Newmont Gestione
Criteri Gestione verificati 2/4
Newmont Il CEO è Natascha Viljoen, nominato in May2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è $ 7.12M, composta da 13.3% di stipendio e 86.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di $ 3.35M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 5.9 anni.
Informazioni chiave
Natascha Viljoen
Amministratore delegato
US$7.1m
Compenso totale
| Percentuale dello stipendio del CEO | 13.29% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.002% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 5.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 08
NEM: Future Cash Returns Will Be Squeezed By Margin Compression
Analysts have nudged their Newmont price targets higher, with the updated fair value estimate moving from $84.11 to $90.22 as they factor in portfolio changes such as the Nevada Gold Mines agreement and Fourmile interests. They are also revising assumptions around revenue growth, margins and future P/E expectations.Seeking Alpha • Aug 26
Newmont: The Risks Associated With A Premature Share Price Rally
Summary Newmont Mining's recent share price increases come on the back of expectations of higher gold prices, a strong equity market, and low energy costs. These assumptions, however, could come under scrutiny in the second half of 2026 as NEM's valuation multiples hover at record highs. Based on current margins, NEM appears overpriced, and this could hold certain risks for investors even if gold prices remain at their current levels. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 25
NEM: Cash Generation Buybacks And Nevada Assets Will Shape Future Returns
Newmont's analyst price target has been updated to $132.87 from $141.46 as analysts factor in revised gold price assumptions, updated views on projects such as Fourmile and Nevada Gold Mines, and the impact of share buybacks and cost expectations on fair value, discount rates, growth and margin forecasts. Analyst Commentary Recent research updates on Newmont give you a mixed but detailed picture of how the Street is thinking about the stock after recent results, gold price moves, and project updates such as Fourmile and Nevada Gold Mines.
Aggiornamento narrativa • Aug 11
NEM: Buybacks And Resilient Margins Will Drive Future Upside Potential
Newmont's analyst fair value estimate has shifted from $177 to $168 as analysts factor in updated precious metals price assumptions, slightly lower production expectations, and a higher discount rate, while also recognizing improved profit margins and a lower future P/E profile supported by buybacks and ongoing shareholder returns. Analyst Commentary Recent Street research on Newmont shows a mix of target price reductions and reaffirmed positive views, with most of the discussion tied to changing gold and silver price assumptions, cost trends, and the pace of shareholder returns.Aggiornamento narrativa • Jul 28
NEM: Higher Costs And Softer Gold Prices Will Pressure Future Cash Returns
The analyst price target for Newmont has been revised slightly lower, with the fair value estimate moving from about $85.95 to $84.11 as analysts factor in softer revenue growth assumptions, a small reduction in profit margins, updated commodity price forecasts, and the impact of buybacks on share count. Analyst Commentary Recent Street research on Newmont reflects a mix of views, with many firms adjusting price targets after updating commodity price assumptions, production expectations, and cost outlooks.Aggiornamento narrativa • Jul 14
NEM: Higher Costs And New Projects Will Shape Future Cash Returns
Analysts have trimmed the Newmont fair value estimate from $91.38 to $85.95 due to slightly higher discount rate assumptions, modestly lower profit margins, and a lower future P/E multiple, even as some recent Street research highlights improved execution, growing free cash flow and buybacks, and a pullback that some see as a more compelling entry point. Analyst Commentary Street research on Newmont currently reflects a split view, with some investors pointing to improved execution and free cash flow, while others focus on lower commodity price assumptions, rising costs, and trimmed valuation targets.Aggiornamento narrativa • Jun 30
NEM: Higher Costs And New Projects Will Shape Future Cash Generation
Newmont's analyst price target has been trimmed slightly, with the fair value estimate moving from about $95.85 to $91.38 as analysts factor in updated cost expectations, a modestly softer revenue outlook, and revised long term P/E and margin assumptions following recent research moves that include both small target cuts and fresh Overweight ratings. Analyst Commentary Recent Street commentary on Newmont highlights a mix of views, with some analysts trimming price targets and reassessing ratings as they incorporate updated cost expectations, quarter to quarter cadence, and revised long term assumptions into their models.Aggiornamento narrativa • Jun 16
