BHP Group Dirección
Dirección controles de criterios 3/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Brandon Craig
Chief Executive Officer (CEO)
US$3.2m
Compensación total
| Porcentaje del salario del CEO | 27.27% |
| Permanencia del CEO | no data |
| Participación del CEO | 0.0009% |
| Permanencia media de la dirección | 3yrs |
| Promedio de permanencia en la Junta Directiva | 4.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 20
BHP: Potash Overruns And Impairment Will Restrain Future Project Returns
The analyst fair value estimate for BHP Group has been raised from A$40.94 to A$43.59 as analysts recalibrate their models following a series of mixed price target revisions that reflect updated views on project capex, impairment charges, and sector risk. Analyst Commentary Recent research on BHP Group shows a mix of cautious and supportive views, with several firms adjusting price targets and ratings as new information on project spending, impairments, and macro risks has emerged.
Nueva narrativa • Jul 11
Does BHP Have the Metal? More Ore in Store?
At A$47.93 per share, BHP Group (ASX: BHP) appears reasonably valued based on its current operating performance. For the six months to 31 December 2025, BHP reported revenue of US$27.9 billion, underlying EBITDA of US$15.5 billion and underlying attributable profit of US$6.2 billion, with an underlying EBITDA margin of 58.4%.Actualización de narrativa • Jul 06
BHP: Potash Cost Overruns And Impairment Will Constrain Future Upside
The analyst fair value estimate for BHP Group has been raised from A$38.25 to A$40.94. This change reflects updated assumptions around a slightly less severe revenue decline, a higher profit margin, and a lower future P/E, alongside mixed but generally supportive Street price target revisions in recent months.
Actualización de narrativa • Jun 22
BHP: Copper Strength And Jansen Risks Will Shape Fairly Valued Outlook
The analyst price target for BHP Group has been revised higher to A$61.02 from A$55.62, as analysts incorporate updated assumptions around revenue growth, profit margins, and a slightly lower discount rate, despite mixed reactions to the Jansen Potash capex increase and related impairment. Analyst Commentary Recent research on BHP Group shows a split view, with some bullish analysts focusing on long term growth optionality and others highlighting execution risks and valuation constraints after the Jansen Potash updates.Artículo de análisis • Jun 17
BHP Group (ASX:BHP) Shares Could Be 46% Undervalued After Copper Growth News
BHP Group (ASX:BHP) is back in focus after a series of copper centric developments, including regulatory approval for large Argentine projects and changes to Australian mining agreements, which intersect with rising electrification demand and strong recent copper earnings contributions. See our latest analysis for BHP Group. Against this backdrop of copper focused news, BHP Group’s share price has moved to A$65.19, with strong recent momentum reflected in a 30.15% 90 day share price return...Actualización de narrativa • Jun 05
BHP: Copper Reliance And China Slowdown Will Drive Future Downside Risk
BHP Group's refreshed fair value estimate has moved from A$53.40 to A$55.62 as analysts factor in updated price targets, modestly higher projected revenue growth, slightly firmer profit margins, and a revised future P/E assumption alongside a small uptick in the discount rate. Analyst Commentary Recent research on BHP Group points to a mixed but generally balanced stance, with several firms adjusting price targets and ratings as they reassess valuation and macro risks.Actualización de narrativa • May 04
BHP: Commodity Mix And China Ties Will Shape Future Fairly Valued Outlook
BHP Group's analyst price target has moved higher to A$53.40 from A$52.50, as analysts factor in slightly stronger revenue growth assumptions along with a modestly higher future P/E, partly supported by recent target increases from major brokers. Analyst Commentary Recent Street research on BHP Group shows a mix of optimism and caution, with several price target revisions and rating changes reflecting different views on valuation, earnings power and macro exposure.Actualización de narrativa • Apr 19
BHP: Commodity Mix And China Stabilization Will Shape Future Fairly Valued Outlook
