Valterra Platinum Limited

JSE:VAL Lagerbericht

Marktkapitalisierung: R343.3b

Valterra Platinum Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 2/6

Valterra Platinum ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 3.49%, die durch die Erträge gut gedeckt ist.

Wichtige Informationen

3.5%

Dividendenausschüttung

0.1%

Rückkaufsrendite

Gesamte Aktionärsrendite3.6%
Zukünftige Dividendenrendite8.0%
Wachstum der Dividende2.6%
Nächster Dividendenzahlungsterminn/a
Ex-Dividendendatumn/a
Dividende pro Aktien/a
Ausschüttungsquote43%

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Narrativ-Update May 20

VAL: Dividend Windfall And Stable Margins Will Support Future Returns

Analysts have trimmed their ZAR price target on Valterra Platinum to reflect a slightly lower assumed discount rate and more moderate future P/E expectations, while still incorporating steady revenue growth and profit margin assumptions. Analyst Commentary Recent Street research on Valterra Platinum points to mixed views on valuation, with a group of bullish analysts highlighting potential upside drivers for the stock.
Narrativ-Update May 05

VAL: Future Returns Will Hinge On Production Delivery And Dividend Discipline

Analysts have trimmed their price target on Valterra Platinum by ZAR10 to reflect updated assumptions for slightly lower revenue growth, a higher discount rate, improved profit margins and a reduced future P/E multiple, in line with recent mixed Street research that includes both a target cut and an upgrade. Analyst Commentary Recent research captures a mixed but focused view on Valterra Platinum, with one camp adjusting price targets lower and another shifting to a more positive stance.
Narrativ-Update Apr 21

VAL: Dividend Windfall And Rising EPS Guidance Will Support Future Returns

Analysts have kept their ZAR 2,160 price target for Valterra Platinum unchanged, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E following recent research updates. Analyst Commentary Recent research indicates that bullish analysts see the reaffirmed ZAR 2,160 price target as supported by refreshed assumptions around discount rates, revenue growth, profit margins and future P/E, rather than as a placeholder target.
Narrativ-Update Apr 07

VAL: Dividend Windfall And Higher EPS Will Support Future Returns

Analysts have revised their ZAR price target on Valterra Platinum to ZAR2,160, reflecting updated views on revenue growth, profit margins and the appropriate P/E multiple following recent Street research. Analyst Commentary Bullish analysts point to the revised ZAR2,160 price target as a key marker of confidence in Valterra Platinum's ability to align revenue trends, profit margins and its P/E multiple with updated Street expectations.
Narrativ-Update Mar 24

VAL: Dividend Windfall And Higher Earnings Guidance Will Drive Future Returns

Analysts have kept the Valterra Platinum price target steady at ZAR2,160.00, highlighting updated assumptions around a ZAR18.44% discount rate, ZAR13.90% revenue growth, a ZAR29.78% profit margin and an ZAR18.37x future P/E as the key drivers behind the refreshed view. What's in the News The board approved a special cash dividend of ZAR5,300m, equal to ZAR20.00 per share, for the year ended 31 December 2025, with payment scheduled for 30 March 2026 on the JSE and 15 April 2026 on the LSE (Key Developments).
Narrativ-Update Mar 09

VAL: Dividend Windfall And Higher EPS Will Face Compressed Future Multiple

Analysts have left their Valterra Platinum fair value estimate unchanged at ZAR689. The latest price target update reflects a lower assumed discount rate, a higher profit margin and a reduced future P/E multiple.
Narrativ-Update Feb 23

VAL: Fair Value Will Hinge On Execution Of Production And Margin Guidance

The analyst price target for Valterra Platinum has shifted from ZAR1,050.28 to ZAR1,480.70, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News Valterra Platinum issued production guidance for 2026, with Platinum Group Metals mined and contained (M&C) and refined volumes each expected in a range of 3.0 Moz to 3.4 Moz.
Narrativ-Update Feb 08

VAL: Higher Earnings Guidance Will Support Stronger Future Profitability

Analysts have raised their price target for Valterra Platinum from $1,050 to $2,160, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Reported fourth quarter 2025 total mining and concentrating PGM production of 880,200 ounces compared with 875,700 ounces in the prior year quarter, with total refined production of 1,296,700 ounces compared with 1,210,700 ounces (company announcement of operating results).
Narrativ-Update Jan 25

VAL: Higher Output Guidance Will Later Meet Softer Earnings Multiple

Analysts have nudged their price target on Valterra Platinum slightly higher to $689, reflecting tweaked assumptions around a marginally higher discount rate, stronger modeled revenue growth, a modestly softer profit margin, and a slightly lower future P/E multiple. What's in the News Valterra Platinum issued earnings guidance for the twelve months ending December 31, 2025, with basic EPS projected in a range of 5,522 cents to 6,055 cents per share, compared with 2,683 cents per share in the prior period (Corporate guidance).
Narrativ-Update Jan 11

VAL: Higher Production Guidance Will Mask Weaker Future P/E Upside

Analysts have lifted their price target for Valterra Platinum from $552 to $689, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple that together reshape their view of the stock's potential value. What's in the News Valterra Platinum reaffirmed its 2025 production guidance for Amandelbult at 450,000 to 480,000 PGM ounces, indicating the company still expects to meet its previously communicated full year targets (Corporate Guidance).
Narrativ-Update Dec 14

