Kaiser Aluminum Management
Management criteria checks 4/4
Kaiser Aluminum's CEO is Keith Harvey, appointed in Dec 2015, has a tenure of 10.58 years. total yearly compensation is $7.91M, comprised of 12.6% salary and 87.4% bonuses, including company stock and options. directly owns 0.13% of the company’s shares, worth $3.54M. The average tenure of the management team and the board of directors is 5.3 years and 4.8 years respectively.
Key information
Keith Harvey
Chief executive officer
US$7.9m
Total compensation
| CEO salary percentage | 12.63% |
| CEO tenure | 10.6yrs |
| CEO ownership | 0.1% |
| Management average tenure | 5.3yrs |
| Board average tenure | 4.8yrs |
Recent management updates
Recent updates
Narrative Update • Jun 26
KALU: Tariff Headlines And Execution Risks Will Challenge Elevated Earnings Expectations
The Analyst Price Target for Kaiser Aluminum has been updated from $106.50 to about $159.33 as analysts factor in revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. This reflects a more balanced mix of recent initiations, downgrades, and target increases across the Street.Seeking Alpha • May 05
Kaiser Aluminum: Dangerous Valuation In May 2026
Summary Kaiser Aluminum is rated 'HOLD' due to excessive valuation above $170/share, despite strong recent results and sector tailwinds. KALU's 1Q26 saw record EPS, margin improvements, and leverage reduction to 2.8x, driven by packaging demand, aerospace recovery, and reshoring trends. The company’s specialization in value-added products and recycled feedstock limits commodity exposure but does not eliminate volatility or credit risk. My fair value target is $115/share, reflecting a more conservative 15-18x P/E multiple to account for KALU’s historical earnings volatility and sub-investment grade credit. Read the full article on Seeking Alpha
New Narrative • Apr 17
Packaging And Aerospace Capacity Expansion Will Reshape Long Term Earnings Power
Catalysts About Kaiser Aluminum Kaiser Aluminum produces fabricated aluminum products serving aerospace, packaging, general engineering, automotive and other industrial markets. What are the underlying business or industry changes driving this perspective?Analysis Article • Jan 17
Kaiser Aluminum (NASDAQ:KALU) Is Paying Out A Dividend Of $0.77
The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend on the 13th of...Analysis Article • Jan 07
A Look At The Fair Value Of Kaiser Aluminum Corporation (NASDAQ:KALU)
Key Insights The projected fair value for Kaiser Aluminum is US$133 based on 2 Stage Free Cash Flow to Equity Kaiser...Analysis Article • Dec 20
Investors Appear Satisfied With Kaiser Aluminum Corporation's (NASDAQ:KALU) Prospects As Shares Rocket 27%
Kaiser Aluminum Corporation ( NASDAQ:KALU ) shares have continued their recent momentum with a 27% gain in the last...Analysis Article • Oct 30
Impressive Earnings May Not Tell The Whole Story For Kaiser Aluminum (NASDAQ:KALU)
Unsurprisingly, Kaiser Aluminum Corporation's ( NASDAQ:KALU ) stock price was strong on the back of its healthy...Analysis Article • Oct 18
Kaiser Aluminum (NASDAQ:KALU) Is Due To Pay A Dividend Of $0.77
Kaiser Aluminum Corporation's ( NASDAQ:KALU ) investors are due to receive a payment of $0.77 per share on 14th of...Analysis Article • Jul 24
Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77
The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend of $0.77 per share...Analysis Article • Jul 15
Kaiser Aluminum (NASDAQ:KALU) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • May 20
There's Reason For Concern Over Kaiser Aluminum Corporation's (NASDAQ:KALU) Massive 35% Price Jump
Kaiser Aluminum Corporation ( NASDAQ:KALU ) shareholders would be excited to see that the share price has had a great...Analysis Article • Apr 19
Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77
The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend of $0.77 per share...Analysis Article • Apr 05
Kaiser Aluminum Corporation's (NASDAQ:KALU) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatio
The Kaiser Aluminum Corporation ( NASDAQ:KALU ) share price has fared very poorly over the last month, falling by a...Analysis Article • Feb 27
Kaiser Aluminum's (NASDAQ:KALU) Weak Earnings May Only Reveal A Part Of The Whole Picture
The subdued market reaction suggests that Kaiser Aluminum Corporation's ( NASDAQ:KALU ) recent earnings didn't contain...Analysis Article • Feb 11
Some Confidence Is Lacking In Kaiser Aluminum Corporation's (NASDAQ:KALU) P/E
With a price-to-earnings (or "P/E") ratio of 24.5x Kaiser Aluminum Corporation ( NASDAQ:KALU ) may be sending bearish...Analysis Article • Jan 19
Kaiser Aluminum (NASDAQ:KALU) Is Due To Pay A Dividend Of $0.77
Kaiser Aluminum Corporation ( NASDAQ:KALU ) will pay a dividend of $0.77 on the 14th of February. This makes the...Analysis Article • Dec 12
Kaiser Aluminum (NASDAQ:KALU) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Nov 26
With EPS Growth And More, Kaiser Aluminum (NASDAQ:KALU) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Nov 11
Kaiser Aluminum Corporation (NASDAQ:KALU) Shares Could Be 37% Below Their Intrinsic Value Estimate
Key Insights Kaiser Aluminum's estimated fair value is US$133 based on 2 Stage Free Cash Flow to Equity Kaiser Aluminum...Analysis Article • Oct 19
Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77
The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend on the 15th of...Seeking Alpha • Aug 30
Kaiser Aluminum: An Upside Going Into 2024-2025
Summary Kaiser Aluminum remains a "Hold" due to its high volatility, leveraged position, and lack of clear conservative upside despite solid yield and operational strategies. The company has shown good long-term potential but faces short-term challenges, including lower shipments and conversion rates, impacting market performance. Current valuation and credit rating (BB-) do not meet my criteria for a safe and conservative investment, requiring a price drop below $70/share. I focus on buying undervalued stocks with clear upside; Kaiser Aluminum does not currently meet these criteria, but I will monitor for future opportunities. Read the full article on Seeking AlphaAnalysis Article • Aug 23
Some Kaiser Aluminum Corporation (NASDAQ:KALU) Shareholders Look For Exit As Shares Take 27% Pounding
Kaiser Aluminum Corporation ( NASDAQ:KALU ) shareholders that were waiting for something to happen have been dealt a...Analysis Article • Jul 25
Is Kaiser Aluminum Corporation (NASDAQ:KALU) Trading At A 42% Discount?
