Integrated Wealth Concepts LLC Reduces Holdings in Alcoa $AA

13 Sep 2026, 08:14 by Tristan Rich · The Markets Daily

Integrated Wealth Concepts LLC decreased its position in shares of Alcoa (NYSE:AA – Free Report) by 15.7% in the 2nd quarter, Holdings Channel reports. The fund owned 74,784 shares of the industrial products company’s stock after selling 13,934 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Alcoa were worth $3,899,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the company. NewEdge Advisors LLC raised its stake in Alcoa by 1,098.0% in the 1st quarter. NewEdge Advisors LLC now owns 11,704 shares of the industrial products company’s stock valued at $357,000 after acquiring an additional 10,727 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Alcoa by 0.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 646,609 shares of the industrial products company’s stock worth $19,722,000 after purchasing an additional 4,624 shares in the last quarter. Invesco Ltd. increased its stake in shares of Alcoa by 1.9% in the second quarter. Invesco Ltd. now owns 640,528 shares of the industrial products company’s stock worth $18,902,000 after purchasing an additional 12,008 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in shares of Alcoa by 173.8% in the second quarter. EverSource Wealth Advisors LLC now owns 2,040 shares of the industrial products company’s stock valued at $60,000 after purchasing an additional 1,295 shares during the period. Finally, First Trust Advisors LP raised its position in shares of Alcoa by 320.1% in the second quarter. First Trust Advisors LP now owns 269,982 shares of the industrial products company’s stock valued at $7,967,000 after purchasing an additional 205,717 shares during the period.

Insider Buying and Selling at Alcoa

In other news, EVP Tammi A. Jones sold 15,628 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $50.60, for a total value of $790,776.80. Following the transaction, the executive vice president owned 39,819 shares of the company’s stock, valued at approximately $2,014,841.40. This represents a 28.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Renato Bacchi sold 700 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $51.02, for a total transaction of $35,714.00. Following the completion of the transaction, the executive vice president directly owned 74,930 shares in the company, valued at approximately $3,822,928.60. The trade was a 0.93% decrease in their position. The SEC filing for this sale provides additional information.

Alcoa Trading Down 0.1%

Shares of AA opened at $48.26 on Friday. Alcoa has a twelve month low of $30.81 and a twelve month high of $84.38. The stock has a market cap of $12.74 billion, a PE ratio of 9.93, a P/E/G ratio of 0.55 and a beta of 1.63. The company has a quick ratio of 0.92, a current ratio of 1.53 and a debt-to-equity ratio of 0.30. The business’s 50-day moving average price is $48.61 and its 200-day moving average price is $59.24.

Alcoa (NYSE:AA – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The industrial products company reported $2.12 EPS for the quarter, missing analysts’ consensus estimates of $2.25 by ($0.13). The firm had revenue of $3.97 billion during the quarter, compared to the consensus estimate of $3.99 billion. Alcoa had a net margin of 9.48% and a return on equity of 18.90%. During the same quarter last year, the business posted $0.39 earnings per share. On average, equities analysts forecast that Alcoa will post 6.55 EPS for the current fiscal year.

Alcoa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, August 27th. Shareholders of record on Tuesday, August 11th were paid a $0.10 dividend. The ex-dividend date was Tuesday, August 11th. This represents a $0.40 annualized dividend and a yield of 0.8%. Alcoa’s dividend payout ratio is currently 8.23%.

Wall Street Analyst Weigh In

AA has been the topic of a number of recent research reports. JPMorgan Chase & Co. dropped their price target on shares of Alcoa from $55.00 to $52.00 and set a “neutral” rating on the stock in a research note on Friday, July 17th. Wall Street Zen raised shares of Alcoa from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Bank of America lowered their target price on shares of Alcoa from $57.00 to $51.00 and set an “underperform” rating on the stock in a report on Thursday, July 9th. Argus dropped their target price on Alcoa from $73.00 to $55.00 and set a “buy” rating on the stock in a research report on Wednesday, July 22nd. Finally, Morgan Stanley reaffirmed an “equal weight” rating and issued a $53.00 price target (down from $79.00) on shares of Alcoa in a report on Wednesday, July 8th. Six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $61.09.

View Our Latest Research Report on AA

About Alcoa

(Free Report)

Alcoa Corporation (NYSE:AA) is a global producer of bauxite, alumina and aluminum. Its operations span the aluminum value chain, including bauxite mining, alumina refining, aluminum smelting, casting and the production of select value-added aluminum products. The company serves customers in industries such as transportation, aerospace, construction, packaging, consumer products and energy.