First Majestic Silver Corp.

TSX:AG 株式レポート

時価総額：CA$13.3b

First Majestic Silver マネジメント

マネジメント 基準チェック /34

First Majestic Silverの CEO はKeith Neumeyerで、 Sep1979年に任命され、 の在任期間は 46.67年です。 の年間総報酬は$ 7.43Mで、 17%給与と83%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.96%を直接所有しており、その価値はCA$ 127.08M 。経営陣と取締役会の平均在任期間はそれぞれ2.8年と5年です。

主要情報

Keith Neumeyer

最高経営責任者

US$7.4m

報酬総額

CEO給与比率16.97%
CEO在任期間46.7yrs
CEOの所有権1.0%
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

ナラティブの更新 • May 14

AG: Jerritt Canyon Restart Will Drive A Stronger Forward Outlook

Analysts have trimmed their price target on First Majestic Silver from CA$40.00 to CA$38.50, as updated assumptions point to higher projected revenue growth, a lower profit margin profile, and a reduced future P/E multiple. What's in the News First Majestic reported first quarter 2026 production of 3,545,683 silver ounces and 34,341 gold ounces, with 1,059,333 tonnes of ore processed and higher zinc, lead, and copper output compared with the prior year period (Announcement of Operating Results).
ナラティブの更新 • Apr 10

AG: Jerritt Canyon Restart And Buybacks Will Support A Stronger Outlook

Analysts have raised their price target on First Majestic Silver from CA$21 to CA$40. This reflects updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブの更新 • Mar 27

AG: Index Inclusion And Capital Returns Will Support Rich Multiple

Analysts have kept the fair value estimate for First Majestic Silver steady at CA$35.00, with only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E feeding into the updated price target rationale. What's in the News First Majestic Silver is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs treat the stock (Index Constituent Adds).
ナラティブの更新 • Mar 13

AG: Higher-Margin Production And Exploration Success Will Drive Stronger Outlook

Analysts have raised their price target on First Majestic Silver to CA$52 from CA$36, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Reported fourth quarter 2025 production of 7,845,686 silver equivalent ounces, 4,165,334 ounces of silver, 41,417 ounces of gold, 14,238,927 pounds of zinc, 8,108,949 pounds of lead, and 235,886 pounds of copper, with full year 2025 output of 31,060,764 silver equivalent ounces, 15,435,506 ounces of silver, 41,417 ounces of gold, 56,690,291 pounds of zinc, 32,264,292 pounds of lead, and 920,509 pounds of copper (Announcement of Operating Results).
ナラティブの更新 • Feb 27

AG: Rich Multiple And Weaker Margins Will Pressure Future Repricing

Analysts have reset their price target on First Majestic Silver to CA$35.00, reflecting updated views on revenue growth, profit margins and a higher future P/E assumption, while keeping their fair value estimate steady at CA$35.00. What's in the News The board declared a cash dividend of $0.0083 per common share for the fourth quarter of 2025, payable on or about March 16, 2026, to shareholders of record on February 27, 2026 (company announcement).
ナラティブの更新 • Feb 13

AG: Future Production Outlook And New Discoveries Will Drive Bullish Repricing

Analysts have lifted their price target on First Majestic Silver from about CA$12.50 to CA$35.00, citing updated assumptions for higher revenue growth, wider profit margins, and a lower future P/E multiple as the key drivers of the change. What's in the News Issued new consolidated production guidance for 2026, with expected silver output of 13.0 million to 14.4 million ounces, gold of 116,000 to 129,000 ounces, lead of 34 million to 38 million pounds, zinc of 52 million to 58 million pounds, and copper of 1.1 million to 1.3 million pounds (Key Developments).
ナラティブの更新 • Jan 30

AG: Production Expansion, Exploration Progress And Tighter Margins Will Define Fairly Priced Outlook

Analysts have raised their price target for First Majestic Silver from US$27.50 to US$36.00, citing updated assumptions that include a significant change in projected revenue growth, a lower expected profit margin, and a reduced future P/E multiple. What's in the News Issued new consolidated production guidance for 2026, with expected output of 13.0 million to 14.4 million ounces of silver, 116,000 to 129,000 ounces of gold, 34 million to 38 million pounds of lead, 52 million to 58 million pounds of zinc, and 1.1 million to 1.3 million pounds of copper (corporate guidance).
分析記事 • Jan 23

New Forecasts: Here's What Analysts Think The Future Holds For First Majestic Silver Corp. (TSE:AG)

