StreetInsider.com News Articles

JPMorgan Upgrades Kaiser Aluminum Corporation (KALU) to Neutral

Mon, 26 Oct 2026 02:03:26 -0400

JPMorgan analyst Bill Peterson upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Underweight to Neutral with a price target of $140.00 (from $146.00).

The analyst comments: “We upgrade shares of KALU to Neutral from Underweight and establish a $140 Dec-27 PT following last week’s 3Q26 print. We previously downgraded KALU and its closer peer on the basis that valuations were pricing in peak scrap spreads and continue to feel the risk/reward skews negative on this front from loosening primary fundamentals and growing UBC demand. Following KALU’s recent underperformance (-29% vs. XME -5% W/W), which we attribute to both evidence of post-peak spreads

JPMorgan Upgrades Kaiser Aluminum Corporation (KALU) to Neutral

Mon, 26 Oct 2026 02:03:26 -0400

JPMorgan analyst Bill Peterson upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Underweight to Neutral with a price target of $140.00 (from $146.00).

Kaiser Aluminum Corporation (KALU) PT Lowered to $125 at Wells Fargo

Fri, 23 Oct 2026 07:08:55 -0400

Wells Fargo analyst Timna Tanners lowered the price target on Kaiser Aluminum Corporation (NASDAQ: KALU) to $125.00 (from $160.00) while maintaining a Equal Weight rating.

Form 10-Q KAISER ALUMINUM CORP For: Sep 30

Thu, 22 Oct 2026 17:05:00 -0400

si-local-file:///var/storage/secattach/20261022/27223443.html

Kaiser Aluminum (KALU) Misses Q3 EPS by 48c

Wed, 21 Oct 2026 16:57:25 -0400

Kaiser Aluminum (NASDAQ: KALU) reported Q3 EPS of $1.89, $0.48 worse than the analyst estimate of $2.37. Revenue for the quarter came in at $1.21 billion versus the consensus estimate of $1.21 billion.

For earnings history and earnings-related data on Kaiser Aluminum (KALU) click here.

Form 8-K KAISER ALUMINUM CORP For: Oct 21

Wed, 21 Oct 2026 16:40:00 -0400

si-local-file:///var/storage/secattach/20261021/27217028.html

Kaiser Aluminum Corporation Reports Third Quarter 2026 Financial Results

Wed, 21 Oct 2026 16:30:00 -0400

Third Quarter 2026 Highlights:

Net Sales $1.2 Billion; Conversion Revenue $439 Million
Net Income $31 Million; Net Income per Diluted Share $1.84
Adjusted Net Income $32 Million; Adjusted Net Income per Diluted Share $1.89
Adjusted EBITDA $84 Million; Adjusted EBITDA Margin 19.1%
Declared Quarterly Dividend of $0.77
Maintaining Full Year 2026 Outlook

Select Balance Sheet & Other Highlights:

Generated $248 Million Year-to-Date Operating Cash Flow; Free Cash Flow $176 Million
Strengthened Balance Sheet, Reducing Net Debt Leverage to 2.0x From 3.4x at Year End 2025
Cash and Cash Equivalents Improved to $117 Million; Liquidity Improved to $687 Million
Received Moody’s Credit Rating Upgrade to Ba3 with Stable Outlook

Kaiser Aluminum Corporation Reports Third Quarter 2026 Financial Results

Wed, 21 Oct 2026 16:30:00 -0400

Third Quarter 2026 Highlights:

Net Sales $1.2 Billion; Conversion Revenue $439 Million
Net Income $31 Million; Net Income per Diluted Share $1.84
Adjusted Net Income $32 Million; Adjusted Net Income per Diluted Share $1.89
Adjusted EBITDA $84 Million; Adjusted EBITDA Margin 19.1%
Declared Quarterly Dividend of $0.77
Maintaining Full Year 2026 Outlook

Select Balance Sheet & Other Highlights:

Generated $248 Million Year-to-Date Operating Cash Flow; Free Cash Flow $176 Million
Strengthened Balance Sheet, Reducing Net Debt Leverage to 2.0x From 3.4x at Year End 2025
Cash and Cash Equivalents Improved to $117 Million; Liquidity Improved to $687 Million
Received Moody’s Credit Rating Upgrade to Ba3 with Stable Outlook

Barclays Starts Kaiser Aluminum Corporation (KALU) at Overweight

Wed, 14 Oct 2026 04:07:11 -0400

(Updated - October 14, 2026 4:07 AM EDT)

Barclays analyst Richard Garchitorena initiates coverage on Kaiser Aluminum Corporation (NASDAQ: KALU) with a Overweight rating and a price target of $180.00.

The analyst comments: “We initiate coverage of Kaiser Aluminum (KALU) with an Overweight rating and $180 PT. We view KALU as a high-quality provider of specialty aluminum mill products, with leading positions in hard-to-qualify aerospace plate and coated packaging, and a pass-through model that maintains margin stability through metal cycles. With the Trentwood and Warrick projects complete, we believe earnings growth should come from contract resets at better margins, the Roll Coat

Barclays Starts Kaiser Aluminum Corporation (KALU) at Overweight

Wed, 14 Oct 2026 04:07:11 -0400

(Updated - October 14, 2026 4:07 AM EDT)

Barclays analyst Richard Garchitorena initiates coverage on Kaiser Aluminum Corporation (NASDAQ: KALU) with a Overweight rating and a price target of $180.00.

Form 8-K KAISER ALUMINUM CORP For: Oct 13

Tue, 13 Oct 2026 16:40:00 -0400

si-local-file:///var/storage/secattach/20261013/27181641.html

Kaiser Aluminum (KALU) Declares $0.77 Quarterly Dividend; 2% Yield

Tue, 13 Oct 2026 16:30:46 -0400

Kaiser Aluminum (NASDAQ: KALU) declared a quarterly dividend of $0.77 per share, or $3.08 annualized.

