asset Management LLC now owns 157,078 shares of the industrial products company’s stock worth $18,042,000 after acquiring an additional 19,291 shares during the last quarter. Finally, Deprince Race & Zollo Inc. lifted its position in Kaiser Aluminum by 47.9% in the 4th quarter. Deprince Race & Zollo Inc. now owns 47,236 shares of the industrial products company’s stock valued at $5,426,000 after acquiring an additional 15,299 shares in the last quarter. 99.29% of the stock is currently owned by institutional investors.

Kaiser Aluminum News Summary

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

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.