Exxaro Resources Limited

JSE:EXX 株式レポート

時価総額:R50.1b

Exxaro Resources 配当と自社株買い

配当金 基準チェック /46

Exxaro Resources配当を支払う会社であり、現在の利回りは8.62%で、収益によって十分にカバーされています。

主要情報

8.6%

配当利回り

2.8%

バイバック利回り

総株主利回り11.4%
将来の配当利回り9.1%
配当成長13.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向58%

最近の配当と自社株買いの更新

分析記事 Sep 18

Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...
分析記事 Aug 24

Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...

Recent updates

ナラティブの更新 May 19

EXX: Steady Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Driver

Analysts have kept their ZAR price target for Exxaro Resources broadly steady around ZAR256.40, with minor tweaks to inputs such as the discount rate and assumed future P/E, indicating only a small refinement to their valuation approach rather than a material shift in outlook. What's in the News The board plans to meet on March 17, 2026, to consider and approve a proposed gross final dividend of ZAR 10.00 per share for Exxaro Resources Limited (Key Developments).
ナラティブの更新 May 03

EXX: Stable Outlook Will Highlight Proposed ZAR10 Final Dividend As Key Upside Catalyst

Analysts have kept their ZAR256.40 price target for Exxaro Resources unchanged, citing steady assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News A board meeting is scheduled for 17 March 2026 to consider and approve a proposed gross final dividend of 1,000 cents per share for Exxaro Resources Limited (Key Developments).
ナラティブの更新 Apr 19

EXX: Higher Fair Value Will Reflect Pending ZAR10 Dividend Decision

Analysts now place Exxaro Resources' fair value at ZAR256.40, up from ZAR218.20, reflecting updated views on slightly higher long term revenue growth, profit margins, and a revised future P/E assumption. What's in the News A board meeting is scheduled for March 17, 2026, with an agenda item to approve a proposed gross final dividend of ZAR10.00 per share (Key Developments).
ナラティブの更新 Apr 05

EXX: Higher Future P E And Dividend Outlook Will Support Upside

Analysts have raised their price target for Exxaro Resources from ZAR240.00 to ZAR260.00, citing updated assumptions that include adjusted revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 17, 2026, to consider the approval of a gross final dividend of ZAR 10.00 per share (Key Developments).
ナラティブの更新 Mar 21

EXX: Fair Value Will Reflect Higher Revenue Outlook And Pending Dividend Decision

Analysts have nudged their ZAR fair value estimate for Exxaro Resources slightly higher from ZAR215.67 to ZAR218.20, reflecting updated assumptions around revenue growth, profit margins and a lower forward P/E multiple. What's in the News A board meeting is scheduled for Mar 17, 2026, to consider approval of a gross final dividend of ZAR10.00 per share.
ナラティブの更新 Mar 07

EXX: Higher Margin Assumptions Will Likely Offset Lower Future P/E Multiple

Analysts have lifted their ZAR fair value estimate for Exxaro Resources from ZAR149.44 to ZAR195.00, citing updated assumptions for revenue growth, profit margins and a lower forward P/E as key drivers of the higher price target. Valuation Changes Fair Value: ZAR149.44 updated to ZAR195.00, reflecting a higher assessed valuation for Exxaro Resources.
ナラティブの更新 Feb 21

EXX: Higher P/E Assumptions Will Support Value Despite Lower Production Guidance

Analysts have inched up their ZAR 215.66 price target on Exxaro Resources to about ZAR 215.67, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News Exxaro Resources issued revised production guidance for fiscal year 2025, now expecting total production of 39,577,000 tonnes compared with previous guidance of 41,204,000 tonnes (Key Developments).
ナラティブの更新 Feb 07

EXX: Steady Fair Value And Lower Discount Rate Will Support Upside

Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, citing only modest tweaks to inputs such as a slightly lower discount rate, broadly similar revenue growth and profit margin assumptions, and a small adjustment to the future P/E multiple as the basis for this unchanged price target. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, with total production now expected at 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
ナラティブの更新 Jan 23

EXX: Higher Margin Outlook Will Support A More Attractive Future P/E

Analysts have kept their fair value estimate for Exxaro Resources steady at R240.00, with the shift in assumptions, including slightly lower revenue growth and a higher profit margin alongside a reduced future P/E, used to fine tune rather than change their overall price target view. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
分析記事 Jan 12

There's No Escaping Exxaro Resources Limited's (JSE:EXX) Muted Earnings

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 5.5x might make it look like a buy right...
ナラティブの更新 Jan 09

EXX: Higher Margin Outlook Will Offset Revised Production Guidance

Analysts have lifted their price target on Exxaro Resources from R201.01 to R215.66, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate and a modestly lower future P/E multiple. What's in the News Exxaro Resources issued revised production guidance for fiscal 2025, now expecting total production of 39,577,000 tonnes, compared with previous guidance of 41,204,000 tonnes (Key Developments).
ナラティブの更新 Dec 26

