Alcoa Corporation

NYSE:AA Lagerbericht

Marktkapitalisierung: US$17.4b

Alcoa Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 0/6

Alcoa ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 0.64%. Das nächste Zahlungsdatum ist am 5th June, 2026 mit einem Ex-Dividendendatum von 19th May, 2026.

Wichtige Informationen

0.6%

Dividendenausschüttung

0.08%

Rückkaufsrendite

Gesamte Aktionärsrendite0.7%
Zukünftige Dividendenrendite0.6%
Wachstum der Dividende10.6%
Nächster Dividendenzahlungstermin05 Jun 26
Ex-Dividendendatum19 May 26
Dividende pro Aktien/a
Ausschüttungsquote10%

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Narrativ-Update May 13

AA: Production Stability And Higher Margins Will Support Stronger Long Term Outlook

Analysts have raised Alcoa's fair value estimate from $58.00 to $92.00, citing updated assumptions about revenue growth, profit margins, and a lower future P/E multiple as the main factors supporting the higher price target. What's in the News Alcoa reported first quarter 2026 production results, with Bauxite at 9.1 mdmt compared with 9.5 mdmt a year earlier, Alumina at 2,355 kmt in line with the prior year, and Aluminum at 607 kmt compared with 564 kmt a year earlier (Key Developments).
Narrativ-Update Apr 29

AA: Higher Margin Outlook And Production Plans Will Support Future Upside

Analysts have lifted their price target for Alcoa to $73.87 from $72.48, reflecting updated expectations around potential revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Alcoa reported first quarter 2026 production results, with Bauxite output of 9.1 mdmt compared with 9.5 mdmt a year earlier, Alumina production of 2,355 kmt in line with the prior year, and Aluminum production of 607 kmt compared with 564 kmt a year ago (Key Developments).
Narrativ-Update Apr 15

AA: Updated Output Plans And Margins Will Shape Measured Future Returns

Analysts have revised their price target for Alcoa to approximately $72, up from about $67, citing updated assumptions around fair value, revenue growth, profit margins, and future P/E levels as key drivers of the change. What's in the News Alcoa reported fourth quarter 2025 production with Bauxite at 9.4 mdmt versus 9.3 mdmt a year earlier, Alumina at 2,481 kmt versus 2,390 kmt, and Aluminum at 604 kmt versus 571 kmt (Announcement of Operating Results).
Seeking Alpha Apr 08

Alcoa Can See Tailwinds Driven By Geopolitical Risk

Summary Alcoa Corporation is well positioned for margin expansion through eFY26, driven by global supply constraints, carbon taxes, and potential US tariff relief. AA benefits from the Middle East supply disruptions, CBAM in Europe, and a ramping San Ciprian facility, supporting stronger pricing and production tailwinds. Alcoa targets $82.61/share at 7.53x eFY28 EV/aEBITDA, reiterating a Buy rating amid elevated aluminum prices and improving balance sheet metrics. Management focuses on debt reduction, monetizing offline sites, and leveraging 86% renewable energy to mitigate energy risks and support long-term AA value. Read the full article on Seeking Alpha
Narrativ-Update Mar 31

AA: Higher Output And Trading Volumes Will Likely Still Fail To Justify Pricing

Analysts now place Alcoa's price target at about $46.37, compared with the prior $38.00. This reflects updated assumptions for revenue growth, profit margin, discount rate, and future P/E levels.
Narrativ-Update Mar 17

AA: Production Plans And Margin Expectations Will Guide Balanced Future Returns

Analysts have adjusted their fair value estimate for Alcoa to $66.92 from $61.42, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Alcoa issued production guidance for 2026, targeting total Alumina segment production between 9.7 and 9.9 million metric tons, with shipments between 11.8 and 12.0 million metric tons, reflecting the role of trading volumes and externally sourced alumina in meeting customer contracts (company guidance).
Narrativ-Update Mar 03

AA: Production Guidance And Margin Assumptions Will Shape Balanced Future Returns

Analysts have nudged their Alcoa price target slightly higher to $61.42 from $61.08, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a modestly higher future P/E multiple. What's in the News Alcoa issued 2026 production guidance for its Alumina segment, with expected production between 9.7 million and 9.9 million metric tons and shipments between 11.8 million and 12.0 million metric tons, reflecting the use of trading volumes and externally sourced alumina to meet customer contracts (Corporate guidance).
Narrativ-Update Feb 16

AA: Higher Margins And Production Will Still Likely Fail To Justify Pricing

Analysts have raised their price target on Alcoa from $33.00 to $38.00, citing updated assumptions for the discount rate, revenue growth expectations, profit margin outlook, and a revised future P/E multiple. What's in the News Alcoa issued production guidance for 2025 and outlined expectations for 2026, with the Alumina segment projected to produce between 9.7 and 9.9 million metric tons in 2026, and shipments expected between 11.8 and 12.0 million metric tons, reflecting a mix of internal production, trading volumes, and externally sourced alumina to meet customer contracts (company guidance).
Narrativ-Update Feb 02

AA: Low Carbon Smelting And Margin Assumptions Will Shape Balanced Future Returns

