AA
AA
Alcoa Corp
$68.77
-0.30%
$18.1B
No data for this timeframe.
Vol
Market Cap$18.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$9.8B
Inst. Activity39 buys / 11 sells
Reddit Sentiment50° Neutral
SEC Reports8
Congressional1 trades
Recent Activity
Jun 12, 2026
short_volume
Short Volume: AA — 59.2% short (1.0M / 1.6M)
Short: 970,677 | Exempt: 1,049 | TRF Vol: 1,639,494 | Short Ratio: 59.2% | Off-exchange volume (dark
Jun 11, 2026
SEC
Alcoa (AA) saw a mixed institutional cluster in Q3 2024, with 37 buyers adding $113.0M in new positions and 24 sellers r
INST-CLUSTER — Impact 5/10
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 was granted 2,532 shares
Director
May 8, 2026
Insider
Citrino Mary Anne was granted 2,532 shares
Director
May 8, 2026
Insider
Bevan John A was granted 2,532 shares
Director
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
Inst.
FMR LLC — DOUBLED
12,852,778 shares ($852.5M)
Price Targets
$82.25
+19.6% upside
Buy
Current $68.77
Low $52.00
Median $79.30
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 | $2.34 ▲ +5.8% | $1.97 — $2.62 | 501% YoY | 8 |
| Next Q | $2.19 ▲ +10.1% | $1.68 — $2.52 | 11072% YoY | 8 |
| Current FY | $7.66 ▲ +6.9% | $5.48 — $9.22 | 103% YoY | 11 |
| Next FY | $7.32 ▲ +9.3% | $3.35 — $10.19 | -4% YoY | 12 |
Latest Reports
MIXED
INST-CLUSTER
5/10
Alcoa (AA) saw a mixed institutional cluster in Q3 2024, with 37 buyers adding $113.0M in new positions and 24 sellers r
Jun 11, 2026
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
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.9B | — |
| EAGLE CAPITAL MANAGEMENT LLC | $935.1M | — |
| FMR LLC | $852.5M | DOUBLED |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $838.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $781.1M | — |
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 |
50 institutional holders with $9.8B total value (148,270,588 shares) as of 2026-Q1. Top holders: BlackRock,, EAGLE, FMR. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28,392,633 | $1.9B | 19.2% | — |
| 2 | EAGLE CAPITAL MANAGEMENT LLC | 14,097,362 | $935.1M | 9.5% | — |
| 3 | FMR LLC | 12,852,778 | $852.5M | 8.7% | DOUBLED +160.6% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,644,935 | $838.7M | 8.5% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11,776,650 | $781.1M | 8.0% | — |
| 6 | STATE STREET CORP | 10,881,537 | $721.8M | 7.3% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 8,625,297 | $572.1M | 5.8% | TRIM -25.5% |
| 8 | MORGAN STANLEY | 4,095,810 | $271.7M | 2.8% | — |
| 9 | Invesco Ltd. | 3,628,765 | $240.7M | 2.5% | ADD +50.2% |
| 10 | D. E. Shaw & Co., Inc. | 3,611,160 | $239.5M | 2.4% | — |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,403,200 | $225.7M | 2.3% | — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,104,648 | $139.6M | 1.4% | — |
| 13 | AGF MANAGEMENT LTD | 2,075,213 | $137.6M | 1.4% | DOUBLED +756.3% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,045,000 | $135.6M | 1.4% | — |
| 15 | Amundi | 2,009,013 | $133.3M | 1.4% | ADD +47.8% |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,909,423 | $126.6M | 1.3% | — |
| 17 | CITADEL ADVISORS LLC | 1,727,600 | $114.6M | 1.2% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 1,612,389 | $106.9M | 1.1% | — |
| 19 | MACKENZIE FINANCIAL CORP | 1,502,391 | $99.7M | 1.0% | — |
| 20 | PANAGORA ASSET MANAGEMENT INC | 1,387,044 | $92.0M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 4,932,587 | 12,852,778 | +160.6% | $852.5M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 11,580,803 | 8,625,297 | -25.5% | $572.1M | 2026-Q1 |
| Invesco Ltd. | ADD | 2,415,697 | 3,628,765 | +50.2% | $240.7M | 2026-Q1 |
| AGF MANAGEMENT LTD | DOUBLED | 242,337 | 2,075,213 | +756.3% | $137.6M | 2026-Q1 |
| Amundi | ADD | 1,359,320 | 2,009,013 | +47.8% | $133.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,822,793 | 896,157 | -50.8% | $59.4M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 638,386 | 844,195 | +32.2% | $56.0M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 738,815 | — | $49.0M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 598,696 | — | $39.7M | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | NEW | — | 543,665 | — | $36.1M | 2026-Q1 |
| Retirement Systems of Alabama | ADD | 310,799 | 535,976 | +72.5% | $35.6M | 2026-Q1 |
| FEDERATED HERMES, INC. | ADD | 260,580 | 520,910 | +99.9% | $34.6M | 2026-Q1 |
| Assenagon Asset Management S.A. | NEW | — | 493,756 | — | $32.8M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 294,843 | 416,025 | +41.1% | $27.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 829,436 | 378,719 | -54.3% | $25.1M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | NEW | — | 357,151 | — | $23.7M | 2026-Q1 |
