German company Universal Beteiligungs mbH joins forces with Kaiser Aluminum with a strategic investment

Universal Beteiligungs und Servicegesellschaft mbH, a Germany-based institutional investor, has bought a fresh stake in Kaiser Aluminum Corporation, a US-based manufacturer. This marks a new investment move in the world of speciality aluminium products.

Image Source: Kaiser Aluminum

According to official filings, the company acquired 26,355 shares of Kaiser Aluminum during the first quarter of 2025. This stake is valued at approximately USD 1.6 million, making them owners of about 0.16 per cent of the company.

However, that is not all. Many other major players in the industry have been rethinking their investments in Kaiser Aluminum Corporation too. Here’s a look at the list of companies that are making significant investments in Kaiser, the US manufacturer.

• Wellington Management Group more than doubled its holdings in the company at the end of last year.
• Firms like Bridgeway Capital, Crestline Management, and Norges Bank also joined the party, buying in big.
• GAMMA Investing LLC made a bold move, increasing its position by more than 5,600 per cent!

The financial scenario of Kaiser Aluminum

The stock is currently trading at USD 77.31, and while that’s a slight 0.7 per cent dip, the company’s performance overall looks steady. Its market cap stands at USD 1.25 billion, and it boasts strong liquidity and stable financial health with a quick ratio of 1.30 and a current ratio of 2.70.

In its latest quarterly results (released on July 23rd), Kaiser Aluminum surprised analysts by posting earnings of USD 1.21 per share, well above expectations of just USD 0.49. Revenue also came in stronger than expected at USD 823.1 million.

What’s in store for the investors?

Kaiser continues to reward its shareholders with a quarterly dividend of USD 0.77 per share; that is an annual yield of 4 per cent, not bad in today’s market! The payout will be distributed on 15th August, so anyone holding the stock as of 25th July will benefit.

The expert’s take

• Wall Street Zen upgraded the stock from “hold” to “buy”.
• Wolfe Research changed their stance from “underperform” to “peer perform”.
• JPMorgan bumped their price target up to $82, while Benchmark trimmed theirs to $74 but still called it a “buy”.

Kaiser Aluminum’s solid financials, steady dividends, and strong Q2 earnings have sparked renewed interest from major institutional investors. With multiple firms upping their stakes and analysts revising ratings upward, the company appears well-positioned for long-term growth in the speciality aluminium sector.

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