Analysts have raised their price target on Alcoa from US$45.42 to US$61.08. They cite updates in their models that reflect revised assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E multiples.
Narrativ-Update Jan 19

AA: Future Decarbonization Benefits Will Likely Fail To Justify Current Pricing

Analysts have lifted their price target on Alcoa from US$27.00 to US$33.00, pointing to updated assumptions around revenue growth, profit margins, discount rate, and a lower future P/E as key drivers of the change. What's in the News Alcoa, Ball Corporation and Unilever announced the first use of ELYSIS carbon free smelting technology in consumer personal and home care packaging, using aluminum that eliminates direct smelting greenhouse gas emissions and generates oxygen instead of CO2 (Key Developments).
Narrativ-Update Jan 05

AA: Carbon Free Smelting And Energy Moves Will Support Balanced Long Term Outlook

Analysts have raised their price target on Alcoa from approximately $42 to $58 per share, citing expectations for faster revenue growth, significantly higher profit margins, and a lower future P/E multiple. Together, these factors support a meaningfully higher fair value estimate.
Analyseartikel Dec 30

Alcoa Corporation's (NYSE:AA) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

Despite an already strong run, Alcoa Corporation ( NYSE:AA ) shares have been powering on, with a gain of 29% in the...
Narrativ-Update Dec 20

AA: Low Carbon Smelting Shift Will Likely Pressure Future Returns

Narrative Update on Alcoa Analysts have raised their price target on Alcoa by approximately 10 percent to around 45 dollars per share, citing expectations for modestly stronger revenue growth, materially improved profit margins, and a more attractive forward earnings multiple. What's in the News Alcoa, Ball and Unilever unveiled the first consumer packaging using ELYSIS carbon free smelting technology, combining low carbon primary aluminum with recycled content to create one of the lowest footprint aerosol cans on the market (company announcement).
Narrativ-Update Dec 06

AA: Low Carbon Initiatives And Portfolio Reshaping Will Define Future Performance

Analysts have modestly raised their price target on Alcoa from approximately 39.54 dollars to 41.29 dollars, citing higher long term revenue growth expectations and a richer future earnings multiple, despite a lower projected profit margin and slightly higher discount rate. What's in the News Alcoa, Ball and Unilever unveiled the first consumer packaging using ELYSIS carbon free smelting technology in low carbon aerosol cans ahead of COP30, highlighting a major step toward decarbonized aluminum supply chains (Key Developments).
Narrativ-Update Nov 22

AA: Measured Shifts in Operations and Partnerships Will Shape Future Performance

Narrative Update on Alcoa: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for Alcoa, revising the price target from $39.63 to $39.54 per share. This change reflects modest adjustments to outlooks on discount rate and growth assumptions.
Narrativ-Update Nov 05

AA: Future Investments and Facility Upgrades Will Drive Shareholder Value

Analysts have raised their price target for Alcoa slightly. The new target is $39.63, up from $39.21.
Narrativ-Update Oct 22

Analysts Raise Alcoa Price Target as New Partnerships and Plant Closure Drive Valuation Upward

Alcoa's analyst price target has increased from $36.64 to $39.21. This change reflects improved revenue growth and profit margin projections according to analysts.
Narrativ-Update Oct 08

Tariff Volatility And Recycled Materials Will Erode Primary Aluminum Margins

Analysts have raised their price target for Alcoa from $34.09 to $36.64. They cite improved forecast profit margins and lower expected future price-to-earnings ratios as key factors in their updated outlook.
Narrativ-Update Sep 24

Tariff Volatility And Recycled Materials Will Erode Primary Aluminum Margins

Despite a notable downgrade in revenue growth expectations, an improved net profit margin has offset this impact, resulting in a slight increase in Alcoa's analyst price target from $33.55 to $34.09. What's in the News Held Analyst/Investor Day event.
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Neues Narrativ Apr 24

Australia Refinancing And San Ciprián Restart Will Support Stable Operations

Strategic refinancing and joint ventures are expected to enhance cash flow, reduce interest expenses, and stabilize revenue.
Seeking Alpha Apr 18

Alcoa's Q1 2025 Review: Tariff Hurts, But Game Isn't Over

Summary Alcoa's stock is down ~75% from its ATH. Tariff wars and economic uncertainty added fuel to the fire, but Q1 2025 results show strong net income and adjusted EBITDA growth. Despite a 3% QoQ revenue dip, net income more than doubled to $548 million, with adjusted net income beating Street estimates at $568 million. Alcoa refinanced $1 billion in debt, extending maturities and lowering interest expenses, aiming for an adjusted net debt range of $1-1.5 billion. Tariffs on Canadian aluminum imports will significantly impact Alcoa's costs, with a projected unfavorable impact of ~$90 million in Q2 2025. Because current tariffs hinder construction accessibility and will likely be revised (perhaps favorably for Alcoa), the present undervaluation of AA stock provides significant upside potential. Read the full article on Seeking Alpha
Seeking Alpha Mar 30