| Ninety One UK Ltd | NEW | — | 346,864 | — | $23.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 94,922 | 326,426 | +243.9% | $21.7M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 211,873 | 306,484 | +44.7% | $20.3M | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT | ADD | 229,484 | 296,422 | +29.2% | $19.7M | 2026-Q1 |
| Daiwa Securities Group Inc. | ADD | 179,221 | 237,144 | +32.3% | $15.7M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 78,394 | 234,513 | +199.1% | $15.6M | 2026-Q1 |
| Mariner, LLC | ADD | 155,430 | 228,702 | +47.1% | $15.2M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 67,789 | 200,988 | +196.5% | $13.3M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 180,000 | — | $11.9M | 2026-Q1 |
18 unique insiders with 29 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 | AWARD | 2,532 | — | — |
| May 8, 2026 | Citrino Mary Anne | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Bevan John A | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Fiore Pasquale | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Field Alistair | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Galovich Brian | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Gorman Thomas Joseph | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | HUGHES JAMES ALTON | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | de Oliveira Marques Roberto | Director | AWARD | 2,532 | — | — |
| May 8, 2026 | Roberts Carol L | Director | AWARD | 2,532 | — | — |
| Apr 15, 2026 | Olson Emily M. | EVP & Chief Ext. Aff. Officer | AWARD | 8,760 | — | — |
| Feb 23, 2026 | Oplinger William F | President, CEO & Director | AWARD | 8,740 | — | — |
| Feb 23, 2026 | Jones Tammi A | EVP & CHRO | AWARD | 3,884 | — | — |
| Feb 23, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | AWARD | 4,858 | — | — |
| Feb 23, 2026 | Beerman Molly S. | EVP & CFO | AWARD | 6,990 | — | — |
| Jan 29, 2026 | Oplinger William F | President, CEO & Director | TAX W/H | 14,840 | $60.64 | $899.9K |
| Jan 29, 2026 | Beerman Molly S. | EVP & CFO | TAX W/H | 3,940 | $60.64 | $238.9K |
| Jan 29, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | TAX W/H | 2,290 | $60.64 | $138.9K |
| Jan 29, 2026 | Hastings Andrew | EVP & Gen. Counsel | TAX W/H | 1,736 | $60.64 | $105.3K |
| Jan 29, 2026 | Henry Renee | SVP & Controller | TAX W/H | 366 | $60.64 | $22.2K |
| Jan 29, 2026 | Jones Tammi A | EVP & CHRO | TAX W/H | 2,819 | $60.64 | $170.9K |
| Jan 29, 2026 | Jones Tammi A | EVP & CHRO | AWARD | 35 | $60.64 | $2.1K |
| Jan 28, 2026 | Reed Matthew T | EVP, Chief Operations Officer | AWARD | 17,340 | — | — |
| Jan 28, 2026 | Jones Tammi A | EVP & CHRO | AWARD | 9,340 | — | — |
| Jan 28, 2026 | Henry Renee | SVP & Controller | AWARD | 1,770 | — | — |
| Jan 28, 2026 | Hastings Andrew | EVP & Gen. Counsel | AWARD | 9,340 | — | — |
| Jan 28, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | AWARD | 9,340 | — | — |
| Jan 28, 2026 | Beerman Molly S. | EVP & CFO | AWARD | 17,340 | — | — |
| Jan 28, 2026 | Oplinger William F | President, CEO & Director | AWARD | 66,660 | — | — |
8 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 4.0/10.
MIXED
INST-CLUSTER
5/10
Alcoa (AA) saw a mixed institutional cluster in Q3 2024, with 37 buyers adding $113.0M in new positi
Jun 11, 2026
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
$82.25 mean target
+19.6% upside
Buy (1.79)
$52.00 Low
$152.00 High
| Metric | Value |
|---|---|
| Current Price | $68.77 |
| Target Low | $52.00 |
| Target Mean | $82.25 |
| Target Median | $79.30 |
| 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 |
$2.34 | $1.97 | $2.62 | 501.1% | +5.8% | 2↑ 0↓ | $4.0B | 31.2% | 8 |
| Next Q 2026-09-30 |
$2.19 | $1.68 | $2.52 | 11071.8% | +10.1% | 1↑ 1↓ | $3.9B | 31.3% | 8 |
| Current FY 2026-12-31 |
$7.66 | $5.48 | $9.22 | 103.3% | +6.9% | 1↑ 1↓ | $15.1B | 17.5% | 11 |
| Next FY 2027-12-31 |
$7.32 | $3.35 | $10.19 | -4.4% | +9.3% | 3↑ 0↓ | $15.3B | 1.6% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.344 | |
| 7d ago | $2.278 | +0.066 |
| 30d ago | $2.216 | +0.128 |
| 60d ago | $1.671 | +0.673 |
| 90d ago | $1.442 | +0.903 |
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 |
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 12, 2026
short_volume
Short Volume: AA — 59.2% short (1.0M / 1.6M)
Short: 970,677 | Exempt: 1,049 | TRF Vol: 1,639,494 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
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)