NEM: Record Cash Generation And Buybacks Will Support Future Share Price
The analyst price target for Newmont has been revised higher from $110.65 to $141.46, with analysts citing updated models that factor in recent Q1 results, new coverage initiations, and mixed adjustments to cost and diesel price assumptions. Analyst Commentary Recent research on Newmont highlights a mix of optimistic and cautious views, with analysts updating models after Q1 results, revising cost assumptions, and fine tuning valuation targets for the stock.Aggiornamento narrativa • Jun 01
NEM: Higher Diesel And Cost Pressures Will Limit Benefits Of Strong Gold Prices
Newmont's analyst price target has been adjusted slightly, with a modest uplift in fair value to about $95.85 as analysts factor in recent price target changes, stronger than expected Q1 results, higher expected costs, and updated views on the second half outlook. Analyst Commentary Recent Street research on Newmont points to a mixed setup, with some firms lifting price targets after stronger than expected Q1 results and others turning more cautious as they reassess costs and execution risks for the rest of the year.Aggiornamento narrativa • May 02
NEM: Rising Diesel And Cost Pressures Will Constrain Benefits Of Gold Optimism
Newmont's fair value estimate has been updated from $89.79 to $94.98 as analysts adjust price targets higher overall, citing refreshed gold assumptions, updated metals forecasts, and company specific factors such as new leadership and recent target moves from firms including Citi, BofA, Stifel, CIBC, BMO, TD Cowen, TD Securities, UBS, and National Bank. Analyst Commentary Recent Street research on Newmont reflects a mix of optimism on gold and company specific catalysts alongside some pointed concerns about costs, capital allocation, and execution risk.Aggiornamento narrativa • Apr 18
NEM: Higher Diesel Costs Will Pressure Margins Despite Gold Price Optimism
The analyst price target for Newmont has been adjusted slightly higher to reflect updated assumptions around profit margins and a lower future P/E, even as recent Street research has featured both target hikes and cuts tied to changing views on gold prices, the new CEO's agenda, and input costs such as diesel. Analyst Commentary Recent research on Newmont reflects a mix of optimism and caution, with several bearish analysts flagging risks around costs, execution, and valuation.Aggiornamento narrativa • Apr 04
NEM: Higher Gold Price Hopes And New CEO Agenda Will Strain Expectations
Narrative Update: Newmont The analyst price target for Newmont has been cut by about $2.80 to $89.56 as analysts balance a higher discount rate and softer revenue growth expectations with stronger projected profit margins and a lower future P/E, informed by recent mixed price target revisions across the Street. Analyst Commentary Recent research on Newmont reflects a wide range of price targets, with some firms setting figures well above US$150 and others trimming estimates.Aggiornamento narrativa • Mar 20
NEM: Higher Gold Price Assumptions And New CEO Agenda Will Test Execution
Newmont's updated analyst price target has been revised upward by about $2.50 to $92.37, reflecting analysts' higher gold price assumptions, recent upgrades to Buy or Outperform ratings, and increased confidence in the new CEO's agenda and joint venture progress. Analyst Commentary Recent Street research on Newmont has centered on higher gold price assumptions, updated company guidance, and growing confidence in the new CEO and joint venture progress.Aggiornamento narrativa • Mar 06
NEM: Higher Gold Assumptions And CEO Shift Will Still Face Execution Risk
The analyst price target for Newmont in our model has been raised by about $8 to $89.87, as analysts collectively lift their targets into the $150 range, citing a stronger gold outlook, refreshed leadership priorities, and updated metal price assumptions for 2026. Analyst Commentary Recent research on Newmont has centered on a cluster of higher price targets, with several firms adjusting their models around updated 2026 metal price assumptions, refreshed company guidance, and leadership changes.Aggiornamento narrativa • Feb 20
NEM: Higher Production Confidence And Dividend Payouts Will Drive Future Upside
Analysts have lifted their blended price target on Newmont by about $80, reflecting updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E multiples in light of recent mixed but generally higher Street target revisions. Analyst Commentary Bullish analysts have been active on Newmont, with several recent price target changes pointing to a more constructive view on the shares and the company’s ability to execute on its plans.Aggiornamento narrativa • Feb 06
