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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

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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

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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

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

Investing.com -- The United States is considering reducing import tariffs on Canadian aluminum to 25% from 50% as part of a potential trade agreement, according to people familiar with the matter. The deal has not been finalized.

Morgan Stanley analysts noted that even with reduced tariffs on Canadian imports, the US would remain short of its aluminum supply needs. The marginal ton would still enter the country at the 50% tariff rate.

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Form 8-K KAISER ALUMINUM CORP For: Aug 12

Mon, 17 Aug 2026 16:17:00 -0400

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Form 8-K KAISER ALUMINUM CORP For: Aug 12

Mon, 17 Aug 2026 16:17:00 -0400

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Kaiser Aluminum names Fred Stephan as CEO, effective November 2026

Mon, 17 Aug 2026 16:05:36 -0400

Kaiser Aluminum Corporation (NASDAQ: KALU) announced that its board of directors has appointed Fred Stephan as President and Chief Executive Officer, effective November 1, 2026, as part of a long-term succession planning process.

Stephan succeeds Keith A. Harvey, who has served as CEO since July 31, 2020, and as Chairman of the Board since January 1, 2025. Harvey will remain on the board as Executive Chairman and serve as a special advisor to Stephan through October 31, 2027. Stephan will also join the board upon his appointment.

Stephan brings 38 years of manufacturing and operations experience. He most recently served as Chief

Kaiser Aluminum names Fred Stephan as CEO, effective November 2026

Mon, 17 Aug 2026 16:05:36 -0400

Stephan brings 38 years of manufacturing and operations experience. He most recently served as Chief

Kaiser Aluminum Corporation Announces Executive Leadership Transition

Mon, 17 Aug 2026 16:05:00 -0400

Fred Stephan Named President and CEO, Effective November 1, 2026

Keith Harvey to Transition to Executive Chairman Following 45-Year Career at Kaiser Aluminum

FRANKLIN, Tenn.--(BUSINESS WIRE)-- Kaiser Aluminum Corporation (“Kaiser Aluminum” or the “Company”) (NASDAQ: KALU) today announced a leadership transition, with the Board of Directors appointing Fred Stephan as Chief Executive Officer and President, effective November 1, 2026, as part of its long-term succession planning process. He will be based in Franklin, Tennessee. Mr. Stephan succeeds Keith A. Harvey, who has led the Company since July 31, 2020, and has served as Chairman of the Board