Kaiser Aluminum (NASDAQ:KALU) Given New $125.00 Price Target at Wells Fargo & Company

Kaiser Aluminum (NASDAQ:KALU) had its target price lifted by Wells Fargo & Company from $120.00 to $125.00 in a research note published on Friday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the industrial products company’s stock.

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

Kaiser Aluminum Stock Performance

KALU stock opened at $129.02 on Friday. The firm has a 50 day moving average of $126.22 and a two-hundred day moving average of $98.91. Kaiser Aluminum has a 12 month low of $46.81 and a 12 month high of $150.00. The company has a market capitalization of $2.09 billion, a price-to-earnings ratio of 19.03 and a beta of 1.42. The company has a quick ratio of 1.08, a current ratio of 2.95 and a debt-to-equity ratio of 1.28.

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 the consensus estimate of $1.56 by ($0.03). The business had revenue of $929.00 million during the quarter, compared to analyst estimates of $902.00 million. Kaiser Aluminum had a net margin of 3.34% and a return on equity of 12.69%. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.33 EPS. As a group, equities analysts anticipate that Kaiser Aluminum will post 5.14 EPS for the current fiscal year.

Kaiser Aluminum Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 23rd were issued a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Friday, January 23rd. Kaiser Aluminum’s dividend payout ratio (DPR) is presently 45.43%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Invesco Ltd. increased its holdings in Kaiser Aluminum by 20.7% in the 4th quarter. Invesco Ltd. now owns 151,511 shares of the industrial products company’s stock valued at $17,403,000 after buying an additional 25,969 shares during the period. Summit Global Investments boosted its position in shares of Kaiser Aluminum by 148.3% during the 4th quarter. Summit Global Investments now owns 13,274 shares of the industrial products company’s stock valued at $1,525,000 after acquiring an additional 7,927 shares in the last quarter. First Citizens Bank & Trust Co. increased its stake in Kaiser Aluminum by 81.8% in the fourth quarter. First Citizens Bank & Trust Co. now owns 5,215 shares of the industrial products company’s stock valued at $599,000 after acquiring an additional 2,347 shares during the period. State of Tennessee Department of Treasury raised its position in Kaiser Aluminum by 52.4% in the fourth quarter. State of Tennessee Department of Treasury now owns 11,747 shares of the industrial products company’s stock worth $1,440,000 after purchasing an additional 4,039 shares in the last quarter. Finally, Mackenzie Financial Corp bought a new position in Kaiser Aluminum during the fourth quarter worth about $2,028,000. 99.29% of the stock is owned by institutional investors.

Kaiser Aluminum News Summary

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

• Positive Sentiment: Zacks upgraded KALU from “hold” to “strong-buy,” adding bullish analyst support that can attract buyers. Zacks Upgrade
• Positive Sentiment: Q4 revenue showed strength — revenue was reported above expectations and was up ~21% year-over-year, supporting outlook for demand recovery in industrial markets. Q4 Snapshot
• Positive Sentiment: Broad industrial-sector momentum (Zacks notes XLI strength) is lifting peer sentiment and interest in KALU as investors rotate into cyclical names. Sector Momentum
• Neutral Sentiment: Short-interest reports in the feed show anomalous/zero values (NaN/0 shares) and a 0.0-day ratio — data appears unreliable and shouldn’t be treated as a clear signal. (raw short-interest entries)
• Neutral Sentiment: Analysts and research pieces are discussing valuation: Zacks published a piece asking whether KALU is undervalued — useful context but not a direct catalyst. Valuation Discussion
• Negative Sentiment: KALU missed EPS expectations for Q4 ($1.53 vs. consensus ~$1.56), which pressured sentiment and prompted early selling. EPS Miss
• Negative Sentiment: Shares gapped down after the earnings release (reported by DefenseWorld), reflecting an immediate negative market reaction to the mixed print. Gap Down Report
• Negative Sentiment: Some bearish commentary and a Seeking Alpha piece flagging a rating downgrade and other concerns, which may add selling pressure for more cautious investors. Rating Downgrade
• Negative Sentiment: Wells Fargo raised its price target to $125 but kept an “equal weight” stance (signal that upside is limited relative to current levels), which is not a strong buy signal. Wells Fargo Note

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.