Alcoa Corp (AA)

Sep 26, 2026

Alcoa (NYSE:AA) has received a consensus "Hold" rating from thirteen analysts, with an average 12-month target price of $61.42, significantly above its current share price of $42.74. The company recently reported quarterly earnings that slightly missed analyst expectations, with EPS of $2.12 against a $2.25 consensus and revenue of $3.97 billion versus estimates of $3.99 billion. Despite recent insider share sales by two executives, several institutional investors have increased their positions in the company, which also maintains a quarterly dividend of $0.10 per share.

Sep 23, 2026

Corient Private Wealth LP significantly increased its stake in Alcoa (NYSE:AA) by 301.8% in the second quarter, acquiring an additional 33,131 shares. This brings their total holdings to 44,110 shares, valued at approximately $2.3 million. Other major institutions like BlackRock and Bank of New York Mellon also adjusted their positions in Alcoa, while the company reported Q2 EPS and revenue slightly below consensus estimates.

Sep 22, 2026

Freedom Broker's analyst Vitaly Kononov has maintained a "Buy" rating for Alcoa (AA) and increased its price target to $76.00, an 18.75% rise. Despite this positive outlook, GuruFocus indicates that AA is currently 35.5% overvalued with a GF Value™ of $33.59 versus its current price of $45.50. The company holds a solid GF Score™ of 71/100, though insider activity shows significant selling, suggesting caution for potential investors.

Sep 21, 2026

Alcoa (NYSE:AA) is currently facing significant market attention due to global aluminum demand and energy-cost sensitivity. The company's performance is being shaped by factors such as interest rates, energy prices, global trade discussions, and company-specific execution. Investors are encouraged to focus on operational evidence and disciplined execution rather than broad market sentiment to assess Alcoa's prospects.

Sep 17, 2026

Alcoa's EVP and General Counsel, Andrew Hastings, reported stock transactions on September 15, 2026, related to 2023 equity grants. These transactions involved the withholding of shares for tax liabilities upon the vesting of restricted stock units (RSUs) and performance restricted stock units (PRSUs), as well as the acquisition of PRSUs. Following these activities, Hastings directly and beneficially owned 36,445 shares of Alcoa Corp common stock.

Sep 16, 2026

Alcoa (NYSE:AA) has priced $2.6 billion in acquisition notes, carrying an annual coupon of $175 million, to finance its acquisition of South32 Limited assets. While this financing secures long-term funding and provides operational integration opportunities, the acquired assets must generate sufficient cash flow to cover interest payments, reinvestment needs, and potential commodity price fluctuations. The acquisition is expected to close in the first half of 2027, several months after the note settlement, meaning interest costs could accrue before the assets contribute earnings.

Sep 15, 2026

Alcoa (AA) is gaining market attention due to a renewed focus on industrial demand and energy costs affecting aluminum exposure. The article highlights Alcoa's distinct position in aluminum production and processing as crucial to understanding its current relevance. It emphasizes that while broad market trends like the NYSE Composite provide context, Alcoa's story is driven by its specific operational details, customer demand, and management execution.