AngloGold Ashanti plc

NYSE:AU 株式レポート

時価総額:US$45.8b

AngloGold Ashanti マネジメント

マネジメント 基準チェック /44

AngloGold Ashantiの CEO はZuleta Calderonで、 Sep2021年に任命され、 の在任期間は 4.67年です。 の年間総報酬は$ 5.28Mで、 32.6%給与と67.4%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0.019%を直接所有しており、その価値は$ 8.84M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と3.3年です。

主要情報

Zuleta Calderon

最高経営責任者

US$5.3m

報酬総額

CEO給与比率32.65%
CEO在任期間4.7yrs
CEOの所有権0.02%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

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.
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

CEO報酬分析

AngloGold Ashanti の収益と比較して、Zuleta Calderon 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$3b

Dec 31 2025US$5mUS$2m

US$3b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$5mUS$2m

US$1b

Sep 30 2024n/an/a

US$562m

Jun 30 2024n/an/a

US$115m

Mar 31 2024n/an/a

-US$243m

Dec 31 2023US$7mUS$2m

-US$235m

Sep 30 2023n/an/a

-US$299m

Jun 30 2023n/an/a

-US$108m

Mar 31 2023n/an/a

US$186m

Dec 31 2022US$7mUS$2m

US$233m

Sep 30 2022n/an/a

US$390m

Jun 30 2022n/an/a

US$554m

Mar 31 2022n/an/a

US$596m

Dec 31 2021US$3mUS$490k

US$614m

報酬と市場: Zuletaの 総報酬 ($USD 5.28M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均を下回っています。

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


CEO

Zuleta Calderon (65 yo)

4.7yrs
在職期間
US$5,277,443
報酬

Mr. Alberto Calderon, also known as Zuleta, PhD Econ, M Phil Econ, JD Law, BA Econ, is a CEO & Executive Director of AngloGold Ashanti Plc., since September 1, 2021 and has been its Director since February...


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
Alberto Calderon
CEO & Executive Director4.7yrsUS$5.28m0.019%
$ 8.8m
Gillian Doran
Executive Director & CFO3.3yrsUS$2.22m0.0019%
$ 866.2k
Marcelo Pereira
Chief Operating Officerless than a yearデータなし0.0029%
$ 1.3m
John Staples
Chief Accounting Officerno dataデータなしデータなし
Marcelo Godoy
Chief Technology Officer2.6yrsUS$1.91m0.018%
$ 8.4m
Andy Larkin
Vice President of Investor Relationsno dataデータなしデータなし
Lizelle Marwick
Chief Legal Officer5.8yrsUS$974.69k0.0066%
$ 3.0m
Lisa Ali
Chief People Officer4.1yrsUS$781.26k0.0061%
$ 2.8m
Stewart Bailey
Chief Sustainability & Corporate Affairs Officer4.3yrsUS$1.35m0.0018%
$ 815.7k
Massoud Massoudi
Senior Vice President Capital Projectsno dataデータなしデータなし
Terry Briggs
Chief Development Officer4.1yrsUS$360.38k0.0083%
$ 3.8m
Robert Hayes
Treasurerno dataデータなしデータなし
4.1yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: AUの経営陣は 経験豊富 であると考えられます ( 4.1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
Alberto Calderon
CEO & Executive Director3.3yrsUS$5.28m0.019%
$ 8.8m
Gillian Doran
Executive Director & CFO3.3yrsUS$2.22m0.0019%
$ 866.2k
Marcus Randolph
Independent Non-Executive Directorless than a yearUS$35.50kデータなし
Alan Ferguson
Lead Independent Non-Executive Director7.6yrsUS$227.60k0.00099%
$ 453.7k
Jochen Tilk
Independent Non-Executive Chairman7.3yrsUS$348.30k0.00055%
$ 252.1k
Bruce Cleaver
Independent Non-Executive Director1.8yrsUS$186.20kデータなし
Jinhee Magie
Independent Non-Executive Director2.9yrsUS$186.20k0.00099%
$ 453.7k
Diana Sands
Independent Non-Executive Director2.9yrsUS$217.30k0.00059%
$ 270.4k
Albert Garner
Independent Non-Executive Director11.3yrsUS$218.40k0.0059%
$ 2.7m
Kojo O. Busia
Independent Non-Executive Director5.8yrsUS$186.20k0.00079%
$ 362.0k
Nicky Newton-King
Independent Non-Executive Director1.8yrsUS$183.40kデータなし
3.3yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: AUの 取締役会経験豊富 であると考えられます ( 3.3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2026/05/26 12:37
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

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。24

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