The dividend will be payable on November 13, 2026, to stockholders of record on October 23, 2026, with an ex-dividend date of October 22, 2026.

The annual yield on the dividend is 2 percent.

For a dividend history and other dividend-related data on Kaiser Aluminum (KALU) click here.

Kaiser Aluminum Corporation Announces Quarterly Dividend Payment

Tue, 13 Oct 2026 16:30:00 -0400

FRANKLIN, Tenn.--(BUSINESS WIRE)-- Kaiser Aluminum Corporation (NASDAQ:KALU) today announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 13, 2026 to stockholders of record as of the close of business on October 23, 2026.

About Kaiser Aluminum Corporation

Kaiser Aluminum Corporation, headquartered in Franklin, Tenn., is a leading producer of semi-fabricated specialty aluminum products, serving customers worldwide with highly-engineered solutions for aerospace and high-strength, packaging, general engineering, automotive extrusions, and other industrial applications. The Company’s North American facilities produce value-added plate, sheet, coil, extrusions, rod, bar,

Kaiser Aluminum Corporation Announces Quarterly Dividend Payment

Tue, 13 Oct 2026 16:30:00 -0400

About Kaiser Aluminum Corporation

Kaiser Aluminum Corporation (KALU) PT Lowered to $181 at KeyBanc

Thu, 08 Oct 2026 07:11:40 -0400

(Updated - October 8, 2026 7:11 AM EDT)

KeyBanc analyst Samuel McKinney lowered the price target on Kaiser Aluminum Corporation (NASDAQ: KALU) to $181.00 (from $183.00) while maintaining an Overweight rating.

The analyst commented: "We reiterate our OW rating and move our price target to $181, reflecting ~9.0x EV/EBITDA on our 2027E vs. a normalized post-Warrick acquisition range of 8-11x. Our 2026E EPS is $14.30 (vs. the Street’s $14.07 and 2025’s $6.03), including solidly better y/y results in Packaging as Warrick Roll Coat Line #4 continues to improve delivery performance and in General Engineering as customer inventories remain historically thin in the

Kaiser Aluminum Corporation (KALU) PT Lowered to $181 at KeyBanc

Thu, 08 Oct 2026 07:11:40 -0400

(Updated - October 8, 2026 7:11 AM EDT)

KeyBanc analyst Samuel McKinney lowered the price target on Kaiser Aluminum Corporation (NASDAQ: KALU) to $181.00 (from $183.00) while maintaining an Overweight rating.

Form 3 KAISER ALUMINUM CORP For: Oct 01 Filed by: Preston Jennifer Kristi

Fri, 02 Oct 2026 17:22:00 -0400

si-local-file:///var/storage/secattach/20261002/27143649.html

Kaiser Aluminum Corporation Announces Third Quarter 2026 Earnings Release and Conference Call

Thu, 01 Oct 2026 09:00:00 -0400

FRANKLIN, Tenn.--(BUSINESS WIRE)-- Kaiser Aluminum Corporation (NASDAQ: KALU) today announced that it plans to release its third quarter 2026 financial and operating results on Wednesday, October 21, 2026, after the market closes. The Company will host its quarterly conference call on Thursday, October 22, 2026, at 10:00 a.m. Eastern Time.

The conference call can be directly accessed from the U.S. and Canada at (877) 423-9813 and accessed internationally at (201) 689-8573. The conference call ID number is 13762795. A live webcast and related presentation slides will be available through the Investors portion of the Company's website at

Kaiser Aluminum Corporation Announces Third Quarter 2026 Earnings Release and Conference Call

Thu, 01 Oct 2026 09:00:00 -0400

Wells Fargo Upgrades Kaiser Aluminum Corporation (KALU) to Equal Weight

Fri, 18 Sep 2026 06:07:27 -0400

Wells Fargo analyst Timna Tanners upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Underweight to Equal Weight with a price target of $160.00.

For an analyst ratings summary and ratings history on Kaiser Aluminum Corporation click here. For more ratings news on Kaiser Aluminum Corporation click here.

Shares of Kaiser Aluminum Corporation closed at $155.08 yesterday.

UBS Upgrades Kaiser Aluminum Corporation (KALU) to Buy

Mon, 31 Aug 2026 04:09:21 -0400

UBS analyst Alex Stansbury upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Neutral to Buy with a price target of $184.00 (from $179.00).

The analyst comments: “We upgrade KALU to Buy with a $184 PT. Despite a strong 2Q26, shares are ~19% off Aug highs due to: 1) USMCA renegotiations; 2) CEO transition; & 3) scrap spread sustainability. The selloff provides investors attractive entry into a business with improving earnings power. While scrap remains a meaningful tailwind, underlying fundamentals are strengthening, with price/vol/mix driving ~$41m of 2Q26 EBITDA growth (+60% y/y). We see continued benefits from investments at Warrick/Trentwood, alongside the end

UBS Upgrades Kaiser Aluminum Corporation (KALU) to Buy

Mon, 31 Aug 2026 04:09:21 -0400

UBS analyst Alex Stansbury upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Neutral to Buy with a price target of $184.00 (from $179.00).

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

Investing.com -- Deutsche Bank analysts said a potential trade agreement between the US and Canada could reduce import tariffs on Canadian aluminium from 50% to 25%, creating varied effects across the aluminium sector.

Multiple sources indicate the two countries are close to reaching a deal focused on lowering steel and aluminium tariffs, a priority for Canada. The US remains structurally dependent on aluminium imports, having sourced about 80% of its primary aluminium needs from imports before tariffs took effect in early 2025, with roughly three-quarters coming from Canada.

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at