BHP Group Gestione
Criteri Gestione verificati 3/4
BHP Group Il CEO è Brandon Craig, nominato in Jul2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 3.86M, composta da 24.5% di stipendio e 75.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.001% delle azioni della società, per un valore di $ 2.89M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 4.5 anni.
Informazioni chiave
Brandon Craig
Amministratore delegato
US$3.9m
Compenso totale
| Percentuale dello stipendio del CEO | 24.55% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.001% |
| Durata media del management | 3.2yrs |
| Durata media del Consiglio di amministrazione | 4.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Sep 09
BHP: Copper Fundamentals Are Strong, But A Better Buying Opportunity May Arise
Summary BHP delivered strong FY2026 results, driven by copper revenues rising to $29B and a 22.5% profit margin. I am shifting BHP from buy to hold, citing elevated geopolitical risks and the likelihood of a near-term demand destruction event. Despite robust fundamentals and a 3.8% dividend yield, I await a pullback below $80/share to reinitiate a position. BHP’s diversified product mix, especially copper, positions it for long-term outperformance, but short-term macro risks warrant caution. Read the full article on Seeking Alpha
Nuova narrativa • Mar 06
Narrative update from Stjepan Kalinic
BHP reported operational performance for H1 2025, with iron ore and copper production meeting expectations, while steelmaking coal and nickel faced declines. H1 2025 revenues declined by $2 billion yeSeeking Alpha • Feb 21
BHP Group: Long-Standing Preference For Rio Tinto, Neutral Rating Confirmed
Summary We maintain a neutral rating on BHP Group due to balanced risk-reward, materialized Samarco settlement risks, and preference for Rio Tinto's cheaper valuation and organic growth. BHP's H1 2025 results showed a $2 billion sales decline, an 11% drop in EBITDA, and unchanged production guidance despite strong operational performance and lower unit costs. BHP's net debt is expected to rise to $15 billion, and its dividend payout will be trimmed by 50%. This is due to CAPEX plans and settlement costs. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
BHP Group: Solid Free Cash Flow Supports The Yield, Shares Rightly Priced
Summary BHP Group shares fell 27% in 2024 due to weak iron ore prices, a strong US dollar, and global economic softness. Despite operational strength in copper and coal, BHP's earnings growth is forecasted to be negative, but decent free cash flow supports a 6.0% dividend yield. Key risks include ongoing economic weakness in China, a strong US dollar, and global macroeconomic softness, with technical support levels offering some bullish hope. I maintain a hold rating on BHP, seeing it near fair value with mixed valuation metrics, but the chart is intriguing. Read the full article on Seeking AlphaNuova narrativa • Dec 11
External Factors Could Keep BHP Pinned In Place
A large exposure to the iron-ore market with a muted medium-term outlook leaves BHP vulnerable.Seeking Alpha • Oct 24
BHP Group: Dividend Play With Long-Term Upside
Summary BHP Group is a global mining giant with strong financial performance, offering a 5% dividend yield, making it attractive for income-focused investors. Copper and iron ore are BHP's primary revenue drivers, benefiting from clean energy expansion, AI adoption, and China's economic stimulus measures. Despite challenges in coal and nickel, BHP's profitability remains robust, with copper and iron ore contributing over 95% of earnings. BHP's long-term growth is supported by copper demand, while short-term gains are expected from iron ore due to China's stimulus package. Read the full article on Seeking AlphaSeeking Alpha • Jul 14
BHP: Dealing With Subdued Iron Ore Price And Higher Costs
Summary BHP's failed acquisition attempt for Anglo American might just be a positive at a time when the company has to deal with a weak broader environment. Subdued iron ore prices on muted demand from China and strong exports, along with rising labour costs and payments for damages, are expected to affect revenues and profits for FY24. Despite positive market multiples and good dividend yield, BHP's stock price upside remains limited, making it more suitable for dividend investors. Read the full article on Seeking AlphaSeeking Alpha • May 31
BHP Group Walked Away From Anglo Deal
Summary BHP Group has made a strategic acquisition attempt of Anglo American's assets, but the offer has been refused three times. BHP Group reported mixed Q3 results, with solid performances in copper and iron ore, but weaker performances in nickel and met coal. BHP Group offers investors a better entry price; however, we maintain a neutral valuation on a twelve-month view. Read the full article on Seeking AlphaSeeking Alpha • May 20
BHP: Tremendous Value If They Get Anglo American At Current Offer Price
