View ValuationFranco-Nevada 향후 성장Future 기준 점검 3/6Franco-Nevada (는) 각각 연간 12.8% 및 12.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.핵심 정보12.8%이익 성장률13.88%EPS 성장률Metals and Mining 이익 성장8.9%매출 성장률12.3%향후 자기자본이익률12.97%애널리스트 커버리지Good마지막 업데이트04 Nov 2025최근 향후 성장 업데이트공지 • Mar 11Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million.공지 • Mar 10Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024.모든 업데이트 보기Recent updates공지 • Apr 22Franco-Nevada Corporation to Report Q1, 2026 Results on May 12, 2026Franco-Nevada Corporation announced that they will report Q1, 2026 results at 5:00 PM, US Eastern Standard Time on May 12, 2026공지 • Mar 11Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million.공지 • Feb 17Franco-Nevada Corporation, Annual General Meeting, May 12, 2026Franco-Nevada Corporation, Annual General Meeting, May 12, 2026. Location: ontario, toronto Canada공지 • Jan 29Franco-Nevada Corporation to Report Fiscal Year 2025 Results on Mar 10, 2026Franco-Nevada Corporation announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026공지 • Jan 26+ 1 more updateFranco-Nevada Corporation Declares A Quarterly Dividend, Payable on March 26, 2026Franco-Nevada Corporation raised its quarterly dividend and declared a quarterly dividend of USD 0.44 per share payable on March 26, 2026 to shareholders of record on March 12, 2026 (the 'Record Date'). This increased quarterly dividend is intended to be applied to all four quarters for the full 2026 fiscal year. This is an approximate 16% increase from the previous USD 0.38 per share quarterly dividend and marks the 19th consecutive annual increase for Franco-Nevada shareholders.공지 • Nov 04+ 2 more updatesFranco-Nevada Corporation Declares Quarterly Dividend, Payable on December 18, 2025Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on December 18, 2025, to shareholders of record on December 4, 2025 (the Record Date).공지 • Oct 07Franco-Nevada Corporation to Report Q3, 2025 Results on Nov 03, 2025Franco-Nevada Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Declared Dividend • Aug 18Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 11th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.8%.공지 • Aug 12Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 25, 2025Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on September 25, 2025, to shareholders of record on September 11, 2025 (the "Record Date").Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: US$1.28 (vs US$0.41 in 2Q 2024)Second quarter 2025 results: EPS: US$1.28 (up from US$0.41 in 2Q 2024). Revenue: US$365.9m (up 42% from 2Q 2024). Net income: US$247.1m (up 211% from 2Q 2024). Profit margin: 68% (up from 31% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공지 • Jul 11Franco-Nevada Corporation to Report Q2, 2025 Results on Aug 11, 2025Franco-Nevada Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025공지 • Apr 15Franco-Nevada Corporation to Report Q1, 2025 Results on May 08, 2025Franco-Nevada Corporation announced that they will report Q1, 2025 results at 5:30 PM, US Eastern Standard Time on May 08, 2025공지 • Mar 10Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024.공지 • Feb 11Franco-Nevada Corporation, Annual General Meeting, May 08, 2025Franco-Nevada Corporation, Annual General Meeting, May 08, 2025. Location: ontario, toronto Canada공지 • Jan 30Franco-Nevada Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025Franco-Nevada Corporation announced that they will report fiscal year 2024 results Pre-Market on Mar 10, 2025공지 • Jan 08Franco-Nevada Appoints Daniel Malchuk as DirectorFranco-Nevada announced that Daniel Malchuk has joined its board of directors, effective January 8, 2024. Mr. Malchuk brings over 30 years of strategic, operational and financial experience in the natural resource industry to the board. He currently serves as a director of SSR Mining Inc. and also serves as Senior Advisor with Appian Capital Advisory LLP and chairman of Jetti Resources LLC. Previously, Mr. Malchuk held various leadership positions with BHP Group Ltd. until his retirement in 2020 including President Operations, Minerals Americas, President of Copper, President of Aluminum, Manganese, and Nickel, President, Minerals Exploration and Vice President, Strategy and Development. Mr. Malchuk holds a Civil Industrial Engineer degree from Universidad de Chile and an MBA from University of California at Los Angeles (UCLA) Anderson School of Management.Recent Insider Transactions • Sep 19Independent Director recently bought Mex$1.9m worth of stockOn the 16th of September, Hugo Dryland bought around 805 shares on-market at roughly Mex$2,394 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$9.5m more in shares than they bought in the last 12 months.Declared Dividend • Aug 27Second quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 12th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%.