Gold Fields Limited

JSE:GFI 株式レポート

時価総額:R587.1b

Gold Fields マネジメント

マネジメント 基準チェック /24

Gold Fieldsの CEO はMike Fraserで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 3.58Mで、 31.1%給与と68.9%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0.002%を直接所有しており、その価値はZAR 12.45M 。経営陣と取締役会の平均在任期間はそれぞれ2年と3.5年です。

主要情報

Mike Fraser

最高経営責任者

US$3.6m

報酬総額

CEO給与比率31.10%
CEO在任期間2.3yrs
CEOの所有権0.002%
経営陣の平均在職期間2yrs
取締役会の平均在任期間3.5yrs

経営陣の近況

Recent updates

ナラティブの更新 May 03

GFI: Higher Gold Price Assumptions And Dividend Payouts Will Support Re Rating

Gold Fields' analyst fair value estimate has shifted from ZAR1,100.00 to ZAR1,263.00 as analysts factor in updated gold price assumptions, changes in long term growth and profitability forecasts, and refreshed P/E expectations reflected in recent research updates. Analyst Commentary Recent research points to a constructive tone around Gold Fields, with several bullish analysts revisiting their assumptions on gold prices, long term profitability, and valuation multiples.
ナラティブの更新 Apr 18

GFI: Rich Payouts And Higher Costs Will Pressure Future Returns

Analysts have lifted the fair value estimate for Gold Fields to ZAR700 from ZAR680, reflecting updated views on revenue growth, profit margins and an adjusted future P/E multiple, informed by recent changes to Street price targets and ratings. Analyst Commentary Recent Street commentary on Gold Fields has been mixed, with several research houses updating price targets and ratings in quick succession.
分析記事 Apr 07

Additional Considerations Required While Assessing Gold Fields' (JSE:GFI) Strong Earnings

Unsurprisingly, Gold Fields Limited's ( JSE:GFI ) stock price was strong on the back of its healthy earnings report...
ナラティブの更新 Apr 04

GFI: Elevated Dividend Commitments Will Heighten Execution And Cost Risks

Analysts have lifted the price target for Gold Fields to ZAR 680, supported by updated views on the company’s risk profile, revenue outlook, margins and forward P/E assumptions, even as recent research includes both upward target revisions and a downgrade. Analyst Commentary Recent research on Gold Fields includes a higher price target of $80 from JPMorgan, alongside other updated targets and a downgrade from another major firm.
ナラティブの更新 Mar 20

GFI: Mixed Rating Shifts And Dividend Plans Will Shape Execution Risks

Analysts have raised their ZAR price target for Gold Fields by ZAR15, reflecting updated expectations around margins and valuation metrics, while also acknowledging mixed recent research views on the stock. Analyst Commentary Recent research shows a split view on Gold Fields, with some large banks becoming more constructive on the share price while others flag risks around execution and valuation.
ナラティブの更新 Mar 05

GFI: Execution And Cost Risks Will Likely Restrain Elevated Expectations

The analyst fair value estimate for Gold Fields has been adjusted from ZAR630.00 to ZAR680.00, with analysts pointing to higher price targets from recent Street research and updated expectations for margins and risk as key drivers of the change. Analyst Commentary Recent Street research around Gold Fields has been mixed, with some higher price targets being balanced by more cautious views on execution and valuation risk.
ナラティブの更新 Feb 19

GFI: Higher Gold Price Outlook And Capital Returns Will Support Re Rating

Analysts have raised their ZAR price target for Gold Fields by ZAR14, citing refined assumptions on discount rates, revenue growth and profit margins, as well as recent mixed but generally supportive updates from banks that have adjusted targets in line with company guidance and gold price expectations. Analyst Commentary Recent research on Gold Fields reflects a split view, but the price target actions provide some clear clues about how more positive analysts are framing the story for you as an investor.
ナラティブの更新 Feb 05

GFI: Higher Gold Price Framework And Capital Returns Will Support Re Rating

Analysts have nudged their price targets on Gold Fields higher, with recent changes such as Citi moving to $57 from $50 and Scotiabank adding $14. These adjustments reflect updated views on gold price assumptions, reinvestment plans and capital returns.
ナラティブの更新 Jan 22

