Alcoa Corp Stock Price, News & Analysis

Alcoa (NYSE: AA) announced a quarterly cash dividend of $0.10 per share for common stock and Series A convertible preferred stock. The dividend will be paid on November 21, 2025 to shareholders of record as of the close of business on November 4, 2025.

Alcoa (NYSE: AA) announced a 10-year energy contract with New York Power Authority providing 240 megawatts of competitively priced renewable energy effective April 1, 2026, with options to extend two additional five-year terms. Alcoa also disclosed an approximately $60 million capital investment through 2028 to rebuild and modernize the Massena Operations anode baking furnace, supported by an ~$6 million grant from Empire State Development.

Massena has a nameplate capacity of 130,000 metric tons, employs about 550 workers, and contributed $66 million in direct payroll and $90 million in supplier contracts in 2024.

Alcoa (NYSE: AA) welcomed U.S. and Australian government support to advance a gallium plant co-located at its Wagerup alumina refinery in Western Australia. The proposed plant, to be operated by Alcoa, is expected to produce 100 metric tons of gallium annually. Under a non-binding framework, a U.S.–Australia–Alcoa SPV would join the existing JDA with Japan Australia Gallium Associates and Sojitz, with governments and Alcoa providing capital and receiving proportional offtake.

Definitive agreements among the U.S., Australia, Japan, Alcoa and Sojitz will follow feasibility work. The parties are targeting a 2026 final investment decision and production.

Alcoa Foundation (NYSE: AA) awarded grants to two Pittsburgh organizations to expand STEM/STEAM access for underserved students on October 20, 2025. The Rivers of Steel grant will fund the Full STEAM Ahead K–12 program at the Carrie Blast Furnaces, covering metal arts, environmental science and industrial history. The Pittsburgh Penguins Foundation grant will fund the prototype of Science Champions, developed with the Children’s Museum of Pittsburgh, aligning curriculum with Pennsylvania’s new STEELS standards and West Virginia’s College Readiness program.

The prototype will engage 40 educators across 36 schools, and together the two programs are expected to reach more than 2,000 students and educators across Western Pennsylvania and Northern West Virginia.

Alcoa (NYSE: AA) will host an Investor Day on Thursday, October 30, 2025 at the New York Stock Exchange and via live webcast from 9:00 a.m. to 12:40 p.m. EDT.

The program will cover markets, operations, strategies, technologies, and capital allocation and will feature CEO William F. Oplinger and senior executives including the CFO Molly Beerman and other EVPs. A live Q&A with members of the executive team will follow presentations.

Slide materials will be posted at ~7:00 a.m. EDT on October 30 on Alcoa's Investors website. The live webcast is listen-and-view only; written questions may be submitted via the webcast chat. A replay, video presentations, and transcript will be available on the Investors site for one year. In-person attendance is available subject to space by contacting investor.relations@alcoa.com.

Alcoa (NYSE: AA) has announced the permanent closure of its Kwinana alumina refinery in Western Australia, following its curtailment in June 2024. The decision comes after multiple unsuccessful attempts to find a sustainable restart path, citing factors such as facility age, operating costs, and bauxite grade challenges.

The closure will result in restructuring charges of $890 million ($623 million after-tax) in Q3 2025, including $375 million in non-cash asset impairment charges. Cash outlays for the closure are expected to reach $600 million over six years. The closure affects approximately 220 employees and will reduce Alcoa's global consolidated refining capacity from 13.9 to 11.7 million metric tons.

Alcoa Corporation (NYSE: AA) has scheduled its third quarter 2025 financial results announcement for Wednesday, October 22, 2025, after the NYSE market close. The company will host a conference call at 5:00 p.m. EDT the same day.

The earnings conference call will be hosted by William Oplinger, President and CEO, and Molly Beerman, EVP and CFO. The presentation will be available on Alcoa's website, with a telephone replay accessible until October 29, 2025.

Alcoa (NYSE: AA) and Eurasia Group have released a white paper examining the relationship between economic competitiveness and green transition in the aluminum industry. The analysis highlights that aluminum demand is projected to increase 40% by 2030 and 80% by 2050 compared to 2020 levels, driven by renewable energy technologies and EVs.

The report addresses key challenges including high energy costs and policy impacts like the EU's Carbon Border Adjustment Mechanism (CBAM). Currently, the aluminum sector accounts for 3% of global industrial carbon emissions. The paper emphasizes solutions through circular economy initiatives, supply chain traceability, and digital innovation.

Alcoa is advancing sustainability through its Sustana® product line and ELYSIS® technology development, which aims to eliminate direct greenhouse gas emissions from aluminum smelting.

Alcoa Corporation (NYSE: AA) has announced it will host an Investor Day on October 30, 2025, from 9:00 a.m. to 12:40 p.m. EDT. The event will feature presentations from key executives including CEO William F. Oplinger and CFO Molly Beerman, covering topics such as markets, operations, strategies, and capital allocation.

The event will be accessible via live webcast through Alcoa's website, with presentation materials available on the day of the event. A Q&A session with the executive team will be included, and post-event materials including video presentations and transcripts will remain available for one year on Alcoa's investor relations website.