Gold Fields Gestion
Gestion contrôle des critères 2/4
Le PDG Gold Fields est Mike Fraser, nommé en Jan2024, a un mandat de 2.33 ans. La rémunération annuelle totale est $ 3.58M, composée du salaire de 31.1% et des bonus 68.9%, y compris les actions et options de la société. détient directement 0.002% des actions de la société, d'une valeur de ZAR 12.67M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2 ans et 3.5 ans.
Informations clés
Mike Fraser
Directeur général
US$3.6m
Rémunération totale
| Pourcentage du salaire du PDG | 31.10% |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 0.002% |
| Durée moyenne d'occupation des postes de direction | 2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 31 2025 | US$4m | US$1m | US$4b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$1m | US$943k | US$1b |
Rémunération vs marché: La rémunération totale de Mike ($USD 3.58M ) est dans la moyenne des entreprises de taille similaire sur le marché ZA ($USD 3.48M ).
Rémunération et revenus: La rémunération de Mike a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Mike Fraser (60 yo)
2.3yrs
Titularisation
US$3,579,400
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Director | 2.3yrs | US$3.58m | 0.0021% ZAR 12.7m | |
| CFO & Executive Director | 2yrs | US$913.20k | 0.0049% ZAR 29.2m | |
| Chief Operating Officer | less than a year | US$1.29m | 0.0055% ZAR 33.0m | |
| Executive Vice-President of Investor Relations & Corporate Affairs | 2.8yrs | US$1.55m | 0.0010% ZAR 6.2m | |
| Executive VP and Group Head of Legal & Compliance | 3.2yrs | US$3.39m | 0.0024% ZAR 14.1m | |
| Executive Vice President of Strategy | 1.8yrs | US$1.57m | 0.0097% ZAR 57.9m | |
| Executive Vice President of People & Sustainability | 1.9yrs | US$1.31m | 0.0047% ZAR 28.0m | |
| Acting Chief Technical Officer | less than a year | pas de données | pas de données | |
| VP & Group Head of Internal Audit | no data | pas de données | pas de données | |
| Group Head of Geotechnical & VP | no data | pas de données | pas de données | |
| Group Head of Tailings | no data | pas de données | pas de données | |
| VP & Head of Finance: Operations | no data | pas de données | pas de données |
2.0yrs
Durée moyenne de l'emploi
51yo
Âge moyen
Gestion expérimentée: L'équipe de direction de GFI n'est pas considérée comme expérimentée (ancienneté moyenne 2 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Executive Director | 2.3yrs | US$3.58m | 0.0021% ZAR 12.7m | |
| CFO & Executive Director | 1.2yrs | US$913.20k | 0.0049% ZAR 29.2m | |
| Independent Non-Executive Director | 9.8yrs | US$154.39k | pas de données | |
| Independent Non- Executive Director | 1.8yrs | US$155.69k | pas de données | |
| Independent Non-Executive Director | less than a year | US$44.15k | pas de données | |
| Independent Non-Executive Director | 9.8yrs | US$161.56k | pas de données | |
| Independent Non-Executive Director | 4yrs | US$151.40k | pas de données | |
| Independent Non-Executive Chairperson | 9.7yrs | US$257.97k | pas de données | |
| Independent Non-Executive Director | 5.2yrs | US$169.58k | pas de données | |
| Lead Independent Director | 4.5yrs | US$167.77k | pas de données | |
| Independent Non-Executive Director | 1.8yrs | US$146.88k | pas de données | |
| Independent Non-Executive Director | 2.9yrs | US$155.56k | pas de données |
3.5yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de GFI sont considérés comme expérimentés (ancienneté moyenne 3.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 00:02 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Gold Fields Limited est couverte par 21 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Andrew Byrne | Barclays |
| Matthew Murphy | BMO Capital Markets Equity Research |