GFI: Higher Gold Price Assumptions And Capital Returns Will Drive Re Rating

Analysts have raised their fair value estimate for Gold Fields from $640.00 to $1,100.00, citing recent price target changes that reference the company's Q3 report, updated gold price assumptions, and new five-year guidance featuring higher reinvestment and a competitive capital returns program. Analyst Commentary Bullish analysts are pointing to recent research as a sign that sentiment around Gold Fields is improving, especially after the latest Q3 report and updated guidance.
ナラティブの更新 Jan 08

GFI: Higher Gold Price Assumptions And Projects Are Expected To Drive Upside

The analyst price target for Gold Fields has shifted modestly higher to about $831.30 from $815.61, as analysts factor in updated fair value, adjusted discount rates, stronger revenue growth and profit margin assumptions, and a slightly lower future P/E, informed by recent research that reflects reactions to Q3 results, evolving gold price views, and the company’s latest capital plans. Analyst Commentary Recent Street research on Gold Fields shows a mix of optimism and caution, with several firms revisiting their targets and ratings after the latest Q3 update, revised gold price assumptions, and the company’s refreshed capital plans and guidance.
分析記事 Dec 27

Gold Fields Limited's (JSE:GFI) Price In Tune With Earnings

Gold Fields Limited's ( JSE:GFI ) price-to-earnings (or "P/E") ratio of 22x might make it look like a strong sell right...
ナラティブの更新 Dec 16

GFI: Elevated Capex And Project Execution Will Likely Pressure Future Returns

The analyst fair value estimate for Gold Fields has been raised sharply from about $400 to roughly $630, as analysts factor in higher gold price assumptions, stronger projected revenue growth and margins, and medium term upside from the company's growth projects and capital returns program. Analyst Commentary Recent Street research paints a mixed picture for Gold Fields, with a widening range of price targets and ratings that reflect both optimism on gold prices and emerging concerns around execution and capital allocation.
分析記事 Dec 11

Here's Why Gold Fields (JSE:GFI) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブの更新 Dec 02

GFI: Future Sector Trends And Project Delivery Will Shape Medium-Term Prospects

The analyst price target for Gold Fields increased by $8.67 to $815.61. Analysts cited higher gold prices, updated guidance, and ongoing project momentum as key factors behind the upward revision.
ナラティブの更新 Nov 18

GFI: Sector Momentum Will Drive Medium-Term Upside From Australian Mine Acquisition

Analysts have raised their price target for Gold Fields, increasing the fair value estimate from $789.23 to $806.94. They cited ongoing sector momentum, resilient precious metal prices, and positive outlooks for the company’s upcoming projects.
ナラティブの更新 Nov 03

GFI: Windfall Progress Will Drive Medium-Term Upside Following Australian Mine Deal

Analysts have raised Gold Fields' fair value estimate by approximately $85 to $789, citing updated forecasts for improved profit margins, revenue growth, as well as a supportive outlook for gold prices and capital returns. Analyst Commentary Recent Street research on Gold Fields highlights both optimism and caution among analysts regarding the company’s future prospects, as reflected in recent ratings and price target adjustments.
分析記事 Oct 27

Is Gold Fields (JSE:GFI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Oct 20

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

The consensus analyst price target for Gold Fields has risen significantly from $590.81 to $704.56. Analysts cite higher gold prices, improved operational momentum, and updated growth expectations as primary factors for the upward revision.
ナラティブの更新 Oct 06

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised their price target for Gold Fields from $24 to $32. They cite continued gold price strength and solid operational momentum as key drivers for the upward revision.
分析記事 Sep 25

Gold Fields Limited's (JSE:GFI) Shares Climb 25% But Its Business Is Yet to Catch Up

Gold Fields Limited ( JSE:GFI ) shares have continued their recent momentum with a 25% gain in the last month alone...
ナラティブの更新 Sep 20

