Lundin Mining Corporation

TSX:LUN 株式レポート

時価総額：CA$29.4b

Lundin Mining マネジメント

マネジメント 基準チェック /34

Lundin Miningの CEO はJack O. Lundinで、 Dec2022年に任命され、 の在任期間は 3.75年です。 の年間総報酬は$ 5.32Mで、 11.4%給与と88.6%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0.16%を直接所有しており、その価値はCA$ 46.13M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と4.1年です。

主要情報

Jack O. Lundin

最高経営責任者

US$5.3m

報酬総額

CEO給与比率11.43%
CEO在任期間3.8yrs
CEOの所有権0.2%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブ更新 • Sep 03

LUN: Future Returns Will Reflect Caserones Recovery And Vicuña Project Progress

The updated analyst price target for Lundin Mining edges lower to CA$41.45 from CA$42.43, reflecting slightly more cautious revenue assumptions and a higher discount rate, partly offset by firm profit margin expectations and mixed Street targets that range from CA$39 to CA$47. Analyst Commentary Recent Street research on Lundin Mining shows a wide range of views on both upside potential and execution risk.
ナラティブ更新 • Aug 20

LUN: Tighter Copper Market And Vicuña Project Will Support Future Upside

The updated analyst price target for Lundin Mining has been revised slightly lower to CA$49.55 from CA$50.86, as analysts factor in more conservative revenue growth assumptions, along with a small adjustment to the discount rate and future P/E expectations. Analyst Commentary Recent Street research on Lundin Mining shows a mix of views, with price targets and ratings spread across the spectrum.
ナラティブ更新 • Aug 06

LUN: Tighter Copper Market And Vicuña Approval Will Support Future Upside

The analyst price target for Lundin Mining has moved higher in recent months into the CA$32 to CA$47 range as analysts factor in updated copper price forecasts and a broadly more constructive view on commodities. Analyst Commentary Recent research updates on Lundin Mining show a cluster of higher price targets across both Canadian dollar and Swedish krona listings.
ナラティブ更新 • Jul 23

LUN: Copper Price Optimism Will Likely Mask Weather And Execution Risks

The analyst price target for Lundin Mining has been raised from CA$21.11 to CA$32.96. Analysts attribute this change to updated copper price assumptions, a tighter expected supply backdrop for key metals, and slightly higher projected profitability that is reflected in a higher future P/E multiple.
ナラティブ更新 • Jul 09

LUN: Higher Copper Exposure And Vicuña Approval Will Support Future Upside

Analysts have lifted the Lundin Mining fair value estimate from CA$32.48 to CA$52.06, reflecting updated assumptions for higher revenue growth and profit margins, along with a slightly higher discount rate and a modestly lower future P/E multiple in line with a series of recent price target increases across the Street. Analyst Commentary Recent research on Lundin Mining shows a cluster of higher price targets across multiple currencies, with bullish analysts pointing to a mix of company specific drivers and sector support.
ナラティブ更新 • Jun 25

LUN: Future Returns Will Reflect Chile Copper Expansion And Vicuña Project Progress

The analyst price target for Lundin Mining has been raised from CA$40.80 to CA$42.43, with analysts pointing to updated assumptions for revenue growth, profit margin, and a slightly lower discount rate as key factors behind the change. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms updating their price targets and ratings as they refine assumptions around growth, execution, and risk.
分析記事 • Jun 20

Lundin Mining (TSX:LUN) Stock Could Be 9% Undervalued After Vicuña Approval

Lundin Mining (TSX:LUN) is back in focus after its Vicuña Project in Argentina secured RIGI PEELP status and the company used its Capital Markets Day to outline an ambitious copper growth roadmap. See our latest analysis for Lundin Mining. Despite a quiet pullback over the past month, with a 30 day share price return of 2.16% and a 7 day share price return of 1.93% in the red, Lundin Mining’s recent Vicuña approval and growth plans come against a backdrop of strong momentum, including a 90...
ナラティブ更新 • Jun 06

LUN: Future Returns Will Reflect Caserones Ownership Increase And Mixed Copper Sentiment

Analysts have slightly raised the Lundin Mining fair value estimate to CA$40.80 from CA$39.80, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E. These revisions align with a mixed set of recent price target changes and rating actions across the Street.
ナラティブ更新 • May 22

