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AU: Higher Margins And Dividend Will Support A Stronger Outlook

Rising Inflation And Expanding Exploration Will Secure Secular Advantages

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AU
AnalystHighTarget
Not Invested
Published 04 May 2025

Update shared on 19 Jan 2026

Fair value Increased 87%
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Analysts have lifted their fair value estimate for AngloGold Ashanti from $70.00 to $131.00, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the higher price target.

What's in the News

  • AngloGold Ashanti plc announced an interim dividend of US$0.91 per share for the three months ended 30 September 2025, with the ex dividend date and record date on the NYSE set for 28 November 2025 and payment scheduled for 12 December 2025 (company announcement).
  • The company reported group gold production of 768,000 ounces for the third quarter ended 30 September 2025, compared with 657,000 ounces for the same quarter a year earlier (company announcement).
  • For the nine months ended 30 September 2025, group gold production was 2,292,000 ounces, compared with 1,911,000 ounces for the same period a year earlier (company announcement).

Valuation Changes

  • The fair value estimate has risen from $70.00 to $131.00 per share, reflecting updated assumptions across the model.
  • The discount rate has moved higher from 7.54% to 8.20%, implying a slightly more conservative required return in the valuation work.
  • The revenue growth assumption has increased from 12.05% to 14.97%, indicating higher expected top-line expansion in the updated outlook.
  • The net profit margin assumption has increased from 30.66% to 34.09%, pointing to a richer profitability profile being used in the forecasts.
  • The future P/E multiple has moved up from 16.31x to 18.98x, indicating a higher valuation multiple applied to AngloGold Ashanti’s earnings in the model.

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Disclaimer

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