NEM: Moderating Gold Prices And Execution Risks Will Likely Pressure Stretched Shares
Analysts have lifted their consolidated price target for Newmont by roughly US$35, reflecting refreshed views on guidance, commodity price assumptions and production expectations highlighted in recent research updates. Analyst Commentary Recent research has centered on refreshed price targets and updated views on Newmont's guidance, commodity assumptions and production outlook.Aggiornamento narrativa • Jan 22
NEM: Future Barrick Nevada Deal Pursuit Will Likely Pressure Stretched Shares
Narrative Update on Newmont Analysts have lifted their implied price target on Newmont by about US$7 per share, reflecting updated views on fair value, refreshed commodity price assumptions, and company guidance that points to revenue growth, a different profit margin profile, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Newmont has centered on refreshed commodity price assumptions, updated company guidance, and how those factors flow through to valuation.Aggiornamento narrativa • Jan 08
NEM: Fair Value View Balances Gold Upside And Barrick Acquisition Optionality
Narrative Update on Newmont Analysts have lifted their price expectations for Newmont, with our fair value estimate moving from about US$104.53 to roughly US$110.65. This change is supported by refreshed gold price forecasts, updated metals pricing assumptions, and views that production, free cash flow, and capital management remain supportive, even as the macro backdrop for commodities stays challenging.Aggiornamento narrativa • Dec 19
NEM: Future Barrick Dealmaking Will Likely Erode Already Stretched Share Pricing
The analyst price target for Newmont has been raised significantly, from approximately $58 to about $78 per share, as analysts factor in higher expected gold prices, improved profitability, and valuation upside relative to peers. Analyst Commentary Recent Street research on Newmont reflects a broadly constructive stance, with multiple firms lifting price targets and upgrading the stock on expectations of stronger gold prices, improving free cash flow, and valuation upside relative to peers.Aggiornamento narrativa • Dec 05
NEM: Shares Will Rise On Constructive Gold Cycle And Acquisition Ambitions
Analysts have nudged our Newmont fair value estimate modestly higher to approximately $105, reflecting a series of higher Street price targets, stronger expected revenue growth and margins, and sustained optimism around gold and broader metals pricing, despite a still challenging macro backdrop. Analyst Commentary Recent Street research for Newmont has skewed overwhelmingly positive, with multiple upward price target revisions and several rating upgrades clustered in a short time frame.Aggiornamento narrativa • Nov 21
NEM: Shares Will Advance As Gold Market Strength And Acquisition Potential Drive Upside
Newmont's analyst price target has been raised by analysts from approximately $103.42, reflecting optimism around valuation, production growth, and favorable sector trends. Analyst Commentary Analysts have recently provided updated perspectives on Newmont, resulting in a series of price target increases and rating changes.Aggiornamento narrativa • Nov 07
NEM: Shares Will Benefit From Rising Gold Price Outlook And Sector Upside
Newmont's fair value estimate has been raised from $101.0 to $103.4 per share, as analysts cite sector-wide price target increases and a more favorable outlook for gold prices. Analyst Commentary Recent analyst activity for Newmont highlights an increasingly positive outlook for the company.Aggiornamento narrativa • Oct 24
Robust Gold Prices And Sector Momentum Will Drive Greater Upside Ahead
Newmont's analyst consensus price target has been raised significantly from approximately $88.91 to $100.97 per share. This reflects improving sector sentiment as analysts point to supportive gold prices, a better production outlook, and valuation potential compared to peers.Aggiornamento narrativa • Oct 10
Global Gold Demand And Asset Synergies Will Boost Future Resilience
Analysts have raised their price target for Newmont from $79.64 to $88.91, citing stronger expected revenue growth, improving profit margins, and favorable outlooks for gold and other metals. Analyst Commentary Recent analyst actions regarding Newmont have highlighted a range of factors influencing the company's outlook, impacting both valuation expectations and execution risks.Aggiornamento narrativa • Sep 26
Global Gold Demand And Asset Synergies Will Boost Future Resilience
