AngloGold Ashanti plc

NYSE:AU 株式レポート

時価総額:US$54.1b

AngloGold Ashanti 将来の成長

Future 基準チェック /36

AngloGold Ashanti利益と収益がそれぞれ年間16.8%と11.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に42.5% 20.9%なると予測されています。

主要情報

16.8%

収益成長率

20.92%

EPS成長率

Metals and Mining 収益成長13.3%
収益成長率11.3%
将来の株主資本利益率42.54%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

Recent updates

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.
分析記事 Jun 14

AngloGold Ashanti plc's (NYSE:AU) P/S Is Still On The Mark Following 28% Share Price Bounce

Despite an already strong run, AngloGold Ashanti plc ( NYSE:AU ) shares have been powering on, with a gain of 28% in...
Seeking Alpha Apr 01

AngloGold Ashanti: Earnings Multiple Just Too Cheap With Gold Above $3100

Summary Gold prices have surged 38% YoY, boosting AngloGold Ashanti shares; I initiate a buy rating due to its modest valuation and strong fundamentals. Despite a soft earnings report, AU's stock hit multi-year highs, supported by a bullish reversal in profit and robust free cash flow. AU's FY 2025 outlook is positive with expected production of 2.9-3.2 million ounces and aggressive capex plans, particularly in Nevada. Key risks include potential declines in gold prices, higher costs, and supply chain issues; however, AU remains undervalued with a fair value estimate near $42. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AU - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202815,7326,4035,9087,6564
12/31/202714,0544,6876,7628,7877
12/31/202613,4274,7405,0857,1337
3/31/202611,1663,4744,1945,768N/A
12/31/20259,8932,6363,3354,784N/A
9/30/20258,5752,2512,5243,852N/A
6/30/20257,6491,8051,7863,039N/A
3/31/20256,5851,3891,2882,441N/A
12/31/20245,7931,0048781,968N/A
9/30/20245,2995625911,682N/A
6/30/20244,9481152711,350N/A
3/31/20244,725-243741,129N/A
12/31/20234,582-235-71971N/A
9/30/20234,499-299-108973N/A
6/30/20234,532-108-951,105N/A
3/31/20234,4771861691,365N/A
12/31/20224,5012332571,804N/A
9/30/20224,3603903231,799N/A
6/30/20224,2195543891,793N/A
3/31/20224,1025962351,652N/A
12/31/20214,0296142261,268N/A
9/30/20214,3978124501,431N/A
6/30/20214,4299266741,517N/A
3/31/20214,5011,0158361,584N/A
12/31/20204,5959849351,692N/A
9/30/20204,1677827421,481N/A
6/30/20203,9066175491,308N/A
3/31/20203,6854454341,199N/A
12/31/20193,525364N/A1,047N/A
6/30/20192,916312N/A879N/A
3/31/20193,080253N/A764N/A
12/31/20183,336216N/A857N/A
9/30/20184,17176N/A927N/A
6/30/20184,39918N/A997N/A
3/31/20184,455-86N/A997N/A
12/31/20173,394145N/A997N/A
9/30/20174,512-178N/A1,014N/A
6/30/20174,238-165N/A1,031N/A
3/31/20174,162-51N/A1,109N/A
12/31/20164,22363N/A1,186N/A
9/30/20164,046188N/A1,214N/A
6/30/20163,929106N/A1,102N/A
3/31/20163,96363N/A1,187N/A
12/31/20154,01531N/A1,139N/A
9/30/20154,204-139N/A969N/A
6/30/20154,483-35N/A1,046N/A

アナリストによる今後の成長予測

収入対貯蓄率: AUの予測収益成長率 (年間16.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AUの収益 ( 16.8% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: AUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AUの収益 ( 11.3% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: AUの収益 ( 11.3% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: AUの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 42.5 %)。


成長企業の発掘

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2026/05/11 13:38
終値2026/05/08 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
  • 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Youtubeのチュートリアルも掲載しています。

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 7 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。23

アナリスト機関
Herbert KharivheAbsa Bank Limited
Andrew ByrneBarclays
Raj RayBMO Capital Markets Equity Research