Options Strategy Boosts Kaiser Aluminum Yield to 16.2%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Should l Buy KALU?
Source: NASDAQ.COM
Dividend Predictability: Dividend amounts for companies like Kaiser Aluminum Corp. can be unpredictable and are influenced by profitability, with a current annualized yield of 2.8% being assessed based on historical data.
Options Trading Insights: The analysis of KALU's stock options, including a highlighted $120 strike price for a covered call, suggests evaluating the risk-reward balance in light of the stock's historical volatility of 42%.
Current Market Activity: On a recent trading day, S&P 500 options showed a put volume of 1.16 million contracts and call volume of 2.53 million, indicating a strong preference for call options among traders.
Author's Perspective: The opinions expressed in the article reflect the author's views and do not necessarily align with those of Nasdaq, Inc.
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Analyst Views on KALU
Wall Street analysts forecast KALU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for KALU is 106.50 USD with a low forecast of 105.00 USD and a high forecast of 108.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 131.010
Low
105.00
Averages
106.50
High
108.00
Current: 131.010
Low
105.00
Averages
106.50
High
108.00
About KALU
Kaiser Aluminum Corporation is a producer of semi-fabricated specialty aluminum products. The Company's fabricated aluminum mill products include flat-rolled (plate, sheet, and coil), extruded (rod, bar, hollows, and shapes), drawn (rod, bar, pipe, tube and wire) and certain cast aluminum products. Its business focuses on producing rolled, extruded, and drawn aluminum products used principally for aerospace and defense, aluminum beverage and food packaging, general engineering that includes consumer durables, electronics and products for electrical and machinery and equipment applications, and automotive products. It provides its products for a range of market applications, including aerospace and high strength (Aero/HS products); beverage and food packaging products (Packaging); general engineering (GE products); automotive (Automotive Extrusions); and other products. Its Automotive Extrusions consist of extruded aluminum products for many North American automotive applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kaiser Aluminum Announces Q4 and Full Year 2025 Earnings Release Date
- Earnings Release Schedule: Kaiser Aluminum plans to release its Q4 and full year 2025 financial results on February 18, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The quarterly conference call is scheduled for February 19, 2026, at 10:00 a.m. Eastern Time, providing investors with a direct opportunity to interact with management and strengthen investor relations.
- International Access: The conference call can be accessed via the U.S. and Canada at 877-423-9813 and internationally at 201-689-8573, ensuring participation from global investors and reflecting the company's focus on its international shareholder base.
- Investor Relations Information: Kaiser Aluminum's website offers extensive investor relations resources, including notifications of financial performance and SEC filings, enhancing information transparency and potentially boosting investor confidence.
See More
UniFirst Declares $0.365 Dividend, Kaiser Aluminum Announces $0.77 Dividend
- UniFirst Dividend Announcement: UniFirst's Board of Directors declared a quarterly cash dividend of $0.365 per share, payable on March 27, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Kaiser Aluminum Dividend Declaration: Kaiser Aluminum announced a cash dividend of $0.77 per share, payable on February 13, 2026, demonstrating the company's strong performance in maintaining stable cash flow and shareholder returns.
- Agree Realty Dividend Increase: Agree Realty declared a monthly cash dividend of $0.262, with an annualized amount rising to $3.144, a 3.6% increase from Q1 2025, showcasing the company's focus on shareholder value and confidence in profit growth.
- Labcorp Dividend Payment: Labcorp Holdings announced a cash dividend of $0.72 per share, payable on March 12, 2026, indicating its robust financial performance in the innovative laboratory services sector.
See More
Kaiser Aluminum (KALU) Declares $0.77 Quarterly Dividend with 2.44% Yield
- Quarterly Dividend Declaration: Kaiser Aluminum (KALU) has declared a quarterly dividend of $0.77 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Yield Performance: The forward yield of 2.44% not only attracts income-seeking investors but also reflects the company's robust performance within the aluminum sector, enhancing its appeal in the market.
- Shareholder Arrangement: The dividend is payable on February 13, with a record date of January 23 and an ex-dividend date also set for January 23, ensuring timely returns for shareholders and bolstering investor confidence.
- Debt Financing Plan: Kaiser Aluminum has proposed a $500 million debt offering aimed at further optimizing its capital structure and supporting future growth strategies, which may enhance its operational flexibility.