Celebrations may be in order for First Majestic Silver Corp. ( TSE:AG ) shareholders, with the analysts delivering a...
分析記事 • Jan 17

First Majestic Silver Corp.'s (TSE:AG) Shares Climb 32% But Its Business Is Yet to Catch Up

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 32% gain in the last month...
ナラティブの更新 • Jan 15

AG: Future Production Plans And Margin Assumptions Will Shape Fairly Priced Outlook

Analysts have lifted their price target on First Majestic Silver from US$17.50 to US$27.50, pointing to revised assumptions that include a lower future P/E, higher projected profit margins, and updated discount rate and revenue growth inputs. What's in the News Issued new consolidated production guidance for 2026, with expected output of 13.0 million Oz to 14.4 million Oz of silver, 116,000 Oz to 129,000 Oz of gold, 34 million Lbs to 38 million Lbs of lead, 52 million Lbs to 58 million Lbs of zinc, and 1.1 million Lbs to 1.3 million Lbs of copper (Corporate Guidance).
ナラティブの更新 • Dec 05

AG: Share Buybacks And Convertible Notes Will Shape A Balanced Outlook

Analysts have trimmed their 12 month price target for First Majestic Silver from approximately $22.25 to $21.00 per share, citing a slightly higher discount rate and modestly lower valuation multiple assumptions, despite marginal improvements to long term growth and margin forecasts. What's in the News Announced a $300 million private placement of unsecured convertible senior notes due 2031, with a 0.125% annual cash coupon, a conversion price of $22.36, and an additional $50 million over allotment option.
分析記事 • Dec 03

There's Reason For Concern Over First Majestic Silver Corp.'s (TSE:AG) Massive 26% Price Jump

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 26% gain in the last month...
ナラティブの更新 • Nov 21

AG: Upcoming Exploration Results Will Unlock Significant Upside Potential

Analysts have slightly lowered their price target for First Majestic Silver from $22.50 to $22.25. This change reflects a shift in revenue growth and profit margin forecasts.
ナラティブの更新 • Nov 07

AG: Upcoming Exploration Results Will Drive Further Upside Momentum

First Majestic Silver's analyst price target has been revised downward from $23.25 to $22.50, as analysts cite more conservative forecasts for revenue growth and profit margins in their updated outlook. What's in the News The company reported third quarter 2025 production results, processing 997,002 tonnes of ore, a 47% increase, and producing 7,651,058 silver equivalent ounces, up 39% from the previous year (Company Announcement).
ナラティブの更新 • Oct 23

Analysts Boost Price Target for First Majestic Silver Amid Upgraded Growth and Profit Forecasts

Analysts have raised their price target for First Majestic Silver from $21.13 to $23.25, citing improved growth prospects and stronger profitability forecasts. What's in the News Reported a 47% increase in ore processed and a 39% rise in silver equivalent ounces produced in Q3 2025 compared to the previous year (Announcement of Operating Results) Silver production nearly doubled year over year, reaching 3,863,673 ounces.
ナラティブの更新 • Oct 09

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

Analysts have raised their price target for First Majestic Silver from $16.00 to $21.13. They cite expectations of stronger revenue growth and a slightly increased discount rate, despite a modest dip in projected profit margin.
ナラティブの更新 • Sep 25

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The upward revision in First Majestic Silver’s price target reflects a substantial improvement in net profit margin and a sharply lower future P/E, supporting an increased fair value from CA$14.75 to CA$16.00. What's in the News Positive drilling results at Los Gatos Silver Mine extend known mineralization, with the system remaining open along strike to the northwest.
分析記事 • Sep 23

First Majestic Silver Corp.'s (TSE:AG) 35% Share Price Surge Not Quite Adding Up

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 35% gain in the last month...
ナラティブの更新 • Sep 06

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The consensus price target for First Majestic Silver has risen to CA$14.75, primarily reflecting a much higher future P/E ratio, which suggests increased optimism about the company’s growth prospects despite steady discount rates. What's in the News Positive drilling results at San Dimas confirmed and expanded mineralization, upgrading Inferred to Indicated Mineral Resources and identifying new high-grade targets, including the unexplored Coronado vein.
分析記事 • Aug 22

First Majestic Silver's (TSE:AG) Solid Profits Have Weak Fundamentals

Despite posting some strong earnings, the market for First Majestic Silver Corp.'s ( TSE:AG ) stock hasn't moved much...
ナラティブの更新 • Aug 15

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The notable increase in the consensus Analyst Price Target for First Majestic Silver to CA$13.88 reflects stronger profitability, as evidenced by a higher net profit margin and a substantial decline in the forward P/E ratio. What's in the News First Majestic Silver provided 2025 production guidance: silver 14.8–15.8M oz, gold 135–144K oz, lead 33–35M lbs, zinc 52–56M lbs, and silver equivalent 30.6–32.6M oz.
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新しいナラティブ • Jul 16

Integrating Los Gatos And Santa Elena Will Boost Enduring Value

Integration of new mining assets and expanding exploration support stronger long-term growth, with operational synergies and increased resource potential driving higher production and asset value.

