AA
Alcoa Corp
$73.44
+2.16%
$19.4B
No data for this timeframe.
Vol
Market Cap$19.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders9 funds
Inst. Value$2.1B
Inst. Activity5 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports7
Congressional1 trades
Recent Activity
Jun 9, 2026
short_volume
Short Volume: AA — 56.6% short (1.1M / 1.9M)
Short: 1,071,252 | Exempt: 965 | TRF Vol: 1,893,595 | Short Ratio: 56.6% | Off-exchange volume (dark
May 11, 2026
SEC
Alcoa held its 2026 Annual Meeting on May 6, 2026, where shareholders approved the amended Stock and Incentive Compensat
8-K — Impact 2/10
May 8, 2026
Insider
Roberts Jackson Prince sold 2,532 shares
Director @ $0.00 ($0.00)
May 8, 2026
Insider
Citrino Mary Anne sold 2,532 shares
Director @ $0.00 ($0.00)
May 8, 2026
Insider
Bevan John A sold 2,532 shares
Director @ $0.00 ($0.00)
Apr 16, 2026
SEC
Alcoa reported Q1 2026 earnings with $425M net income ($1.60 EPS), beating consensus estimates. Revenue was $3.19B, slig
8-K — Impact 8/10
Mar 24, 2026
SEC
Alcoa Corp filed a supplemental proxy statement to correct a labeling error in the non-financial metrics section related
DEFA14A — Impact 2/10
Inst.
FMR LLC — DOUBLED
4,932,587 shares ($262.1M)
Price Targets
$82.33
+13.7% upside
Buy
Current $72.41
Low $52.00
Median $80.00
High $152.00
13 analysts
$52.00
$152.00
Analyst Ratings
6Strong Buy
11Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 22, 2026 | UBS | UPGRADE | Neutral → Buy |
| May 7, 2026 | Wells Fargo | UPGRADE | Equal-Weight → Overweight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 9, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
| Apr 9, 2026 | Morgan Stanley | UPGRADE | Equal-Weight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.37 | $1.97 — $2.62 | 509% YoY | 9 |
| Next Q | $2.29 | $1.68 — $2.94 | 11552% YoY | 9 |
| Current FY | $7.89 | $5.48 — $10.05 | 109% YoY | 12 |
| Next FY | $7.60 | $3.35 — $10.95 | -4% YoY | 13 |
Latest Reports
NEUTRAL
8-K
2/10
Alcoa held its 2026 Annual Meeting on May 6, 2026, where shareholders approved the amended Stock and Incentive Compensat
May 11, 2026
BULLISH
8-K
8/10
Alcoa reported Q1 2026 earnings with $425M net income ($1.60 EPS), beating consensus estimates. Revenue was $3.19B, slig
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.3B | — |
| FMR LLC | $262.1M | DOUBLED |
| MORGAN STANLEY | $203.8M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $109.9M | NEW |
| BANK OF AMERICA CORP | $96.9M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 8, 2026 | Roberts Jackson | A | $0.00 |
| May 8, 2026 | Citrino Mary | A | $0.00 |
| May 8, 2026 | Bevan John | A | $0.00 |
| May 8, 2026 | Fiore Pasquale | A | $0.00 |
| May 8, 2026 | Field Alistair | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $1,001 - $15,000 |
9 institutional holders with $2.1B total value (40,707,509 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 25,126,193 | $1.3B | 63.9% | — |
| 2 | FMR LLC | 4,932,587 | $262.1M | 12.5% | DOUBLED +1940.0% |
| 3 | MORGAN STANLEY | 3,835,160 | $203.8M | 9.8% | TRIM -28.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,067,860 | $109.9M | 5.3% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 1,822,793 | $96.9M | 4.6% | TRIM -60.4% |
| 6 | NORGES BANK | 1,271,781 | $67.6M | 3.2% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 255,585 | $13.6M | 0.6% | ADD +40.0% |
| 8 | TWO SIGMA INVESTMENTS, LP | 19,500 | $1.0M | 0.0% | DOUBLED +112.8% |
| 9 | Duquesne Family Office LLC | 1,376,050 | $73.1K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 241,798 | 4,932,587 | +1940.0% | $262.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,598,969 | 1,822,793 | -60.4% | $96.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,271,781 | — | $67.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 182,543 | 255,585 | +40.0% | $13.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 9,164 | 19,500 | +112.8% | $1.0M | 2025-Q4 |
