Market Cap
$11.1B
AA
Alcoa Corp
$41.95 ▼ -0.26%
Prev close $42.06Market cap$11.1B
ConsensusBuy
12-mo target$62.64 (+49.3%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Materials & Mining
Snapshot
The big-picture read on AA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$9.3B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $1.3M sell
Insider Net $
-$1.3M
Social Sentiment
50° Neutral
SEC Reports
19
Congressional
1 trades
Price chart 30d -17.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 short_volume
Short Volume: AA — 56.7% short (0.7M / 1.2M)
Short: 674,911 | Exempt: 24,088 | TRF Vol: 1,190,729 | Short Ratio: 56.7% | Off-exchange volume (dar
Sep 15, 2026 Insider
Hastings Andrew surrendered for taxes 2,525 shares
EVP & Gen. Counsel @ $46.52 ($117.5K)
Sep 15, 2026 Insider
Hastings Andrew was granted 2,638 shares
EVP & Gen. Counsel
Sep 15, 2026 Insider
Sep 11, 2026 SEC Hastings Andrew surrendered for taxes 1,200 shares
EVP & Gen. Counsel @ $46.52 ($55.8K)
Alcoa filed a Rule 425 communication attaching South32's notice of meeting and explanatory memorandum for the October 15
425 — Impact 5/10
Alcoa filed an 8-K attaching South32's notice of meeting and explanatory memorandum for the shareholder vote on the prop
8-K — Impact 7/10
Alcoa Corp's shelf registration statement on Form S-3 (File No. 333-298679) was declared effective by the SEC on Septemb
EFFECT — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
16,996,106 shares ($886.2M)
Analyst ratings buy % +7.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Freedom Broker | MAINTAIN | Buy | 66% |
| Sep 18, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 22, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jul 17, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 17, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 9, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 9, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Jul 9, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 8, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% | |
| Aug 1, 2026 | 6 | 10 | 5 | 1 | 0 | 73% | |
| Jul 1, 2026 | 6 | 11 | 5 | 0 | 0 | 77% | |
| 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% |
Price targets
Where 12 covering analysts think AA trades over the next 12 months.
$62.64 +49.3% upside Strong Buy
Current$41.95 Low$49.70 Median$56.50 High$80.00 12 analysts
$49.70$80.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
19 SEC filing reports analyzed · 7 bullish, 1 bearish, 3 mixed, 8 neutral · avg impact 4.9/10.
NEUTRAL4255/10
Alcoa filed a Rule 425 communication attaching South32's notice of meeting and explanatory memorandu
Sep 11, 2026
BULLISH8-K7/10
Alcoa filed an 8-K attaching South32's notice of meeting and explanatory memorandum for the sharehol
Sep 11, 2026
NEUTRALEFFECT2/10
Alcoa Corp's shelf registration statement on Form S-3 (File No. 333-298679) was declared effective b
Sep 9, 2026
MIXED8-K6/10
Alcoa filed an 8-K announcing a proposed $2.6 billion senior notes offering to fund the cash portion
Sep 9, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: AA — 56.7% short (0.7M / 1.2M)
Short: 674,911 | Exempt: 24,088 | TRF Vol: 1,190,729 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
ftd
FTD: AA — 19,810 shares ($1.0M) failed to deliver
Settlement: 20260910, Price: $50.73, FTD Value: $1,004,961.3, ALCOA UPSTREAM CORP COM STK(DE
Sep 7, 2026
dark_pool
Dark Pool: AA — 2.8M shares, 64,959 trades
Week starting 2026-09-07. Total ATS volume: 2,787,903 shares across 64,959 trades.
