Gold Fields Limited

Informe acción JSE:GFI

Capitalización de mercado: R597.5b

Gold Fields Dirección

Dirección controles de criterios 2/4

El CEO de Gold Fields es Mike Fraser , nombrado en Jan 2024, tiene una permanencia de 2.33 años. compensación anual total es $3.58M, compuesta por 31.1% salario y 68.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.002% de las acciones de la empresa, por valor de ZAR12.67M. La antigüedad media del equipo directivo y de la junta directiva es de 2 años y 3.5 años, respectivamente.

Información clave

Mike Fraser

Chief Executive Officer (CEO)

US$3.6m

Compensación total

Porcentaje del salario del CEO31.10%
Permanencia del CEO2.3yrs
Participación del CEO0.002%
Permanencia media de la dirección2yrs
Promedio de permanencia en la Junta Directiva3.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 03

GFI: Higher Gold Price Assumptions And Dividend Payouts Will Support Re Rating

Gold Fields' analyst fair value estimate has shifted from ZAR1,100.00 to ZAR1,263.00 as analysts factor in updated gold price assumptions, changes in long term growth and profitability forecasts, and refreshed P/E expectations reflected in recent research updates. Analyst Commentary Recent research points to a constructive tone around Gold Fields, with several bullish analysts revisiting their assumptions on gold prices, long term profitability, and valuation multiples.
Actualización de narrativa Apr 18

GFI: Rich Payouts And Higher Costs Will Pressure Future Returns

Analysts have lifted the fair value estimate for Gold Fields to ZAR700 from ZAR680, reflecting updated views on revenue growth, profit margins and an adjusted future P/E multiple, informed by recent changes to Street price targets and ratings. Analyst Commentary Recent Street commentary on Gold Fields has been mixed, with several research houses updating price targets and ratings in quick succession.
Artículo de análisis Apr 07

Additional Considerations Required While Assessing Gold Fields' (JSE:GFI) Strong Earnings

Unsurprisingly, Gold Fields Limited's ( JSE:GFI ) stock price was strong on the back of its healthy earnings report...
Actualización de narrativa Apr 04

GFI: Elevated Dividend Commitments Will Heighten Execution And Cost Risks

Analysts have lifted the price target for Gold Fields to ZAR 680, supported by updated views on the company’s risk profile, revenue outlook, margins and forward P/E assumptions, even as recent research includes both upward target revisions and a downgrade. Analyst Commentary Recent research on Gold Fields includes a higher price target of $80 from JPMorgan, alongside other updated targets and a downgrade from another major firm.
Actualización de narrativa Mar 20

GFI: Mixed Rating Shifts And Dividend Plans Will Shape Execution Risks

Analysts have raised their ZAR price target for Gold Fields by ZAR15, reflecting updated expectations around margins and valuation metrics, while also acknowledging mixed recent research views on the stock. Analyst Commentary Recent research shows a split view on Gold Fields, with some large banks becoming more constructive on the share price while others flag risks around execution and valuation.
Actualización de narrativa Mar 05

GFI: Execution And Cost Risks Will Likely Restrain Elevated Expectations

The analyst fair value estimate for Gold Fields has been adjusted from ZAR630.00 to ZAR680.00, with analysts pointing to higher price targets from recent Street research and updated expectations for margins and risk as key drivers of the change. Analyst Commentary Recent Street research around Gold Fields has been mixed, with some higher price targets being balanced by more cautious views on execution and valuation risk.
Actualización de narrativa Feb 19

GFI: Higher Gold Price Outlook And Capital Returns Will Support Re Rating

Analysts have raised their ZAR price target for Gold Fields by ZAR14, citing refined assumptions on discount rates, revenue growth and profit margins, as well as recent mixed but generally supportive updates from banks that have adjusted targets in line with company guidance and gold price expectations. Analyst Commentary Recent research on Gold Fields reflects a split view, but the price target actions provide some clear clues about how more positive analysts are framing the story for you as an investor.
Actualización de narrativa Feb 05

GFI: Higher Gold Price Framework And Capital Returns Will Support Re Rating

Analysts have nudged their price targets on Gold Fields higher, with recent changes such as Citi moving to $57 from $50 and Scotiabank adding $14. These adjustments reflect updated views on gold price assumptions, reinvestment plans and capital returns.
Actualización de narrativa Jan 22

