KALU
KAISER ALUMINUM CORP
$178.16
+0.71%
$2.9B
No data for this timeframe.
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusSell (13%)
Inst. Holders8 funds
Inst. Value$329.3M
Inst. Activity2 buys / 0 sells
Insider Activity0B / 9S
Insider Net $-$15.9M
SEC Reports7
Exchange Nasdaq·Sector Rolling Drawing & Extruding of Nonferrous Metals·Inc. DE·CIK 0000811596·Prev Close $176.90
Recent Activity
Jun 4, 2026
Insider
arnold michael c sold 786 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
Glas Kimberly Thompson sold 786 shares
Director @ $0.00 ($0.00)
Jun 4, 2026
Insider
Foster David A sold 786 shares
Director @ $0.00 ($0.00)
May 1, 2026
SEC
Six Kaiser Aluminum insiders sold a total of $4.79M in open-market sales within a week, including CEO Harvey Keith ($8.2
CLUSTER — Impact 4/10
May 1, 2026
SEC
Insider cluster at Kaiser Aluminum shows large open-market selling totaling $12.8M in the week following a record Q1 ear
CLUSTER — Impact 4/10
Apr 29, 2026
SEC
Kaiser Aluminum insiders sold $12.2M in stock over the past week, including CEO Keith Harvey ($8.2M) and CFO Neal West (
CLUSTER — Impact 5/10
Inst.
NORGES BANK — NEW
16,469 shares ($1.9M)
Inst.
FMR LLC — DOUBLED
10,933 shares ($1.3M)
Price Targets
$159.33
-11.6% upside
Sell
Current $180.26
Low $142.00
Median $160.00
High $176.00
3 analysts
$142.00
$176.00
Analyst Ratings
0Strong Buy
1Buy
3Hold
2Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | UBS | INITIATE | Neutral |
| Apr 30, 2026 | JP Morgan | DOWNGRADE | Neutral → Underweight |
| Apr 24, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 16, 2026 | Keybanc | INITIATE | Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.05 ▲ +1.9% | $1.92 — $2.29 | 69% YoY | 4 |
| Next Q | $2.16 ▲ +4.0% | $1.95 — $2.43 | 16% YoY | 4 |
| Current FY | $10.28 ▲ +1.1% | $9.53 — $11.25 | 71% YoY | 4 |
| Next FY | $10.86 ▲ +4.5% | $9.53 — $11.83 | 6% YoY | 4 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Six Kaiser Aluminum insiders sold a total of $4.79M in open-market sales within a week, including CEO Harvey Keith ($8.2
May 1, 2026
NEUTRAL
CLUSTER
4/10
Insider cluster at Kaiser Aluminum shows large open-market selling totaling $12.8M in the week following a record Q1 ear
May 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $243.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $33.3M | NEW |
| MORGAN STANLEY | $24.1M | TRIM |
| BANK OF AMERICA CORP | $19.5M | — |
| WELLS FARGO & COMPANY/MN | $5.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | arnold michael | A | $0.00 |
| Jun 4, 2026 | Glas Kimberly | A | $0.00 |
| Jun 4, 2026 | Foster David | A | $0.00 |
| Jun 4, 2026 | MINOR GLENDA | A | $0.00 |
| Jun 4, 2026 | HOFFMAN JAMES | A | $0.00 |
8 institutional holders with $329.3M total value (2,867,176 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,117,791 | $243.2M | 73.9% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 289,778 | $33.3M | 10.1% | NEW |
| 3 | MORGAN STANLEY | 210,182 | $24.1M | 7.3% | TRIM -37.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 169,861 | $19.5M | 5.9% | — |
| 5 | WELLS FARGO & COMPANY/MN | 44,862 | $5.2M | 1.6% | — |
| 6 | NORGES BANK | 16,469 | $1.9M | 0.6% | NEW |
| 7 | FMR LLC | 10,933 | $1.3M | 0.4% | DOUBLED +944.2% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 7,300 | $838.5K | 0.3% | NEAR_EXIT -86.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 16,469 | — | $1.9M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,047 | 10,933 | +944.2% | $1.3M | 2025-Q4 |
| UBS Group AG | TRIM | 111,864 | 80,601 | -27.9% | $6.2M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 48,300 | 6,400 | -86.7% | $493.8K | 2025-Q3 |
| NORGES BANK | EXIT | 5,392 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 62,417 | 111,864 | +79.2% | $8.9M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 21,200 | 48,300 | +127.8% | $3.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 5,392 | — | $430.8K | 2025-Q2 |
