Why it’s on the map
Captures the US aluminum premium but about 961kt of its smelting is in Canada vs about 291kt US — its own tons pay the 50% duty. Record Q2 revenue $4.0B.
Government money & contracts
None.
Customers & commercial
Global.
Catalysts
$4.1B South32 deal; Q3.
Risk
Guided about $10M/qtr 232 cost on Canada→US tons; no US restart planned.
Tariff durability
Mixed by geography.
Dividend · #34 of 47 payers by yield
1.02% yield
$0.40 a share a year · quarterly · pays Mar · Jun · Aug · Nov
Per payment$0.10a share, 4× a year
Next payoutNov 13declared · $0.10 a share
Last ex-dateOct 27, 2026own it before the ex-date to collect
Last paidAug 27, 2026$0.10 a share
Payout ratio7%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $39.1925.52
Each payment$2.55
Per year · 4 payments$10.21
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Oct 27, 2026 | Nov 13, 2026 | $0.10 | declared, upcoming |
| Aug 11, 2026 | Aug 27, 2026 | $0.10 | |
| May 19, 2026 | Jun 5, 2026 | $0.10 | |
| Mar 10, 2026 | Mar 26, 2026 | $0.10 | |
| Nov 4, 2025 | Nov 21, 2025 | $0.10 |
Yield = $0.10 × 4 ÷ the Oct 30 close of $39.19. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source