ALCOA ($AA) posted quarterly earnings results for Q1 2026 on Thursday, April 16th. The company reported earnings of $1.40 per share, missing estimates of $1.54 by $0.14. The company also reported revenue of $3,193,000,000, missing estimates of $3,395,904,335 by $-202,904,335.
Stock price change since market close: -5.89%
You can see Quiver Quantitative's $AA stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ALCOA Hedge Fund Activity
We have seen 377 institutional investors add shares of ALCOA stock to their portfolio, and 221 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIRABELLA FINANCIAL SERVICES LLP removed 40,061,147 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $2,128,849,351
- FMR LLC added 4,690,789 shares (+1940.0%) to their portfolio in Q4 2025, for an estimated $249,268,527
- L1 CAPITAL PTY LTD removed 4,342,223 shares (-73.8%) from their portfolio in Q4 2025, for an estimated $230,745,730
- BANK OF NEW YORK MELLON CORP added 4,247,559 shares (+211.7%) to their portfolio in Q4 2025, for an estimated $225,715,285
- CASTLE HOOK PARTNERS LP added 3,968,265 shares (+inf%) to their portfolio in Q4 2025, for an estimated $210,873,602
- MAPLE ROCK CAPITAL PARTNERS INC. added 3,263,300 shares (+inf%) to their portfolio in Q4 2025, for an estimated $173,411,762
- AQR CAPITAL MANAGEMENT LLC added 2,503,132 shares (+153.4%) to their portfolio in Q4 2025, for an estimated $133,016,434
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ALCOA Analyst Ratings
Wall Street analysts have issued reports on $AA in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 01/08/2026
- Citigroup issued a "Buy" rating on 12/19/2025
To track analyst ratings and price targets for ALCOA, check out Quiver Quantitative's $AA forecast page.
ALCOA Price Targets
Multiple analysts have issued price targets for $AA recently. We have seen 7 analysts offer price targets for $AA in the last 6 months, with a median target of $75.0.
Here are some recent targets:
- Carlos De Alba from Morgan Stanley set a target price of $80.0 on 04/09/2026
- Katja Jancic from BMO Capital set a target price of $75.0 on 04/09/2026
- Bill Peterson from JP Morgan set a target price of $70.0 on 04/09/2026
- Nick Giles from B. Riley Securities set a target price of $96.0 on 04/07/2026
- Alexander Hacking from Citigroup set a target price of $76.0 on 03/16/2026
- Daniel Major from UBS set a target price of $70.0 on 03/12/2026
- Timna Tanners from Wells Fargo set a target price of $64.0 on 01/23/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