GFI: Higher Gold Price Assumptions And Capital Returns Will Drive Re Rating

Analysts have raised their fair value estimate for Gold Fields from $640.00 to $1,100.00, citing recent price target changes that reference the company's Q3 report, updated gold price assumptions, and new five-year guidance featuring higher reinvestment and a competitive capital returns program. Analyst Commentary Bullish analysts are pointing to recent research as a sign that sentiment around Gold Fields is improving, especially after the latest Q3 report and updated guidance.
Actualización de narrativa Jan 08

GFI: Higher Gold Price Assumptions And Projects Are Expected To Drive Upside

The analyst price target for Gold Fields has shifted modestly higher to about $831.30 from $815.61, as analysts factor in updated fair value, adjusted discount rates, stronger revenue growth and profit margin assumptions, and a slightly lower future P/E, informed by recent research that reflects reactions to Q3 results, evolving gold price views, and the company’s latest capital plans. Analyst Commentary Recent Street research on Gold Fields shows a mix of optimism and caution, with several firms revisiting their targets and ratings after the latest Q3 update, revised gold price assumptions, and the company’s refreshed capital plans and guidance.
Artículo de análisis Dec 27

Gold Fields Limited's (JSE:GFI) Price In Tune With Earnings

Gold Fields Limited's ( JSE:GFI ) price-to-earnings (or "P/E") ratio of 22x might make it look like a strong sell right...
Actualización de narrativa Dec 16

GFI: Elevated Capex And Project Execution Will Likely Pressure Future Returns

The analyst fair value estimate for Gold Fields has been raised sharply from about $400 to roughly $630, as analysts factor in higher gold price assumptions, stronger projected revenue growth and margins, and medium term upside from the company's growth projects and capital returns program. Analyst Commentary Recent Street research paints a mixed picture for Gold Fields, with a widening range of price targets and ratings that reflect both optimism on gold prices and emerging concerns around execution and capital allocation.
Artículo de análisis Dec 11

Here's Why Gold Fields (JSE:GFI) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Actualización de narrativa Dec 02

GFI: Future Sector Trends And Project Delivery Will Shape Medium-Term Prospects

The analyst price target for Gold Fields increased by $8.67 to $815.61. Analysts cited higher gold prices, updated guidance, and ongoing project momentum as key factors behind the upward revision.
Actualización de narrativa Nov 18

GFI: Sector Momentum Will Drive Medium-Term Upside From Australian Mine Acquisition

Analysts have raised their price target for Gold Fields, increasing the fair value estimate from $789.23 to $806.94. They cited ongoing sector momentum, resilient precious metal prices, and positive outlooks for the company’s upcoming projects.
Actualización de narrativa Nov 03

GFI: Windfall Progress Will Drive Medium-Term Upside Following Australian Mine Deal

Analysts have raised Gold Fields' fair value estimate by approximately $85 to $789, citing updated forecasts for improved profit margins, revenue growth, as well as a supportive outlook for gold prices and capital returns. Analyst Commentary Recent Street research on Gold Fields highlights both optimism and caution among analysts regarding the company’s future prospects, as reflected in recent ratings and price target adjustments.
Artículo de análisis Oct 27

Is Gold Fields (JSE:GFI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Oct 20

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

The consensus analyst price target for Gold Fields has risen significantly from $590.81 to $704.56. Analysts cite higher gold prices, improved operational momentum, and updated growth expectations as primary factors for the upward revision.
Actualización de narrativa Oct 06

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised their price target for Gold Fields from $24 to $32. They cite continued gold price strength and solid operational momentum as key drivers for the upward revision.
Artículo de análisis Sep 25

Gold Fields Limited's (JSE:GFI) Shares Climb 25% But Its Business Is Yet to Catch Up

Gold Fields Limited ( JSE:GFI ) shares have continued their recent momentum with a 25% gain in the last month alone...
Actualización de narrativa Sep 20

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised Gold Fields' price target to ZAR547.51, citing stronger gold prices, solid operational momentum, and production guidance tracking, with the upward revision reflecting improved valuation despite slightly higher costs and balanced risk. Analyst Commentary Higher price target reflects increased valuation multiples due to sustained gold price strength.
Actualización de narrativa Aug 23