VAL: Shares Will Face Pressure As Raised Price Goal Masks Execution Risks

Analysts have raised their price target for Valterra Platinum from £26.00 to £32.00, reflecting slightly higher projected revenue growth, modestly improved profit margins, and a somewhat richer assumed future P E multiple despite a marginally higher discount rate. Analyst Commentary Recent Street research reflects a nuanced stance on Valterra Platinum, with the higher price target indicating recognition of improved fundamentals even as caution remains on the shares.
Narrativ-Update Nov 30

VAL: Shares Will Face Pressure Amid Sustainability Concerns Despite Recent Stock Rally

Analysts have increased their price target for Valterra Platinum from £26.00 to £32.00 per share. They cite a modest improvement in revenue growth expectations and updated model assumptions as the reasons for this adjustment.
Narrativ-Update Nov 16

VAL: Focus Will Shift To Execution As Profit Margins Forecast To Improve

Narrative Update on Valterra Platinum Analysts have raised Valterra Platinum's target price from £26.00 to £32.00. Improved profit margin forecasts and higher anticipated revenue growth were cited as key drivers behind the upgrade.
Narrativ-Update Nov 02

VAL: Price Rally Will Face Risks From Ongoing Competitive Pressures

Narrative Update: Valterra Platinum Analyst Price Target Revised Valterra Platinum's analyst price target has increased by £600 to £3,200 per share. Analysts cite higher fair value estimates and stable profit margins as key drivers for their updated outlook.
Narrativ-Update Oct 18

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has increased from £8.76 to £9.38, reflecting analysts' more positive outlook based on higher projected revenue growth and improved profit margins. Analyst Commentary Analyst updates for Valterra Platinum reveal a mix of caution and optimism following recent adjustments to price targets.
Narrativ-Update Oct 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum's analyst price target has risen from £832.91 to £875.64. This reflects analysts' expectations for improved profit margins, despite slightly softer revenue growth forecasts.
Narrativ-Update Sep 19

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s modest price target increase to ZAR832.91 reflects analysts’ confidence in improved operational efficiency, robust platinum demand, and management’s consistent delivery, despite ongoing macroeconomic uncertainties. Analyst Commentary Improved operational efficiency and cost controls highlighted as supporting factors for modest target increases, despite a cautious outlook.
Narrativ-Update Sep 04

Clean Energy Trends Will Expand PGM Catalyst Potential

Valterra Platinum’s consensus price target was modestly reduced to ZAR805.20 as analysts balanced ongoing operational strength with caution over post-spinout headwinds and lingering sector risks. Analyst Commentary Bullish analysts cited continued strong performance post-spinout despite minor target reductions.
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Neues Narrativ Jul 16

Operational Cost Cuts Will Mitigate PGM Risks While Production Expands

Long-term revenue visibility is uncertain due to substitution risks and overreliance on traditional automotive platinum demand.
Analyseartikel Jun 16

Here's What's Concerning About Valterra Platinum's (JSE:VAL) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analyseartikel May 25

With Anglo American Platinum Limited (JSE:AMS) It Looks Like You'll Get What You Pay For

Anglo American Platinum Limited's ( JSE:AMS ) price-to-earnings (or "P/E") ratio of 28.5x might make it look like a...
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Neues Narrativ Feb 23

Der Brochen And Mogalakwena Developments Will Improve Future PGM Efficiency

The demerger from Anglo American Group and operational focus could enhance profitability and earnings through improved efficiency and cost management.

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: VAL zahlt seit weniger als 10 Jahren eine Dividende, und während dieser Zeit waren die Zahlungen volatil.

Wachsende Dividende: VALDie Dividendenzahlungen des Unternehmens sind gestiegen, aber das Unternehmen zahlt erst seit 8 Jahren eine Dividende.


Dividendenrendite im Vergleich zum Markt

Valterra Platinum Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von VAL im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (VAL)3.5%
Untere 25 % des Marktes (ZA)3.0%
Markt Top 25 % (ZA)7.6%
Branchendurchschnitt (Metals and Mining)4.1%
Analystenprognose (VAL) (bis zu 3 Jahre)8.0%

Bemerkenswerte Dividende: VALDie Dividende des Unternehmens (3.49%) ist höher als die der untersten 25% der Dividendenzahler auf dem ZA Markt (2.98%).

Hohe Dividende: VALDie Dividende des Unternehmens (3.49%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt ZA (7.65%) niedrig.


Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Mit einer relativ niedrigen Ausschüttungsquote (42.6%) sind die Dividendenzahlungen von VAL gut durch die Erträge gedeckt.


Barausschüttung an die Aktionäre

Cashflow-Deckung: Mit seiner hohen Ausschüttungsquote (102.2%) sind die Dividendenzahlungen von VAL nicht ausreichend durch den Cashflow gedeckt.


Entdecken Sie dividendenstarke Unternehmen

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 20:38
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

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

Valterra Platinum Limited wird von 26 Analysten beobachtet. 9 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
Gerhard EngelbrechtAbsa Bank Limited
Richard HartArqaam Capital Research Offshore S.A.L.
Sebastian BellAvior Capital Markets