Update shared on04 Oct 2025
Fair value Increased 16%Analysts have raised their fair value estimate for AngloGold Ashanti from $58.00 to approximately $67.17. This change reflects improved revenue growth expectations, which outweigh a slight decline in projected profit margins.
What's in the News
- The company announced an interim dividend of 80 US cents per share for the three months ended June 30, 2025. The record date and ex-dividend date are set for August 22, 2025, with payment scheduled for September 5, 2025 (Key Developments).
- The company reported gold production of 804,000 ounces in the second quarter of 2025, an increase from 663,000 ounces in the prior year. For the first half of 2025, production was 1,524,000 ounces compared to 1,254,000 ounces a year earlier (Key Developments).
- The company reaffirmed full-year 2025 production and cost guidance, emphasizing continued execution on strategic objectives such as enhancing margins, extending mine lives, and maintaining capital discipline (Key Developments).
- Unaudited group gold production reached 675,000 ounces for the three months ended June 30, 2025, compared to 663,000 ounces in the previous year. Year-to-date production was 1,278,000 ounces versus 1,254,000 ounces a year ago (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from $58.00 to approximately $67.17, reflecting a higher valuation outlook.
- Discount Rate has risen slightly from 7.54% to 7.59%.
- Revenue Growth forecast has strengthened, moving from 7.68% to 8.96%.
- Net Profit Margin has declined modestly from 30.34% to 29.29%.
- Future P/E ratio estimate has increased from 15.38x to 17.84x, indicating higher expected earnings multiples.
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.