Harmony Gold Mining Gestione
Criteri Gestione verificati 3/4
Harmony Gold Mining Il CEO è Beyers Nel, nominato in Jan2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è ZAR 17.20M, composta da 52.5% di stipendio e 47.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.023% delle azioni della società, per un valore di ZAR 41.67M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 6.6 anni.
Informazioni chiave
Beyers Nel
Amministratore delegato
R17.2m
Compenso totale
| Percentuale dello stipendio del CEO | 52.54% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Apr 29
HAR: Dividend Strength And Steady Guidance Will Support Further Share Upside
Analysts have reiterated their ZAR fair value estimate for Harmony Gold Mining while fine tuning their inputs, including a slightly higher discount rate, modestly stronger revenue growth and profit margin assumptions, and a marginally lower future P/E. Together, these adjustments leave the overall price target in ZAR terms unchanged.Articolo di analisi • Apr 16
Should You Be Adding Harmony Gold Mining (JSE:HAR) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Aggiornamento della narrazione • Apr 15
HAR: Updated Costs And Margin Outlook Will Shape Future Return Balance
Analysts have trimmed their price target on Harmony Gold Mining from ZAR330 to ZAR300, citing updated assumptions that combine higher projected revenue growth with a lower profit margin outlook and a slightly reduced future P/E multiple. What's in the News Reported gold production of 724,099 oz, or 22,522 kg, for the six months ended 31 December 2025, compared with 797,854 oz, or 24,816 kg, a year earlier, with management attributing a 9% decline to temporary challenges in the second quarter of fiscal 2026 (company announcement of operating results).Aggiornamento della narrazione • Apr 01
HAR: Earnings Guidance And Dividend Payout Will Support Future Upside
Analysts have raised their ZAR price target for Harmony Gold Mining to ZAR500, citing slightly firmer long term revenue growth, profit margins, and a lower projected future P/E multiple that together support maintaining this fair value level. What's in the News Reported gold production of 724,099 oz (22,522 kg) for the six months ended 31 December 2025, compared with 797,854 oz (24,816 kg) a year earlier, with a 9% decline linked to temporary challenges in the second quarter of fiscal 2026 (Key Developments).Aggiornamento della narrazione • Mar 18
HAR: Higher Earnings Guidance And Dividend Payout Will Support Future Upside
Analysts have trimmed their price target on Harmony Gold Mining from ZAR515 to ZAR500 as they factor in updated assumptions for revenue growth, profit margins, the discount rate, and the expected future P/E multiple. What's in the News Reported gold production of 724,099 oz (22,522 kg) for the six months ended 31 December 2025, compared with 797,854 oz (24,816 kg) a year earlier, reflecting a 9% decline linked to temporary challenges in the second quarter of fiscal 2026 (company announcement of operating results).Aggiornamento della narrazione • Mar 03
HAR: Higher Margin Outlook And Copper Project Will Shape Balanced Future Returns
Analysts have raised their ZAR fair value estimate for Harmony Gold Mining from about ZAR270 to ZAR330, citing updated assumptions that include higher revenue growth, a wider profit margin, and a lower future P/E multiple applied to the shares. What's in the News Thiess has entered an alliance agreement with Harmony Gold Mining for multiple work packages at the greenfield Eva Copper Mine Project in Cloncurry, North West Queensland, Australia.Aggiornamento della narrazione • Feb 17
HAR: Eva Copper Project And Alliance Agreement Will Support Future Upside
Analysts have kept their Harmony Gold Mining fair value estimate steady at ZAR515.00, with updated assumptions reflecting a slightly lower discount rate, marginally adjusted revenue, a modestly higher profit margin, and a slightly lower future P/E multiple. What's in the News Thiess entered an alliance agreement with Harmony for multiple work packages at the greenfield Eva Copper Mine Project in Cloncurry, North West Queensland, including bulk earthworks, workshop construction and mining services over five years, with the mining scope valued at about A$700m (Key Developments).Aggiornamento della narrazione • Feb 03
HAR: Eva Copper Project Approval Will Underpin A More Optimistic Outlook
Analysts have adjusted their fair value estimate for Harmony Gold Mining from $320 to $515, citing updated assumptions for revenue growth, profit margins, and future P/E levels as key drivers of the new price target. What's in the News Harmony Gold Mining approved the high margin, long life Eva Copper Project after completing a three year feasibility study update and FEED phase with Tier 1 contractors.