The analyst fair value estimate for BHP Group has shifted slightly lower to A$52.50 from A$53.37, as analysts factor in updated assumptions for higher long term revenue growth, a modestly lower profit margin, a slightly higher discount rate, and a higher future P/E multiple following a mix of recent price target increases and trims across the Street. Analyst Commentary Recent research on BHP Group has been mixed, with several bullish analysts lifting price targets while more cautious analysts have trimmed theirs or maintained restrained views.Actualización de narrativa • Apr 05
BHP: Commodity Mix And China Stabilization Will Shape Fairly Valued Outlook
The analyst fair value estimate for BHP Group has increased modestly to A$53.37 from A$52.50, reflecting updated assumptions about slightly stronger revenue growth and a refreshed set of mixed but generally constructive price targets from recent Street research. Analyst Commentary Recent Street research on BHP Group shows a mix of optimism on long term prospects and caution around valuation and execution risks, which helps explain the modest adjustment in the fair value estimate.Actualización de narrativa • Mar 22
BHP: Commodity Cycles And China Recovery Will Shape Fairly Valued Outlook
Analysts have adjusted the BHP Group fair value estimate slightly higher to A$52.50. This reflects refreshed price targets that balance updated revenue and margin assumptions with mixed views on commodity exposure and valuation.
Nueva narrativa • Mar 21
BHP’s value is durability today (iron ore) and optionality tomorrow (copper + potash). Execution and macro demand are the swing factors.
Catalysts 1) Copper demand: electrification + AI-driven power infrastructure The market often frames copper as an “energy transition” commodity, but I see incremental demand coming from AI/data-center power density and grid capex (transmission, distribution, redundancy). This supports a structurally tighter copper market over time.Actualización de narrativa • Mar 05
BHP: Commodity Cycles And China Recovery Will Shape Future Returns
The analyst fair value estimate for BHP Group has been adjusted slightly higher to A$51.98 from A$51.72. This change reflects a series of recent price target increases across the Street as analysts factor in updated assumptions for revenue growth, margins and valuation multiples.Actualización de narrativa • Feb 19
BHP: Commodity Cycles And Mega Deals Will Shape Future Returns
Analysts have lifted their BHP Group price target by A$3.54. The change is supported by model updates that incorporate a higher fair value estimate, a small adjustment to the discount rate, a slightly lower revenue growth assumption, a modestly higher profit margin, and a marginally higher future P/E multiple.Nueva narrativa • Feb 18
Copper And Potash Expansion Will Expose Long Term Earnings And Margin Vulnerabilities
Catalysts About BHP Group BHP Group is a diversified mining company with large operations in copper, iron ore, steelmaking coal, uranium, gold and potash. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 05
BHP: Commodity Cycles Legal Risks And Mega Deals Will Shape Future Performance
Analysts nudged their BHP Group price targets higher, with the modelled fair value moving from about A$48.99 to A$48.17 as they factored in updated revenue growth, profit margin, P/E and discount rate assumptions aligned with the latest Street research. Analyst Commentary Recent Street research around BHP Group has been relatively limited in volume, but the available signals point to modest valuation adjustments rather than wholesale changes in conviction.Actualización de narrativa • Jan 22
BHP: Commodity Cycles Legal Risks And Copper Exposure Will Shape Future Performance
Analysts have lifted their fair value estimate for BHP Group from $44.58 to $49.00, citing updated assumptions for revenue growth, profit margins and future P/E that align with the recent price target increase of 100 GBp reported in Street research. Analyst Commentary Recent Street research on BHP Group has focused on aligning price targets and fair value estimates with updated assumptions for revenue, margins and future P/E multiples, with JPMorgan lifting its price target by 100 GBp. Bullish Takeaways Bullish analysts see the higher price target and fair value estimate as consistent with updated revenue and margin assumptions, which they view as better reflecting BHP Group's current earnings power.Actualización de narrativa • Jan 07
