Update shared on14 Sep 2025
Fair value Increased 4.41%Royal Gold's fair value estimate has increased as the market is assigning a higher forward P/E multiple despite a notable decline in net profit margin, raising the consensus analyst price target from $211.43 to $220.75.
What's in the News
- The White House plans to issue an executive order clarifying that gold bar imports will not be subject to tariffs, correcting earlier government confusion (Bloomberg).
- Royal Gold will hold a special/extraordinary shareholders meeting on October 9, 2025 (Key Developments).
- Royal Gold was added to the Russell 1000 Defensive Index as of June 28, 2025 (Key Developments).
- Royal Gold was also added to the Russell 1000 Value-Defensive Index on the same date (Key Developments).
- The anticipated clarification on gold tariffs may impact Royal Gold’s market environment, reducing regulatory uncertainty for gold streamers and royalty companies (Bloomberg).
Valuation Changes
Summary of Valuation Changes for Royal Gold
- The Consensus Analyst Price Target has risen slightly from $211.43 to $220.75.
- The Future P/E for Royal Gold has significantly risen from 19.68x to 22.26x.
- The Net Profit Margin for Royal Gold has significantly fallen from 62.01% to 55.61%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.