Operational Challenges May Affect Margins, But Developments Like Salares Norte Will Enhance Production

Analysts have raised Gold Fields’ price target to ZAR493.30, citing higher gold prices, continued operational momentum, and production levels in line with guidance, which outweigh modest cost increases despite maintaining a Market Perform rating. Analyst Commentary Higher gold prices leading to increased valuation multiples.
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Nueva narrativa Feb 26

South Deep Efficiency Improvements And Salares Norte Ramp-Up Will Increase Future Production

Focus on capital allocation, exploration, and energy projects could improve revenue and shareholder value while reducing costs.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mike Fraser en comparación con los beneficios de Gold Fields?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$4mUS$1m

US$4b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$1mUS$943k

US$1b

Compensación vs. Mercado: La compensación total ($USD3.58M) de Mike está en línea con el promedio de empresas de tamaño similar en el mercado ZA ($USD3.48M).

Compensación vs. Ingresos: La compensación de Mike ha aumentado más de un 20% en el último año.


CEO

Mike Fraser (60 yo)

2.3yrs
Permanencia
US$3,579,400
Compensación

Mr. Michael John Fraser, also known as Mike, is Chief Executive Officer & Executive Director of Gold Fields Limited since January 1, 2024. Mr. Fraser served as Chief Executive Officer of Chaarat Gold Holdi...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 12.7m
Alex Dall
CFO & Executive Director2yrsUS$913.20k0.0049%
ZAR 29.2m
Francois Swanepoel
Chief Operating Officerless than a yearUS$1.29m0.0055%
ZAR 33.0m
Jongisa Magagula
Executive Vice-President of Investor Relations & Corporate Affairs2.8yrsUS$1.55m0.0010%
ZAR 6.2m
Kelly Carter
Executive VP and Group Head of Legal & Compliance3.2yrsUS$3.39m0.0024%
ZAR 14.1m
Chris Gratias
Executive Vice President of Strategy1.8yrsUS$1.57m0.0097%
ZAR 57.9m
Mariette Steyn
Executive Vice President of People & Sustainability1.9yrsUS$1.31m0.0047%
ZAR 28.0m
Jason Sander
Acting Chief Technical Officerless than a yearsin datossin datos
Shyam Jagwanth
VP & Group Head of Internal Auditno datasin datossin datos
Peter Andrews
Group Head of Geotechnical & VPno datasin datossin datos
Johan Boshoff
Group Head of Tailingsno datasin datossin datos
Pieter Coetzee
VP & Head of Finance: Operationsno datasin datossin datos
2.0yrs
Permanencia media
51yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GFI no se considera experimentado ( 2 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 12.7m
Alex Dall
CFO & Executive Director1.2yrsUS$913.20k0.0049%
ZAR 29.2m
Terence Goodlace
Independent Non-Executive Director9.8yrsUS$154.39ksin datos
Zarina Bibi Bassa
Independent Non- Executive Director1.8yrsUS$155.69ksin datos
John MacKenzie
Independent Non-Executive Directorless than a yearUS$44.15ksin datos
Alhassan Andani
Independent Non-Executive Director9.8yrsUS$161.56ksin datos
Maria Bitar Maluk
Independent Non-Executive Director4yrsUS$151.40ksin datos
Yunus Goolam Suleman
Independent Non-Executive Chairperson9.7yrsUS$257.97ksin datos
Philisiwe Sibiya
Independent Non-Executive Director5.2yrsUS$169.58ksin datos
Jacqueline McGill
Lead Independent Director4.5yrsUS$167.77ksin datos
Shannon McCrae
Independent Non-Executive Director1.8yrsUS$146.88ksin datos
Carel Albert Smit
Independent Non-Executive Director2.9yrsUS$155.56ksin datos
3.5yrs
Permanencia media
58.5yo
Promedio de edad

Junta con experiencia: La junta directiva de GFI se considera experimentada (3.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 01:42
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Gold Fields Limited está cubierta por 21 analistas. 8 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.

AnalistaInstitución
Herbert KharivheAbsa Bank Limited
Andrew ByrneBarclays
Matthew MurphyBMO Capital Markets Equity Research