Summary BHP announced its intent to acquire competitor Anglo American to create the world's #1 copper producer in an offer valuing the company's equity at £27/sh. Mainly eyeing the copper assets, BHP intends to divest Anglo's South African businesses Amplats and Kumba, potentially looking to exit diamonds and coal down the line. While the divestment plan has drawn political criticism in South Africa, I estimate BHP could unlock significant value and effectively acquire the remaining Anglo assets at just 4x EBITDA. I see Anglo's fair value at £31.4/sh based on a SOTP valuation (~14% above BHP's revised offer) with an upside scenario indicating potential for up to £41/sh (~50% above offer). I view the deal as highly favorable for BHP in both financial and strategic terms, significantly increasing its copper exposure as well as adding nickel and manganese, materials crucial for the energy transition. Read the full article on Seeking AlphaSeeking Alpha • Apr 20
BHP: Improvements Visible, But Downside Possible Too
Summary BHP's price continues to weaken, but pockets of upside are emerging even as some risks sustain. The company's financial performance has improved, supported by an uptick in iron ore and copper prices. The full year FY24 also promises to be an improvement over the past year. The stock's forward P/E also look attractive compared with its past average and the materials sector. It also has a healthy dividend yield. However, declining iron ore prices YTD, risks of the lagged impact of inflation on its profits and more attractive peers like Rio Tinto and Vale work against it. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
BHP Group Should Be Added By Investors Seeking Income And An Attractive Total Return
Summary BHP reported slightly lower EPS for the first half of $1.296 compared to $1.303 the prior year after adjusting for exceptions. EBITDA increased to $13.875 billion from $13.230 billion. Many Australian BHP shareholders effectively receive a 7.07% dividend yield because of franking compared to 4.99% for U.S. BHP ADR holders. I recently bought BHP and sold some NUE stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
BHP Group: Ready For A Second Wave Of Inflation?
Summary BHP Group is viewed as a dividend play with a strong balance sheet and potential for capital upside. BHP stock may be nearing an important low and could be ready to move higher. Price levels are determined using a scientific and mathematical methodology based on the structure of price. Read the full article on Seeking AlphaSeeking Alpha • Dec 28
BHP Group: Better Commodity Outlook But Still Pricey
Summary The company continues to divest its lower-quality assets. Our internal team is more optimistic about iron ore prices backed by the decarbonization agenda, China's new stimulus, and more steel-intensive countries. Despite that, BHP's valuation looks full on an FCF level and an EV/EBITDA multiple basis. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | US$4m | US$948k | US$10b |
| Mar 31 2026 | n/a | n/a | US$10b |
| 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$8b |
Compensazione vs Mercato: La retribuzione totale di Brandon ($USD 3.86M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Brandon è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Brandon Craig
less than a year
Mandato
US$3,862,000
Compensazione
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 June 30, 2026. Mr. Craig joined the BHP Group Lim...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | less than a year | US$3.86m | 0.0013% $ 2.9m | |
| Chief Financial Officer | 2.5yrs | US$4.94m | 0.0057% $ 13.1m | |
| Executive Officer | less than a year | US$9.87m | 0.011% $ 25.3m | |
| President of Australia | 3.9yrs | US$5.18m | 0.0061% $ 14.0m | |
| Chief Technical Officer | 2.5yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal | 10.5yrs | Nessun dato | Nessun dato | |
| Vice President of Communications | no data | Nessun dato | Nessun dato | |
| Group Sales & Marketing Officer | no data | Nessun dato | Nessun dato | |
| Chief People Officer | 4.2yrs | Nessun dato | Nessun dato | |
| Group Health | no data | Nessun dato | Nessun dato | |
| Chief Commercial Officer | 5.8yrs | US$2.43m | Nessun dato |
3.2yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di BHP è considerato esperto (durata media dell'incarico 3.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | less than a year | US$3.86m | 0.0013% $ 2.9m | |
| Independent Non-Executive Director | 2.3yrs | US$325.00k | 0.00020% $ 461.7k | |
| Independent Non-Executive Director | 5.9yrs | US$292.00k | 0.00021% $ 484.7k | |
| Senior Independent Director | 6.6yrs | US$387.00k | 0.00047% $ 1.1m | |
| Independent Non-executive Director | less than a year | US$34.00k | 0.000090% $ 207.7k | |
| Independent Non-Executive Chairman | 2.4yrs | US$1.05m | 0.00089% $ 2.1m | |
| Independent Non Executive Director | 4.4yrs | US$302.00k | 0.00020% $ 461.7k | |
| Independent Non-Executive Director | 6.3yrs | US$267.00k | 0.00023% $ 530.9k | |
| Independent Non-Executive Director | 5.9yrs | US$284.00k | 0.00020% $ 461.7k | |
| Independent Non-Executive Director | 4.5yrs | US$341.00k | 0.00024% $ 554.0k |
4.5yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BHP sono considerati esperti (durata media dell'incarico 4.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 23:29 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/06/30 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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
BHP Group Limited è coperta da 47 analisti. 20 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.
| Analista | Istituzione |
|---|---|
| David Coleman | Argus Research Company |
| Ayan Ghosh | Avior Capital Markets |
| Caroline Learmonth | Barclays |