Alcoa Yönetim
Yönetim kriter kontrolleri 4/4
Alcoa CEO'su Bill Oplinger, Sep2023 tarihinde atandı, in görev süresi 2.67 yıldır. in toplam yıllık tazminatı $ 14.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.3% maaş ve 90.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.069% ine doğrudan sahiptir ve bu hisseler $ 11.32M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.3 yıl ve 5 yıldır.
Anahtar bilgiler
Bill Oplinger
İcra Kurulu Başkanı
US$14.0m
Toplam tazminat
| CEO maaş yüzdesi | 9.28% |
| CEO görev süresi | 2.7yrs |
| CEO sahipliği | 0.07% |
| Yönetim ortalama görev süresi | 3.3yrs |
| Yönetim Kurulu ortalama görev süresi | 5yrs |
Son yönetim güncellemeleri
Recent updates
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).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).Alcoa Can See Tailwinds Driven By Geopolitical Risk
Apr 08
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.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).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).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).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.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).
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.Alcoa Corporation's (NYSE:AA) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Dec 30
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).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).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.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.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.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.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.
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.Alcoa's Q1 2025 Review: Tariff Hurts, But Game Isn't Over
Apr 18Alcoa And The Aluminum Market: A Point Of Tension And Growth
Mar 30The 'Trump Factor' In Action: Why I'm Bullish On Alcoa
Feb 11Alcoa: The Tides Have Shifted To A Bullish Market
Jan 30Alcoa: Learn How To Trade A Sentiment-Based Stock (Technical Analysis)
Jan 06Alcoa Corporation: Bearish Market, And Tariff Uncertainty Blur Positive Signals, Hold
Dec 31Alcoa's Financial Position Is Improving: Upgraded To A Buy Rating
Sep 22CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$14m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$989m |
| Mar 31 2025 | n/a | n/a | US$847m |
| Dec 31 2024 | US$13m | US$1m | US$56m |
| Sep 30 2024 | n/a | n/a | -US$293m |
| Jun 30 2024 | n/a | n/a | -US$550m |
| Mar 31 2024 | n/a | n/a | -US$672m |
| Dec 31 2023 | US$5m | US$862k | -US$651m |
| Sep 30 2023 | n/a | n/a | -US$896m |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$823m |
| Dec 31 2022 | US$4m | US$709k | -US$123m |
| Sep 30 2022 | n/a | n/a | -US$120m |
| Jun 30 2022 | n/a | n/a | US$963m |
| Mar 31 2022 | n/a | n/a | US$723m |
| Dec 31 2021 | US$5m | US$689k | US$429m |
| Sep 30 2021 | n/a | n/a | US$817m |
| Jun 30 2021 | n/a | n/a | US$431m |
| Mar 31 2021 | n/a | n/a | -US$75m |
| Dec 31 2020 | US$4m | US$671k | -US$170m |
| Sep 30 2020 | n/a | n/a | -US$469m |
| Jun 30 2020 | n/a | n/a | -US$641m |
| Mar 31 2020 | n/a | n/a | -US$846m |
| Dec 31 2019 | US$4m | US$651k | -US$1b |
Tazminat ve Piyasa: Bill 'ın toplam tazminatı ($USD 14.00M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.63M ).
Tazminat ve Kazançlar: Bill 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Bill Oplinger (58 yo)
2.7yrs
Görev süresi
US$14,002,088
Tazminat
Mr. William F. Oplinger, also known as Bill, serves as Director at Solstice Advanced Materials, Inc since October 2025. He serves as Member of Advisory Board at Ridgeline Royalties Inc. He had been Executi...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 2.7yrs | US$14.00m | 0.069% $ 11.3m | |
| Executive VP & CFO | 3.3yrs | US$4.34m | 0.028% $ 4.7m | |
| Executive VP & COO | 2.3yrs | US$4.25m | 0.011% $ 1.7m | |
| Executive VP & General Counsel | 2.7yrs | US$3.08m | 0.0041% $ 672.5k | |
| Executive VP & Chief Commercial Officer | 4.3yrs | US$2.86m | 0.019% $ 3.1m | |
| Senior VP | 3.3yrs | Veri yok | 0.0028% $ 461.5k | |
| Executive VP & Chief Human Resources Officer | 6.1yrs | US$1.94m | 0.026% $ 4.2m | |
| Senior Vice President of Tax | 7.3yrs | Veri yok | Veri yok | |
| Senior Vice President of Treasury & Capital Markets | 4.3yrs | Veri yok | Veri yok | |
| Senior Vice President of Strategy | 2.3yrs | Veri yok | Veri yok | |
| Executive VP & Chief External Affairs Officer | less than a year | Veri yok | Veri yok | |
| Senior VP | 6.3yrs | Veri yok | Veri yok |
3.3yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş
Deneyimli Yönetim: AA 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 2.7yrs | US$14.00m | 0.069% $ 11.3m | |
| Independent Director | 9.5yrs | US$311.73k | 0.017% $ 2.8m | |
| Independent Director | 1.8yrs | US$297.14k | 0.0047% $ 782.9k | |
| Independent Director | 9.5yrs | US$290.00k | 0.019% $ 3.1m | |
| Independent Director | 9.5yrs | US$321.00k | 0.018% $ 3.0m | |
| Independent Director | 9.5yrs | US$312.72k | 0.017% $ 2.8m | |
| Independent Non-Executive Chairman of the Board | 5yrs | US$410.55k | 0.0057% $ 942.8k | |
| Independent Director | 1.8yrs | US$290.00k | 0.0015% $ 248.9k | |
| Independent Director | 3.3yrs | US$297.14k | 0.0029% $ 473.0k | |
| Independent Director | 6yrs | US$301.00k | 0.012% $ 2.0m | |
| Independent Director | 4yrs | US$306.50k | 0.0043% $ 715.3k |
5.0yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: AA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/05 10:36 |
| Gün Sonu Hisse Fiyatı | 2026/05/05 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Alcoa Corporation 29 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Coleman | Argus Research Company |
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Paretosh Misra | Berenberg |