LUN: Future Returns Will Reflect Caserones Expansion And Balanced Copper Price Views

Analysts have nudged the implied fair value for Lundin Mining higher to about CA$39.80 from roughly CA$39.06, reflecting a series of recent price target revisions, including Barclays' new CA$42 target alongside upward moves from Deutsche Bank, Morgan Stanley, CIBC, Desjardins, Scotiabank, and TD Securities, partly offset by adjustments from JPMorgan and others. Analyst Commentary Recent research paints a mixed picture for Lundin Mining, with several firms adjusting price targets in both directions and maintaining ratings that generally sit in the middle of the spectrum.
分析記事 • May 15

There May Be Underlying Issues With The Quality Of Lundin Mining's (TSE:LUN) Earnings

Lundin Mining Corporation ( TSE:LUN ) just reported some strong earnings, and the market reacted accordingly with a...
ナラティブ更新 • May 08

LUN: Future Returns Will Reflect Caserones Expansion And Mixed Copper Price Scenarios

The updated analyst price target for Lundin Mining rises slightly to CA$39.06 from CA$38.90, with analysts pointing to modestly higher profit margin assumptions and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on Lundin Mining offers a mix of optimism and caution, with several firms adjusting price targets and ratings across both Canadian dollar and Swedish krona listings.
ナラティブ更新 • Apr 23

LUN: Future Returns Will Balance Caserones Expansion With Copper Price Uncertainty

Analysts have modestly adjusted the Lundin Mining fair value estimate to CA$38.90 from CA$39.14. This reflects updated assumptions for revenue growth, profit margins and a slightly higher discount rate in light of mixed but generally higher recent Street price targets.
ナラティブ更新 • Apr 07

LUN: Future Returns Will Reflect Expanded Caserones Stake And Copper Exposure

The analyst price target for Lundin Mining has been raised by CA$0.60 to CA$39.14, with analysts attributing the change to updated assumptions for higher revenue growth, stronger profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets and ratings in different directions.
ナラティブ更新 • Mar 24

LUN: Future Returns Will Reflect Copper Exposure And Caserones Expansion

The analyst price target for Lundin Mining is now CA$38.54, up from CA$37.25. This change reflects a series of recent target revisions as analysts factor in updated growth, margin and P/E assumptions.
ナラティブ更新 • Mar 08

LUN: Future Returns Will Reflect Copper Cycles And Wider Earnings Uncertainty

The Lundin Mining analyst price target has been revised higher to CA$37.25 from CA$36.05, reflecting updated analyst views that incorporate Street research indicating stronger revenue growth, wider profit margins and a modestly adjusted future P/E outlook. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Lundin Mining, with several firms adjusting price targets and ratings in response to updated revenue, margin and P/E assumptions.
ナラティブ更新 • Feb 22

LUN: Future Returns Will Reflect Copper Cycles Legal Overhang And Share Buybacks

Our fair value estimate for Lundin Mining has moved to CA$36.05 from CA$34.26 as analysts adjust price targets, with some cuts alongside several target increases, while also reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets in both directions and updating ratings.
ナラティブ更新 • Feb 07

LUN: Future Returns Will Reflect Metals Cycles Legal Overhang And Capital Deployment

The analyst price target for Lundin Mining has been lifted by about $1.93, reflecting updated assumptions around higher revenue growth expectations, a slightly increased discount rate, modestly lower profit margin forecasts, and a small upward adjustment to future P/E that align with recent target changes from several firms. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms revisiting their models and price targets across both North American dollar and Swedish krona listings.
ナラティブ更新 • Jan 23

LUN: Future Returns Will Hinge On Metals Cycles Versus Legal And Macro Risks

The updated analyst price target for Lundin Mining has shifted higher to reflect a fair value move from $28.28 to $32.34, as analysts factor in refreshed commodity price forecasts, a slightly lower discount rate of 7.21% and higher expected future P/E multiples, even as they incorporate more cautious assumptions on revenue growth and profit margins. Analyst Commentary Recent Street research on Lundin Mining shows a mix of optimism and caution, with several firms adjusting price targets in different currencies and maintaining a range of ratings from Buy and Outperform to Neutral and Equal Weight.
分析記事 • Jan 21

