- Alcoa Corporation Announces $65 Million Capital Investment in Mosjøen
May 11, 2026 · businesswire.com
PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation (NYSE: AA, ASX: AAI) (“Alcoa” or the “Company”), today announced a $65 million investment to expand foundry production capabilities to include recycled content in the casting process at its Mosjøen smelter in Norway. The investment provides strategic benefits to the Company by further delivering low-carbon aluminum products that our customers demand in a key market, while incorporating post consumer recycled aluminum into its products for the first.
- ALCOA CORPORATION ANNOUNCES $65 MILLION CAPITAL INVESTMENT IN MOSJØEN
May 11, 2026
PITTSBURGH--(BUSINESS WIRE)--ALCOA CORPORATION (NYSE: AA, ASX: AAI) (“ALCOA” OR THE “COMPANY”), TODAY ANNOUNCED A $65 MILLION INVESTMENT TO EXPAND FOUNDRY PRODUCTION CAPABILITIES TO INCLUDE RECYCLED CONTENT IN THE CASTING PROCESS AT ITS MOSJØEN SMELTER IN NORWAY. THE INVESTMENT PROVIDES STRATEGIC BENEFITS TO THE COMPANY BY FURTHER DELIVERING LOW-CARBON ALUMINUM PRODUCTS THAT OUR CUSTOMERS DEMAND IN A KEY MARKET, WHILE INCORPORATING POST CONSUMER RECYCLED ALUMINUM INTO ITS PRODUCTS FOR THE FIRST.
- Strength in Alcoa's Aluminum Unit Seems Firm: More Upside Ahead?
May 11, 2026 · zacks.com
AA gains from strong aluminum demand, higher prices and U.S. tariffs, as production restarts and sales growth lift its 2026 outlook.
- Daily Dividend Report: PEP,ADM,UPS,AA,SYK,SLF
May 7, 2026
The Board of Directors of PepsiCo today declared a quarterly dividend of $1.48 per share of PepsiCo common stock, a 4 percent increase versus the comparable year-earlier period. Today's action is consistent with PepsiCo's previously announced increase in its annualized dividend to $5.92 per share from $5.69 per share, which is expected to begin with the June 2026 payment. This dividend is payable on June 30, 2026 to shareholders of record at the close of business on June 5, 2026. PepsiCo has paid consecutive quarterly cash dividends since 1965, and 2026 marked the company's 54th consecutive annual dividend increase.
ADM's Board of Directors has declared a cash dividend of 52.0 cents per share on the company's common stock. The dividend is payable on June 10, 2026, to shareholders of record on May 20, 2026. This is ADM's 378th consecutive quarterly payment, representing 53 years of consecutive years of dividend growth, and a record of more than 94 consecutive years of uninterrupted dividends.
UPS today announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares.
The dividend is payable June 4, 2026, to shareowners of record on May 18, 2026. Commitment to the dividend is one of UPS's core principles and a hallmark of the company's financial strength. UPS has either maintained or increased its dividend each year since going public in 1999.
Alcoa today announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company's common stock, to be paid on June 5, 2026 to stockholders of record as of the close of business on May 19, 2026.
Stryker announced that its Board of Directors has declared a quarterly dividend of $0.88 per share payable July 31, 2026, to shareholders of record at the close of business on June 30, 2026, representing an increase of 4.8% versus the prior year and unchanged from the previous quarter.
The Board of Directors of Sun Life Financial today announced that a dividend of $0.96 per share on the common shares of the Company has been declared, payable June 30, 2026 to shareholders of record at the close of business on May 27, 2026. This represents a 4 cent increase to the amount paid in the previous quarter.
VIDEO: Daily Dividend Report: PEP,ADM,UPS,AA,SYK,SLF
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Alcoa Corporation Declares Quarterly Cash Dividend
May 7, 2026
PITTSBURGH, May 07, 2026--(BUSINESS WIRE)--Alcoa Corporation (NYSE: AA; ASX: AAI) ("Alcoa" or the "Company") today announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company’s common stock, to be paid on June 5, 2026 to stockholders of record as of the close of business on May 19, 2026.
