Update shared on 17 Nov 2025
Fair value Increased 0.11%Royal Gold's analyst price target has increased modestly, rising by $0.27 to $248.18 per share. Analysts cite higher precious metal prices, recent acquisitions, and sustained capital returns as key supporting factors.
Analyst Commentary
Bullish analysts have recently increased their price targets for Royal Gold, highlighting several factors that support a positive outlook for the company.
Bullish Takeaways- Recent acquisitions, including Sandstorm Gold and Horizon Copper, are expected to add growth, diversification, and duration to Royal Gold's portfolio.
- Precious metals prices continue to rally, which supports stronger revenue and margin expansion for companies in the sector.
- Analysts note that ongoing capital returns and robust corporate M&A momentum are likely to continue enhancing shareholder value.
- Deal activity is viewed as accretive to Royal Gold's net asset value and medium-term earnings per share, which strengthens the company’s financial foundation.
- Analysts remain watchful for broader commodity price volatility, which could impact earnings and valuation multiples if trends reverse.
- Integration risks associated with recent acquisitions may introduce near-term execution challenges and operational complexities.
- Geopolitical and trade uncertainties that currently support price rallies could shift, impacting future growth prospects and investor sentiment.
What's in the News
- Royal Gold has scheduled a Special/Extraordinary Shareholders Meeting for October 9, 2025, at 9:00 am US Eastern Standard Time. The agenda includes approval of share issuance as well as consideration of meeting adjournment or postponement (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Has risen slightly from $247.91 to $248.18 per share.
- Discount Rate: Increased from 7.51% to 8.09%, reflecting higher perceived risk or return requirements.
- Revenue Growth: Declined significantly from 38.52% to 27.63%, indicating tempered expectations for top-line expansion.
- Net Profit Margin: Dropped from 58.87% to 47.08%, suggesting lower anticipated earnings efficiency.
- Future P/E: Rose markedly from 16.41x to 38.84x. This points to higher valuation multiples applied to forward earnings.
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.