Improved Revenues Required Before Lundin Mining Corporation (TSE:LUN) Stock's 26% Jump Looks Justified

Despite an already strong run, Lundin Mining Corporation ( TSE:LUN ) shares have been powering on, with a gain of 26...
ナラティブ更新 • Jan 08

LUN: Future Returns Will Depend On Metals Cycles Outweighing Legal Overhang Risks

Analysts have nudged our fair value estimate for Lundin Mining higher from $27.52 to $28.28. This reflects recent target price revisions across U.S., Canadian and European brokers who cite refreshed metals price assumptions and mixed regional demand signals.
ナラティブ更新 • Dec 20

LUN: Future Returns Will Weigh Metal Price Cycles Against Legal Overhang Risks

The analyst price target for Lundin Mining has been raised from approximately $24.55 to about $27.52, as analysts factor in stronger expected revenue growth and improved profit margins despite a mixed macro backdrop for metals and mining. Analyst Commentary Analyst sentiment toward Lundin Mining remains broadly constructive, with a series of recent target price revisions reflecting both stronger company specific fundamentals and a still challenging macro backdrop for metals.
ナラティブ更新 • Dec 06

LUN: Future Returns Will Balance Metal Price Leverage And Legal Environmental Risks

Our analyst price target for Lundin Mining has edged lower to approximately $24.55 from about $25.28, as analysts factor in a slightly higher discount rate alongside modestly stronger long term revenue growth expectations amid a mixed macro backdrop and a series of both upward and downward target revisions across the Street. Analyst Commentary Recent Street research on Lundin Mining reflects a balanced mix of optimism and caution, with a cluster of target revisions across multiple currencies signaling active debate around the company’s medium term earnings power and appropriate valuation multiple.
ナラティブ更新 • Nov 22

LUN: Share Performance Will Reflect Shifting Profit Margins And Market Execution Risks

Lundin Mining's analyst price target has been increased from $23.76 to $25.28, as analysts factor in stronger expected revenue growth and improved market sentiment, despite a moderating profit margin outlook. Analyst Commentary Recent analyst activity for Lundin Mining reflects a mix of optimism about the company’s growth trajectory and caution regarding near-term challenges.
分析記事 • Nov 13

Lundin Mining's (TSE:LUN) Earnings Offer More Than Meets The Eye

Shareholders appeared to be happy with Lundin Mining Corporation's ( TSE:LUN ) solid earnings report last week. Looking...
ナラティブ更新 • Nov 06

LUN: Share Price Outlook Will Reflect Improved Profit Margins And Execution Risks

Lundin Mining's analyst price target has been raised notably, from approximately $22.50 to $23.76. Analysts point to improved revenue growth expectations and higher projected profit margins, which are supporting a stronger outlook for the company.
ナラティブ更新 • Oct 22

Analyst Commentary Highlights Upgraded Price Targets and Profit Outlook for Lundin Mining

Lundin Mining’s analyst price target has been significantly raised from approximately $18.68 to $22.50. Analysts cited increased revenue growth projections, stronger profit margins, and favorable recent research as supporting factors for the revision.
ナラティブ更新 • Oct 08

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Lundin Mining's analyst price target has been raised from approximately $17.37 to $18.68. Analysts cite improved revenue growth forecasts and strengthening profit margins as the reasons for this adjustment.
分析記事 • Sep 30

Lundin Mining Corporation's (TSE:LUN) Shares Bounce 28% But Its Business Still Trails The Industry

Despite an already strong run, Lundin Mining Corporation ( TSE:LUN ) shares have been powering on, with a gain of 28...
ナラティブ更新 • Sep 24

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Lundin Mining’s consensus price target was modestly raised to CA$17.37 as analysts cited improved copper and zinc production, stronger operational performance, supportive commodity prices, and enhanced management execution, partially offset by cautious views due to limited near-term catalysts. Analyst Commentary Bullish analysts cited stronger-than-expected copper and zinc production profiles, improving operational performance, and robust commodity pricing environments as key factors for raising price targets.
ナラティブ更新 • Sep 04

Vicuña And Brownfield Projects Will Increase Copper And Gold Production

Analysts have slightly raised Lundin Mining's price target to CA$17.20, citing improved copper price outlooks, stronger-than-expected operational performance, and continued cost discipline, though some near-term uncertainty from project delays has limited further upside. Analyst Commentary Bullish analysts have cited improving base metal price outlooks, particularly for copper, as a key factor driving upward price target revisions.