About Alcoa Corporation
Alcoa Corporation (NYSE: AA, ASX: AAI) is a global industry leader in bauxite, alumina and aluminum products with a vision to build a legacy of excellence for future generations. With a values-based approach that encompasses integrity, operating excellence, care for people and courageous leadership, our purpose is to Turn Raw Potential into Real Progress. Since developing the process that made aluminum an affordable and vital part of modern life, our talented Alcoans have developed breakthrough innovations and best practices that have led to greater safety, efficiency, sustainability and stronger communities wherever we operate.
Dissemination of Company Information
Alcoa intends to make future announcements regarding company developments and financial performance through its website, www.alcoa.com, as well as through press releases, filings with the Securities and Exchange Commission, conference calls, media broadcasts, and webcasts. The Company does not incorporate the information contained on, or accessible through, its corporate website or such other websites or platforms referenced herein into this press release.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260506106100/en/
Contacts
Investor Contact:
Jason Duty
724-316-4366
Jason.M.Duty@alcoa.com
Media Contact:
Sarah Ayer
412-965-7622
Sarah.Ayer@alcoa.com
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- Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Oracle, PayPal, United Therapeutics, and More
May 7, 2026
Quick Read:
Risk assets soared higher on Wednesday on reports of a potential peace deal with Iran. Stocks, bonds, and precious metals all saw strong buying, as the major indices once again touched record highs. Investors should be careful, as there is potential for a peace deal to fall apart; should that happen, the President has indicated that new rounds of “much higher” bombing could begin at once. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Alcoa wasn't one of them. Get them here FREE.
Pre-Market Stock Futures:
Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and forecasts that destroyed Wall Street estimates. All of the major indices were once again printing new highs as investors cheered the potential for good news and home-run earnings reports. The Nasdaq led stocks higher on the strength of Advanced Micro Devices' (NASDAQ: AMD) stunning earnings, formidable forward guidance, closing up 2.03% at 25,838, while the S&P 500 finished the session at 7,365, up 1.46%, the first close ever for the venerable index over 7300. The Dow Jones Industrials closed at 49,910, up 1.24%, while the small-cap heavy Russell 2000 was last seen at 2,888, up 1.52%.
Treasury Bonds:
After the 5% level for long Treasury bonds was breached earlier this week, buyers once again stepped in on Wednesday, and yields across the entire Treasury curve finished the day lower. Like the action in equity markets, bond traders cited the potential for a peace deal with Iran and tumbling oil prices as major factors behind the strength. The 30-year-long bond closed the day at 4.94%, down 4 basis points, while the benchmark 10-year note closed the session at 4.35%.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Alcoa wasn't one of them.Get them here FREE.
Oil and Gas:
Needless to say, with oil plunging, sellers were quick to hit bids, and both major oil benchmark indices finished the day dramatically lower. This comes as U.S. fuel exports hit all-time highs due to the closure of the Strait of Hormuz. Brent Crude finished the day at $101.50, down 7.65%, while West Texas Intermediate closed at $95.33, down 6.94%. Natural gas closed at $2.72, down 2.15%
Gold:
After a difficult stretch for precious metals, the news of a potential peace plan and falling oil prices was just what the doctor ordered, as Gold and Silver both traded higher on Wednesday. Gold closed the day at $4,697, up 3.10%, while Silver was the star of the day, closing at $77.47, up 6.56%.
Crypto:
The cryptocurrency market saw a bullish but volatile trading session, with Bitcoin surging past $82,000 and lifting related crypto stocks, according to sell-side reports. A weakening U.S. dollar, driven by easing fears of military escalation in the Middle East, pushed oil prices lower and served as a key catalyst for risk assets, including crypto. Some reports indicated that significant trading volume was driven by U.S. dollar pairs, suggesting continued capital rotation from stablecoins into Bitcoin. At 8 AM EDT, Bitcoin was trading at $80,960, while Ethereum was trading at $2,333.