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised Gold Fields' price target to ZAR547.51, citing stronger gold prices, solid operational momentum, and production guidance tracking, with the upward revision reflecting improved valuation despite slightly higher costs and balanced risk. Analyst Commentary Higher price target reflects increased valuation multiples due to sustained gold price strength.
ナラティブの更新 Aug 23

Operational Challenges May Affect Margins, But Developments Like Salares Norte Will Enhance Production

Analysts have raised Gold Fields’ price target to ZAR493.30, citing higher gold prices, continued operational momentum, and production levels in line with guidance, which outweigh modest cost increases despite maintaining a Market Perform rating. Analyst Commentary Higher gold prices leading to increased valuation multiples.
User avatar
新しいナラティブ Feb 26

South Deep Efficiency Improvements And Salares Norte Ramp-Up Will Increase Future Production

Focus on capital allocation, exploration, and energy projects could improve revenue and shareholder value while reducing costs.

CEO報酬分析

Gold Fields の収益と比較して、Mike Fraser 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
Dec 31 2025US$4mUS$1m

US$4b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$1mUS$943k

US$1b

報酬と市場: Mikeの 総報酬 ($USD 3.58M ) は、 ZA市場 ($USD 3.49M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Mikeの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Mike Fraser (60 yo)

2.3yrs
在職期間
US$3,579,400
報酬

Mr. Michael John Fraser, also known as Mike, is Chief Executive Officer & Executive Director of Gold Fields Limited since January 1, 2024. Mr. Fraser served as Chief Executive Officer of Chaarat Gold Holdi...


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
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 12.4m
Alex Dall
CFO & Executive Director2yrsUS$913.20k0.0049%
ZAR 28.7m
Francois Swanepoel
Chief Operating Officerless than a yearUS$1.29m0.0055%
ZAR 32.5m
Jongisa Magagula
Executive Vice-President of Investor Relations & Corporate Affairs2.8yrsUS$1.55m0.0010%
ZAR 6.0m
Kelly Carter
Executive VP and Group Head of Legal & Compliance3.2yrsUS$3.39m0.0024%
ZAR 13.9m
Chris Gratias
Executive Vice President of Strategy1.8yrsUS$1.57m0.0097%
ZAR 56.9m
Mariette Steyn
Executive Vice President of People & Sustainability1.9yrsUS$1.31m0.0047%
ZAR 27.5m
Jason Sander
Acting Chief Technical Officerless than a yearデータなしデータなし
Shyam Jagwanth
VP & Group Head of Internal Auditno dataデータなしデータなし
Peter Andrews
Group Head of Geotechnical & VPno dataデータなしデータなし
Johan Boshoff
Group Head of Tailingsno dataデータなしデータなし
Pieter Coetzee
VP & Head of Finance: Operationsno dataデータなしデータなし
2.0yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: GFIの経営陣は 経験豊富 とはみなされません ( 2年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 12.4m
Alex Dall
CFO & Executive Director1.2yrsUS$913.20k0.0049%
ZAR 28.7m
Terence Goodlace
Independent Non-Executive Director9.8yrsUS$154.39kデータなし
Zarina Bibi Bassa
Independent Non- Executive Director1.8yrsUS$155.69kデータなし
John MacKenzie
Independent Non-Executive Directorless than a yearUS$44.15kデータなし
Alhassan Andani
Independent Non-Executive Director9.8yrsUS$161.56kデータなし
Maria Bitar Maluk
Independent Non-Executive Director4yrsUS$151.40kデータなし
Yunus Goolam Suleman
Independent Non-Executive Chairperson9.7yrsUS$257.97kデータなし
Philisiwe Sibiya
Independent Non-Executive Director5.2yrsUS$169.58kデータなし
Jacqueline McGill
Lead Independent Director4.5yrsUS$167.77kデータなし
Shannon McCrae
Independent Non-Executive Director1.8yrsUS$146.88kデータなし
Carel Albert Smit
Independent Non-Executive Director2.9yrsUS$155.56kデータなし
3.5yrs
平均在職期間
58.5yo
平均年齢

経験豊富なボード: GFIの 取締役会経験豊富 であると考えられます ( 3.5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2026/05/22 03:34
終値2026/05/21 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。

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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

Gold Fields Limited 8 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。21

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