South32 Limited

ASX:S32 Lagerbericht

Marktkapitalisierung: AU$19.5b

South32 Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 3/6

South32 ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 1.94%, die durch die Erträge gut gedeckt ist.

Wichtige Informationen

1.9%

Dividendenausschüttung

0.5%

Rückkaufsrendite

Gesamte Aktionärsrendite2.4%
Zukünftige Dividendenrendite3.9%
Wachstum der Dividende3.3%
Nächster Dividendenzahlungsterminn/a
Ex-Dividendendatumn/a
Dividende pro Aktien/a
Ausschüttungsquote74%

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Narrativ-Update May 09

S32: Citi Upgrade And Hermosa Progress Will Support Future Upside

Analysts now see South32's fair value at about A$4.63 per share, down from roughly A$4.91. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E, despite recent Street research that has included an upgrade and a higher price target from Citi.
Narrativ-Update Apr 25

S32: Citi Upgrade And West Musgrave Option Will Drive Future Upside

Analysts have lifted their A$ price target for South32 slightly, reflecting updated assumptions for fair value, revenue growth, discount rate and future P/E after recent supportive research. Analyst Commentary Recent research has focused on how revised assumptions for fair value, revenue trajectories, discount rate and future P/E feed into South32's updated price targets.
Narrativ-Update Apr 09

S32: Recent Upgrades And West Musgrave Option Will Shape Balanced Outlook

Narrative Update Analysts have lifted their price target for South32 to A$4.84 from A$4.78, citing slightly higher assumed profit margins and a modestly higher future P/E multiple. Together, these factors offset a more cautious revenue growth outlook and an updated discount rate.
Narrativ-Update Mar 26

S32: UBS Upgrade And West Musgrave Option Will Shape Bullish Outlook

South32's updated analyst price target has moved from A$4.69 to A$4.78, with analysts pointing to refreshed fair value estimates and slightly adjusted discount rate and P/E assumptions following recent target hikes and upgrades from the Street. Analyst Commentary Recent research points to a more refined view of South32, with target changes and an upgrade reflecting how analysts are reassessing valuation, execution risks and growth options rather than reacting to a single catalyst.
Narrativ-Update Mar 08

S32: UBS Upgrade And Mozal Power Shift Will Guide Balanced Outlook

Analysts have nudged their fair value estimate for South32 slightly higher to A$4.69 from A$4.67, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E following recent price target and rating changes at major brokers. Analyst Commentary Recent Street research highlights a mix of optimism and caution around South32, with valuation adjustments and rating changes reflecting differing views on how the company may execute on its plans and how that might flow through to earnings and cash flow.
Narrativ-Update Feb 21

S32: UBS Upgrade And Mozal Power Move Will Shape Balanced Outlook

Analysts have lifted their A$ fair value estimate for South32 from about A$4.37 to roughly A$4.67, reflecting updated views on revenue growth, margins and future P/E after recent price target revisions and upgrades from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade and higher price target as support for the revised A$ fair value estimate, suggesting that current pricing assumptions for South32 may be too conservative relative to their outlook.
Narrativ-Update Feb 05

S32: UBS Upgrade And Mozal Power Transition Will Shape Balanced Outlook

Analysts have lifted their price target on South32 by about A$0.22, citing updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E assumptions following recent research, including the latest UBS upgrade. Analyst Commentary Recent research, including the latest UBS upgrade, highlights a mix of supportive and cautious views on South32's outlook and valuation.
Narrativ-Update Jan 22

S32: Mozal Power Uncertainty And Improved Margins Will Shape Steady Outlook

Analysts have lifted their price target on South32 to around A$4.15 from about A$3.50, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News South32 plans to place the Mozal Aluminium operation on care and maintenance on or around 15 March 2026 after not securing a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Narrativ-Update Jan 07

S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook

Analysts have nudged their price target for South32 slightly higher to A$3.50 from about A$3.48, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News South32 plans to place the Mozal Aluminium operation in Mozambique on care and maintenance on or around 15 March 2026, as it has not secured a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Narrativ-Update Dec 15

S32: Cannington Sale Prospects Will Shape Outlook Amid Steady Earnings Expectations

Narrative Update on South32 The analyst price target for South32 has been raised from $3.38 to $3.48 as analysts factor in slightly stronger long term revenue growth and higher future valuation multiples. This is partially offset by modestly lower profit margin expectations and a marginally higher discount rate.
Narrativ-Update Nov 29

S32: Outlook Will Balance Cannington Sale Process And Consistent Earnings Performance

Analysts have slightly increased their price target for South32, raising the estimated fair value from $3.32 to $3.38 per share. This adjustment reflects updated discount rate assumptions.
Narrativ-Update Nov 15

S32: Outlook Will Reflect Mine Sale Talks And Stable Operations Into 2026

South32’s analyst price target has been modestly raised from $3.30 to $3.32, as analysts cite improved revenue growth forecasts. This increase is partially offset by a slightly higher discount rate and a marginally lower profit margin outlook.
Narrativ-Update Nov 01

S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns

Analysts have modestly increased their price target for South32, raising the fair value estimate from $3.26 to $3.30. They cite updated views on discount rates as well as the outlook for growth and profitability.
Narrativ-Update Oct 17

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have raised their price target for South32 from $3.11 to $3.26. This change reflects improved expectations based on higher forecast revenue growth and profit margins.
Narrativ-Update Oct 03

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have modestly raised their price target for South32, increasing it from $3.05 to $3.11 per share. They cited slightly improved revenue growth expectations, along with minor adjustments to forecast discount rates and profit margins.
Analyseartikel Sep 04

Statutory Profit Doesn't Reflect How Good South32's (ASX:S32) Earnings Are

Even though South32 Limited ( ASX:S32 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Narrativ-Update Aug 27

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.
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Neues Narrativ Apr 25

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

The Worsley Mine Project and GEMCO restart promise future revenue growth and improved operating margins, backed by recent approvals and phased mining activities.

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: S32Die Dividendenzahlungen des Unternehmens waren in den vergangenen 10 Jahren volatil.

Wachsende Dividende: S32Die Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren gestiegen.


Dividendenrendite im Vergleich zum Markt

South32 Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von S32 im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (S32)1.9%
Untere 25 % des Marktes (AU)2.8%
Markt Top 25 % (AU)6.9%
Branchendurchschnitt (Metals and Mining)3.2%
Analystenprognose (S32) (bis zu 3 Jahre)3.9%

Bemerkenswerte Dividende: S32Die Dividende des Unternehmens (1.94%) ist im Vergleich zu den unteren 25 % der Dividendenzahler auf dem Markt Australian (2.78%) nicht bemerkenswert.

Hohe Dividende: S32Die Dividende des Unternehmens (1.94%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt Australian (6.85%) niedrig.


Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Mit einer angemessenen Ausschüttungsquote (74.2%) sind die Dividendenzahlungen von S32 durch die Gewinne gedeckt.


Barausschüttung an die Aktionäre

Cashflow-Deckung: Mit einer angemessenen Ausschüttungsquote (71.1%) sind die Dividendenzahlungen von S32 durch den Cashflow gedeckt.


Entdecken Sie dividendenstarke Unternehmen

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 23:12
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/06/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

South32 Limited wird von 39 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Ayan GhoshAvior Capital Markets
Izak RossouwBarclays
Izak RossouwBarclays