The upward revision in Newmont’s Analyst Price Target to $79.64 reflects increased analyst confidence driven by stronger commodity market outlooks, improving project execution, and relative valuation appeal, partially tempered by mixed views on valuation upside and the pace of cost improvements. Analyst Commentary Bullish analysts highlighted improved outlooks for gold, copper, and aluminum markets, citing sustained commodity strength and heightened supply stresses, particularly in copper, as drivers supporting higher price targets.Aggiornamento narrativa • Sep 11
Global Gold Demand And Asset Synergies Will Boost Future Resilience
Analysts have raised Newmont’s price target to $74.75 as stronger gold and copper price outlooks, improved asset stability, and advancing projects outweigh some valuation concerns, reflecting increased confidence in its near-term prospects. Analyst Commentary Bullish analysts cite Newmont's recent underperformance versus peers as presenting a tactical buying opportunity with attractive relative value.Aggiornamento narrativa • Aug 27
Global Gold Demand And Asset Synergies Will Boost Future Resilience
Newmont’s Analyst Price Target has risen to $72.33 as Q2 results, improved operational performance, positive gold and copper price outlooks, and project execution outweigh tempered valuation upside after recent outperformance. Analyst Commentary Bullish analysts are updating price targets to reflect Q2 results and revised models, citing improved operational performance and updated outlooks for gold and copper prices.Nuova narrativa • May 26
Gold Mining Projects Will Drive Future Value Amid Operational Risks
Elevated gold prices and strategic portfolio optimization position Newmont for stronger revenue, improved efficiency, and enhanced long-term profitability.Seeking Alpha • Apr 20
Newmont: Much Upside Possible Despite Production Pullback
Summary Newmont Corporation has surged 48% YTD, mirroring other big gold miners' shares, driven by rising gold prices amid macroeconomic uncertainty. Despite a projected 14% drop in production in 2025, NEM's EPS could still see marginal gains due to share buybacks and higher gold prices. NEM's forward P/E ratios remain below its five-year average, indicating the potential for a 25-30% price increase if it reverts to historical multiples. Upcoming Q1 2025 results could further boost NEM, reinforcing its 'Buy' rating due to strong fundamentals and potential for double-digit gains. Read the full article on Seeking Alpha
Nuova narrativa • Apr 02
Narrative update from Stjepan Kalinic
All-Time High Gold Price Can Boost Cash FlowsGold has been surging to new all-time highs seemingly every week, passing the landmark $3,100 per ounce record. A mix of global economic uncertainty, centrSeeking Alpha • Mar 24
Newmont Corporation: Copper Or Gold (Technical Analysis)
Summary Newmont has faced challenges but is poised for recovery with operational mines and surging metals prices, setting strong expectations. Despite cost management challenges, Newmont excels in asset acquisition and divestment, enhancing production consistency and financial health. Integration of Newcrest assets is crucial. The lower AISC could help manage overall costs and improve Newmont's balance sheet. Technical analysis shows potential opportunities for investors, with Wave Setups providing clear risk-reward parameters based on Elliott Wave and Fibonacci Pinball principles. Read the full article on Seeking AlphaNuova narrativa • Mar 06
Narrative update from Stjepan Kalinic
Higher Production But Lagging Cost ControlNewmont beat production targets, achieving 6.8 million ounces of gold and 150,000 tons of copper. Following the acquisition of Newcrest, the firm embarked onSeeking Alpha • Mar 03
Newmont: A Better Q4, But A Disappointing Outlook
Summary Newmont's Q4-24 results were solid, but per share metrics and margin capture since 2020 have massively disappointed despite higher gold prices. Unfortunately, the 2025 look wasn't any more inspiring with elevated costs and capex over the next two, impacting free cash flow generation and margins. Further, reserve growth (even adjusting for assets for sale) was anemic despite a significant increase in its reserve price assumptions, with major deletions at Brucejack and Lihir. In this update, we'll dig into the Q4 & FY2024 results, recent developments and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$9b |
| Mar 31 2026 | n/a | n/a | US$8b |
| Dec 31 2025 | US$7m | US$947k | US$7b |
| Sep 30 2025 | n/a | n/a | US$7b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$5m | US$883k | US$3b |
| Sep 30 2024 | n/a | n/a | -US$1b |
| Jun 30 2024 | n/a | n/a | -US$2b |
| Mar 31 2024 | n/a | n/a | -US$3b |
| Dec 31 2023 | US$7m | US$163k | -US$3b |
Compensazione vs Mercato: La retribuzione totale di Natascha ($USD 7.12M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.76M ).
