AngloGold Ashanti plc

Report azionario NYSE:AU

Capitalizzazione di mercato: US$45.8b

AngloGold Ashanti Gestione

Criteri Gestione verificati 4/4

AngloGold Ashanti Il CEO è Zuleta Calderon, nominato in Sep2021, e ha un mandato di 4.67 anni. la retribuzione annua totale è $ 5.28M, composta da 32.6% di stipendio e 67.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.019% delle azioni della società, per un valore di $ 8.84M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.1 anni e 3.3 anni.

Informazioni chiave

Zuleta Calderon

Amministratore delegato

US$5.3m

Compenso totale

Percentuale dello stipendio del CEO32.65%
Mandato del CEO4.7yrs
Proprietà del CEO0.02%
Durata media del management4.1yrs
Durata media del Consiglio di amministrazione3.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Nuova narrazione May 17

AngloGold Ashanti is a top-5 global gold producer with a diversified portfolio across Africa, the Americas, and Australia.

Investment Assessment Report: AngloGold Ashanti Ltd. 1.
Seeking Alpha May 05

AngloGold Ashanti: Ghana Scares The Market, But The Numbers Not So Much

Summary AngloGold Ashanti faces regulatory pressure in Ghana, but the expected financial impact appears manageable relative to group FCF. Ghana represents around 15% of AU’s production, while the remaining portfolio continues to operate normally. Higher royalties and contract restructuring could pressure annual FCF, but gold prices above $4,500/oz provide a strong buffer. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 28

AU: Arthur Project Reserve And Dividend Will Support Stronger Future Returns

Analysts have trimmed their price target for AngloGold Ashanti from $164.00 to $155.00, linking the change to updated assumptions that include a higher discount rate, slightly stronger revenue growth expectations, a lower profit margin outlook, and a modestly different future P/E multiple. What's in the News Completed a Technical Report Summary for the Arthur Gold Project in Nevada, outlining a Tier One gold deposit with a pre-feasibility study and an initial nine-year mine plan based on conventional open pit mining and processing (Key Developments).
Aggiornamento della narrazione Apr 14

AU: Rich P/E And Costly Nevada Project Will Likely Restrain Future Returns

Analysts have kept their price target for AngloGold Ashanti steady at $75.00, citing updated assumptions that reflect a slightly higher discount rate and lower revenue growth, along with a stronger profit margin profile and a modestly lower future P/E multiple. What's in the News Completed a Technical Report Summary for the Arthur Gold Project in Nevada, outlining a Tier One gold deposit with an initial nine year mine life and average annual production of about 500,000 oz of gold, supported by a first time Probable Mineral Reserve of 4.9 Moz of contained gold and 7.8 Moz of contained silver as at 31 December 2025 (Key Developments).
Aggiornamento della narrazione Mar 30

AU: New Arthur Project And Dividend Stream Will Support Future Upside

Analysts now place AngloGold Ashanti's fair value at $121.86, up from $98. This reflects updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and a lower future P/E multiple.
Aggiornamento della narrazione Mar 16

AU: Higher Dividend And Production Outlook Will Support Stronger Future Returns

Analysts have lifted their price target on AngloGold Ashanti from $132 to $164, citing updated assumptions that reflect the revised revenue growth outlook, a modestly adjusted discount rate, slightly higher profit margin expectations, and a lower future P/E multiple. What's in the News Reported unaudited group gold production of 680,000 ounces for the quarter ended 31 December 2025, compared with 710,000 ounces for the same quarter a year earlier (company announcement).
Aggiornamento della narrazione Mar 02

AU: Softer Production And Rich P/E Will Likely Pressure Future Returns

Analysts have kept their price target on AngloGold Ashanti broadly in line with prior estimates, reflecting only minor tweaks to assumptions such as discount rate, revenue growth and future P/E, rather than a major change in their overall view. What's in the News AngloGold Ashanti declared an interim dividend of 173 US cents per share for the three months ended 31 December 2025.
Aggiornamento della narrazione Feb 16

AU: Higher Revenue Assumptions And Rich P/E Will Likely Pressure Future Returns

Analysts have raised their price target on AngloGold Ashanti to $75 from $67, reflecting updated views on revenue growth, margins and the stock's forward P/E profile. Valuation Changes Fair Value: revised up to $75.00 from $67.00, indicating a higher assessed value per share based on the updated inputs.
Aggiornamento della narrazione Feb 02

AU: Rising Output And Dividend Will Support A Stronger Outlook

Analysts have made a small upward revision to their price target for AngloGold Ashanti to $132 from $131, reflecting slightly higher assumptions for revenue growth, profit margins, and the P/E they are prepared to use in their models. What's in the News AngloGold Ashanti plc declared an interim dividend of US$0.91 per share for the three months ended 30 September 2025, with the ex dividend and record date on the NYSE set for Friday, 28 November 2025, and payment scheduled for Friday, 12 December 2025 (company announcement).
Articolo di analisi Jan 29

