First Majestic Silver Corp.

TSX:AG 주식 리포트

시가총액: CA$13.5b

First Majestic Silver 경영진

경영진 기준 점검 4/4

First Majestic Silver CEO는 Keith Neumeyer, Sep1979 에 임명되었습니다 의 임기는 46.67 년입니다. 총 연간 보상은 $7.43M, 17% 급여 및 83% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$129.35M 가치에 해당하는 회사 주식의 0.96% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.8 년과 5 년입니다.

핵심 정보

Keith Neumeyer

최고경영자

US$7.4m

총 보수

CEO 급여 비율16.97%
CEO 재임 기간46.7yrs
CEO 지분 보유율1.0%
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 14

AG: Jerritt Canyon Restart Will Drive A Stronger Forward Outlook

Analysts have trimmed their price target on First Majestic Silver from CA$40.00 to CA$38.50, as updated assumptions point to higher projected revenue growth, a lower profit margin profile, and a reduced future P/E multiple. What's in the News First Majestic reported first quarter 2026 production of 3,545,683 silver ounces and 34,341 gold ounces, with 1,059,333 tonnes of ore processed and higher zinc, lead, and copper output compared with the prior year period (Announcement of Operating Results).
내러티브 업데이트 Apr 10

AG: Jerritt Canyon Restart And Buybacks Will Support A Stronger Outlook

Analysts have raised their price target on First Majestic Silver from CA$21 to CA$40. This reflects updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
내러티브 업데이트 Mar 27

AG: Index Inclusion And Capital Returns Will Support Rich Multiple

Analysts have kept the fair value estimate for First Majestic Silver steady at CA$35.00, with only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E feeding into the updated price target rationale. What's in the News First Majestic Silver is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs treat the stock (Index Constituent Adds).
내러티브 업데이트 Mar 13

AG: Higher-Margin Production And Exploration Success Will Drive Stronger Outlook

Analysts have raised their price target on First Majestic Silver to CA$52 from CA$36, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Reported fourth quarter 2025 production of 7,845,686 silver equivalent ounces, 4,165,334 ounces of silver, 41,417 ounces of gold, 14,238,927 pounds of zinc, 8,108,949 pounds of lead, and 235,886 pounds of copper, with full year 2025 output of 31,060,764 silver equivalent ounces, 15,435,506 ounces of silver, 41,417 ounces of gold, 56,690,291 pounds of zinc, 32,264,292 pounds of lead, and 920,509 pounds of copper (Announcement of Operating Results).
내러티브 업데이트 Feb 27

AG: Rich Multiple And Weaker Margins Will Pressure Future Repricing

Analysts have reset their price target on First Majestic Silver to CA$35.00, reflecting updated views on revenue growth, profit margins and a higher future P/E assumption, while keeping their fair value estimate steady at CA$35.00. What's in the News The board declared a cash dividend of $0.0083 per common share for the fourth quarter of 2025, payable on or about March 16, 2026, to shareholders of record on February 27, 2026 (company announcement).
내러티브 업데이트 Feb 13

AG: Future Production Outlook And New Discoveries Will Drive Bullish Repricing

Analysts have lifted their price target on First Majestic Silver from about CA$12.50 to CA$35.00, citing updated assumptions for higher revenue growth, wider profit margins, and a lower future P/E multiple as the key drivers of the change. What's in the News Issued new consolidated production guidance for 2026, with expected silver output of 13.0 million to 14.4 million ounces, gold of 116,000 to 129,000 ounces, lead of 34 million to 38 million pounds, zinc of 52 million to 58 million pounds, and copper of 1.1 million to 1.3 million pounds (Key Developments).
내러티브 업데이트 Jan 30

AG: Production Expansion, Exploration Progress And Tighter Margins Will Define Fairly Priced Outlook

Analysts have raised their price target for First Majestic Silver from US$27.50 to US$36.00, citing updated assumptions that include a significant change in projected revenue growth, a lower expected profit margin, and a reduced future P/E multiple. What's in the News Issued new consolidated production guidance for 2026, with expected output of 13.0 million to 14.4 million ounces of silver, 116,000 to 129,000 ounces of gold, 34 million to 38 million pounds of lead, 52 million to 58 million pounds of zinc, and 1.1 million to 1.3 million pounds of copper (corporate guidance).
분석 기사 Jan 23

New Forecasts: Here's What Analysts Think The Future Holds For First Majestic Silver Corp. (TSE:AG)

Celebrations may be in order for First Majestic Silver Corp. ( TSE:AG ) shareholders, with the analysts delivering a...
분석 기사 Jan 17