| FMR LLC | ADD | 602 | 985 | +63.6% | $78.7K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 8,289 | 0 | -100.0% | $0.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 21,200 | — | $1.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 4,804 | 8,289 | +72.5% | $502.5K | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 37,291 | 7,792 | -79.1% | $472.4K | 2025-Q1 |
| FMR LLC | TRIM | 1,354 | 602 | -55.5% | $36.5K | 2025-Q1 |
| NORGES BANK | EXIT | 47,132 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 264,204 | 164,984 | -37.6% | $11.6M | 2024-Q4 |
| UBS Group AG | ADD | 34,444 | 68,449 | +98.7% | $4.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 73,175 | 37,291 | -49.0% | $2.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 48,100 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 294,502 | — | $21.4M | 2024-Q3 |
15 unique insiders with 9 transactions. Net insider value: -$15.9M ($0.00 bought, $15.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | arnold michael c | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | Glas Kimberly Thompson | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | Foster David A | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | MINOR GLENDA J | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | HOFFMAN JAMES DONALD | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | Grimley Richard P. | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | Wilcox Brett | Director | A | 786 | $0.00 | $0.00 |
| Jun 4, 2026 | STEBBINS DONALD J | Director | A | 786 | $0.00 | $0.00 |
| Apr 29, 2026 | Harvey Keith | President & CEO | SELL | 3,031 | $173.13 | $524.8K |
| Apr 29, 2026 | Grimley Richard P. | Director | SELL | 1,524 | $171.52 | $261.4K |
| Apr 28, 2026 | DONNAN JOHN MALCOLM | EVP, CAO and GC | G | 1,500 | $0.00 | $0.00 |
| Apr 28, 2026 | West Neal E | EVP & CFO | SELL | 5,000 | $173.29 | $866.5K |
| Apr 27, 2026 | Gheorghe Iulian | SVP - Adv Eng & Innovation | SELL | 175 | $174.22 | $30.5K |
| Apr 27, 2026 | Harvey Keith | President & CEO | SELL | 47,001 | $175.09 | $8.2M |
| Apr 27, 2026 | DONNAN JOHN MALCOLM | EVP, CAO and GC | SELL | 2,743 | $178.20 | $488.8K |
| Apr 27, 2026 | Wilcox Brett | Director | SELL | 15,000 | $174.44 | $2.6M |
| Mar 5, 2026 | Gheorghe Iulian | SVP - Adv Eng & Innovation | A | 852 | $0.00 | $0.00 |
| Mar 5, 2026 | Barger Hugh J. III | EVP - Sales & Marketing | A | 1,686 | $0.00 | $0.00 |
| Mar 5, 2026 | Narayan Vijai | VP, Corp Ctrl & CAO | F | 482 | $125.84 | $60.7K |
| Mar 5, 2026 | Gheorghe Iulian | SVP - Adv Eng & Innovation | F | 216 | $125.84 | $27.2K |
| Mar 5, 2026 | West Neal E | EVP & CFO | F | 3,694 | $125.84 | $464.9K |
| Mar 5, 2026 | Narayan Vijai | VP, Corp Ctrl & CAO | A | 733 | $0.00 | $0.00 |
| Mar 5, 2026 | DONNAN JOHN MALCOLM | EVP, CAO and GC | F | 3,441 | $125.84 | $433.0K |
| Mar 5, 2026 | Robb Thomas H. | EVP - Manufacturing | A | 2,954 | $0.00 | $0.00 |
| Mar 5, 2026 | Harvey Keith | President & CEO | F | 17,722 | $125.84 | $2.2M |
| Mar 5, 2026 | Harvey Keith | President & CEO | A | 17,795 | $0.00 | $0.00 |
| Mar 5, 2026 | West Neal E | EVP & CFO | A | 3,905 | $0.00 | $0.00 |
| Mar 5, 2026 | DONNAN JOHN MALCOLM | EVP, CAO and GC | A | 3,699 | $0.00 | $0.00 |
| Feb 23, 2026 | Robb Thomas H. | EVP - Manufacturing | A | 440 | $0.00 | $0.00 |
| Feb 23, 2026 | DONNAN JOHN MALCOLM | EVP, CAO and GC | SELL | 18,461 | $125.08 | $2.3M |
| Feb 23, 2026 | West Neal E | EVP & CFO | SELL | 5,000 | $121.72 | $608.6K |
| Feb 19, 2026 | Gheorghe Iulian | SVP - Adv Eng & Innovation | F | 76 | $127.05 | $9.7K |
7 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 1 mixed, 3 neutral. Avg impact: 5.1/10.