| Duquesne Family Office LLC | NEW | — | 1,376,050 | — | $73.1K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 81,296 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 3,153,617 | 4,598,969 | +45.8% | $151.3M | 2025-Q3 |
| FMR LLC | DOUBLED | 119,261 | 241,798 | +102.7% | $8.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 1,643,996 | 81,296 | -95.1% | $2.7M | 2025-Q3 |
| NORGES BANK | EXIT | 3,318,645 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 3,230,058 | 4,888,547 | +51.3% | $144.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 3,318,645 | — | $97.9M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 862,245 | 1,643,996 | +90.7% | $48.5M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 143,255 | 236,624 | +65.2% | $7.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 716,916 | 8,298 | -98.8% | $244.9K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 8,858,322 | 6,060,995 | -31.6% | $184.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 313,096 | 862,245 | +175.4% | $26.3M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 479,195 | 143,255 | -70.1% | $4.4M | 2025-Q1 |
| FMR LLC | TRIM | 257,848 | 122,471 | -52.5% | $3.7M | 2025-Q1 |
| NORGES BANK | EXIT | 6,862,711 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 7,078,110 | 8,858,322 | +25.2% | $334.7M | 2024-Q4 |
| NORGES BANK | ADD | 3,626,215 | 6,862,711 | +89.3% | $259.3M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 7,075,081 | 5,083,778 | -28.1% | $192.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 1,695,246 | 3,463,852 | +104.3% | $130.9M | 2024-Q4 |
18 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 8, 2026 | Roberts Jackson Prince | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Citrino Mary Anne | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Bevan John A | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Fiore Pasquale | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Field Alistair | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Galovich Brian | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Gorman Thomas Joseph | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | HUGHES JAMES ALTON | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | de Oliveira Marques Roberto | Director | A | 2,532 | $0.00 | $0.00 |
| May 8, 2026 | Roberts Carol L | Director | A | 2,532 | $0.00 | $0.00 |
| Apr 15, 2026 | Olson Emily M. | EVP & Chief Ext. Aff. Officer | A | 8,760 | $0.00 | $0.00 |
| Feb 23, 2026 | Oplinger William F | President, CEO & Director | A | 8,740 | $0.00 | $0.00 |
| Feb 23, 2026 | Jones Tammi A | EVP & CHRO | A | 3,884 | $0.00 | $0.00 |
| Feb 23, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | A | 4,858 | $0.00 | $0.00 |
| Feb 23, 2026 | Beerman Molly S. | EVP & CFO | A | 6,990 | $0.00 | $0.00 |
| Jan 29, 2026 | Oplinger William F | President, CEO & Director | F | 14,840 | $60.64 | $899.9K |
| Jan 29, 2026 | Beerman Molly S. | EVP & CFO | F | 3,940 | $60.64 | $238.9K |
| Jan 29, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | F | 2,290 | $60.64 | $138.9K |
| Jan 29, 2026 | Hastings Andrew | EVP & Gen. Counsel | F | 1,736 | $60.64 | $105.3K |
| Jan 29, 2026 | Henry Renee | SVP & Controller | F | 366 | $60.64 | $22.2K |
| Jan 29, 2026 | Jones Tammi A | EVP & CHRO | F | 2,819 | $60.64 | $170.9K |
| Jan 29, 2026 | Jones Tammi A | EVP & CHRO | A | 35 | $60.64 | $2.1K |
| Jan 28, 2026 | Reed Matthew T | EVP, Chief Operations Officer | A | 17,340 | $0.00 | $0.00 |
| Jan 28, 2026 | Jones Tammi A | EVP & CHRO | A | 9,340 | $0.00 | $0.00 |
| Jan 28, 2026 | Henry Renee | SVP & Controller | A | 1,770 | $0.00 | $0.00 |
| Jan 28, 2026 | Hastings Andrew | EVP & Gen. Counsel | A | 9,340 | $0.00 | $0.00 |
| Jan 28, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | A | 9,340 | $0.00 | $0.00 |
| Jan 28, 2026 | Beerman Molly S. | EVP & CFO | A | 17,340 | $0.00 | $0.00 |
| Jan 28, 2026 | Oplinger William F | President, CEO & Director | A | 66,660 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 3.9/10.