First Majestic Silver Corp.'s (TSE:AG) Shares Climb 32% But Its Business Is Yet to Catch Up

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 32% gain in the last month...
내러티브 업데이트 Jan 15

AG: Future Production Plans And Margin Assumptions Will Shape Fairly Priced Outlook

Analysts have lifted their price target on First Majestic Silver from US$17.50 to US$27.50, pointing to revised assumptions that include a lower future P/E, higher projected profit margins, and updated discount rate and revenue growth inputs. What's in the News Issued new consolidated production guidance for 2026, with expected output of 13.0 million Oz to 14.4 million Oz of silver, 116,000 Oz to 129,000 Oz of gold, 34 million Lbs to 38 million Lbs of lead, 52 million Lbs to 58 million Lbs of zinc, and 1.1 million Lbs to 1.3 million Lbs of copper (Corporate Guidance).
내러티브 업데이트 Dec 05

AG: Share Buybacks And Convertible Notes Will Shape A Balanced Outlook

Analysts have trimmed their 12 month price target for First Majestic Silver from approximately $22.25 to $21.00 per share, citing a slightly higher discount rate and modestly lower valuation multiple assumptions, despite marginal improvements to long term growth and margin forecasts. What's in the News Announced a $300 million private placement of unsecured convertible senior notes due 2031, with a 0.125% annual cash coupon, a conversion price of $22.36, and an additional $50 million over allotment option.
분석 기사 Dec 03

There's Reason For Concern Over First Majestic Silver Corp.'s (TSE:AG) Massive 26% Price Jump

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 26% gain in the last month...
내러티브 업데이트 Nov 21

AG: Upcoming Exploration Results Will Unlock Significant Upside Potential

Analysts have slightly lowered their price target for First Majestic Silver from $22.50 to $22.25. This change reflects a shift in revenue growth and profit margin forecasts.
내러티브 업데이트 Nov 07

AG: Upcoming Exploration Results Will Drive Further Upside Momentum

First Majestic Silver's analyst price target has been revised downward from $23.25 to $22.50, as analysts cite more conservative forecasts for revenue growth and profit margins in their updated outlook. What's in the News The company reported third quarter 2025 production results, processing 997,002 tonnes of ore, a 47% increase, and producing 7,651,058 silver equivalent ounces, up 39% from the previous year (Company Announcement).
내러티브 업데이트 Oct 23

Analysts Boost Price Target for First Majestic Silver Amid Upgraded Growth and Profit Forecasts

Analysts have raised their price target for First Majestic Silver from $21.13 to $23.25, citing improved growth prospects and stronger profitability forecasts. What's in the News Reported a 47% increase in ore processed and a 39% rise in silver equivalent ounces produced in Q3 2025 compared to the previous year (Announcement of Operating Results) Silver production nearly doubled year over year, reaching 3,863,673 ounces.
내러티브 업데이트 Oct 09

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

Analysts have raised their price target for First Majestic Silver from $16.00 to $21.13. They cite expectations of stronger revenue growth and a slightly increased discount rate, despite a modest dip in projected profit margin.
내러티브 업데이트 Sep 25

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The upward revision in First Majestic Silver’s price target reflects a substantial improvement in net profit margin and a sharply lower future P/E, supporting an increased fair value from CA$14.75 to CA$16.00. What's in the News Positive drilling results at Los Gatos Silver Mine extend known mineralization, with the system remaining open along strike to the northwest.
분석 기사 Sep 23

First Majestic Silver Corp.'s (TSE:AG) 35% Share Price Surge Not Quite Adding Up

First Majestic Silver Corp. ( TSE:AG ) shares have continued their recent momentum with a 35% gain in the last month...
내러티브 업데이트 Sep 06

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The consensus price target for First Majestic Silver has risen to CA$14.75, primarily reflecting a much higher future P/E ratio, which suggests increased optimism about the company’s growth prospects despite steady discount rates. What's in the News Positive drilling results at San Dimas confirmed and expanded mineralization, upgrading Inferred to Indicated Mineral Resources and identifying new high-grade targets, including the unexplored Coronado vein.
분석 기사 Aug 22

First Majestic Silver's (TSE:AG) Solid Profits Have Weak Fundamentals

Despite posting some strong earnings, the market for First Majestic Silver Corp.'s ( TSE:AG ) stock hasn't moved much...
내러티브 업데이트 Aug 15

Exploration At Navidad And Santo Niño Will Uplift Silver Prospects

The notable increase in the consensus Analyst Price Target for First Majestic Silver to CA$13.88 reflects stronger profitability, as evidenced by a higher net profit margin and a substantial decline in the forward P/E ratio. What's in the News First Majestic Silver provided 2025 production guidance: silver 14.8–15.8M oz, gold 135–144K oz, lead 33–35M lbs, zinc 52–56M lbs, and silver equivalent 30.6–32.6M oz.
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새로운 내러티브 Jul 16

Integrating Los Gatos And Santa Elena Will Boost Enduring Value

Integration of new mining assets and expanding exploration support stronger long-term growth, with operational synergies and increased resource potential driving higher production and asset value.