Alcoa And The Aluminum Market: A Point Of Tension And Growth

Summary Alcoa's financial results have been volatile, with losses in 2022-2023 and profits in 2024 due to aluminum price recovery and strategic asset restructuring. The company focuses on high-quality assets, vertical integration, and technological advancements, aiming for efficiency and sustainability without aggressive expansion. Despite positive developments, Alcoa remains vulnerable to raw material price fluctuations and high energy costs, impacting its financial stability. Alcoa shares are fairly valued at $34; I recommend considering a purchase closer to $25, assigning a "Hold" rating due to limited upside. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

The 'Trump Factor' In Action: Why I'm Bullish On Alcoa

Summary Alcoa's vertical integration and strong aluminum demand outside China position it well amid tariffs, supply chain shifts, and economic growth trends. Tariffs could disrupt operations, but Alcoa's flexibility and improved balance sheet offer resilience and potential for significant upside. Valuation is attractive, with potential for over 30% stock price upside if economic growth accelerates and tariff risks are mitigated. Alcoa is highly cyclical and volatile, making it suitable for investors with patience and risk tolerance, despite trade policy and market risks. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Alcoa: The Tides Have Shifted To A Bullish Market

Summary Alcoa Corporation closed FY24 with a strong macroeconomic backdrop, realizing revenue and margin growth resulting from strong aluminum and alumina pricing and volumes shipped. AA stock is well-positioned to benefit from potential trade restrictions and tariffs, with a strong global presence and flexible operational routes. Risks include potential negative impacts from trade wars and economic recoveries in China and Europe, which may affect pricing and shipment routes. Read the full article on Seeking Alpha
Seeking Alpha Jan 06

Alcoa: Learn How To Trade A Sentiment-Based Stock (Technical Analysis)

Summary Our methodology combines sentiment and non-linear analysis, focusing on human behavior patterns to trade stocks like Alcoa Corporation effectively. Traditional technical analysis is insufficient; our approach identifies high-probability setups with specific risk parameters, as illustrated here with AA stock. Recent analysis projected a pullback in Alcoa, presenting a bullish opportunity with a favorable risk-reward ratio. We provide reliable, actionable insights for traders and investors, emphasizing capital preservation and strategic risk management. Read the full article on Seeking Alpha
Seeking Alpha Dec 31

Alcoa Corporation: Bearish Market, And Tariff Uncertainty Blur Positive Signals, Hold

Summary I rate Alcoa Corporation a hold due to operational headwinds impacting financial performance despite a strong balance sheet. Alcoa's financials show weak revenue growth and profitability, with high expenses and low net income compared to peers, signaling operational inefficiencies. The Dow Jones US Aluminum Index's downtrend and potential tariff hikes by President Trump suggest short-term weakness but a promising long-term outlook for AA. Alcoa's vast global presence, vertical integration, and potential benefits from proposed tariffs position it well to capitalize on projected market growth and aluminum demand. Read the full article on Seeking Alpha
Seeking Alpha Sep 22

Alcoa's Financial Position Is Improving: Upgraded To A Buy Rating

Summary Alcoa's strong Q2'24 performance was driven by favorable aluminum prices and cost-cutting, leading to improved margins despite lower volumes. Positive macroeconomic factors, including tariffs on Chinese imports and expected aluminum demand growth, create favorable conditions for Alcoa. Alcoa's financial position strengthened by inventory reductions and strategic asset sales. I believe management will use the raised cash to deleverage the balance sheet and enhance shareholder value. Read the full article on Seeking Alpha

Kommende Dividendenausschüttung

HeuteMay 15 2026Ex-Dividende DatumMay 19 2026Datum der DividendenzahlungJun 05 202617 days ab Ex-DividendeKaufen Sie in den nächsten 3 days, um die kommende Dividende zu erhalten

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: AA zahlt keine nennenswerte Dividende für den Markt US, daher muss nicht geprüft werden, ob die Zahlungen stabil sind.

Wachsende Dividende: AA zahlt keine nennenswerte Dividende für den Markt US, daher ist es nicht notwendig zu prüfen, ob die Zahlungen steigen.


Dividendenrendite im Vergleich zum Markt

Alcoa Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von AA im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (AA)0.6%
Untere 25 % des Marktes (US)1.4%
Markt Top 25 % (US)4.3%
Branchendurchschnitt (Metals and Mining)1.5%
Analystenprognose (AA) (bis zu 3 Jahre)0.6%

Bemerkenswerte Dividende: AADie Dividende des Unternehmens (0.64%) ist im Vergleich zu den unteren 25 % der Dividendenzahler auf dem Markt US (1.42%) nicht bemerkenswert.

Hohe Dividende: AADie Dividende des Unternehmens (0.64%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt US (4.29%) niedrig.


Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: AA zahlt keine nennenswerte Dividende für den Markt US.


Barausschüttung an die Aktionäre

Cashflow-Deckung: AA zahlt keine nennenswerte Dividende für den Markt US.


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/15 02:52
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Alcoa Corporation wird von 29 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
David ColemanArgus Research Company
Dale KoendersBarrenjoey Markets Pty Limited
Paretosh MisraBerenberg