공지 • Jul 17Franco-Nevada Corporation to Report Q2, 2024 Results on Aug 13, 2024Franco-Nevada Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024Declared Dividend • Jun 11First quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%.공지 • Apr 19Franco-Nevada Corporation to Report Q1, 2024 Results on May 01, 2024Franco-Nevada Corporation announced that they will report Q1, 2024 results After-Market on May 01, 2024Upcoming Dividend • Mar 07Upcoming dividend of US$0.36 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (6.2%).Declared Dividend • Feb 20Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.2% over the next 2 years. However, it would need to fall by 58% to increase the payout ratio to a potentially unsustainable range.공지 • Feb 11Franco-Nevada Corporation, Annual General Meeting, May 01, 2024Franco-Nevada Corporation, Annual General Meeting, May 01, 2024.New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future.Declared Dividend • Feb 05Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.공지 • Feb 01Franco-Nevada Corporation Declares Quarterly Dividend, Payable on March 28, 2024Franco-Nevada Corporation announced that its Board of Directors has raised its quarterly dividend and declared a quarterly dividend of USD 0.36 per share payable on March 28, 2024 to shareholders of record on March 14, 2024 (the “Record Date”). The increased dividend will be effective for the full 2024 fiscal year. This is a 5.88% increase from the previous USD 0.34 per share quarterly dividend and marks the 17th consecutive annual increase for Franco-Nevada shareholders.공지 • Jan 31Franco-Nevada Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024Franco-Nevada Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$1,927, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,481 per share.공지 • Nov 10Franco-Nevada Corporation Declares Quarterly Dividend, Payable on December 21, 2023Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.34 per share. The dividend will be paid on December 21, 2023, to shareholders of record on December 7, 2023.공지 • Oct 11Franco-Nevada Corporation to Report Q3, 2023 Results on Nov 08, 2023Franco-Nevada Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023공지 • Aug 10Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 28, 2023Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of $0.34 per share. The dividend will be paid on September 28, 2023 to shareholders of record on September 14, 2023.공지 • Jul 08Franco-Nevada Corporation to Report Q2, 2023 Results on Aug 08, 2023Franco-Nevada Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Honorary Director David Peterson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.95 in 1Q 2022)First quarter 2023 results: EPS: US$0.82 (down from US$0.95 in 1Q 2022). Revenue: US$276.3m (down 18% from 1Q 2022). Net income: US$156.5m (down 14% from 1Q 2022). Profit margin: 57% (up from 54% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 24Non-Executive Chair recently sold Mex$7.4m worth of stockOn the 20th of March, David Harquail sold around 3k shares on-market at roughly Mex$2,729 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by Mex$128m.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$3.66 (vs US$3.84 in FY 2021)Full year 2022 results: EPS: US$3.66 (down from US$3.84 in FY 2021). Revenue: US$1.32b (up 1.4% from FY 2021). Net income: US$700.6m (down 4.5% from FY 2021). Profit margin: 53% (down from 56% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 08Upcoming dividend of US$0.34 per share at 1.0% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.6%).공지 • Jan 18+ 1 more updateFranco-Nevada Corporation to Report Fiscal Year 2022 Results on Mar 15, 2023Franco-Nevada Corporation announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$1.03 (vs US$0.92 in 2Q 2021)Second quarter 2022 results: EPS: US$1.03 (up from US$0.92 in 2Q 2021). Net income: US$196.5m (up 12% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.95 (vs US$0.90 in 1Q 2021)First quarter 2022 results: EPS: US$0.95 (up from US$0.90 in 1Q 2021). Revenue: US$338.8m (up 9.9% from 1Q 2021). Net income: US$182.0m (up 6.1% from 1Q 2021). Profit margin: 54% (down from 56% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 3.0% growth forecast for the industry in Mexico.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Apr 02Insider recently sold Mex$290k worth of stockOn the 30th of March, Bonavie Tek sold around 91.0 shares on-market at roughly Mex$3,183 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.Reported Earnings • Mar 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.84 (up from US$1.71 in FY 2020). Revenue: US$1.30b (up 28% from FY 2020). Net income: US$733.7m (up 125% from FY 2020). Profit margin: 56% (up from 32% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 4.9% growth forecast for the mining industry in Mexico.Upcoming Dividend • Mar 09Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (5.4%). Lower than average of industry peers (8.9%).Recent Insider Transactions • Dec 17Insider recently sold Mex$11m worth of stockOn the 13th of December, Lloyd Hong sold around 4k shares on-market at roughly Mex$2,802 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$15m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.Upcoming Dividend • Dec 01Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 23 December 2021. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (7.3%).Board Change • Dec 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Sep 30Insider recently bought Mex$2.0m worth of stockOn the 27th of September, Adrian Wong bought around 750 shares on-market at roughly Mex$2,620 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$1.6m more in shares than they have sold in the last 12 months.Board Change • Sep 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,640, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 4x in the Metals and Mining industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,619 per share.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS US$0.92 (vs US$0.50 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$347.1m (up 78% from 2Q 2020). Net income: US$175.3m (up 86% from 2Q 2020). Profit margin: 51% (up from 49% in 2Q 2020).Board Change • Aug 04High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 11First quarter 2021 earnings released: EPS US$0.90 (vs US$0.52 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$308.3m (up 29% from 1Q 2020). Net income: US$171.5m (up US$270.3m from 1Q 2020). Profit margin: 56% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$2,587, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 4.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,112 per share.Recent Insider Transactions • Dec 23Insider recently sold Mex$194k worth of stockOn the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months.Recent Insider Transactions • Dec 20Insider recently sold Mex$194k worth of stockOn the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months.Upcoming Dividend • Nov 25Upcoming Dividend of US$0.26 Per ShareWill be paid on the 17th of December to those who are registered shareholders by the 2nd of December. The trailing yield of 0.8% is below the top quartile of Mexican dividend payers (5.1%), and is lower than industry peers (2.2%).Analyst Estimate Surprise Post Earnings • Nov 06Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Metals and Mining industry in Mexico.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS US$0.81The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$279.8m (up 19% from 3Q 2019). Net income: US$153.9m (up 52% from 3Q 2019). Profit margin: 55% (up from 43% in 3Q 2019). The increase in margin was primarily driven by higher revenue.이익 및 매출 성장 예측BMV:FNV N - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,1521,3791,5961,607312/31/20262,0741,3031,8021,638712/31/20251,648991-4831,45989/30/20251,543920-8561,310N/A6/30/20251,321785-9381,176N/A3/31/20251,212617177940N/A12/31/20241,102552433830N/A9/30/20241,087-606393870N/A6/30/20241,124-583490892N/A3/31/20241,196-478405960N/A12/31/20231,217-466477991N/A9/30/20231,234681432987N/A6/30/20231,229663591983N/A3/31/20231,251675738979N/A12/31/20221,3147018581,000N/A9/30/20221,321757964999N/A6/30/20221,333765934974N/A3/31/20221,328744389962N/A12/31/20211,298734195955N/A9/30/20211,27469043923N/A6/30/20211,238677-80928N/A3/31/20211,086597364833N/A12/31/20201,017326491804N/A9/30/2020971263560742N/A6/30/2020927211313700N/A3/31/2020902180247669N/A12/31/2019842344173618N/A9/30/2019732200-192531N/A6/30/2019667150N/A489N/A3/31/2019657140N/A481N/A12/31/2018651139N/A475N/A9/30/2018670214N/A503N/A6/30/2018671222N/A491N/A3/31/2018673214N/A506N/A12/31/2017673195N/A489N/A9/30/2017663147N/A484N/A6/30/2017663141N/A490N/A3/31/2017650138N/A467N/A12/31/2016610122N/A471N/A9/30/201657395N/A434N/A6/30/201650556N/A412N/A3/31/201646435N/A369N/A12/31/201544125N/A314N/A9/30/201544457N/A301N/A6/30/201544875N/A283N/A3/31/201544891N/A273N/A12/31/2014442107N/A267N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: FNV N 의 연간 예상 수익 증가율(12.8%)이 saving rate(8.5%)보다 높습니다.수익 vs 시장: FNV N 의 연간 수익(12.8%)이 MX 시장(8.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: FNV N 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: FNV N 의 수익(연간 12.3%)이 MX 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: FNV N 의 수익(연간 12.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: FNV N의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/11/04 05:43종가2025/08/07 00:00수익2025/09/30연간 수익2024/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Franco-Nevada Corporation는 31명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Harriet LiAccountability Research CorporationFarooq HamedBarclaysMatthew MurphyBMO Capital Markets Equity Research28명의 분석가 더 보기
공지 • Mar 11Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million.