CEO報酬分析

First Majestic Silver の収益と比較して、Keith Neumeyer の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$291m

Dec 31 2025US$7mUS$1m

US$165m

Sep 30 2025n/an/a

US$68m

Jun 30 2025n/an/a

US$15m

Mar 31 2025n/an/a

-US$86m

Dec 31 2024US$5mUS$1m

-US$102m

Sep 30 2024n/an/a

-US$78m

Jun 30 2024n/an/a

-US$79m

Mar 31 2024n/an/a

-US$48m

Dec 31 2023US$5mUS$1m

-US$135m

Sep 30 2023n/an/a

-US$162m

Jun 30 2023n/an/a

-US$156m

Mar 31 2023n/an/a

-US$222m

Dec 31 2022US$4mUS$1m

-US$114m

Sep 30 2022n/an/a

-US$101m

Jun 30 2022n/an/a

-US$99m

Mar 31 2022n/an/a

US$507k

Dec 31 2021US$6mUS$1m

-US$5m

Sep 30 2021n/an/a

US$34m

Jun 30 2021n/an/a

US$83m

Mar 31 2021n/an/a

US$57m

Dec 31 2020US$3mUS$950k

US$23m

Sep 30 2020n/an/a

-US$51m

Jun 30 2020n/an/a

-US$74m

Mar 31 2020n/an/a

-US$76m

Dec 31 2019US$4mUS$950k

-US$40m

報酬と市場: Keithの 総報酬 ($USD 7.43M ) は、 Canadian市場 ($USD 4.36M ) の同規模の企業の平均を上回っています。

報酬と収益: Keithの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Keith Neumeyer (65 yo)

46.7yrs
在職期間
US$7,425,142
報酬

Mr. Keith N. Neumeyer has been the Chief Executive Officer of First Majestic Resources Corp. since November 3, 2001 and served as its President from November 3, 2001 to December 31, 2025. Mr. Neumeyer foun...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Keith Neumeyer
Founder46.7yrsUS$7.43m0.96%
CA$ 127.1m
Mani Alkhafaji
President & Chief Corporate Development Officer2.7yrsUS$1.19m0.012%
CA$ 1.6m
David Soares
Chief Financial Officer4.2yrsUS$2.28m0.0074%
CA$ 986.4k
Steven Holmes
Advisorno dataUS$2.76m0.044%
CA$ 5.8m
Michael Deal
Vice-President of Metallurgy & Innovationno dataUS$1.41m0.010%
CA$ 1.4m
David Howe
Chief Operating Officerno dataデータなしデータなし
Gonzalo Mercado
Vice President of Exploration & Technical Servicesno dataデータなし0.0016%
CA$ 208.1k
Darrell Rae
Investor Relations Officerno dataデータなしデータなし
Samir Patel
General Counsel & Corporate Secretary2.8yrsデータなし0.0025%
CA$ 335.4k
Jill Arias
Vice President of Corporate Communications & Marketing21.6yrsデータなし0.025%
CA$ 3.3m
David Smith
Vice President of Human Resourcesno dataデータなしデータなし
Alex Thompson
Managing Director of Jerritt Canyon Goldless than a yearデータなしデータなし
2.8yrs
平均在職期間

経験豊富な経営陣: AGの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Keith Neumeyer
Founder27.4yrsUS$7.43m0.96%
CA$ 127.1m
Thomas Fudge
Independent Chairman5.3yrsUS$364.86k0.0010%
CA$ 139.2k
Raymond Polman
Director4yrsUS$203.89k0.020%
CA$ 2.7m
Colette Rustad
Independent Director4.8yrsUS$243.24k0.0020%
CA$ 265.2k
Marjorie Co
Independent Director9.2yrsUS$232.51k0.0028%
CA$ 371.2k
Ayesha Hira
Independent Director1yrUS$81.60kデータなし
5.0yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: AGの 取締役会 は 経験豊富 であると考えられます ( 5年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/25 14:44
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

First Majestic Silver Corp. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Richard GrayATB Cormark
Richard GrayATB Cormark Historical (Cormark Securities)
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