Kaiser Aluminum (NASDAQ:KALU) Price Target Raised to $125.00

Kaiser Aluminum (NASDAQ:KALU) had its price target raised by investment analysts at Wells Fargo & Company from $120.00 to $125.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price objective would indicate a potential downside of 0.54% from the company’s current price.

A number of other research firms have also commented on KALU. Zacks Research upgraded shares of Kaiser Aluminum from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Wall Street Zen raised shares of Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 25th. JPMorgan Chase & Co. upped their price target on shares of Kaiser Aluminum from $82.00 to $105.00 and gave the stock a “neutral” rating in a report on Tuesday, October 28th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Kaiser Aluminum in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $101.33.

Kaiser Aluminum Stock Performance

Shares of Kaiser Aluminum stock traded down $1.37 during trading hours on Friday, reaching $125.68. The company had a trading volume of 177,383 shares, compared to its average volume of 204,025. The firm has a market cap of $2.04 billion, a PE ratio of 18.54 and a beta of 1.42. Kaiser Aluminum has a one year low of $46.81 and a one year high of $150.00. The company has a debt-to-equity ratio of 1.29, a current ratio of 2.48 and a quick ratio of 1.08. The business has a fifty day simple moving average of $125.81 and a 200 day simple moving average of $98.52.

Kaiser Aluminum (NASDAQ:KALU) last released its quarterly earnings data on Wednesday, February 18th. The industrial products company reported $1.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.03). Kaiser Aluminum had a net margin of 3.34% and a return on equity of 12.88%. The company had revenue of $929.00 million for the quarter, compared to the consensus estimate of $902.00 million. During the same quarter in the previous year, the firm posted $0.33 earnings per share. The business’s revenue for the quarter was up 21.4% compared to the same quarter last year. On average, analysts anticipate that Kaiser Aluminum will post 5.14 earnings per share for the current fiscal year.

Institutional Trading of Kaiser Aluminum

Several hedge funds and other institutional investors have recently bought and sold shares of KALU. Vanguard Group Inc. raised its stake in shares of Kaiser Aluminum by 0.3% during the fourth quarter. Vanguard Group Inc. now owns 2,117,791 shares of the industrial products company’s stock worth $243,249,000 after acquiring an additional 5,823 shares in the last quarter. State Street Corp grew its holdings in shares of Kaiser Aluminum by 31.9% during the 2nd quarter. State Street Corp now owns 1,154,415 shares of the industrial products company’s stock valued at $92,238,000 after purchasing an additional 279,231 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Kaiser Aluminum by 1.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 831,652 shares of the industrial products company’s stock worth $95,528,000 after purchasing an additional 13,909 shares during the period. American Century Companies Inc. lifted its stake in Kaiser Aluminum by 9.8% in the third quarter. American Century Companies Inc. now owns 588,720 shares of the industrial products company’s stock worth $45,426,000 after purchasing an additional 52,512 shares during the last quarter. Finally, Wellington Management Group LLP boosted its position in Kaiser Aluminum by 1.1% during the third quarter. Wellington Management Group LLP now owns 502,446 shares of the industrial products company’s stock valued at $38,769,000 after buying an additional 5,623 shares during the period. Hedge funds and other institutional investors own 99.29% of the company’s stock.

Kaiser Aluminum News Summary

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

• Positive Sentiment: Zacks upgraded Kaiser to a “strong-buy” recently, highlighting favorable estimate trends and making the name more attractive to growth/momentum investors. Zacks Upgrade / TickerReport
• Positive Sentiment: Multiple Zacks pieces argue KALU is a momentum/growth pick and may be undervalued based on earnings-estimate trends and sector strength, which can support longer-term upside if execution continues. Is Kaiser Aluminum (KALU) Stock Undervalued Right Now?
• Neutral Sentiment: Kaiser’s formal press release shows Q4 net sales of $929M (+21% YoY) and provides the company presentation/slide deck — useful for assessing whether revenue strength offsets the EPS miss. Business Wire: Q4 & Full-Year 2025 Results
• Neutral Sentiment: Earnings slides and the conference-call presentation are available for investors to review management’s commentary on demand trends, margins and 2026 guidance assumptions. Q4 Results — Earnings Call Presentation
• Neutral Sentiment: A short-interest snapshot in the data feed appears to show zero shares (likely a reporting glitch), so there’s no clear short-interest pressure signal to explain the move.
• Negative Sentiment: The modest EPS miss (1.53 vs. 1.56) triggered a sharp market reaction — shares gapped down at the open as traders sold into the earnings surprise despite the revenue beat. Shares Gap Down Following Weak Earnings
• Negative Sentiment: Some commentary includes a ratings downgrade/negative revision view on 2026 estimates, adding near-term analyst skepticism that can weigh on the stock while the market digests guidance and margins. Rating Downgrade / Seeking Alpha

Kaiser Aluminum Company Profile

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.