See More
Alcoa (AA) and Kaiser Aluminum (KALU) Downgraded by Wells Fargo, Price Targets Adjusted
- Downgrade Action: Wells Fargo downgraded Alcoa (AA) and Kaiser Aluminum (KALU) from Overweight to Equal Weight, citing concerns that investors may be underestimating substitution risks for aluminum and that recent stock price increases are unsustainable.
- Price Target Adjustments: Alcoa's price target was raised from $58 to $71 based on a 5x estimated 2026 EBITDA, although nearly half of its estimated 2025 EBITDA comes from its alumina segment, which is currently facing depressed prices.
- Market Outlook: The analyst sees no imminent relief from weakness in the alumina market for Alcoa and expresses skepticism about tariff relief for its Canadian operations, indicating no apparent benefits from the Trump administration.
- Kaiser Aluminum Valuation: Kaiser Aluminum's price target was increased from $108 to $120, reflecting a valuation that now accounts for margin expansion into 2026, while the analyst prefers Constellium (CSTM) as the favored aluminum processor due to its better exposure to expanding scrap spreads.
See More
Kaiser Aluminum Appoints Jack Barger as EVP of Sales and Marketing Effective January 1, 2026
- Executive Transition: Kaiser Aluminum announced the appointment of Hugh (Jack) J. Barger, III as Executive Vice President of Sales and Marketing, effective January 1, 2026, succeeding the retiring Blain A. Tiffany, reflecting the company's strategic succession planning.
- Extensive Experience: Since joining the company in June 2025, Barger has taken on increasing responsibilities within the commercial organization, bringing over 25 years of experience in the metals industry, including his role as President at Central Steel & Wire, showcasing his leadership and market insight.
- Leadership Qualifications: Barger has held various leadership positions at A.M. Castle & Company, and his extensive P&L management experience makes him an ideal candidate to succeed Tiffany, with expectations to further advance the company's sales and marketing strategies.
- Company Overview: Founded in 1946 and headquartered in Franklin, Tennessee, Kaiser Aluminum is a leading producer of semi-fabricated specialty aluminum products, serving industries such as aerospace and automotive, and is committed to quality, innovation, and service excellence.
See More
Kaiser Aluminum Appoints New EVP of Sales and Marketing Effective January 1, 2026
- Executive Appointment: Kaiser Aluminum has appointed Hugh (Jack) J. Barger, III as the new Executive Vice President of Sales and Marketing, effective January 1, 2026, marking a significant step in the company's succession planning as he takes over from the retiring Blain A. Tiffany.
- Experienced Leader: Since joining the company in June 2025, Barger has taken on increasing responsibilities, and with over 25 years of experience in the metals industry, particularly as President at Central Steel & Wire, he demonstrates strong leadership and industry insight.
- Strategic Transition: This appointment not only ensures continuity within the sales and marketing department but also reflects Kaiser Aluminum's commitment to future growth, as Barger's background is expected to drive the company's market strategy forward.
- Company Overview: Founded in 1946, Kaiser Aluminum is a leading producer of semi-fabricated specialty aluminum products serving various industries including aerospace and automotive, continuously focusing on quality and innovation to enhance its competitive edge.
See More
Kaiser Aluminum Announces Q4 and Full Year 2025 Earnings Release Date
- Earnings Release Schedule: Kaiser Aluminum plans to release its Q4 and full year 2025 financial results on February 18, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The quarterly conference call is scheduled for February 19, 2026, at 10:00 a.m. Eastern Time, providing investors with a direct opportunity to interact with management and strengthen investor relations.
- International Access: The conference call can be accessed via the U.S. and Canada at 877-423-9813 and internationally at 201-689-8573, ensuring participation from global investors and reflecting the company's focus on its international shareholder base.
- Investor Relations Information: Kaiser Aluminum's website offers extensive investor relations resources, including notifications of financial performance and SEC filings, enhancing information transparency and potentially boosting investor confidence.
See More
UniFirst Declares $0.365 Dividend, Kaiser Aluminum Announces $0.77 Dividend
- UniFirst Dividend Announcement: UniFirst's Board of Directors declared a quarterly cash dividend of $0.365 per share, payable on March 27, 2026, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Kaiser Aluminum Dividend Declaration: Kaiser Aluminum announced a cash dividend of $0.77 per share, payable on February 13, 2026, demonstrating the company's strong performance in maintaining stable cash flow and shareholder returns.