Story Continues
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, May 7, 2026.
Upgrades:
Alcoa (NYSE: AA) was upgraded to Overweight from Equal Weight at Wells Fargo, which bumped the target price for the aluminum giant to $70 from $67. Fortinet (NASDAQ: FTNT) was raised to Buy from Neutral at BTIG, with a $125 price target. Freshpet(NASDAQ: FRPT) was upgraded to Overweight from Neutral at JPMorgan, which bumped the target price for the shares to $68 from $66. Oracle(NYSE: ORCL) was upgraded to Buy from Neutral at Arete with a $255 target price. United Therapeutics (NASDAQ: UTHR) was upgraded to Overweight from Equal Weight at Wells Fargo, which boosted the target price for the stock to $735 from $575.
Downgrades:
Chiron Real Estate (NYSE: XRN) was downgraded to Neutral from Buy at Compass Point, which lowered the target price for the stock to $38 from $50. Clear Secure (NYSE: YOU) was cut to Neutral from Buy at DA Davidson, which dropped the target price for the stock to $60 from $65. Kennametal (NYSE: KMT) was downgraded to Hold from Buy at Jefferies, which keeps a $47.50 price target for the shares. Modiv Industrial (NYSE: MDV) was downgraded to Neutral from Buy at Alliance Global, which bumped the target price for the company to $19 from $18. PayPal Holdings (NASDAQ: PYPL) was downgraded to Neutral from Outperform at Macquarie, which trimmed the target price for the shares to $50 from $58.
Initiations:
Abacus Global Management(NYSE: ABX) was started with a Buy rating at Freedom Broker, which has set a $13 target for the shares. Aprea Therapeutics (NASDAQ: APRE) was started with an Outperform rating at Oppenheimer, with a $5 target price. CNH Industrial (NYSE: CNH) was initiated with a Market Perform rating at Bernstein, with an $11 price target. Innovex International (NYSE: INVX) was initiated with a Buy rating at Citigroup, with a $35 target price. Surf Air Mobility (NASDAQ: SFRM) was initiated with an Overweight rating at Northland, which has a $5 target price for the stock.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
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- Alcoa Annual Meeting: Safety Recommitment, 2025 Production Records, and Capital Return Focus
May 7, 2026
Alcoa logo
Key Points
Alcoa reaffirmed its focus on safety after a fatal incident at the Alumar smelter, deploying enhanced safety procedures across all operations and calling safety the foundation of the company. The company said 2025 delivered operational stability with annual production records at five smelters and one refinery, alongside portfolio moves including reduced total debt, the sale of its Ma’aden JV interest, and the permanent closure of the Kwinana refinery. Management emphasized a disciplined growth and capital-allocation approach—maintaining an adjusted net debt target, pursuing only opportunities that exceed its cost of capital, and returning excess cash via a modest dividend and a $500 million share-repurchase authorization. Interested in Alcoa? Here are five stocks we like better.
Alcoa Rebounds as Aluminum Tightens, But a Q1 Miss Tests the Rally
Alcoa (NYSE:AA) held its 2026 Annual Meeting of Stockholders on May 6, with directors and management highlighting a renewed focus on safety, continued operational execution in 2025, and a disciplined approach to capital allocation and growth.
Board chair cites safety recommitment and 2025 execution
Non-Executive Chairman Thomas J. Gorman opened the meeting by reflecting on the prior year and the board’s view of the company’s future. Gorman said Alcoa is “grounded in its purpose, guided by its values, and inspired by its new vision,” which he described as “to build a legacy of excellence for future generations.”