Key Insights The projected fair value for Kaiser Aluminum is US$161 based on 2 Stage Free Cash Flow to Equity Current...Analysis Article • Jul 04
Revenues Working Against Kaiser Aluminum Corporation's (NASDAQ:KALU) Share Price
With a price-to-sales (or "P/S") ratio of 0.5x Kaiser Aluminum Corporation ( NASDAQ:KALU ) may be sending bullish...Seeking Alpha • Apr 08
Kaiser Aluminum: Unlocking Its Dividend Growth Potential And Undervaluation
Summary Kaiser Aluminum Corporation reports better than expected earnings, including net sales growth and EBITDA growth. The company offers a diversified product offering and a geographically diversified business profile. Kaiser Aluminum's focus on technically challenging applications and operational efficiency efforts may lead to net income growth and dividend growth. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$153m |
| Dec 31 2025 | US$8m | US$1m | US$113m |
| Sep 30 2025 | n/a | n/a | US$85m |
| Jun 30 2025 | n/a | n/a | US$55m |
| Mar 31 2025 | n/a | n/a | US$69m |
| Dec 31 2024 | US$7m | US$1m | US$66m |
| Sep 30 2024 | n/a | n/a | US$53m |
| Jun 30 2024 | n/a | n/a | US$50m |
| Mar 31 2024 | n/a | n/a | US$49m |
| Dec 31 2023 | US$6m | US$984k | US$68m |
| Sep 30 2023 | n/a | n/a | US$13m |
| Jun 30 2023 | n/a | n/a | US$10m |
| Mar 31 2023 | n/a | n/a | -US$22m |
| Dec 31 2022 | US$5m | US$926k | -US$30m |
| Sep 30 2022 | n/a | n/a | -US$1m |
| Jun 30 2022 | n/a | n/a | -US$6m |
| Mar 31 2022 | n/a | n/a | -US$15m |
| Dec 31 2021 | US$6m | US$894k | -US$18m |
| Sep 30 2021 | n/a | n/a | -US$14m |
| Jun 30 2021 | n/a | n/a | -US$12m |
| Mar 31 2021 | n/a | n/a | US$4m |
| Dec 31 2020 | US$3m | US$687k | US$29m |
| Sep 30 2020 | n/a | n/a | US$12m |
| Jun 30 2020 | n/a | n/a | US$37m |
| Mar 31 2020 | n/a | n/a | US$63m |
| Dec 31 2019 | US$3m | US$552k | US$62m |
Compensation vs Market: Keith's total compensation ($USD7.91M) is about average for companies of similar size in the US market ($USD6.98M).
Compensation vs Earnings: Keith's compensation has been consistent with company performance over the past year.
CEO
Keith Harvey (66 yo)
10.6yrs
Tenure
US$7,914,835
Compensation
Mr. Keith A. Harvey has been Chief Executive Officer of Kaiser Aluminum Corporation (Kaiser) since July 31, 2020 and is its Chairman from January 1, 2025. Mr. Harvey has been the President at Kaiser Alumin...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Chairman | 10.6yrs | US$7.91m | 0.13% $ 3.5m | |
| Executive VP & CFO | 7.4yrs | US$2.64m | 0.12% $ 3.1m | |
| Executive VP | 14.1yrs | US$2.67m | 0.067% $ 1.8m | |
| Senior Vice President of Manufacturing | less than a year | US$2.51m | no data | |
| VP, Corporate Controller & Chief Accounting Officer | 3.1yrs | no data | 0.016% $ 422.1k | |
| Executive Vice President of Sales & Marketing | less than a year | no data | no data |
5.3yrs
Average Tenure
65yo
Average Age
Experienced Management: KALU's management team is seasoned and experienced (5.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Chairman | 6yrs | US$7.91m | 0.13% $ 3.5m | |
| Independent Director | 7.1yrs | US$268.99k | 0.095% $ 2.5m | |
| Lead Independent Director | 4.8yrs | US$291.49k | 0.071% $ 1.9m | |
| Director Emeritus | no data | US$8.25k | no data | |
| Independent Director | 20yrs | US$273.49k | 0.080% $ 2.1m | |
| Independent Director | less than a year | US$187.29k | 0.023% $ 612.6k | |
| Independent Director | 1.1yrs | US$263.77k | 0.028% $ 735.8k | |
| Independent Director | 17.1yrs | US$261.49k | 0.15% $ 4.0m | |
| Independent Director | 3.3yrs | US$261.49k | 0.033% $ 874.1k | |
| Independent Director | 1.5yrs | US$366.19k | 0.021% $ 564.9k |
4.8yrs
Average Tenure
68.5yo
Average Age
Experienced Board: KALU's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/10 21:37 |
| End of Day Share Price | 2026/07/10 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Kaiser Aluminum Corporation is covered by 17 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Paul Luther | BofA Global Research |
| Jorge Beristain | Deutsche Bank |
| Sohail Tharani | Goldman Sachs |