First National Bank of Omaha Takes $603,000 Position in Kaiser Aluminum Corporation $KALU

First National Bank of Omaha acquired a new position in shares of Kaiser Aluminum Corporation (NASDAQ:KALU) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 7,813 shares of the industrial products company’s stock, valued at approximately $603,000.

Other large investors have also made changes to their positions in the company. Amalgamated Bank raised its stake in shares of Kaiser Aluminum by 3.6% during the third quarter. Amalgamated Bank now owns 4,725 shares of the industrial products company’s stock worth $365,000 after buying an additional 162 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in shares of Kaiser Aluminum by 7.4% during the third quarter. PNC Financial Services Group Inc. now owns 3,689 shares of the industrial products company’s stock worth $285,000 after purchasing an additional 253 shares during the period. Orion Porfolio Solutions LLC raised its position in shares of Kaiser Aluminum by 2.0% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 13,119 shares of the industrial products company’s stock valued at $1,048,000 after acquiring an additional 254 shares during the period. Hantz Financial Services Inc. grew its holdings in Kaiser Aluminum by 340.0% during the third quarter. Hantz Financial Services Inc. now owns 374 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 289 shares during the period. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in Kaiser Aluminum by 7.7% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 4,109 shares of the industrial products company’s stock valued at $328,000 after purchasing an additional 294 shares in the last quarter. Institutional investors and hedge funds own 99.29% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on KALU shares. Wall Street Zen raised Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 25th. Zacks Research upgraded Kaiser Aluminum from a “hold” rating to a “strong-buy” rating in a report on Tuesday. Wells Fargo & Company set a $120.00 price objective on Kaiser Aluminum and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. lifted their target price on Kaiser Aluminum from $82.00 to $105.00 and gave the company a “neutral” rating in a research report on Tuesday, October 28th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Kaiser Aluminum in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $99.67.

Kaiser Aluminum News Roundup

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 Stock Down 8.8%

Shares of KALU stock opened at $127.05 on Friday. Kaiser Aluminum Corporation has a 52-week low of $46.81 and a 52-week high of $150.00. The stock has a market cap of $2.06 billion, a price-to-earnings ratio of 18.74 and a beta of 1.42. The firm’s 50-day moving average is $125.81 and its 200-day moving average is $98.52. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.08 and a current ratio of 2.48.

Kaiser Aluminum (NASDAQ:KALU) last issued 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). Kaiser Aluminum had a return on equity of 12.88% and a net margin of 3.34%.The business had revenue of $929.00 million for the quarter, compared to the consensus estimate of $902.00 million. During the same quarter in the prior year, the firm posted $0.33 earnings per share. The business’s revenue was up 21.4% compared to the same quarter last year. Sell-side analysts predict that Kaiser Aluminum Corporation will post 5.14 EPS for the current year.

Kaiser Aluminum Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors 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 yield of 2.4%. Kaiser Aluminum’s dividend payout ratio is 55.70%.

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.