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Alcoa Dips After Q1 Miss, But Higher Aluminum Prices Loom
Gorman emphasized safety as a core value and referenced a fatal incident at the company’s Alumar smelter in Brazil. He said that after “the tragic loss of a colleague,” Alcoa recommitted to its safety culture and “deployed enhanced safety procedures across all Alcoa operations.” He added that the company believes “a strong safety culture is the foundation for a strong company.”
On performance, Gorman said 2025 was focused on “sustained execution of deliberate actions to position the company for long-term value creation.” He said Alcoa maintained stability across operations while achieving annual production records at “five smelters and one of our refineries.” He also pointed to financial and portfolio actions, including reducing total debt, closing the sale of Alcoa’s interest in the Ma’aden joint venture, and announcing the permanent closure of the Kwinana refinery in Australia.
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Story Continues
Smelting Hot: The Mideast Conflict Sparks an Aluminum Squeeze
Gorman also recognized departing director Dr. Ernesto Zedillo, whose term concluded after the meeting, noting his service on the Alcoa Corporation board since 2016 and prior service on the Alcoa Inc. board from 2002 to 2016. Gorman said Zedillo chaired the board’s Safety, Sustainability, and Public Issues Committee for several years. He also welcomed Brian Galovich, who was set to join the board upon election, citing his experience in digital technologies and saying his perspective would strengthen oversight of information technology and artificial intelligence.
Quorum reported; four proposals presented to stockholders
CEO William Oplinger called the meeting to order at 5:35 p.m. EDT and said the polls were open for voting. Marissa Earnest, Alcoa’s secretary and SVP, General Counsel – North America Operations, reported that 263,862,592 shares of common stock were entitled to vote, including shares underlying CHESS Depositary Interests (CDIs). She said 216,869,775 shares—about 82%—were represented in person or by proxy, establishing a quorum.
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Earnest outlined four proposals presented to stockholders:
Election of 11 directors to one-year terms through the 2027 annual meeting Ratification of PricewaterhouseCoopers LLP as independent auditor for 2026 Advisory approval of 2025 named executive officer compensation Approval of the Alcoa Corporation Stock and Incentive Compensation Plan as amended and restated
Preliminary vote results show broad support
After Oplinger declared the polls closed at 5:40 p.m. EDT, Earnest reported preliminary results showing all proposals approved with large majorities. Each of the 11 director nominees received “over 92% of the votes cast in favor,” according to Earnest. The auditor ratification proposal received “over 99%” support, the advisory executive compensation vote received “over 94%,” and the amended and restated stock and incentive compensation plan received “over 98%.”
Earnest said the results were preliminary and that final voting results would be reported on a Form 8-K to be filed with the Securities and Exchange Commission within four business days of the meeting.
Q&A addresses community engagement, capital returns, and “disciplined growth”
During the question-and-answer session, Oplinger addressed stockholder questions on community standing in Western Australia, future dividends and buybacks, and the company’s approach to growth.
Asked about recent media attention regarding operations in the Northern Jarrah Forest, Oplinger said Alcoa has operated in Western Australia for more than 60 years and remains “deeply committed to responsible, compliant operations and to maintaining its license to operate.” He said the company continues to engage with local communities, traditional owners, governments, and other stakeholders, adding that Alcoa values “ongoing dialogue to understand evolving expectations.” Oplinger also cited the “Gallium project” as part of efforts to communicate the broader value of Alcoa’s operations, including economic contributions and support for “critical supply chains and national security priorities.”
On the prospect of higher dividends or more buybacks, Oplinger said the timing and amount of future dividends depend on board approval and market and business conditions. He said the company is focused on operating within its adjusted net debt target and maintaining a disciplined balance sheet. As Alcoa reaches its adjusted net debt target range, he said the company would consider growth opportunities that provide returns above its cost of capital; otherwise, it would expect to consider returning excess cash to stockholders. Oplinger added that Alcoa does not target a specific share price for repurchases, and noted the company has “a modest dividend” it is comfortable paying across market cycles, as well as a remaining “$500 million authorization for stock repurchases.”
