KALU

KAISER ALUMINUM CORP

Nasdaq · Rolling Drawing & Extruding of Nonferrous Metals · Inc. DE · CIK 0000811596
$190.63 +1.56% $3.1B
Insider Selling Cluster (6 insiders)High Impact Filing (8/10)15 New Institutional Positions8 Institutional Exits
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusSell (13%)
Inst. Holders50 funds
Inst. Value$1.4B
Inst. Activity15 buys / 8 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 $187.70

Recent Activity

Jun 4, 2026 Insider
arnold michael c was granted 786 shares
Director
Jun 4, 2026 Insider
Glas Kimberly Thompson was granted 786 shares
Director
Jun 4, 2026 Insider
Foster David A was granted 786 shares
Director
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.
STATE STREET CORP — ADD
1,332,923 shares ($160.6M)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
332,112 shares ($40.0M)

Price Targets

$159.33 -16.4% upside Strong Sell
Current $190.63 Low $142.00 Median $160.00 High $176.00 3 analysts
$142.00 $176.00

Analyst Ratings

Strong Sell13% buy · 8 analysts
0Strong Buy
1Buy
3Hold
2Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

FundValueMove
BlackRock, Inc.$342.6M—
STATE STREET CORP$160.6MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$157.7M—
DIMENSIONAL FUND ADVISORS LP$98.6M—
NOMURA ASSET MANAGEMENT INTERNATIONAL$86.1M—

