Welcome to our dedicated page for Vale S A SEC filings (Ticker: VALE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Vale S.A. filings document the disclosure record of a foreign private issuer whose American depositary receipts trade under VALE. Its Form 6-K reports cover interim financial statements, operating and financial results, material-event disclosures, capital-structure matters, governance updates, and communications also made under Brazilian market rules.
The filing record includes annual and extraordinary meeting materials, shareholder voting maps, minutes, ADR voting mechanics, and current reports on capital-allocation and strategic matters. Vale's Form 20-F framework and related disclosures address risk factors for mining operations, metals prices, capital markets, competition, and the jurisdictions where the company operates, including Brazil and Canada.
Pereira Murat do Pillar Samanta reported acquisition or exercise transactions in this Form 4 filing.
Vale S.A. reported that Officer, People Samanta Pereira Murat do Pillar received a grant of 2,053 Common Shares on May 4, 2026 as a compensation award at 15.89 per share. After this grant, she directly holds 49,660 Common Shares.
Footnotes state that her holdings include RSUs representing additional Common Shares. These RSUs include 10,464 Common Shares from awards granted on April 1, 2026 and earlier grants from 2024 and 2025. Vesting is scheduled in tranches of 6,938 RSUs on March 1, 2027, 7,428 RSUs on March 1, 2028, and 10,464 RSUs on April 1, 2029, with each RSU settling into one Common Share.
Vale S.A. will pay remuneration interest on its unsecured, non-convertible 11th issuance incentivized debentures (1st, 2nd and 3rd series) on May 15, 2026. The total payment will be BRL 201,021,910.48 to debenture holders with positions at B3 and/or Banco Itaú Unibanco as of the close of business on May 14, 2026. Each series consists of 2,000,000 debentures, with unit interest of BRL 33.85677466 for the 1st series, BRL 33.24926076 for the 2nd, and BRL 33.40491982 for the 3rd.
Vale SA reports that Capital World Investors now beneficially owns 341,261,769 shares, representing 8.0% of the company's common stock. The filing states shares outstanding were 4,269,514,353 (basis for the percentage) and that 104,839,174 Depository Receipts are included in the reported total.
The Schedule 13G lists voting and dispositive authority: sole power to vote 340,885,450 shares and sole power to dispose 341,261,769 shares. The reporting entity is described as Capital World Investors, a division of Capital Research and Management Company and affiliated investment management entities.
Vale S.A. updated its outlook, highlighting higher expected cash generation from iron ore and detailed price sensitivities for its nickel business. For 2026, the Iron Ore Solutions segment now projects an increase of about US$1.5 billion in free cash flow, driven mainly by roughly US$1.2 billion higher EBITDA and around US$425 million from foreign exchange and fuel hedging, partially offset by about US$0.1 billion more sustaining capital expenditures.
The revision compares a pre‑conflict scenario using January–February 2026 price levels with a post‑conflict scenario reflecting stronger iron ore and oil prices and a different BRL/USD rate. Vale also presented nickel segment sensitivities, showing how annual EBITDA and free cash flow could change in 2026 and 2027 at nickel prices between US$16,000 and US$20,000 per tonne, based on analysts’ consensus prices for copper, cobalt, gold, platinum and palladium. The company stresses these are hypothetical estimates, not performance guarantees, and they may be revised as market conditions evolve.
Vale S.A. submitted an update explaining that its review of potential investment opportunities, such as the scenario mentioned in a press report about Porto Sudeste, occurs in the ordinary course of business and follows its strategic priorities. The company emphasizes that any capital allocation decisions go through a rigorous evaluation process and comply with its governance policies and procedures. Vale states it will keep the market properly informed of any material developments and includes a standard caution that forward-looking statements are subject to risks related to its operating countries, the global economy, capital markets, commodity prices and competition.
Vale S.A. reported the results of its Annual and Extraordinary General Meetings held on April 30, 2026, based on Final Synthetic Voting Maps representing 3,500,776,167 shares at the Annual Meeting and 3,500,122,014 shares at the Extraordinary Meeting, equal to 82.1% of voting capital.
Shareholders voted on the 2025 financial statements, profit allocation, 2026 compensation for management and the Fiscal Council, and slates for the Fiscal Council. They also addressed ratification of a Board member, mergers of wholly owned subsidiaries Baovale Mineração S.A. and CDA Logística S.A., and related valuation matters.
The Extraordinary Meeting further approved amendments to the Bylaws to reflect 4,439,159,764 capital shares and 4,439,159,752 common shares after cancellation of 99,847,816 common shares, and an increase in share capital by BRL 500,000,000.00 to BRL 77,800,000,000.00 via capitalization of an Income Tax Incentive Reserve.
Vale S.A. held combined annual and special shareholders’ meetings digitally on April 30, 2026, approving all items on the agenda by majority vote. Shareholders representing about 82% of capital attended, providing a strong quorum for decisions.
They approved the management report, PwC‑audited financial statements and allocation of 2025 results, and set the maximum 2026 total remuneration for directors, advisory committees and Fiscal Council at up to R$177.335.639,00. The meeting elected a new Fiscal Council slate and ratified Márcio Antônio Chiumento as a Board member, with terms running until the 2027 annual meeting.
On the corporate restructuring side, shareholders approved the valuation reports and mergers of wholly owned subsidiaries Baovale Mineração S.A. and CDA Logística S.A. into Vale without issuing new shares or increasing capital, extinguishing both entities. They also approved cancelling 99.847.816 common shares and updating the bylaws to reflect a new capital of R$77.800.000.000,00 and 4.439.159.764 total shares. Capital was increased by R$500.000.000,00 via capitalization of an Income Tax Incentive Reserve linked to SUDAM projects.
Vale S.A. reported a strong start to 2026, with 1Q26 net operating revenue of US$ 9,258 million, up 14% year over year, driven by higher iron ore, copper and nickel sales and better realized prices. Proforma EBITDA reached US$ 3,895 million, a 21% increase year over year, supported by stronger reference prices and higher volumes despite cost pressure from Brazilian real appreciation.
Net income attributable to shareholders was US$ 1,893 million, up 36% year over year, reflecting higher Proforma EBITDA and the absence of non-recurring items seen in the prior year. Free cash flow was US$ 813 million, 61% higher year over year, while expanded net debt rose to US$ 17,792 million mainly after US$ 2.7 billion in dividends and interest on capital.
Iron Ore Solutions delivered stable EBITDA of US$ 2,906 million, with fines prices up and C1 cash costs at US$ 23.6/t. Vale Base Metals was a highlight, with EBITDA of US$ 1,197 million, up 116% year over year, helped by much stronger copper and nickel prices and by-product credits. The company also advanced strategic and ESG initiatives, including progress on Serra Sul +20, a consortium for Thompson operations, tailings dam risk reduction, ethanol-powered Guaibamax vessels, circular mining projects and ongoing Brumadinho and Samarco reparation programs.