BHP: Commodity Cycles Legal Liabilities And Copper Projects Will Shape Future Performance
Analysts have trimmed their price target on BHP Group to £21.00 from £22.00, reflecting slightly updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, while maintaining a neutral overall stance. Analyst Commentary Recent research on BHP Group has focused on fine tuning valuation assumptions rather than shifting the overall stance, with the latest move being a trim in the price target while keeping a neutral rating.Actualización de narrativa • Dec 14
BHP: Commodity Cycles And Legal Liabilities Will Shape Future Performance Outlook
Analysts have trimmed their price target on BHP Group slightly, from 2,200 GBp to 2,100 GBp, reflecting a modestly higher discount rate and only incremental changes to long term revenue growth, margins, and valuation assumptions. Analyst Commentary Recent research suggests that sentiment on BHP Group is balanced, with the latest adjustment to the price target framed more as a fine tuning of assumptions than a fundamental change in outlook.Actualización de narrativa • Nov 30
BHP: Sector Volatility And Legal Risks Will Influence Performance Outlook
Analysts have slightly increased their target fair value for BHP Group, raising it from $44.73 to $45.21. They cite modest improvements in projected revenue growth and valuation outlook as the reasons for this adjustment.Actualización de narrativa • Nov 16
BHP: Mixed Market Signals And Legal Headwinds Will Shape Near-Term Performance
BHP Group’s analyst fair value target has increased modestly from $43.95 to $44.73. Analysts are factoring in revised financial assumptions and recent price target adjustments, despite mixed short-term sentiment.Actualización de narrativa • Nov 01
BHP: Earnings Outlook Will Balance Inflation Risks And China Demand Uncertainty
BHP Group’s analyst price target was recently lowered by £1.00 to £21.00 per share. Analysts cite softer assumptions for profit margin and revenue growth as factors contributing to their revised outlook.Actualización de narrativa • Oct 17
Global Decarbonization And Asia Demand Will Underpin Durable Metals Performance
BHP Group's analyst price target has been raised from 2,160 GBp to 2,200 GBp. Analysts cite improvements in projected profit margins and a more favorable revenue outlook as supporting factors for a higher valuation. Analyst Commentary Recent analyst activity on BHP Group reflects a mix of renewed optimism and lingering caution regarding the company's outlook, following updated earnings and operational guidance.Artículo de análisis • Oct 16
It's Unlikely That BHP Group Limited's (ASX:BHP) CEO Will See A Huge Pay Rise This Year
Key Insights BHP Group will host its Annual General Meeting on 23rd of October CEO Mike Henry's total compensation...Actualización de narrativa • Oct 03
Global Decarbonization And Asia Demand Will Underpin Durable Metals Performance
The analyst price target for BHP Group has been raised from A$42.33 to A$43.51, as analysts cite resilient financial performance and a stable margin outlook despite ongoing cost pressures. Analyst Commentary Recent reports reflect a mix of optimism and caution among analysts covering BHP Group.Actualización de narrativa • Sep 17
Global Decarbonization And Asia Demand Will Underpin Durable Metals Performance
BHP Group's consensus price target was trimmed to A$42.33 as analysts cite valuation concerns amid reduced free cash flow yields, persistent cost pressures, and project execution risks, with the revision reflecting a more cautious outlook despite recent strong results. Analyst Commentary Mixed analyst sentiment with several downgrades to Neutral/Market Perform, citing valuation concerns after the recent share rally and reduced free cash flow yields.Actualización de narrativa • Aug 27
Expanding Copper Production And Potash Entry Will Diversify Portfolio, But Analysts Forecast Earnings Decline
Consensus analyst reasoning reflects cautious optimism for BHP Group, as improved underlying fiscal results and modest upgrades to revenue forecasts are tempered by ongoing execution risks, cost inflation, and less compelling valuation following a share price rally—resulting in a moderate increase in the analyst price target from A$41.44 to A$42.94. Analyst Commentary Bearish analysts pointed to execution risk related to significant cost overruns (“cost blow out”) at Jansen Stage 1, weighing on future outlook.