Aggiornamento della narrazione • Jan 20
HAR: Copper Project And Payout Policy Will Support Balanced Medium Term Outlook
Analysts have lifted their fair value estimate for Harmony Gold Mining from $370.00 to $385.00, citing updated assumptions around revenue growth, profit margins and future P/E that feed into a slightly lower discount rate in their models. What's in the News Harmony approved the high margin, long life Eva Copper Project after completing a three year feasibility study update and FEED phase with Tier 1 contractors, which the company says has further reduced project risk.Aggiornamento della narrazione • Jan 06
HAR: Copper Expansion And Payout Policy Will Support Balanced Medium Term Outlook
Analysts have nudged their price target for Harmony Gold Mining up slightly, with fair value moving from $365.00 to $370.00 as they factor in updated assumptions around the discount rate, long term revenue growth, profit margins, and a future P/E of 12.46x. What's in the News Approved high margin, long life EVA COPPER PRO project after a three year feasibility study and FEED phase using Tier 1 contractors.Aggiornamento della narrazione • Dec 18
HAR: Higher Multiple And Copper Project Will Eventually Disappoint Expectations
Analysts have raised their price target for Harmony Gold Mining from approximately $220 to about $270 per share. They cite a higher discount rate, lower long term revenue growth and profit margin assumptions, and a rerating to a richer future P/E multiple that together better reflect the company’s risk profile and earnings quality.Aggiornamento della narrazione • Dec 04
HAR: Copper Project And Payout Policy Will Shape Balanced Medium Term Outlook
Analysts have raised their price target for Harmony Gold Mining to around $365 from $337, reflecting higher assumed revenue growth and valuation multiples, despite more conservative margins and only a modest uptick in the discount rate. What's in the News Approved the high margin, long life Eva Copper Project after completing a three year feasibility update and FEED phase with Tier 1 contractors, significantly de risking the development pipeline and expanding exposure to copper alongside gold (Key Developments) Targeting first copper production from the Eva Project in the second half of calendar 2028, with ramp up timing planned to coincide with an anticipated structural copper supply gap that could support stronger long term pricing (Key Developments) Independent analysis estimates the Eva Copper Project could add over AUD 17 billion to Queensland's gross state product over its anticipated 15 year mine life, while creating substantial construction and operational employment in the North West region (Key Developments) Reported first quarter fiscal 2026 production, with group gold output down 8 percent year over year to 12 128 kg, but confirmed operations remain on track to meet full year guidance (Key Developments) Valuation Changes The fair value estimate has increased from ZAR 337.5 to ZAR 365.0, representing a moderate upward revision in the analyst price target.Aggiornamento della narrazione • Nov 19
HAR: Dividend Payout And Strong 2026 Production Guidance Will Drive Upside
Analysts have slightly increased their price target for Harmony Gold Mining from $336.67 to $337.50. They cite modest improvements in projected revenue growth and discount rates as the reasons for this adjustment.Aggiornamento della narrazione • Nov 05
HAR: Revenue Gains And Margin Expansion Will Drive Share Upside
Analysts have increased their price target for Harmony Gold Mining from $330.71 to $336.67. They cite improving revenue growth and expanding profit margins as key factors behind the more optimistic outlook.Aggiornamento della narrazione • Oct 22
Analysts Lift Harmony Gold Price Target Amid Improved Profit Outlook and Updated Production Guidance
Analysts have increased their price target for Harmony Gold Mining from $295.71 to $330.71, citing a modest improvement in projected profitability despite slightly lower expectations for revenue growth. What's in the News Harmony Gold Mining released production guidance for fiscal year 2026, forecasting group output between 1,400,000 and 1,500,000 ounces.Aggiornamento della narrazione • Oct 08
Safe-haven Demand And Renewables Will Unlock Lasting Potential
Analysts have raised their price target for Harmony Gold Mining from $290 to approximately $295.71, citing an improved profit margin and updated valuation metrics. This change comes despite slightly moderated revenue growth expectations.Aggiornamento della narrazione • Sep 24
Safe-haven Demand And Renewables Will Unlock Lasting Potential
Upgraded revenue growth (from 11.9% to 14.1%) and a higher net profit margin (from 30.59% to 35.16%) have driven a notable increase in Harmony Gold Mining’s consensus price target from ZAR275.00 to ZAR290.00. What's in the News Fiscal 2026 production guidance set at 1.4–1.5 million ounces, with underground recovered grade guided above 5.8g/t.Aggiornamento della narrazione • Aug 29
Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks
The consensus analyst price target for Harmony Gold Mining has been revised downward, primarily reflecting a notable decrease in expected revenue growth, with the fair value target reduced from ZAR281.43 to ZAR275.00. What's in the News Declared a dividend of 155.00000 SA cents (8.88252 US cents) per ordinary share for the 12 months ended June 30, 2025.