NEUTRAL
CLUSTER
4/10
Six Kaiser Aluminum insiders sold a total of $4.79M in open-market sales within a week, including CE
May 1, 2026
NEUTRAL
CLUSTER
4/10
Insider cluster at Kaiser Aluminum shows large open-market selling totaling $12.8M in the week follo
May 1, 2026
MIXED
CLUSTER
5/10
Kaiser Aluminum insiders sold $12.2M in stock over the past week, including CEO Keith Harvey ($8.2M)
Apr 29, 2026
BULLISH
8-K
8/10
Kaiser Aluminum reported record Q1 2026 results with net sales of $1.1 billion and net income of $63
Apr 22, 2026
NEUTRAL
8-K
3/10
Kaiser Aluminum declared a quarterly cash dividend of $0.77 per share, payable on May 15, 2026, to s
Apr 13, 2026
BEARISH
CLUSTER
6/10
Two Kaiser Aluminum executives sold shares in a coordinated 7-day window, realizing over $2.9 millio
Feb 26, 2026
BEARISH
CLUSTER
6/10
Two Kaiser Aluminum executives sold shares in a coordinated open-market transaction, totaling approx
Feb 25, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (13% buy). Based on 8 analysts: 0 strong buy, 1 buy, 3 hold, 2 sell, 2 strong sell.
Analyst Price Targets
$159.33 mean target
-11.6% upside
Sell (2.75)
$142.00 Low
$176.00 High
| Metric | Value |
|---|---|
| Current Price | $180.26 |
| Target Low | $142.00 |
| Target Mean | $159.33 |
| Target Median | $160.00 |
| Target High | $176.00 |
| # Analysts | 3 |
| Recommendation | Sell (2.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.05 | $1.92 | $2.29 | 69.4% | +1.9% | 2↑ 0↓ | $1.1B | 35.9% | 4 |
| Next Q 2026-09-30 |
$2.16 | $1.95 | $2.43 | 16.1% | +4.0% | 0↑ 1↓ | $1.1B | 34.3% | 4 |
| Current FY 2026-12-31 |
$10.28 | $9.53 | $11.25 | 70.5% | +1.1% | — | $4.5B | 32.8% | 4 |
| Next FY 2027-12-31 |
$10.86 | $9.53 | $11.83 | 5.7% | +4.5% | 1↑ 0↓ | $4.5B | -0.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.050 | |
| 7d ago | $2.050 | |
| 30d ago | $2.012 | +0.038 |
| 60d ago | $1.906 | +0.144 |
| 90d ago | $1.906 | +0.144 |
4 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | UBS | INITIATE | — | Neutral |
| Apr 30, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Apr 24, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 16, 2026 | Keybanc | INITIATE | — | Overweight |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 20, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 13, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 3 | 2 | 2 | 13% | |
| May 1, 2026 | 0 | 1 | 3 | 2 | 2 | 13% | |
| Apr 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Jan 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 22, 2026
earnings_calendar
KALU Q1 2026 Earnings Scheduled — 2026-04-22