CEO 보수 분석

Keith Neumeyer의 보수는 First Majestic Silver의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$291m

Dec 31 2025US$7mUS$1m

US$165m

Sep 30 2025n/an/a

US$68m

Jun 30 2025n/an/a

US$15m

Mar 31 2025n/an/a

-US$86m

Dec 31 2024US$5mUS$1m

-US$102m

Sep 30 2024n/an/a

-US$78m

Jun 30 2024n/an/a

-US$79m

Mar 31 2024n/an/a

-US$48m

Dec 31 2023US$5mUS$1m

-US$135m

Sep 30 2023n/an/a

-US$162m

Jun 30 2023n/an/a

-US$156m

Mar 31 2023n/an/a

-US$222m

Dec 31 2022US$4mUS$1m

-US$114m

Sep 30 2022n/an/a

-US$101m

Jun 30 2022n/an/a

-US$99m

Mar 31 2022n/an/a

US$507k

Dec 31 2021US$6mUS$1m

-US$5m

Sep 30 2021n/an/a

US$34m

Jun 30 2021n/an/a

US$83m

Mar 31 2021n/an/a

US$57m

Dec 31 2020US$3mUS$950k

US$23m

Sep 30 2020n/an/a

-US$51m

Jun 30 2020n/an/a

-US$74m

Mar 31 2020n/an/a

-US$76m

Dec 31 2019US$4mUS$950k

-US$40m

보상 대 시장: Keith의 총 보수(USD7.43M)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD7.51M) 수준입니다.

보상과 수익: Keith의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Keith Neumeyer (65 yo)

46.7yrs
재임 기간
US$7,425,142
보수

Mr. Keith N. Neumeyer has been the Chief Executive Officer of First Majestic Resources Corp. since November 3, 2001 and served as its President from November 3, 2001 to December 31, 2025. Mr. Neumeyer foun...


리더십 팀

이름직위재임 기간보수지분
Keith Neumeyer
Founder46.7yrsUS$7.43m0.96%
CA$ 129.3m
Mani Alkhafaji
President & Chief Corporate Development Officer2.7yrsUS$1.19m0.012%
CA$ 1.6m
David Soares
Chief Financial Officer4.2yrsUS$2.28m0.0074%
CA$ 1.0m
Steven Holmes
Advisorno dataUS$2.76m0.044%
CA$ 5.9m
Michael Deal
Vice-President of Metallurgy & Innovationno dataUS$1.41m0.010%
CA$ 1.4m
David Howe
Chief Operating Officerno data데이터 없음데이터 없음
Gonzalo Mercado
Vice President of Exploration & Technical Servicesno data데이터 없음0.0016%
CA$ 211.9k
Darrell Rae
Investor Relations Officerno data데이터 없음데이터 없음
Samir Patel
General Counsel & Corporate Secretary2.8yrs데이터 없음0.0025%
CA$ 341.4k
Jill Arias
Vice President of Corporate Communications & Marketing21.6yrs데이터 없음0.025%
CA$ 3.4m
David Smith
Vice President of Human Resourcesno data데이터 없음데이터 없음
Alex Thompson
Managing Director of Jerritt Canyon Goldless than a year데이터 없음데이터 없음
2.8yrs
평균 재임 기간

경험이 풍부한 관리: AG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
Keith Neumeyer
Founder27.4yrsUS$7.43m0.96%
CA$ 129.3m
Thomas Fudge
Independent Chairman5.3yrsUS$364.86k0.0010%
CA$ 141.7k
Raymond Polman
Director4yrsUS$203.89k0.020%
CA$ 2.8m
Colette Rustad
Independent Director4.8yrsUS$243.24k0.0020%
CA$ 269.9k
Marjorie Co
Independent Director9.2yrsUS$232.51k0.0028%
CA$ 377.9k
Ayesha Hira
Independent Director1yrUS$81.60k데이터 없음
5.0yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: AG의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 16:17
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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산업 및 섹터 지표

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분석가 소스

First Majestic Silver Corp.는 18명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard GrayATB Cormark
Richard GrayATB Cormark Historical (Cormark Securities)
Kevin O'HalloranBMO Capital Markets Equity Research