CEO報酬分析

Lundin Mining の収益と比較して、Jack O. Lundin 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
Jun 30 2026n/an/a

US$1b

Mar 31 2026n/an/a

US$1b

Dec 31 2025US$5mUS$608k

US$1b

Sep 30 2025n/an/a

US$316m

Jun 30 2025n/an/a

US$256m

Mar 31 2025n/an/a

US$225m

Dec 31 2024US$4mUS$621k

US$125m

Sep 30 2024n/an/a

US$207m

Jun 30 2024n/an/a

US$120m

Mar 31 2024n/an/a

US$95m

Dec 31 2023US$2mUS$358k

US$203m

Sep 30 2023n/an/a

US$348m

Jun 30 2023n/an/a

US$340m

Mar 31 2023n/an/a

US$228m

Dec 31 2022US$1mUS$26k

US$427m

Sep 30 2022n/an/a

US$510m

Jun 30 2022n/an/a

US$695m

Mar 31 2022n/an/a

US$990m

Dec 31 2021US$112kn/a

US$780m

報酬と市場: Jack O.の 総報酬 ($USD 5.32M ) は、 Canadian市場 ($USD 7.66M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jack O.の報酬は過去 1 年間で 20% 以上増加しました。

CEO

Jack O. Lundin (37 yo)

3.8yrs
在職期間
US$5,320,319
報酬

Mr. Jack O. A. Lundin was Executive Chairman of Talon Metals Corp. from 2026 and serves as its Director since January 9, 2026. Mr. Lundin serves as Chief Executive Officer of Lundin Mining Corporation sinc...

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
Jack O. Lundin
President3.8yrsUS$5.32m0.16%
CA$ 46.1m
Teitur Poulsen
Executive VP & CFO4yrsUS$2.88m0.030%
CA$ 8.7m
Juan Andres Lara
Executive VP & COO4.1yrsUS$3.02m0.015%
CA$ 4.5m
Nathan Monash
Vice President of Sustainability2.8yrsUS$1.17m0.00079%
CA$ 232.0k
Stephen Williams
Vice President of Investor Relations3.1yrsデータなしデータなし
Vlada Cvijetinovic
Vice President of Legal & Corporate Secretary1.4yrsデータなしデータなし
Quinn Yong
Vice President of Corporate Development & Strategy5.7yrsデータなしデータなし
Jacinta Zaleski
Vice President of Human Resources3.9yrsデータなし0.0016%
CA$ 464.0k
Tim Walmsley
Vice President of Explorationno dataデータなしデータなし
Theresa Murakami
Vice President of Tax & Treasuryno dataデータなしデータなし
Ronald Hochstein
CEO of Vicua Corp.less than a yearデータなしデータなし
Eduardo Cortes
Vice President of Mining & Mineral Resourcesno dataデータなしデータなし
3.8yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: LUNの経営陣は 経験豊富 であると考えられます ( 3.8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
Jack O. Lundin
President2.7yrsUS$5.32m0.16%
CA$ 46.1m
Donald Charter
Independent Director19.9yrsUS$168.16k0.0097%
CA$ 2.8m
Charles Ashley Heppenstall
Lead Independent Director6.3yrsUS$187.96k0.22%
CA$ 64.0m
Michael Steinmann
Independent Directorless than a yearデータなし0.00067%
CA$ 196.8k
Dale Peniuk
Independent Director19.9yrsUS$178.89k0.0059%
CA$ 1.7m
Adam Lundin
Chairman of the Board4.3yrsUS$246.87k0.36%
CA$ 104.5m
Victoria McMillan
Independent Director1.6yrsUS$135.60k0.00077%
CA$ 226.1k
Natasha Nella Vaz
Independent Director4.1yrsUS$157.43k0.00061%
CA$ 179.2k
Maria Recart
Independent Director3.5yrsUS$150.51kデータなし
4.1yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: LUNの 取締役会 は 経験豊富 であると考えられます ( 4.1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2026/09/11 06:53
終値2026/09/11 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

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

Lundin Mining Corporation 23 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。55

アナリスト機関
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Richard GarchitorenaBarclays
Farooq HamedBarclays