NEUTRAL
8-K
2/10
Alcoa held its 2026 Annual Meeting on May 6, 2026, where shareholders approved the amended Stock and
May 11, 2026
BULLISH
8-K
8/10
Alcoa reported Q1 2026 earnings with $425M net income ($1.60 EPS), beating consensus estimates. Reve
Apr 16, 2026
NEUTRAL
DEFA14A
2/10
Alcoa Corp filed a supplemental proxy statement to correct a labeling error in the non-financial met
Mar 24, 2026
NEUTRAL
DEFA14A
2/10
Alcoa Corp has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Stockhold
Mar 19, 2026
NEUTRAL
DEFA14A
3/10
Alcoa Corp has filed a Definitive Proxy Statement (DEFA14A) for its 2026 Annual Meeting of Stockhold
Mar 19, 2026
NEUTRAL
DEFA14A
3/10
Alcoa Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for M
Mar 19, 2026
BULLISH
INST-CLUSTER
7/10
In Q4 2025, a significant institutional cluster emerged in Alcoa Corp (AA), with five major institut
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 23 analysts: 6 strong buy, 11 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$82.33 mean target
+13.7% upside
Buy (1.79)
$52.00 Low
$152.00 High
| Metric | Value |
|---|---|
| Current Price | $72.41 |
| Target Low | $52.00 |
| Target Mean | $82.33 |
| Target Median | $80.00 |
| Target High | $152.00 |
| # Analysts | 13 |
| Recommendation | Buy (1.79) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.37 | $1.97 | $2.62 | 508.9% | — | 2↑ 0↓ | $4.0B | 31.3% | 9 |
| Next Q 2026-09-30 |
$2.29 | $1.68 | $2.94 | 11552.1% | — | 0↑ 1↓ | $3.9B | 31.3% | 9 |
| Current FY 2026-12-31 |
$7.89 | $5.48 | $10.05 | 109.1% | — | 0↑ 1↓ | $15.1B | 17.7% | 12 |
| Next FY 2027-12-31 |
$7.60 | $3.35 | $10.95 | -3.6% | — | 3↑ 0↓ | $15.4B | 1.7% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.375 | |
| 7d ago | $2.226 | +0.148 |
| 30d ago | $0.000 | +2.375 |
| 60d ago | $1.847 | +0.527 |
| 90d ago | $1.222 | +1.152 |
8 analyst firms have rated this stock: 4 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 22, 2026 | UBS | UPGRADE | Neutral | Buy |
| May 7, 2026 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 9, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 9, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Apr 7, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | JP Morgan | UPGRADE | Underweight | Neutral |
| Mar 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
| Jan 27, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Jan 23, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 13, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 8, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Dec 23, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 19, 2025 | Citigroup | MAINTAIN | Buy | Buy |
| Dec 12, 2025 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 11 | 5 | 1 | 0 | 74% | |
| May 1, 2026 | 6 | 9 | 7 | 1 | 0 | 65% | |
| Apr 1, 2026 | 6 | 8 | 8 | 1 | 0 | 61% | |
| Mar 1, 2026 | 6 | 7 | 7 | 2 | 0 | 59% | |
| Feb 1, 2026 | 6 | 7 | 7 | 2 | 0 | 59% | |
| Jan 1, 2026 | 6 | 9 | 6 | 1 | 0 | 68% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 13, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | Alcoa Corp | Feb 12, 2026 (31d) |
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 21, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Jun 9, 2026
short_volume
Short Volume: AA — 56.6% short (1.1M / 1.9M)
Short: 1,071,252 | Exempt: 965 | TRF Vol: 1,893,595 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: AA — 56.9% short (0.6M / 1.1M)
Short: 605,697 | Exempt: 1,292 | TRF Vol: 1,064,080 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: AA — 55.1% short (1.3M / 2.3M)
Short: 1,267,015 | Exempt: 8,651 | TRF Vol: 2,297,584 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: AA — 58.7% short (0.7M / 1.2M)
Short: 727,602 | Exempt: 1,188 | TRF Vol: 1,240,562 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: AA — 58.1% short (1.5M / 2.5M)
Short: 1,451,819 | Exempt: 1,071 | TRF Vol: 2,497,093 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: AA — 58.6% short (0.8M / 1.4M)
Short: 846,549 | Exempt: 2,465 | TRF Vol: 1,444,482 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: AA — 55.5% short (0.8M / 1.5M)
Short: 830,364 | Exempt: 1,375 | TRF Vol: 1,496,497 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: AA — 58.4% short (1.1M / 1.9M)
Short: 1,113,971 | Exempt: 38 | TRF Vol: 1,906,717 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AA — 5.1M shares, 96,657 trades
Week starting 2026-05-18. Total ATS volume: 5,103,896 shares across 96,657 trades.
May 11, 2026
short_volume
Short Volume: AA — 56.1% short (1.5M / 2.6M)
Short: 1,479,493 | Exempt: 253 | TRF Vol: 2,637,201 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: AA — 5.6M shares, 101,715 trades
Week starting 2026-05-11. Total ATS volume: 5,642,852 shares across 101,715 trades.
May 5, 2026
short_volume
Short Volume: AA — 60.0% short (0.6M / 0.9M)
Short: 558,064 | Exempt: 1,025 | TRF Vol: 930,570 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: AA — 3.9M shares, 83,123 trades
Week starting 2026-05-04. Total ATS volume: 3,888,313 shares across 83,123 trades.
May 1, 2026
short_volume
Short Volume: AA — 55.5% short (0.6M / 1.2M)
Short: 640,041 | Exempt: 233 | TRF Vol: 1,152,540 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: AA — 3.2M shares, 77,952 trades
Week starting 2026-04-27. Total ATS volume: 3,216,991 shares across 77,952 trades.