Earnings Tell The Story For AngloGold Ashanti plc (NYSE:AU) As Its Stock Soars 36%

Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 36% in...
Aggiornamento della narrazione Jan 19

AU: Higher Margins And Dividend Will Support A Stronger Outlook

Analysts have lifted their fair value estimate for AngloGold Ashanti from $70.00 to $131.00, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News AngloGold Ashanti plc announced an interim dividend of US$0.91 per share for the three months ended 30 September 2025, with the ex dividend date and record date on the NYSE set for 28 November 2025 and payment scheduled for 12 December 2025 (company announcement).
Aggiornamento della narrazione Jan 05

AU: Rising Gold Output And Regular Dividends Will Support Future Upside

Analysts have raised their price target on AngloGold Ashanti from 90.57 dollars to 98.00 dollars, reflecting expectations of faster revenue growth despite slightly higher discount rates and lower projected profit margins, as well as a richer future earnings multiple. What's in the News Announced an interim dividend of 0.91 US dollars per share for the quarter ended 30 September 2025, with NYSE shares trading ex dividend and on record on 28 November 2025 and payment scheduled for 12 December 2025 (company announcement).
Aggiornamento della narrazione Dec 15

AU: Rising Gold Output Will Likely Fail To Justify Current Share Price

Analysts have significantly raised their price target for AngloGold Ashanti from approximately $38 to about $67 per share, citing expectations for stronger revenue growth, improved profit margins, a slightly higher required return, and a modestly lower future earnings multiple. What's in the News AngloGold Ashanti increased its interim dividend to 91 US cents per share for the three months ended 30 September 2025, indicating confidence in cash generation and balance sheet strength (Key Developments).
Aggiornamento della narrazione Dec 01

AU: Future Dividend Prospects Will Rely On Improving Gold Output And Stable Margins

Analysts have slightly raised their price target for AngloGold Ashanti from $89.71 to $90.57, citing incremental improvements in projected revenue growth and profit margin expectations. What's in the News AngloGold Ashanti plc announced an interim dividend of 91 US cents per share for the three months ended September 30, 2025.
Articolo di analisi Nov 27

AngloGold Ashanti plc (NYSE:AU) Stock Rockets 37% But Many Are Still Ignoring The Company

Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 37% in...
Articolo di analisi Nov 18

AngloGold Ashanti's (NYSE:AU) Earnings Are Of Questionable Quality

Unsurprisingly, AngloGold Ashanti plc's ( NYSE:AU ) stock price was strong on the back of its healthy earnings report...
Aggiornamento della narrazione Nov 17

AU: Future Dividend Payouts Will Be Supported By Rising Gold Output

Analysts have raised their price target for AngloGold Ashanti from $88.29 to $89.71. They cite stronger anticipated revenue growth and improved profit margins as key factors behind the upward revision.
Aggiornamento della narrazione Nov 01

AU: Strengthening Margins And Revenue Will Drive Upward Momentum In Coming Years

Analysts have raised their price target for AngloGold Ashanti from $70.50 to $88.29, citing expectations of improved profit margins and stronger revenue growth forecasts. Valuation Changes Fair Value Estimate has increased from $70.50 to $88.29, reflecting heightened expectations for AngloGold Ashanti's future performance.
Aggiornamento della narrazione Oct 18

Robust Gold Demand And Operational Improvements Will Enable Future Success

Analysts have raised their fair value estimate for AngloGold Ashanti from $67.17 to $70.50, citing stronger projected revenue growth and improved profit margins in recent forecasts. What's in the News The company announced an interim dividend of 80 US cents per share for the quarter ended June 30, 2025.
Aggiornamento della narrazione Oct 04

Robust Gold Demand And Operational Improvements Will Enable Future Success

Analysts have raised their fair value estimate for AngloGold Ashanti from $58.00 to approximately $67.17. This change reflects improved revenue growth expectations, which outweigh a slight decline in projected profit margins.
Articolo di analisi Sep 23

Subdued Growth No Barrier To AngloGold Ashanti plc (NYSE:AU) With Shares Advancing 27%

AngloGold Ashanti plc ( NYSE:AU ) shares have continued their recent momentum with a 27% gain in the last month alone...
Aggiornamento della narrazione Sep 19

Robust Gold Demand And Operational Improvements Will Enable Future Success

AngloGold Ashanti’s consensus analyst price target has increased to $58.00, driven by a higher expected future P/E ratio despite a modest decline in net profit margin. What's in the News AngloGold Ashanti declared an interim dividend of 80 US cents per share, payable in early September.
Aggiornamento della narrazione Sep 04

Robust Gold Demand And Operational Improvements Will Enable Future Success

With both the Discount Rate and Future P/E essentially unchanged, there is no material shift in valuation, and AngloGold Ashanti’s consensus analyst price target remains steady at $54.17. What's in the News AngloGold Ashanti declared an interim dividend of 80 US cents per share for the three months ended June 30, 2025.
Articolo di analisi Jun 14