Nuova narrazione • Feb 09
Moab Khotsong Investments May Strain Cash Flow, Yet Wafi-Golpu Copper Project Could Diversify Future Revenues
Elevated capital expenditure on key projects could strain cash flow and increase financial risk, impacting future profitability.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | R16b |
| Sep 30 2025 | n/a | n/a | R15b |
| Jun 30 2025 | R17m | R9m | R14b |
| Mar 31 2025 | n/a | n/a | R12b |
| Dec 31 2024 | n/a | n/a | R11b |
| Sep 30 2024 | n/a | n/a | R10b |
| Jun 30 2024 | R15m | R6m | R9b |
| Mar 31 2024 | n/a | n/a | R9b |
| Dec 31 2023 | n/a | n/a | R9b |
| Sep 30 2023 | n/a | n/a | R7b |
| Jun 30 2023 | R9m | R6m | R5b |
| Mar 31 2023 | n/a | n/a | R2b |
| Dec 31 2022 | n/a | n/a | -R600m |
| Sep 30 2022 | n/a | n/a | -R826m |
| Jun 30 2022 | R10m | R6m | -R1b |
| Mar 31 2022 | n/a | n/a | R425m |
| Dec 31 2021 | n/a | n/a | R2b |
| Sep 30 2021 | n/a | n/a | R3b |
| Jun 30 2021 | R9m | R5m | R5b |
| Mar 31 2021 | n/a | n/a | R4b |
| Dec 31 2020 | n/a | n/a | R2b |
| Sep 30 2020 | n/a | n/a | R743m |
| Jun 30 2020 | R6m | R5m | -R878m |
| Mar 31 2020 | n/a | n/a | -R1b |
| Dec 31 2019 | n/a | n/a | -R1b |
| Sep 30 2019 | n/a | n/a | -R2b |
| Jun 30 2019 | R9m | R5m | -R3b |
Compensazione vs Mercato: La retribuzione totale di Beyers ($USD 1.04M ) è inferiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 3.48M ).
Compensazione vs guadagni: La retribuzione di Beyers è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Beyers Nel (47 yo)
1.3yrs
Mandato
R17,197,891
Compensazione
Mr. Beyers B. Nel, BSc, BEng (Mining Engineering), MBA, Pr. Eng, Mine Manager’s Certificate of Competency, serves as Group Chief Executive Officer & Executive Director at Harmony Gold Mining Company Limite...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 1.3yrs | R17.20m | 0.023% ZAR 41.7m | |
| Financial Director & Executive Director | 6.2yrs | R16.15m | 0.020% ZAR 36.2m | |
| Chief People Officer | 14.6yrs | R11.92m | 0.0045% ZAR 7.9m | |
| Chief Corporate Officer | no data | R11.64m | 0.015% ZAR 26.6m | |
| Chief Development Officer | 18.3yrs | R18.36m | 0.018% ZAR 32.0m | |
| Chief Operating officer of Australasia | 1.3yrs | R3.99m | Nessun dato | |
| Executive Director of Stakeholder Relations & Corporate Affairs and Executive Director | no data | R12.54m | 0.020% ZAR 34.7m | |
| Deputy Group Chief Executive Officer | 1.3yrs | R4.15m | Nessun dato | |
| Chief Sustainability Officer | 1.6yrs | R4.92m | Nessun dato | |
| Chief Technology & Information Officer | 2.2yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Audit Executive | no data | Nessun dato | Nessun dato |
1.9yrs
Durata media
51.5yo
Età media
Gestione esperta: Il team dirigenziale di HAR non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group CEO & Executive Director | 1.3yrs | R17.20m | 0.023% ZAR 41.7m | |
| Financial Director & Executive Director | 6.2yrs | R16.15m | 0.020% ZAR 36.2m | |
| Executive Director of Stakeholder Relations & Corporate Affairs and Executive Director | 16.3yrs | R12.54m | 0.020% ZAR 34.7m | |
| Non-Independent Non-Executive Chairman | 22.7yrs | R2.38m | Nessun dato | |
| Independent Non-Executive Director | 1.3yrs | R470.00k | Nessun dato | |
| Independent Non-Executive Director | 5.3yrs | R1.38m | Nessun dato | |
| Lead Independent Non-Executive Director | 15.2yrs | R1.38m | Nessun dato | |
| Independent Non-Executive Director | 13yrs | R1.48m | Nessun dato | |
| Independent Non-Executive Deputy Chairman | 13yrs | R2.08m | Nessun dato | |
| Independent Non-Executive Director | 7yrs | R1.43m | Nessun dato | |
| Independent Non-Executive Director | 4yrs | R1.69m | Nessun dato | |
| Independent Non-Executive Director | 4yrs | R1.63m | Nessun dato |
6.6yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HAR sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 13:08 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/06/30 |
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 |
| |
| 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 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
Harmony Gold Mining Company Limited è coperta da 15 analisti. 6 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 |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Andrew Byrne | Barclays |
| Raj Ray | BMO Capital Markets Equity Research |