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026arnold michaelA$0.00
Jun 4, 2026Glas KimberlyA$0.00
Jun 4, 2026Foster DavidA$0.00
Jun 4, 2026MINOR GLENDAA$0.00
Jun 4, 2026HOFFMAN JAMESA$0.00
50 institutional holders with $1.4B total value (11,574,348 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 15 institutions added/increased vs 8 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,842,894$342.6M24.6%—
2STATE STREET CORP1,332,923$160.6M11.5%ADD +38.0%
3VANGUARD PORTFOLIO MANAGEMENT LLC1,308,750$157.7M11.3%—
4DIMENSIONAL FUND ADVISORS LP818,314$98.6M7.1%—
5NOMURA ASSET MANAGEMENT INTERNATIONAL INC.714,176$86.1M6.2%—
6VANGUARD CAPITAL MANAGEMENT LLC669,768$80.7M5.8%—
7BARROW HANLEY MEWHINNEY & STRAUSS LLC530,671$64.0M4.6%TRIM -27.0%
8WELLINGTON MANAGEMENT GROUP LLP332,112$40.0M2.9%TRIM -31.0%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC280,755$33.8M2.4%—
10Invesco Ltd.268,577$32.4M2.3%ADD +77.3%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP248,409$29.9M2.1%DOUBLED +286.4%
12MORGAN STANLEY172,162$20.7M1.5%—
13BANK OF AMERICA CORP /DE/171,369$20.7M1.5%—
14Nuveen, LLC164,117$19.8M1.4%DOUBLED +222.6%
15GOLDMAN SACHS GROUP INC153,986$18.6M1.3%—
16TWO SIGMA INVESTMENTS, LP120,631$14.5M1.0%—
17First Eagle Investment Management, LLC110,761$13.3M1.0%—
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC109,830$13.2M0.9%TRIM -26.5%
19VANGUARD FIDUCIARY TRUST CO107,183$12.9M0.9%—
20D. E. Shaw & Co., Inc.95,982$11.6M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
STATE STREET CORPADD966,1481,332,923+38.0%$160.6M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM481,602332,112-31.0%$40.0M2026-Q1
Invesco Ltd.ADD151,511268,577+77.3%$32.4M2026-Q1
Nuveen, LLCDOUBLED50,871164,117+222.6%$19.8M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM149,470109,830-26.5%$13.2M2026-Q1
SEI INVESTMENTS COADD39,46962,842+59.2%$7.6M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED9,89657,290+478.9%$6.9M2026-Q1
PANAGORA ASSET MANAGEMENT INCADD29,04755,417+90.8%$6.7M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED7,30033,814+363.2%$4.1M2026-Q1
MACKENZIE FINANCIAL CORPADD17,20432,605+89.5%$3.9M2026-Q1
Russell Investments Group, Ltd.TRIM50,40728,181-44.1%$3.4M2026-Q1
FIRST TRUST ADVISORS LPTRIM38,55221,033-45.4%$2.5M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM27,08519,240-29.0%$2.3M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD9,90016,794+69.6%$2.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM23,84316,691-30.0%$2.0M2026-Q1
ARK Investment Management LLCTRIM14,8779,412-36.7%$1.1M2026-Q1
Brevan Howard Capital Management LPADD5,6897,171+26.1%$864.2K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM10,1726,971-31.5%$840.1K2026-Q1
FRANKLIN RESOURCES INCADD4,5726,362+39.2%$766.7K2026-Q1
FIFTH THIRD BANCORPDOUBLED765,341+6927.6%$643.6K2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCADD3,9164,944+26.3%$595.8K2026-Q1
QRG CAPITAL MANAGEMENT, INC.ADD1,8342,697+47.1%$325.0K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD273371+35.9%$44.7K2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLCTRIM772,804564,218-27.0%$64.8M2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED70,336271,749+286.4%$31.2M2025-Q4
15 unique insiders with 32 transactions. Net insider value: -$15.9M ($0.00 bought, $15.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026arnold michael cDirectorAWARD786——
Jun 4, 2026Glas Kimberly ThompsonDirectorAWARD786——
Jun 4, 2026Foster David ADirectorAWARD786——
Jun 4, 2026MINOR GLENDA JDirectorAWARD786——
Jun 4, 2026HOFFMAN JAMES DONALDDirectorAWARD786——
Jun 4, 2026Grimley Richard P.DirectorAWARD786——
Jun 4, 2026Wilcox BrettDirectorAWARD786——
Jun 4, 2026STEBBINS DONALD JDirectorAWARD786——
Apr 29, 2026Harvey KeithPresident & CEOSELL3,031$173.13$524.8K
Apr 29, 2026Grimley Richard P.DirectorSELL1,524$171.52$261.4K
Apr 28, 2026DONNAN JOHN MALCOLMEVP, CAO and GCGIFT1,500——
Apr 28, 2026West Neal EEVP & CFOSELL5,000$173.29$866.5K
Apr 27, 2026Gheorghe IulianSVP - Adv Eng & InnovationSELL175$174.22$30.5K
Apr 27, 2026Harvey KeithPresident & CEOSELL47,001$175.09$8.2M
Apr 27, 2026DONNAN JOHN MALCOLMEVP, CAO and GCSELL2,743$178.20$488.8K
Apr 27, 2026Wilcox BrettDirectorSELL15,000$174.44$2.6M
Mar 5, 2026Gheorghe IulianSVP - Adv Eng & InnovationAWARD852——
Mar 5, 2026Barger Hugh J. IIIEVP - Sales & MarketingAWARD1,686——
Mar 5, 2026Narayan VijaiVP, Corp Ctrl & CAOTAX W/H482$125.84$60.7K
Mar 5, 2026Gheorghe IulianSVP - Adv Eng & InnovationTAX W/H216$125.84$27.2K
Mar 5, 2026West Neal EEVP & CFOTAX W/H3,694$125.84$464.9K
Mar 5, 2026Narayan VijaiVP, Corp Ctrl & CAOAWARD733——
Mar 5, 2026DONNAN JOHN MALCOLMEVP, CAO and GCTAX W/H3,441$125.84$433.0K
Mar 5, 2026Robb Thomas H.EVP - ManufacturingAWARD2,954——
Mar 5, 2026Harvey KeithPresident & CEOTAX W/H17,722$125.84$2.2M
Mar 5, 2026Harvey KeithPresident & CEOAWARD17,795——
Mar 5, 2026West Neal EEVP & CFOAWARD3,905——
Mar 5, 2026DONNAN JOHN MALCOLMEVP, CAO and GCAWARD3,699——
Feb 23, 2026Robb Thomas H.EVP - ManufacturingAWARD440——
Feb 23, 2026DONNAN JOHN MALCOLMEVP, CAO and GCSELL18,461$125.08$2.3M
Feb 23, 2026West Neal EEVP & CFOSELL5,000$121.72$608.6K
Feb 19, 2026Gheorghe IulianSVP - Adv Eng & InnovationTAX W/H76$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
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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 -16.4% upside Strong Sell (2.75)
$142.00 Low $176.00 High
MetricValue
Current Price$190.63
Target Low$142.00
Target Mean$159.33
Target Median$160.00
Target High$176.00
# Analysts3
RecommendationStrong Sell (2.75)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260132213%
May 1, 20260132213%
Apr 1, 2026004120%
Mar 1, 2026004120%
Feb 1, 2026004120%
Jan 1, 20262420075%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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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