AngloGold Ashanti plc's (NYSE:AU) P/S Is Still On The Mark Following 28% Share Price Bounce

Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 28% in...
Seeking Alpha Apr 01

AngloGold Ashanti: Earnings Multiple Just Too Cheap With Gold Above $3100

Summary Gold prices have surged 38% YoY, boosting AngloGold Ashanti shares; I initiate a buy rating due to its modest valuation and strong fundamentals. Despite a soft earnings report, AU's stock hit multi-year highs, supported by a bullish reversal in profit and robust free cash flow. AU's FY 2025 outlook is positive with expected production of 2.9-3.2 million ounces and aggressive capex plans, particularly in Nevada. Key risks include potential declines in gold prices, higher costs, and supply chain issues; however, AU remains undervalued with a fair value estimate near $42. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Zuleta Calderon rispetto agli utili di AngloGold Ashanti?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$5mUS$2m

US$3b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$5mUS$2m

US$1b

Sep 30 2024n/an/a

US$562m

Jun 30 2024n/an/a

US$115m

Mar 31 2024n/an/a

-US$243m

Dec 31 2023US$7mUS$2m

-US$235m

Sep 30 2023n/an/a

-US$299m

Jun 30 2023n/an/a

-US$108m

Mar 31 2023n/an/a

US$186m

Dec 31 2022US$7mUS$2m

US$233m

Sep 30 2022n/an/a

US$390m

Jun 30 2022n/an/a

US$554m

Mar 31 2022n/an/a

US$596m

Dec 31 2021US$3mUS$490k

US$614m

Compensazione vs Mercato: La retribuzione totale di Zuleta ($USD 5.28M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).

Compensazione vs guadagni: La retribuzione di Zuleta è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Zuleta Calderon (65 yo)

4.7yrs
Mandato
US$5,277,443
Compensazione

Mr. Alberto Calderon, also known as Zuleta, PhD Econ, M Phil Econ, JD Law, BA Econ, is a CEO & Executive Director of AngloGold Ashanti Plc., since September 1, 2021 and has been its Director since February...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Alberto Calderon
CEO & Executive Director4.7yrsUS$5.28m0.019%
$ 8.8m
Gillian Doran
Executive Director & CFO3.3yrsUS$2.22m0.0019%
$ 866.2k
Marcelo Pereira
Chief Operating Officerless than a yearNessun dato0.0029%
$ 1.3m
John Staples
Chief Accounting Officerno dataNessun datoNessun dato
Marcelo Godoy
Chief Technology Officer2.6yrsUS$1.91m0.018%
$ 8.4m
Andy Larkin
Vice President of Investor Relationsno dataNessun datoNessun dato
Lizelle Marwick
Chief Legal Officer5.8yrsUS$974.69k0.0066%
$ 3.0m
Lisa Ali
Chief People Officer4.1yrsUS$781.26k0.0061%
$ 2.8m
Stewart Bailey
Chief Sustainability & Corporate Affairs Officer4.3yrsUS$1.35m0.0018%
$ 815.7k
Massoud Massoudi
Senior Vice President Capital Projectsno dataNessun datoNessun dato
Terry Briggs
Chief Development Officer4.1yrsUS$360.38k0.0083%
$ 3.8m
Robert Hayes
Treasurerno dataNessun datoNessun dato
4.1yrs
Durata media
51yo
Età media

Gestione esperta: Il team dirigenziale di AU è considerato esperto (durata media dell'incarico 4.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Alberto Calderon
CEO & Executive Director3.3yrsUS$5.28m0.019%
$ 8.8m
Gillian Doran
Executive Director & CFO3.3yrsUS$2.22m0.0019%
$ 866.2k
Marcus Randolph
Independent Non-Executive Directorless than a yearUS$35.50kNessun dato
Alan Ferguson
Lead Independent Non-Executive Director7.6yrsUS$227.60k0.00099%
$ 453.7k
Jochen Tilk
Independent Non-Executive Chairman7.3yrsUS$348.30k0.00055%
$ 252.1k
Bruce Cleaver
Independent Non-Executive Director1.8yrsUS$186.20kNessun dato
Jinhee Magie
Independent Non-Executive Director2.9yrsUS$186.20k0.00099%
$ 453.7k
Diana Sands
Independent Non-Executive Director2.9yrsUS$217.30k0.00059%
$ 270.4k
Albert Garner
Independent Non-Executive Director11.3yrsUS$218.40k0.0059%
$ 2.7m
Kojo O. Busia
Independent Non-Executive Director5.8yrsUS$186.20k0.00079%
$ 362.0k
Nicky Newton-King
Independent Non-Executive Director1.8yrsUS$183.40kNessun dato
3.3yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AU sono considerati esperti (durata media dell'incarico 3.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 14:00
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AngloGold Ashanti plc è coperta da 24 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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