Nueva narrativa • Feb 11
Focus On Copper And Potash Expansion Will Shape Future Success
BHP's strategic investments in copper and potash aim to align with long-term demand trends, potentially boosting future revenue growth.Nueva narrativa • Jan 30
Upcoming Potash And Copper Projects Will Strengthen Global Market Position
BHP's investments in potash and copper, combined with operational excellence, promise long-term revenue and margin growth through strategic developments and increasing global demand.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | US$10b |
| Sep 30 2025 | n/a | n/a | US$10b |
| Jun 30 2025 | US$3m | US$860k | US$9b |
| Mar 31 2025 | n/a | n/a | US$10b |
| Dec 31 2024 | n/a | n/a | US$11b |
| Sep 30 2024 | n/a | n/a | US$10b |
| Jun 30 2024 | US$2m | US$267k | US$8b |
Compensación vs. Mercado: La compensación total ($USD3.15M) de Brandon está en línea con el promedio de empresas de tamaño similar en el mercado Australian ($USD3.80M).
Compensación vs. Ingresos: La compensación de Brandon ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Brandon Craig
no data
Permanencia
US$3,154,000
Compensación
Mr. Brandon Craig is CEO & Director of BHP Group Limited from July 1, 2026. Mr. Craig was President of Americas of BHP Group Limited from March 01, 2024 to July 1, 2026. Mr. Craig joined the BHP Group Limi...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | no data | US$3.15m | 0.00094% A$ 2.8m | |
| Chief Financial Officer | 2.3yrs | US$4.24m | 0.0049% A$ 14.6m | |
| Executive Officer | less than a year | US$8.51m | 0.011% A$ 32.4m | |
| President of Australia | 3.8yrs | US$4.68m | 0.0054% A$ 15.9m | |
| Chief Operating Officer | 3.8yrs | US$2.79m | sin datos | |
| Chief Technical Officer | 2.3yrs | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal | 10.3yrs | sin datos | sin datos | |
| Vice President of Communications | no data | sin datos | sin datos | |
| Group Sales & Marketing Officer | no data | sin datos | sin datos | |
| Chief People Officer | 4yrs | sin datos | sin datos | |
| Group Health | no data | sin datos | sin datos |
3.0yrs
Permanencia media
55.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BHP se considera experimentado (3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | no data | US$3.15m | 0.00094% A$ 2.8m | |
| Independent Non-Executive Director | 2.2yrs | US$287.00k | 0.00020% A$ 592.3k | |
| Independent Non-Executive Director | 5.8yrs | US$322.00k | 0.00021% A$ 621.9k | |
| Senior Independent Director | 6.4yrs | US$349.00k | 0.00047% A$ 1.4m | |
| Non-Executive Director | less than a year | sin datos | 0.000090% A$ 266.5k | |
| Independent Non-Executive Chairman | 2.3yrs | US$485.00k | 0.00089% A$ 2.6m | |
| Independent Non Executive Director | 4.3yrs | US$301.00k | 0.00020% A$ 592.3k | |
| Independent Non-Executive Director | 6.1yrs | US$266.00k | 0.00023% A$ 681.2k | |
| Independent Non-Executive Director | 5.8yrs | US$284.00k | 0.00020% A$ 592.3k | |
| Independent Non-Executive Director | 4.3yrs | US$334.00k | 0.00024% A$ 710.8k |
4.3yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de BHP se considera experimentada (4.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/22 13:53 |
| Precio de las acciones al final del día | 2026/07/22 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BHP Group Limited está cubierta por 62 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Coleman | Argus Research Company |
| Ayan Ghosh | Avior Capital Markets |
| Amos Fletcher | Barclays |