Alcoa Corp SEC Filings

Allan Gray Australia Pty Ltd filed Amendment No. 3 to Schedule 13G disclosing beneficial ownership of 14,394,651 CHESS Depositary Interests, each representing 1 unit of Alcoa Corp (AA) common stock, equal to 5.6% of the class as of 09/30/2025.

The firm reports sole voting power over 14,394,651 and sole dispositive power over 14,394,651, with no shared voting or dispositive power. Item 6 notes that other persons have rights to receive dividends or proceeds from these securities held by Allan Gray Australia Pty Ltd on their behalf. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

Alcoa Corporation reported third-quarter results showing higher sales and a sharp jump in profitability. Sales were $2.995 billion, up from $2.904 billion a year ago. Net income attributable to Alcoa rose to $232 million, or $0.88 per diluted share, from $90 million, or $0.38, last year. Results reflect two large items: an $856 million charge tied to the permanent closure of the Kwinana alumina refinery, and sizable gains recognized in other income.

Alcoa completed the sale of its 25.1% stake in the Saudi Arabia joint venture, recording a $786 million gain, and booked a $267 million mark‑to‑market gain on Ma’aden shares received as part of the consideration. The Kwinana closure also included a $39 million inventory write‑down. Segment Adjusted EBITDA was $374 million, with Aluminum at $307 million and Alumina at $67 million. For the first nine months, sales reached $9.382 billion and net income attributable to Alcoa was $944 million.

Cash provided from operations for the nine months was $648 million. Cash and cash equivalents were $1.485 billion at September 30, 2025. The company expects approximately $600 million of cash outlays over six years related to Kwinana closure activities. Common shares outstanding were 258,964,032 as of October 23, 2025.

Alcoa Corporation furnished a Form 8-K to announce it issued a press release with its third quarter 2025 financial results. The press release is attached as Exhibit 99.1 and incorporated by reference into Item 2.02. The company specifies that the information under Item 2.02, including Exhibit 99.1, is deemed “furnished” and not “filed” under the Exchange Act. The filing also lists the company’s common stock (symbol AA) as traded on the NYSE.

Allan Gray Australia Pty Ltd reports beneficial ownership of 15,630,823 CHESS Depositary Interests in Alcoa Corp, representing 6% of the class. The filing specifies the class as CHESS Depositary Interests, each representing one unit of common stock, and records that Allan Gray Australia has sole voting and sole dispositive power over the reported position.

The statement affirms the securities are held in the ordinary course of business and not to influence control, and notes that another person has the right to receive dividends or proceeds related to these securities. The filing classifies the reporting person as FI and references equivalence to IA.