First National Bank of Omaha Makes New Investment in Kaiser Aluminum Corporation $KALU

First National Bank of Omaha bought a new stake in Kaiser Aluminum Corporation (NASDAQ:KALU) during the third quarter, according to its most recent filing with the SEC. The firm bought 7,813 shares of the industrial products company’s stock, valued at approximately $603,000.

Other large investors also recently modified their holdings of the company. Royal Bank of Canada increased its position in Kaiser Aluminum by 212.6% during the first quarter. Royal Bank of Canada now owns 5,815 shares of the industrial products company’s stock worth $352,000 after acquiring an additional 3,955 shares during the period. Jacobs Levy Equity Management Inc. bought a new position in shares of Kaiser Aluminum during the 1st quarter worth about $247,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Kaiser Aluminum by 4.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,491 shares of the industrial products company’s stock valued at $575,000 after buying an additional 397 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Kaiser Aluminum by 2.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 41,971 shares of the industrial products company’s stock valued at $2,544,000 after buying an additional 1,084 shares during the period. Finally, Jane Street Group LLC grew its position in Kaiser Aluminum by 323.6% during the first quarter. Jane Street Group LLC now owns 55,190 shares of the industrial products company’s stock worth $3,346,000 after buying an additional 42,160 shares in the last quarter. 99.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Zacks Research raised Kaiser Aluminum from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Wall Street Zen upgraded shares of Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 25th. JPMorgan Chase & Co. increased their price objective on shares of Kaiser Aluminum from $82.00 to $105.00 and gave the company 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. Finally, Wells Fargo & Company set a $120.00 target price on shares of Kaiser Aluminum and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $99.67.

Kaiser Aluminum Price Performance

NASDAQ:KALU opened at $127.05 on Friday. The firm has a market cap of $2.06 billion, a PE ratio of 18.74 and a beta of 1.42. The company’s 50-day moving average price is $125.81 and its two-hundred day moving average price is $98.52. The company has a quick ratio of 1.08, a current ratio of 2.48 and a debt-to-equity ratio of 1.29. Kaiser Aluminum Corporation has a 12 month low of $46.81 and a 12 month high of $150.00.

Kaiser Aluminum (NASDAQ:KALU) last announced its earnings results on Wednesday, February 18th. The industrial products company reported $1.53 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 return on equity of 12.88% and a net margin of 3.34%.The firm’s revenue was up 21.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.33 earnings per share. On average, equities analysts anticipate that Kaiser Aluminum Corporation will post 5.14 EPS for the current fiscal year.

Kaiser Aluminum Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 23rd were paid a $0.77 dividend. The ex-dividend date was Friday, January 23rd. This represents a $3.08 dividend on an annualized basis and a dividend yield of 2.4%. Kaiser Aluminum’s dividend payout ratio (DPR) is 55.70%.

Trending Headlines about Kaiser Aluminum

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

• Positive Sentiment: Revenue and year‑over‑year growth were strong — Q4 net sales rose ~21% to $929M, beating estimates and signaling healthy demand for Kaiser’s specialty aluminum products. BusinessWire: Q4 & Full Year 2025 Results
• Positive Sentiment: Analyst/upside momentum coverage: Zacks and other outlets have recently highlighted KALU as a momentum/growth pick and one firm upgraded the stock to a “strong‑buy,” which supports longer‑term bullish interest. TickerReport: Zacks upgrade
• Neutral Sentiment: Short interest data in the February snapshot appears erroneous/zero in the published feed (0 shares, short‑interest ratio 0.0 days), so there’s no clear short‑seller pressure signal from that report today.
• Negative Sentiment: EPS missed estimates: Q4 EPS of $1.53 came in about $0.03 below consensus, which likely triggered profit‑taking despite the revenue beat — a common near‑term catalyst for the stock decline. Zacks: KALU lags Q4 estimates
• Negative Sentiment: Critical/negative analyst write‑ups: a Seeking Alpha piece flagged a rating downgrade narrative for 2026 estimates, adding to short‑term uncertainty and pressure on the stock. Seeking Alpha: 2026E rating downgrade

Kaiser Aluminum 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.