Rio Tinto Group

Report azionario NYSE:RIO

Capitalizzazione di mercato: US$179.1b

Rio Tinto Group Gestione

Criteri Gestione verificati 3/4

Rio Tinto Group Il CEO è Simon Trott, nominato in Aug2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 6.36M, composta da 18.9% di stipendio e 81.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di $ 4.41M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 3.5 anni.

Informazioni chiave

Simon Trott

Amministratore delegato

US$6.4m

Compenso totale

Percentuale dello stipendio del CEO18.94%
Mandato del CEOless than a year
Proprietà del CEO0.002%
Durata media del management3.6yrs
Durata media del Consiglio di amministrazione3.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • May 02

Rio Tinto: Strong Operations, But Priced For Perfection Amid Rising Execution Risk

Summary Production was broadly in line with or ahead of expectations, yet achieving full-year guidance requires sustained elevated run rates at Pilbara, concentrating execution risk in the remaining quarters. Rising diesel, FX, and input costs are pushing margins toward the high end of guidance, while sell-side estimates are starting to move lower on weaker volumes and higher operating expenses. Despite supportive commodity prices, the stock appears priced to perfection, even accounting for a higher EV/EBITDA. Read the full article on Seeking Alpha
Seeking Alpha • Apr 27

Rio Tinto Vs. Vale: Inventory Doesn't Lie

Summary Since my last analysis, new tariffs announced by President Trump have added additional – and large – uncertainties to mining stocks. I expect high tariffs to disrupt global trade flows, decrease demand for basic metals, and increase operational costs for both RIO and VALE. As a reflection of these macroscopic pressures, the latest data show that both companies are experiencing elevated inventory. The inventory build up is even more concerning in the case of VALE. Read the full article on Seeking Alpha
Seeking Alpha • Apr 14

Rio Tinto: Debt Before Dividend

Summary Rio Tinto is diversifying from iron ore to copper and lithium to mitigate risks and capitalize on electrification, but this requires significant capital and increased debt. Iron ore's diminishing returns and reliance on China pose risks, leading to expected dividend reductions to service debt and fund diversification. I will hold Rio Tinto stock long-term, but won't reinvest dividends now, anticipating further stock price decline and lower dividends amidst diversification efforts. Read the full article on Seeking Alpha
Seeking Alpha • Mar 30

Rio Tinto: Underappreciated Copper Growth

Summary Rio Tinto has a supportive copper growth ahead, excluding M&A. China's economic activity started in 2025 with solid momentum. This will provide solid results on the iron ore EBITDA. A solid balance sheet, supportive shareholders' remuneration, and upside on critical metals make Rio Tinto a buy. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Rio Tinto Has A Nice Blend Of Commodities At A Reasonable Price

Summary Rio Tinto's diversified portfolio, including its recent lithium acquisition, aims to reduce reliance on iron ore amid fluctuating Chinese demand and market dynamics. Despite low valuation metrics, Rio Tinto boasts strong profitability with a 20.25% ROE and a 6.45% dividend yield, appealing to income investors. The $6.7B Arcadium Lithium acquisition positions Rio Tinto as a top lithium producer, leveraging low market prices for future growth. Risks include heavy dependence on iron ore and the Chinese market, which could impact operations if market conditions remain unstable. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Rio Tinto: Financial Weakness To Continue In 2025

Summary Rio Tinto's 2024 performance was weak, with a 1% decline in sales revenue and an 8% drop in underlying EPS due to challenges with its chief commodity, iron ore. The financial outlook for 2025 isn't positive either, with projected declines in revenue and EPS, and continued weakness in iron ore prices and limited expected change to production. Dividends can drop again in 2025, though the forward yield still isn't too bad at 5.5%. Despite high market multiples and unlikely price gains, RIO's consistent dividends still encourage a Hold rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

Rio Tinto: China's Economic Stimulus Is Failing To Save Iron And Copper

Summary Iron ore prices have fallen 22% in 2024 due to weaker demand from China, significantly impacting Rio Tinto's profit outlook. China's collapsing property market, driven by a massive bubble, poses a severe risk to Rio Tinto's iron ore sales and global metal prices. Despite efforts to diversify into other metals like lithium, Rio Tinto's profits are highly sensitive to declines in iron ore and copper prices. Due to China's economic crisis, I expect a significant and lasting decline in Rio Tinto's EBITDA, around 30-50%, making RIO a risky investment. China's recent stimulus efforts have likely slowed or delayed the impact of the property market crisis, but I expect commodity price pressures to return in early 2025. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Rio Tinto: Depressed Environment, Still A Buy

Summary The acquisition of Arcadium Lithium, despite a high valuation, positions Rio Tinto as a top lithium producer, enhancing long-term growth and maintaining a stable dividend payout. Q3 2024 production results were aligned with guidance, except for the Iron Ore Company of Canada segment, which saw reduced output due to operational issues. Unchanged guidance and a depressed valuation make Rio Tinto a Buy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Update On Rio Tinto Before Earnings