Asked to define “disciplined growth,” Oplinger said the company has positioned itself to participate in value-creating opportunities by optimizing its portfolio and strengthening its balance sheet. He described disciplined growth as pursuing organic and inorganic opportunities that enhance long-term value while maintaining financial strength. Organic growth could include expanding casting or furnace capacity to serve customer needs and increase recycled content in products, he said. Oplinger also said Alcoa reviews selective inorganic opportunities where its operating and commercial capabilities and global footprint can “unlock synergies that investors could not access on their own.” He stressed that the company does not pursue growth for its own sake, but only opportunities that exceed its cost of capital and create value for stockholders.
About Alcoa (NYSE:AA)
Alcoa Corporation is a global industry leader in the production and management of aluminum, offering an integrated value chain that spans bauxite mining, alumina refining, primary aluminum smelting and the fabrication of value-added products. The company's operations are organized into segments that include raw material extraction, chemical processing and the manufacture of metal mill products and engineered solutions.
Alcoa's product portfolio serves diverse end markets such as aerospace, automotive, packaging, construction, electrical and industrial applications.
The article "Alcoa Annual Meeting: Safety Recommitment, 2025 Production Records, and Capital Return Focus" was originally published by MarketBeat.
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- We Like Alcoa's (NYSE:AA) Earnings For More Than Just Statutory Profit
May 7, 2026
The market seemed underwhelmed by the solid earnings posted by Alcoa Corporation (NYSE:AA) recently. We have done some analysis, and found some encouraging factors that we believe the shareholders should consider.
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The Impact Of Unusual Items On Profit
To properly understand Alcoa's profit results, we need to consider the US$136m expense attributed to unusual items. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. Assuming those unusual expenses don't come up again, we'd therefore expect Alcoa to produce a higher profit next year, all else being equal.
That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates.
An Unusual Tax Situation
Having already discussed the impact of the unusual items, we should also note that Alcoa received a tax benefit of US$93m. This is meaningful because companies usually pay tax rather than receive tax benefits. Of course, prima facie it's great to receive a tax benefit. However, our data indicates that tax benefits can temporarily boost statutory profit in the year it is booked, but subsequently profit may fall back. Assuming the tax benefit is not repeated every year, we could see its profitability drop noticeably, all else being equal. So while we think it's great to receive a tax benefit, it does tend to imply an increased risk that the statutory profit overstates the sustainable earnings power of the business.
Our Take On Alcoa's Profit Performance
In the last year Alcoa received a tax benefit, which boosted its profit in a way that might not be much more sustainable than turning prime farmland into gas fields. Having said that, it also had a unusual item reducing its profit. Based on these factors, it's hard to tell if Alcoa's profits are a reasonable reflection of its underlying profitability. Ultimately, this article has formed an opinion based on historical data. However, it can also be great to think about what analysts are forecasting for the future. At Simply Wall St, we have analyst estimates which you can view by clicking here.
Story Continues
Our examination of Alcoa has focussed on certain factors that can make its earnings look better than they are. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Stock Market Live May 7, 2026: S&P 500 (SPY) Could See Higher Highs
May 7, 2026 · 247wallst.com
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Advanced Micro Devices Taking a Breather after a Monster Rally 9 minutes ago Live Just yesterday,... Stock Market Live May 7, 2026: S&P 500 (SPY) Could See Higher Highs
- Alcoa Corporation Declares Quarterly Cash Dividend
May 7, 2026 · businesswire.com
PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation (NYSE: AA; ASX: AAI) (“Alcoa” or the “Company”) today announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share of the Company's common stock, to be paid on June 5, 2026 to stockholders of record as of the close of business on May 19, 2026. About Alcoa Corporation Alcoa Corporation (NYSE: AA, ASX: AAI) is a global industry leader in bauxite, alumina and aluminum products with a vision to build a legacy of excel.