- Agree Realty Dividend Increase: Agree Realty declared a monthly cash dividend of $0.262, with an annualized amount rising to $3.144, a 3.6% increase from Q1 2025, showcasing the company's focus on shareholder value and confidence in profit growth.
- Labcorp Dividend Payment: Labcorp Holdings announced a cash dividend of $0.72 per share, payable on March 12, 2026, indicating its robust financial performance in the innovative laboratory services sector.
See More
Kaiser Aluminum (KALU) Declares $0.77 Quarterly Dividend with 2.44% Yield
- Quarterly Dividend Declaration: Kaiser Aluminum (KALU) has declared a quarterly dividend of $0.77 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Yield Performance: The forward yield of 2.44% not only attracts income-seeking investors but also reflects the company's robust performance within the aluminum sector, enhancing its appeal in the market.
- Shareholder Arrangement: The dividend is payable on February 13, with a record date of January 23 and an ex-dividend date also set for January 23, ensuring timely returns for shareholders and bolstering investor confidence.
- Debt Financing Plan: Kaiser Aluminum has proposed a $500 million debt offering aimed at further optimizing its capital structure and supporting future growth strategies, which may enhance its operational flexibility.
See More
Alcoa (AA) and Kaiser Aluminum (KALU) Downgraded by Wells Fargo, Price Targets Adjusted
- Downgrade Action: Wells Fargo downgraded Alcoa (AA) and Kaiser Aluminum (KALU) from Overweight to Equal Weight, citing concerns that investors may be underestimating substitution risks for aluminum and that recent stock price increases are unsustainable.
- Price Target Adjustments: Alcoa's price target was raised from $58 to $71 based on a 5x estimated 2026 EBITDA, although nearly half of its estimated 2025 EBITDA comes from its alumina segment, which is currently facing depressed prices.
- Market Outlook: The analyst sees no imminent relief from weakness in the alumina market for Alcoa and expresses skepticism about tariff relief for its Canadian operations, indicating no apparent benefits from the Trump administration.
- Kaiser Aluminum Valuation: Kaiser Aluminum's price target was increased from $108 to $120, reflecting a valuation that now accounts for margin expansion into 2026, while the analyst prefers Constellium (CSTM) as the favored aluminum processor due to its better exposure to expanding scrap spreads.
See More
Kaiser Aluminum Appoints Jack Barger as EVP of Sales and Marketing Effective January 1, 2026
- Executive Transition: Kaiser Aluminum announced the appointment of Hugh (Jack) J. Barger, III as Executive Vice President of Sales and Marketing, effective January 1, 2026, succeeding the retiring Blain A. Tiffany, reflecting the company's strategic succession planning.
- Extensive Experience: Since joining the company in June 2025, Barger has taken on increasing responsibilities within the commercial organization, bringing over 25 years of experience in the metals industry, including his role as President at Central Steel & Wire, showcasing his leadership and market insight.
- Leadership Qualifications: Barger has held various leadership positions at A.M. Castle & Company, and his extensive P&L management experience makes him an ideal candidate to succeed Tiffany, with expectations to further advance the company's sales and marketing strategies.
- Company Overview: Founded in 1946 and headquartered in Franklin, Tennessee, Kaiser Aluminum is a leading producer of semi-fabricated specialty aluminum products, serving industries such as aerospace and automotive, and is committed to quality, innovation, and service excellence.
See More
Kaiser Aluminum Appoints New EVP of Sales and Marketing Effective January 1, 2026
- Executive Appointment: Kaiser Aluminum has appointed Hugh (Jack) J. Barger, III as the new Executive Vice President of Sales and Marketing, effective January 1, 2026, marking a significant step in the company's succession planning as he takes over from the retiring Blain A. Tiffany.
- Experienced Leader: Since joining the company in June 2025, Barger has taken on increasing responsibilities, and with over 25 years of experience in the metals industry, particularly as President at Central Steel & Wire, he demonstrates strong leadership and industry insight.
- Strategic Transition: This appointment not only ensures continuity within the sales and marketing department but also reflects Kaiser Aluminum's commitment to future growth, as Barger's background is expected to drive the company's market strategy forward.
- Company Overview: Founded in 1946, Kaiser Aluminum is a leading producer of semi-fabricated specialty aluminum products serving various industries including aerospace and automotive, continuously focusing on quality and innovation to enhance its competitive edge.
See More