공지 • Mar 10Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024.
공지 • Apr 22Franco-Nevada Corporation to Report Q1, 2026 Results on May 12, 2026Franco-Nevada Corporation announced that they will report Q1, 2026 results at 5:00 PM, US Eastern Standard Time on May 12, 2026
공지 • Mar 11Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million.
공지 • Feb 17Franco-Nevada Corporation, Annual General Meeting, May 12, 2026Franco-Nevada Corporation, Annual General Meeting, May 12, 2026. Location: ontario, toronto Canada
공지 • Jan 29Franco-Nevada Corporation to Report Fiscal Year 2025 Results on Mar 10, 2026Franco-Nevada Corporation announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026
공지 • Jan 26+ 1 more updateFranco-Nevada Corporation Declares A Quarterly Dividend, Payable on March 26, 2026Franco-Nevada Corporation raised its quarterly dividend and declared a quarterly dividend of USD 0.44 per share payable on March 26, 2026 to shareholders of record on March 12, 2026 (the 'Record Date'). This increased quarterly dividend is intended to be applied to all four quarters for the full 2026 fiscal year. This is an approximate 16% increase from the previous USD 0.38 per share quarterly dividend and marks the 19th consecutive annual increase for Franco-Nevada shareholders.
공지 • Nov 04+ 2 more updatesFranco-Nevada Corporation Declares Quarterly Dividend, Payable on December 18, 2025Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on December 18, 2025, to shareholders of record on December 4, 2025 (the Record Date).
공지 • Oct 07Franco-Nevada Corporation to Report Q3, 2025 Results on Nov 03, 2025Franco-Nevada Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Declared Dividend • Aug 18Second quarter dividend of US$0.38 announcedShareholders will receive a dividend of US$0.38. Ex-date: 11th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 4.8%.
공지 • Aug 12Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 25, 2025Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on September 25, 2025, to shareholders of record on September 11, 2025 (the "Record Date").
Reported Earnings • Aug 12Second quarter 2025 earnings released: EPS: US$1.28 (vs US$0.41 in 2Q 2024)Second quarter 2025 results: EPS: US$1.28 (up from US$0.41 in 2Q 2024). Revenue: US$365.9m (up 42% from 2Q 2024). Net income: US$247.1m (up 211% from 2Q 2024). Profit margin: 68% (up from 31% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in South America. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공지 • Jul 11Franco-Nevada Corporation to Report Q2, 2025 Results on Aug 11, 2025Franco-Nevada Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025
공지 • Apr 15Franco-Nevada Corporation to Report Q1, 2025 Results on May 08, 2025Franco-Nevada Corporation announced that they will report Q1, 2025 results at 5:30 PM, US Eastern Standard Time on May 08, 2025
공지 • Mar 10Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024.
공지 • Feb 11Franco-Nevada Corporation, Annual General Meeting, May 08, 2025Franco-Nevada Corporation, Annual General Meeting, May 08, 2025. Location: ontario, toronto Canada
공지 • Jan 30Franco-Nevada Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025Franco-Nevada Corporation announced that they will report fiscal year 2024 results Pre-Market on Mar 10, 2025
공지 • Jan 08Franco-Nevada Appoints Daniel Malchuk as DirectorFranco-Nevada announced that Daniel Malchuk has joined its board of directors, effective January 8, 2024. Mr. Malchuk brings over 30 years of strategic, operational and financial experience in the natural resource industry to the board. He currently serves as a director of SSR Mining Inc. and also serves as Senior Advisor with Appian Capital Advisory LLP and chairman of Jetti Resources LLC. