AngloGold Ashanti（AU）株式概要
アングロゴールド・アシャンティ・ピーエルシーは、アフリカ、オーストラリア、アメリカ大陸で金鉱山会社として事業を展開している。 詳細
AU Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$119.72
FV
33.3% 割安 内在価値ディスカウント11.59%
Revenue growth p.a.
82
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AngloGold Ashanti plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$79.83 |
| 52週高値 | US$129.14 |
| 52週安値 | US$45.28 |
| ベータ | 0.67 |
| 1ヶ月の変化 | -5.49% |
| 3ヶ月変化 | -26.46% |
| 1年変化 | 71.57% |
| 3年間の変化 | 266.02% |
| 5年間の変化 | 299.55% |
| IPOからの変化 | 211.53% |
最新ニュース
ナラティブの更新 • Jun 25
AU: Proposed $2b Buyback And Rich P/E Will Shape Future Returns
Analysts have reduced their price target for AngloGold Ashanti to $75.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for AngloGold Ashanti AngloGold Ashanti plc has proposed a share repurchase program of up to US$2b, subject to shareholder and regulatory approval, with the Board indicating the plan is intended to support shareholder value and reflect confidence in the company’s outlook.分析記事 • Jun 20
AngloGold Ashanti (AU) Stock Could Be 24.1% Undervalued Ahead Of Earnings
AngloGold Ashanti (AU) is back in focus as investors look ahead to an upcoming earnings release. Many expect it to show significant earnings expansion and improved profitability, given its role in global gold production. See our latest analysis for AngloGold Ashanti. At a share price of $90.87, AngloGold Ashanti has had a 7 day share price return of 5.30%, while its 1 year total shareholder return of 99.85% and 5 year total shareholder return of 447.65% point to strong momentum built over a...ナラティブの更新 • Jun 11
AU: Rich P/E And New Nevada Development Will Likely Temper Future Returns
Analysts now set a price target of $76.11 for AngloGold Ashanti, up from $75.00. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that together suggest a slightly higher valuation framework for the stock.Recent updates
ナラティブの更新 • Jun 25
AU: Proposed $2b Buyback And Rich P/E Will Shape Future Returns
Analysts have reduced their price target for AngloGold Ashanti to $75.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for AngloGold Ashanti AngloGold Ashanti plc has proposed a share repurchase program of up to US$2b, subject to shareholder and regulatory approval, with the Board indicating the plan is intended to support shareholder value and reflect confidence in the company’s outlook.分析記事 • Jun 20
AngloGold Ashanti (AU) Stock Could Be 24.1% Undervalued Ahead Of Earnings
AngloGold Ashanti (AU) is back in focus as investors look ahead to an upcoming earnings release. Many expect it to show significant earnings expansion and improved profitability, given its role in global gold production. See our latest analysis for AngloGold Ashanti. At a share price of $90.87, AngloGold Ashanti has had a 7 day share price return of 5.30%, while its 1 year total shareholder return of 99.85% and 5 year total shareholder return of 447.65% point to strong momentum built over a...ナラティブの更新 • Jun 11
AU: Rich P/E And New Nevada Development Will Likely Temper Future Returns
Analysts now set a price target of $76.11 for AngloGold Ashanti, up from $75.00. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that together suggest a slightly higher valuation framework for the stock.
ナラティブの更新 • May 28
AU: New Buyback And Dividend Policy Will Support Future Upside
Analysts now place AngloGold Ashanti's price target at $123.29, up from $121.86, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News The Board of Directors authorized a share repurchase plan under which AngloGold Ashanti may buy back up to US$2,000m of its common stock, subject to shareholder approval (Buyback Transaction Announcements).
新しいナラティブ • May 17
AngloGold Ashanti is a top-5 global gold producer with a diversified portfolio across Africa, the Americas, and Australia.
Investment Assessment Report: AngloGold Ashanti Ltd. 1.Seeking Alpha • May 05
AngloGold Ashanti: Ghana Scares The Market, But The Numbers Not So Much
Summary AngloGold Ashanti faces regulatory pressure in Ghana, but the expected financial impact appears manageable relative to group FCF. Ghana represents around 15% of AU’s production, while the remaining portfolio continues to operate normally. Higher royalties and contract restructuring could pressure annual FCF, but gold prices above $4,500/oz provide a strong buffer. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 28
AU: Arthur Project Reserve And Dividend Will Support Stronger Future Returns
Analysts have trimmed their price target for AngloGold Ashanti from $164.00 to $155.00, linking the change to updated assumptions that include a higher discount rate, slightly stronger revenue growth expectations, a lower profit margin outlook, and a modestly different future P/E multiple. What's in the News Completed a Technical Report Summary for the Arthur Gold Project in Nevada, outlining a Tier One gold deposit with a pre-feasibility study and an initial nine-year mine plan based on conventional open pit mining and processing (Key Developments).ナラティブの更新 • Apr 14
AU: Rich P/E And Costly Nevada Project Will Likely Restrain Future Returns
Analysts have kept their price target for AngloGold Ashanti steady at $75.00, citing updated assumptions that reflect a slightly higher discount rate and lower revenue growth, along with a stronger profit margin profile and a modestly lower future P/E multiple. What's in the News Completed a Technical Report Summary for the Arthur Gold Project in Nevada, outlining a Tier One gold deposit with an initial nine year mine life and average annual production of about 500,000 oz of gold, supported by a first time Probable Mineral Reserve of 4.9 Moz of contained gold and 7.8 Moz of contained silver as at 31 December 2025 (Key Developments).ナラティブの更新 • Mar 30
AU: New Arthur Project And Dividend Stream Will Support Future Upside
Analysts now place AngloGold Ashanti's fair value at $121.86, up from $98. This reflects updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and a lower future P/E multiple.ナラティブの更新 • Mar 16
AU: Higher Dividend And Production Outlook Will Support Stronger Future Returns
Analysts have lifted their price target on AngloGold Ashanti from $132 to $164, citing updated assumptions that reflect the revised revenue growth outlook, a modestly adjusted discount rate, slightly higher profit margin expectations, and a lower future P/E multiple. What's in the News Reported unaudited group gold production of 680,000 ounces for the quarter ended 31 December 2025, compared with 710,000 ounces for the same quarter a year earlier (company announcement).ナラティブの更新 • Mar 02
AU: Softer Production And Rich P/E Will Likely Pressure Future Returns
Analysts have kept their price target on AngloGold Ashanti broadly in line with prior estimates, reflecting only minor tweaks to assumptions such as discount rate, revenue growth and future P/E, rather than a major change in their overall view. What's in the News AngloGold Ashanti declared an interim dividend of 173 US cents per share for the three months ended 31 December 2025.ナラティブの更新 • Feb 16
AU: Higher Revenue Assumptions And Rich P/E Will Likely Pressure Future Returns
Analysts have raised their price target on AngloGold Ashanti to $75 from $67, reflecting updated views on revenue growth, margins and the stock's forward P/E profile. Valuation Changes Fair Value: revised up to $75.00 from $67.00, indicating a higher assessed value per share based on the updated inputs.ナラティブの更新 • Feb 02
AU: Rising Output And Dividend Will Support A Stronger Outlook
Analysts have made a small upward revision to their price target for AngloGold Ashanti to $132 from $131, reflecting slightly higher assumptions for revenue growth, profit margins, and the P/E they are prepared to use in their models. What's in the News AngloGold Ashanti plc declared an interim dividend of US$0.91 per share for the three months ended 30 September 2025, with the ex dividend and record date on the NYSE set for Friday, 28 November 2025, and payment scheduled for Friday, 12 December 2025 (company announcement).分析記事 • Jan 29
Earnings Tell The Story For AngloGold Ashanti plc (NYSE:AU) As Its Stock Soars 36%
Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 36% in...ナラティブの更新 • Jan 19
AU: Higher Margins And Dividend Will Support A Stronger Outlook
Analysts have lifted their fair value estimate for AngloGold Ashanti from $70.00 to $131.00, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News AngloGold Ashanti plc announced an interim dividend of US$0.91 per share for the three months ended 30 September 2025, with the ex dividend date and record date on the NYSE set for 28 November 2025 and payment scheduled for 12 December 2025 (company announcement).ナラティブの更新 • Jan 05
AU: Rising Gold Output And Regular Dividends Will Support Future Upside
Analysts have raised their price target on AngloGold Ashanti from 90.57 dollars to 98.00 dollars, reflecting expectations of faster revenue growth despite slightly higher discount rates and lower projected profit margins, as well as a richer future earnings multiple. What's in the News Announced an interim dividend of 0.91 US dollars per share for the quarter ended 30 September 2025, with NYSE shares trading ex dividend and on record on 28 November 2025 and payment scheduled for 12 December 2025 (company announcement).ナラティブの更新 • Dec 15
AU: Rising Gold Output Will Likely Fail To Justify Current Share Price
Analysts have significantly raised their price target for AngloGold Ashanti from approximately $38 to about $67 per share, citing expectations for stronger revenue growth, improved profit margins, a slightly higher required return, and a modestly lower future earnings multiple. What's in the News AngloGold Ashanti increased its interim dividend to 91 US cents per share for the three months ended 30 September 2025, indicating confidence in cash generation and balance sheet strength (Key Developments).ナラティブの更新 • Dec 01
AU: Future Dividend Prospects Will Rely On Improving Gold Output And Stable Margins
Analysts have slightly raised their price target for AngloGold Ashanti from $89.71 to $90.57, citing incremental improvements in projected revenue growth and profit margin expectations. What's in the News AngloGold Ashanti plc announced an interim dividend of 91 US cents per share for the three months ended September 30, 2025.分析記事 • Nov 27
AngloGold Ashanti plc (NYSE:AU) Stock Rockets 37% But Many Are Still Ignoring The Company
Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 37% in...分析記事 • Nov 18
AngloGold Ashanti's (NYSE:AU) Earnings Are Of Questionable Quality
Unsurprisingly, AngloGold Ashanti plc's ( NYSE:AU ) stock price was strong on the back of its healthy earnings report...ナラティブの更新 • Nov 17
AU: Future Dividend Payouts Will Be Supported By Rising Gold Output
Analysts have raised their price target for AngloGold Ashanti from $88.29 to $89.71. They cite stronger anticipated revenue growth and improved profit margins as key factors behind the upward revision.ナラティブの更新 • Nov 01
AU: Strengthening Margins And Revenue Will Drive Upward Momentum In Coming Years
Analysts have raised their price target for AngloGold Ashanti from $70.50 to $88.29, citing expectations of improved profit margins and stronger revenue growth forecasts. Valuation Changes Fair Value Estimate has increased from $70.50 to $88.29, reflecting heightened expectations for AngloGold Ashanti's future performance.ナラティブの更新 • Oct 18
Robust Gold Demand And Operational Improvements Will Enable Future Success
Analysts have raised their fair value estimate for AngloGold Ashanti from $67.17 to $70.50, citing stronger projected revenue growth and improved profit margins in recent forecasts. What's in the News The company announced an interim dividend of 80 US cents per share for the quarter ended June 30, 2025.ナラティブの更新 • Oct 04
Robust Gold Demand And Operational Improvements Will Enable Future Success
Analysts have raised their fair value estimate for AngloGold Ashanti from $58.00 to approximately $67.17. This change reflects improved revenue growth expectations, which outweigh a slight decline in projected profit margins.分析記事 • Sep 23
Subdued Growth No Barrier To AngloGold Ashanti plc (NYSE:AU) With Shares Advancing 27%
AngloGold Ashanti plc ( NYSE:AU ) shares have continued their recent momentum with a 27% gain in the last month alone...ナラティブの更新 • Sep 19
Robust Gold Demand And Operational Improvements Will Enable Future Success
AngloGold Ashanti’s consensus analyst price target has increased to $58.00, driven by a higher expected future P/E ratio despite a modest decline in net profit margin. What's in the News AngloGold Ashanti declared an interim dividend of 80 US cents per share, payable in early September.ナラティブの更新 • Sep 04
Robust Gold Demand And Operational Improvements Will Enable Future Success
With both the Discount Rate and Future P/E essentially unchanged, there is no material shift in valuation, and AngloGold Ashanti’s consensus analyst price target remains steady at $54.17. What's in the News AngloGold Ashanti declared an interim dividend of 80 US cents per share for the three months ended June 30, 2025.株主還元
| AU | US Metals and Mining | US 市場 | |
|---|---|---|---|
| 7D | -1.3% | -1.8% | -0.4% |
| 1Y | 71.6% | 49.1% | 18.4% |
業界別リターン: AU過去 1 年間で49.1 % の収益を上げたUS Metals and Mining業界を上回りました。
リターン対市場: AU過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。
価格変動
| AU volatility | |
|---|---|
| AU Average Weekly Movement | 8.5% |
| Metals and Mining Industry Average Movement | 9.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AU 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AUの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1944 | 38,000 | Zuleta Calderon | www.anglogoldashanti.com |
アングロゴールド・アシャンティ社は、アフリカ、オーストラリア、アメリカ大陸で金鉱山会社として操業している。金と、銀や硫酸などの副産物を探鉱している。同社の主要資産には、タンザニア北西部のゲイタ地域のビクトリア湖金鉱地帯にある、100％所有のゲイタ鉱山が含まれる。アングロゴールド・アシャンティ社は1944年に設立され、コロラド州グリーンウッド・ヴィレッジに本社を置いている。
AngloGold Ashanti plc 基礎のまとめ
| AU 基礎統計学 | |
|---|---|
| 時価総額 | US$41.50b |
| 収益（TTM） | US$3.47b |
| 売上高(TTM) | US$11.17b |
11.6x
PER（株価収益率3.6x
P/SレシオAU は割高か？
公正価値と評価分析を参照収益と収入
| AU 損益計算書（TTM） | |
|---|---|
| 収益 | US$11.17b |
| 売上原価 | US$5.19b |
| 売上総利益 | US$5.98b |
| その他の費用 | US$2.50b |
| 収益 | US$3.47b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 31, 2026
| 一株当たり利益（EPS） | 6.87 |
| グロス・マージン | 53.53% |
| 純利益率 | 31.11% |
| 有利子負債／自己資本比率 | 20.0% |
AU の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.5%
現在の配当利回り67%
配当性向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 | 2026/07/08 14:13 |
| 終値 | 2026/07/08 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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
AngloGold Ashanti plc 9 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。24
| アナリスト | 機関 |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Andrew Byrne | Barclays |
| Matthew Murphy | BMO Capital Markets Equity Research |