In this article, we will discuss: 9 Best Aluminum and Aluminum Mining Stocks to Invest In.
With the ongoing hostilities in Iran driving markets, the aluminum sector is another one that has faced turmoil. On March 6th, Reuters reported that following the war, aluminum price hit a four-year high of $3,418 per metric ton, after one smelter declared force majeure and another started winding down operations.
The turmoil was also on the mind of Timna Tanners, Managing Director of Equity Research at Wells Fargo Securities. In a podcast with Bloomberg, she remarked that aluminum was probably “the most interesting” part of her firm’s coverage. Tanners added that “9% of the world’s aluminum supply comes from the Middle East. Not so much Iran, it’s actually about 18% of US supply indeed comes from Bahrain and UAE.”
When asked whether the supply could diversify, she speculated that this was possible. According to the Wells Fargo director, after a smelter announced that it would idle capacity over March, it would take six to 12 months for normal operations to start. With this amount being 1% of the global market, it could somewhat impact stability, she added.
Our Methodology
To make our list of the best aluminum and aluminum mining stocks, we compiled a list of stocks that mine aluminum, use it to make products, or work with the metal through recycling and other processes. The stocks were then ranked according to the number of hedge fund investors in the fourth quarter of 2025, and the top ten were selected.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
9 Best Aluminum and Aluminum Mining Stocks to Invest In
9. Kaiser Aluminum Corporation (NASDAQ:KALU)
Number of Hedge Fund Holdings: 27
Kaiser Aluminum Corporation (NASDAQ:KALU)’s shares were on banking giant JPMorgan’s radar in February. It raised the firm’s price target to $124 from $118 and kept a Neutral rating on the stock. The bank’s coverage came after Kaiser Aluminum Corporation (NASDAQ:KALU) reported its earnings for the fourth quarter of and the full year 2025. The results saw the firm post $3.37 billion in full year revenue and $929 million in quarterly sales. Kaiser Aluminum Corporation (NASDAQ:KALU)’s quarterly sales marked a 21% annual increase, while its adjusted net income of $1.53 missed analyst estimates of $1.56.
As part of the earnings release, Kaiser Aluminum Corporation (NASDAQ:KALU) also outlined that it had achieved sales growth in the year due to higher selling prices. The firm added that its shipments had dropped by 5% during the year as aerospace firms went through a destocking period and a slower-than-expected ramp of a coating line in its packaging business.
Kaiser Aluminum Corporation (NASDAQ:KALU) is an American company that makes and sells aluminum mill products. It is headquartered in Franklin, Tennessee.
8. Silgan Holdings Inc. (NYSE:SLGN)
Number of Hedge Fund Holdings: 32
Investment bank JPMorgan commented on Silgan Holdings Inc. (NYSE:SLGN)’s shares on March 9th. It raised the share price target to $53 from $44 and kept an Overweight rating on the stock. JPMorgan’s coverage came a couple of days after Wells Fargo had also discussed Silgan Holdings Inc. (NYSE:SLGN). Like JPMorgan, Wells also kept an Overweight rating on the shares. Additionally, it also raised the share price target to $55 from $52.
However, Truist had started the year on a slow note for Silgan Holdings Inc. (NYSE:SLGN). The financial firm reduced the company’s share price target to $50 from $53 and kept a Buy rating on the shares. At the heart of Truist’s coverage was activity in the consumer goods market. It outlined that consumer goods companies were trying to raise their volumes without giving up pricing gains made over the past couple of years. Truist added that it expected beverage can demand to stay on the upward track in North America in 2026.
Silgan Holdings Inc. (NYSE:SLGN) is a packaging products provider that makes and sells aluminum containers used for food products.
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