EXX: Faster Revenue Outlook Will Support Higher Future Earnings Multiple

Analysts have raised their price target for Exxaro Resources from R230.00 to R240.00, citing expectations of faster revenue growth and a slightly lower discount rate that more than offset reduced margin and a higher assumed future P/E multiple. What's in the News Revised 2025 production guidance: Exxaro now expects total output of 39,577,000 tonnes versus the previous 41,204,000 tonnes, signaling a more conservative volume outlook (company guidance) Valuation Changes Fair Value Estimate: Increased slightly from ZAR 230.00 to ZAR 240.00 per share.
ナラティブの更新 Dec 12

EXX: Future Profit Margin Pressure Will Likely Weigh On Share Price

Analysts have slightly lowered their price target for Exxaro Resources from R150.02 to R149.44. This reflects expectations of stronger revenue growth, somewhat lower profit margins, and a modestly higher future price to earnings multiple.
分析記事 Nov 11

Exxaro Resources (JSE:EXX) Could Easily Take On More Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Sep 18

Exxaro Resources (JSE:EXX) Is Due To Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...
ナラティブの更新 Aug 27

Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance

Despite a notable reduction in consensus revenue growth forecasts, Exxaro Resources’ price target has been raised modestly to ZAR201.01, likely reflecting unchanged profitability margins. What's in the News Board approved a gross interim dividend of 843 cents per share.
分析記事 Aug 24

Exxaro Resources (JSE:EXX) Will Pay A Dividend Of ZAR8.43

Exxaro Resources Limited's ( JSE:EXX ) investors are due to receive a payment of ZAR8.43 per share on 6th of October...
分析記事 Aug 22

Benign Growth For Exxaro Resources Limited (JSE:EXX) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 5.6x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...
分析記事 Jul 15

Exxaro Resources' (JSE:EXX) Returns On Capital Are Heading Higher

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 May 07

Improved Earnings Required Before Exxaro Resources Limited (JSE:EXX) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 4.7x Exxaro Resources Limited ( JSE:EXX ) may be sending bullish signals...
分析記事 Apr 08

Returns On Capital Are Showing Encouraging Signs At Exxaro Resources (JSE:EXX)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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新しいナラティブ Mar 16

Lephalale Solar Project Will Reduce Emissions And Operational Costs, But Internal Challenges May Affect Performance

Exxaro's advancements in coal exports, efficiency, and cost management are expected to boost revenue and net margins by accessing more markets and optimizing production.
分析記事 Jan 08

Returns At Exxaro Resources (JSE:EXX) Appear To Be Weighed Down

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 Dec 12

Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 21

Exxaro Resources Limited (JSE:EXX) Looks Inexpensive But Perhaps Not Attractive Enough

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.5x might make it look like a strong buy...
分析記事 Sep 18

Exxaro Resources (JSE:EXX) Has More To Do To Multiply In Value Going Forward

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 Aug 23

Exxaro Resources' (JSE:EXX) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Investors were disappointed by Exxaro Resources Limited's ( JSE:EXX ) latest earnings release. We did some further...
分析記事 Aug 04

Lacklustre Performance Is Driving Exxaro Resources Limited's (JSE:EXX) Low P/E

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 10x, you may consider...
分析記事 Apr 10

Investors Aren't Buying Exxaro Resources Limited's (JSE:EXX) Earnings

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 3.8x might make it look like a strong buy...
分析記事 Mar 15

We Think Exxaro Resources (JSE:EXX) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jan 17

Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Dec 24

Exxaro Resources Limited's (JSE:EXX) Earnings Are Not Doing Enough For Some Investors

Exxaro Resources Limited's ( JSE:EXX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy...
分析記事 Oct 10

Exxaro Resources (JSE:EXX) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Sep 14

Exxaro Resources (JSE:EXX) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 17

Exxaro Resources (JSE:EXX) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 May 30

Exxaro Resources (JSE:EXX) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 03

The Market Doesn't Like What It Sees From Exxaro Resources Limited's (JSE:EXX) Earnings Yet

When close to half the companies in South Africa have price-to-earnings ratios (or "P/E's") above 9x, you may consider...
分析記事 Mar 19

Exxaro Resources Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Exxaro Resources Limited ( JSE:EXX ) missed earnings with its latest yearly results, disappointing overly-optimistic...

決済の安定と成長

配当データの取得

安定した配当: EXXの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: EXXの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Exxaro Resources 配当利回り対市場
EXX 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (EXX)8.6%
市場下位25% (ZA)3.0%
市場トップ25% (ZA)7.7%
業界平均 (Oil and Gas)4.3%
アナリスト予想 (EXX) (最長3年)9.1%

注目すべき配当: EXXの配当金 ( 8.62% ) はZA市場の配当金支払者の下位 25% ( 2.99% ) よりも高くなっています。

高配当: EXXの配当金 ( 8.62% ) はZA市場 ( 7.7% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: EXXの配当金は、合理的な 配当性向 ( 58% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: EXXは高い 現金配当性向 ( 132.9% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。


高配当企業の発掘

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2026/05/28 13:01
終値2026/05/27 00:00
収益2025/12/31
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

Exxaro Resources Limited 6 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。14

アナリスト機関
Mpumelelo MthembuAbsa Bank Limited
Wade NapierAvior Capital Markets
Caroline LearmonthBarclays