Summary RIO shares are undervalued compared to competitors, offering a compelling buy opportunity, especially with potential price declines post earnings on Oct. 15. Despite a 10.8% share price drop in 2024, RIO remains a leading mining company with diverse capabilities and a strong market position. RIO's potential acquisition of a lithium producer at low prices could be highly accretive if lithium prices recover, enhancing its market position. The 6.55% dividend yield is attractive, though dividend safety is a concern. However, higher metal prices should boost earnings and support dividends. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Simon Trott rispetto agli utili di Rio Tinto Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$6mUS$1m

US$10b

Sep 30 2025n/an/a

US$10b

Jun 30 2025n/an/a

US$10b

Mar 31 2025n/an/a

US$11b

Dec 31 2024US$4mUS$833k

US$12b

Sep 30 2024n/an/a

US$11b

Jun 30 2024n/an/a

US$11b

Mar 31 2024n/an/a

US$10b

Dec 31 2023US$3mUS$772k

US$10b

Sep 30 2023n/an/a

US$9b

Jun 30 2023n/an/a

US$9b

Mar 31 2023n/an/a

US$10b

Dec 31 2022US$3mUS$749k

US$12b

Sep 30 2022n/an/a

US$15b

Jun 30 2022n/an/a

US$18b

Mar 31 2022n/an/a

US$19b

Dec 31 2021US$3mUS$781k

US$21b

Sep 30 2021n/an/a

US$20b

Jun 30 2021n/an/a

US$19b

Mar 31 2021n/an/a

US$14b

Dec 31 2020US$3mUS$704k

US$10b

Sep 30 2020n/an/a

US$8b

Jun 30 2020n/an/a

US$7b

Mar 31 2020n/an/a

US$8b

Dec 31 2019US$2mUS$691k

US$8b

Compensazione vs Mercato: La retribuzione totale di Simon ($USD 6.36M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).

Compensazione vs guadagni: La retribuzione di Simon è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Simon Trott (50 yo)

less than a year
Mandato
US$6,362,000
Compensazione

Mr. Simon Callas Trott, BSc (Hon), GradDipFin, GAICD, is President at The Chamber of Minerals and Energy of WA Inc from April 2024. He has been with Rio Tinto for in a variety of operating, commercial and...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Simon Trott
CEO & Executive Directorless than a yearUS$6.36m0.0025%
$ 4.4m
Peter Cunningham
CFO & Director5.3yrsUS$4.72m0.0049%
$ 8.7m
Jerome Pecresse
Chief Executive of Aluminium & Lithium2.6yrsUS$3.76m0.00032%
$ 573.1k
Katie Jackson
Chief Executive of Copper Business1.7yrsUS$2.93m0.00058%
$ 1.0m
Matthew Holcz
Chief Executive of Iron Oreless than a yearUS$1.54m0.00048%
$ 859.7k
Mark Davies
Chief Safety & Technical Officer4.6yrsUS$1.60mNessun dato
Rachel Arellano
Head of Investor Relationsno dataNessun datoNessun dato
Isabelle Deschamps
Chief Legal4.6yrsNessun datoNessun dato
Georgie Bezette
Chief People Officer1.3yrsNessun datoNessun dato
Bold Baatar
Chief Commercial Officer9.4yrsUS$5.31m0.0063%
$ 11.3m
Vivek Tulpule
Head of Economics & Marketsno dataNessun datoNessun dato
Tim Paine
Company Secretary13.3yrsNessun datoNessun dato
3.6yrs
Durata media
56.5yo
Età media

Gestione esperta: Il team dirigenziale di RIO è considerato esperto (durata media dell'incarico 3.6 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Simon Trott
CEO & Executive Directorless than a yearUS$6.36m0.0025%
$ 4.4m
Peter Cunningham
CFO & Director4.9yrsUS$4.72m0.0049%
$ 8.7m
Jennifer Nason
Independent Non-Executive Director6.2yrsUS$306.00k0.00013%
$ 232.8k
James O'Rourke
Independent Non-Executive Director2.6yrsUS$266.00k0.00018%
$ 322.4k
Susan Lloyd-Hurwitz
Independent Non-Executive Director2.9yrsUS$292.00k0.00015%
$ 268.7k
Diano Dalla Valle
Independent Non-Executive Director2.9yrsUS$385.00k0.00012%
$ 214.9k
Ngaire Woods
Independent Non-Executive Director5.7yrsUS$251.00k0.00014%
$ 250.7k
Dominic Barton
Chairman of the Board4.1yrsUS$1.10m0.00078%
$ 1.4m
Benjamin Wyatt
Senior Independent Non-Executive Director4.7yrsUS$405.00k0.000060%
$ 107.5k
Sharon Thorne
Independent Non-Executive Director1.8yrsUS$311.00k0.00016%
$ 286.6k
3.5yrs
Durata media
61.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RIO sono considerati esperti (durata media dell'incarico 3.5 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 01:34
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
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

Rio Tinto Group è coperta da 52 analisti. 19 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
David ColemanArgus Research Company
Amos FletcherBarclays
Peter WardBarclays