Compensazione vs guadagni: La retribuzione di Natascha è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Natascha Viljoen (56 yo)
1.3yrs
Mandato
US$7,123,767
Compensazione
Ms. Natascha Viljoen, BEng (PrEng), EMBA, serves as Chief Executive Officer and Director of Newmont Corporation from January 1, 2026 and serves as its President since May 2025. She served as Chief Executiv...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 1.3yrs | US$7.12m | 0.0025% $ 3.4m | |
| Executive VP & Chief Legal Officer | 2.5yrs | US$4.39m | 0.0018% $ 2.4m | |
| Executive VP | 1.7yrs | US$4.26m | 0.0013% $ 1.7m | |
| Executive VP & CFO | less than a year | US$1.45m | 0.0028% $ 3.8m | |
| Executive VP & COO | less than a year | Nessun dato | 0.0031% $ 4.2m | |
| Chief Accounting Officer & Controller | 3.9yrs | Nessun dato | 0.0014% $ 1.9m | |
| Executive VP & Chief Technical Officer | less than a year | Nessun dato | 0.0025% $ 3.3m | |
| Group Head of Treasury & Investor Relations | no data | Nessun dato | Nessun dato | |
| SVP, Group Head of Legal Governance & Compliance | 11.5yrs | Nessun dato | Nessun dato | |
| Global Media Relations | 1.7yrs | Nessun dato | Nessun dato | |
| Interim Chief People Officer | less than a year | Nessun dato | 0.0016% $ 2.2m | |
| Group Head of Internal Audit | no data | Nessun dato | Nessun dato |
1.5yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di NEM non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | less than a year | US$7.12m | 0.0025% $ 3.4m | |
| Independent Director | 6.4yrs | US$320.00k | 0.0020% $ 2.7m | |
| Independent Director | 2.3yrs | US$315.00k | 0.0014% $ 1.9m | |
| Senior Independent Director | 14.9yrs | US$350.00k | 0.0033% $ 4.4m | |
| Independent Chairman of the Board | 10.9yrs | US$515.00k | 0.0045% $ 6.0m | |
| Independent Director | 8.4yrs | US$315.00k | 0.00089% $ 1.2m | |
| Independent Director | 10.9yrs | US$340.00k | 0.0044% $ 6.0m | |
| Independent Director | 1.4yrs | US$270.50k | 0.00049% $ 660.1k | |
| Independent Director | 4.8yrs | US$315.00k | 0.0016% $ 2.2m | |
| Independent Director | 14.9yrs | US$340.00k | 0.0056% $ 7.6m | |
| Independent Director | 2.8yrs | US$320.00k | 0.00040% $ 538.9k | |
| Independent Director | 5.4yrs | US$315.00k | 0.0018% $ 2.4m |
5.9yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NEM sono considerati esperti (durata media dell'incarico 5.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 02:33 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
Newmont Corporation è coperta da 56 analisti. 18 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 |
| Farooq Hamed | Barclays |
| Richard Garchitorena | Barclays |