Market Cap
$2.4B
KALU
KAISER ALUMINUM CORP
$152.02 ▲ +2.45%
Prev close $148.39Market cap$2.4B
ConsensusSell
12-mo target$168.25 (+10.7%)
▼ Bearish
Analyst conviction 2/10
Insider Selling Cluster (6 insiders)High Impact Filing (8/10)25 New Institutional Positions21 Institutional Exits Materials & Mining
Snapshot
The big-picture read on KALU right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (22%)
Inst. Holders
50 funds
Inst. Value
$2.7B
Inst. Activity
25 buys / 21 sells
Insider Activity
$0.00 buy / $15.9M sell
Insider Net $
-$15.9M
SEC Reports
7
Price chart 30d -5.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jul 22, 2026 earnings_calendar
KALU Q2 2026 Earnings Scheduled — 2026-07-22
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
227,467 shares ($44.5M)
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
178,672 shares ($35.0M)
Jun 4, 2026 Insider
Foster David A was granted 786 shares
Director
Jun 4, 2026 Insider
MINOR GLENDA J was granted 786 shares
Director
Jun 4, 2026 Insider
May 1, 2026 SEC HOFFMAN JAMES DONALD was granted 786 shares
Director
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
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
Analyst ratings buy % -70.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
22% rate it Buy or better · 9 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Wells Fargo | UPGRADE | Equal-Weight | 54% |
| Aug 31, 2026 | UBS | UPGRADE | Buy | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
| Jul 9, 2026 | Wells Fargo | DOWNGRADE | Underweight | 54% |
| Jul 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 5, 2026 | UBS | INITIATE | Neutral | 55% |
| Apr 30, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
| Apr 24, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 16, 2026 | Keybanc | INITIATE | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 2 | 3 | 2 | 22% | |
| Aug 1, 2026 | 0 | 1 | 3 | 3 | 2 | 11% | |
| Jul 1, 2026 | 0 | 1 | 4 | 2 | 2 | 11% | |
| 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% |
Price targets
Where 4 covering analysts think KALU trades over the next 12 months.
$168.25 +10.7% upside Buy
Current$152.03 Low$146.00 Median$171.50 High$184.00 4 analysts
$146.00$184.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 3 neutral · avg impact 5.1/10.
NEUTRALCLUSTER4/10
Six Kaiser Aluminum insiders sold a total of $4.79M in open-market sales within a week, including CE
May 1, 2026
NEUTRALCLUSTER4/10
Insider cluster at Kaiser Aluminum shows large open-market selling totaling $12.8M in the week follo
May 1, 2026
MIXEDCLUSTER5/10
Kaiser Aluminum insiders sold $12.2M in stock over the past week, including CEO Keith Harvey ($8.2M)
Apr 29, 2026
BULLISH8-K8/10
Kaiser Aluminum reported record Q1 2026 results with net sales of $1.1 billion and net income of $63
Apr 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 22, 2026
earnings_calendar
KALU Q2 2026 Earnings Scheduled — 2026-07-22
Jun 22, 2026
ftd
FTD: KALU — 2,818 shares ($0.5M) failed to deliver
Settlement: 20260622, Price: $182.75, FTD Value: $514,989.5, KAISER ALUMINUM CORP NEW
Apr 22, 2026
earnings_calendar
KALU Q1 2026 Earnings Scheduled — 2026-04-22
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.36 | $2.08–$2.83 | 27.1% | +7.2% | 1↑ 0↓ | $1.2B | 4 |
| Next Q | $2.44 | $1.93–$3.19 | 59.6% | +6.6% | 1↑ 0↓ | $1.2B | 4 |
| Current FY | $14.07 | $13.30–$15.28 | 133.3% | +4.1% | — | $4.8B | 4 |
| Next FY | $11.59 | $10.12–$13.02 | -17.7% | +2.6% | 1↑ 0↓ | $4.8B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.363 | — |
| 7d ago | $2.306 | +0.057 |
| 30d ago | $2.205 | +0.158 |
| 60d ago | $2.071 | +0.292 |
| 90d ago | $2.160 | +0.203 |
Institutional ownership
Which big funds own KALU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.7B total value (13,842,323 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 25 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,870,588 | $561.6M | 20.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,413,170 | $276.5M | 10.2% | — |
| STATE STREET CORP | 1,317,519 | $257.7M | 9.5% | ADD +38.0% |
| DIMENSIONAL FUND ADVISORS LP | 775,944 | $151.8M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 707,161 | $138.3M | 5.1% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 679,387 | $132.9M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 471,735 | $92.3M | 3.4% | — |
| AMERICAN CENTURY COMPANIES INC | 439,923 | $86.1M | 3.2% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 419,050 | $82.0M | 3.0% | — |
| Fisher Asset Management, LLC | 352,761 | $69.0M | 2.5% | ADD +93.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 153,986 | 227,467 | +47.7% | $44.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 332,112 | 178,672 | -46.2% | $35.0M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 163,465 | — | $32.0M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 55,417 | 124,915 | +125.4% | $24.4M |
| JANE STREET GROUP, LLC | DOUBLED | 50,671 | 108,370 | +113.9% | $21.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 32,605 | 100,812 | +209.2% | $19.7M |
| FIRST TRUST ADVISORS LP | DOUBLED | 21,033 | 91,215 | +333.7% | $17.8M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 57,290 | 86,838 | +51.6% | $17.0M |
| Trexquant Investment LP | ADD | 43,088 | 81,259 | +88.6% | $15.9M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 109,830 | 76,830 | -30.0% | $15.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 43 transactions. Net -$15.9M — $0.00 bought, $15.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Foster David A | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | MINOR GLENDA J | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | HOFFMAN JAMES DONALD | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | Grimley Richard P. | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | Wilcox Brett | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | STEBBINS DONALD J | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | Glas Kimberly Thompson | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | arnold michael c | Director | AWARD | 786 | — | — |
| Jun 4, 2026 | STEBBINS DONALD J | Director | AWARD | 631 | $178.10 | $112.4K |
| Jun 4, 2026 | Wilcox Brett | Director | AWARD | 328 | $178.10 | $58.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KALU.
Shares short
946,598
Settlement Sep 15, 2026
Change vs prior
+3.0%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈5.8%
Estimate — not % of float
All KALU filing & press-release reports (7)
- CLUSTER reportMay 1, 2026
- CLUSTER reportMay 1, 2026
- CLUSTER reportApr 29, 2026
- 8-K reportApr 22, 2026
- 8-K reportApr 13, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 25, 2026