Sep 4, 2026
ftd
FTD: AA — 58,311 shares ($3.0M) failed to deliver
Settlement: 20260904, Price: $51.05, FTD Value: $2,976,776.55, ALCOA UPSTREAM CORP COM STK(DE
Aug 31, 2026
dark_pool
Dark Pool: AA — 3.2M shares, 71,316 trades
Week starting 2026-08-31. Total ATS volume: 3,185,235 shares across 71,316 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.47 | $0.85–$1.75 | 7445.3% | -6.1% | 0↑ 6↓ | $3.7B | 8 |
| Next Q | $1.57 | $1.13–$2.04 | 24.9% | +0.8% | 0↑ 5↓ | $3.9B | 8 |
| Current FY | $6.45 | $5.77–$7.01 | 71.2% | -0.7% | 1↑ 8↓ | $14.9B | 12 |
| Next FY | $5.72 | $2.74–$9.18 | -11.4% | -1.3% | 2↑ 8↓ | $15.0B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.469 | — |
| 7d ago | $1.533 | -0.064 |
| 30d ago | $1.564 | -0.095 |
| 60d ago | $1.564 | -0.095 |
| 90d ago | $2.256 | -0.787 |
Institutional ownership
Which big funds own AA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.3B total value (177,569,797 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,315,742 | $1.5B | 16.5% | — |
| FMR LLC | 16,996,106 | $886.2M | 9.6% | ADD +32.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,995,948 | $677.6M | 7.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 11,926,055 | $621.8M | 6.7% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 11,879,807 | $619.4M | 6.7% | — |
| STATE STREET CORP | 10,875,945 | $567.1M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 5,845,931 | $304.8M | 3.3% | TRIM -32.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,829,945 | $304.1M | 3.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,086,691 | $213.1M | 2.3% | — |
| MORGAN STANLEY | 3,588,651 | $187.1M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 12,852,778 | 16,996,106 | +32.2% | $886.2M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 8,625,297 | 5,845,931 | -32.2% | $304.8M |
| Qube Research & Technologies Ltd | ADD | 1,389,404 | 2,765,352 | +99.0% | $144.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 284,594 | 2,333,811 | +720.0% | $121.7M |
| JPMORGAN CHASE & CO | TRIM | 3,016,155 | 2,018,371 | -33.1% | $108.6M |
| NORGES BANK | NEW | — | 1,983,072 | — | $103.4M |
| MARSHALL WACE, LLP | DOUBLED | 80,377 | 1,390,119 | +1629.5% | $72.5M |
| CITADEL ADVISORS LLC | ADD | 829,352 | 1,216,187 | +46.6% | $63.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 738,815 | 1,150,120 | +55.7% | $60.0M |
| DEUTSCHE BANK AG\ | DOUBLED | 65,441 | 1,060,767 | +1521.0% | $55.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$1.3M — $0.00 bought, $1.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Hastings Andrew | EVP & Gen. Counsel | TAX W/H | 2,525 | $46.52 | $117.5K |
| Sep 15, 2026 | Hastings Andrew | EVP & Gen. Counsel | AWARD | 2,638 | — | — |
| Sep 15, 2026 | Hastings Andrew | EVP & Gen. Counsel | TAX W/H | 1,200 | $46.52 | $55.8K |
| Aug 31, 2026 | Bacchi Renato | EVP & Chief Commercial Officer | SELL | 700 | $51.02 | $35.7K |
| Aug 27, 2026 | Jones Tammi A | EVP & CHRO | SELL | 15,628 | $50.60 | $790.7K |
| Aug 17, 2026 | Hastings Andrew | EVP & Gen. Counsel | SELL | 6,000 | $50.90 | $305.4K |
| Jul 22, 2026 | Reed Matthew T | EVP, Chief Operations Officer | SELL | 4,600 | $46.82 | $215.4K |
| 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 | — | — |
Congressional trades
AA trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| 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) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AA.
Shares short
11,984,650
Settlement Sep 15, 2026
Change vs prior
-1.7%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All AA filing & press-release reports (19)
- 425 reportSep 11, 2026
- 8-K reportSep 11, 2026
- EFFECT reportSep 9, 2026
- 8-K reportSep 9, 2026
- 425, 8-K reportSep 9, 2026
- CLUSTER reportSep 2, 2026
- S-4 reportSep 1, 2026
- INST-CLUSTER reportJul 29, 2026
- 425 reportJul 17, 2026
- 8-K reportJul 3, 2026
- 425 reportJul 1, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 16, 2026
- DEFA14A reportMar 24, 2026
- DEFA14A reportMar 19, 2026
- DEFA14A reportMar 19, 2026
- DEFA14A reportMar 19, 2026
- INST-CLUSTER reportFeb 28, 2026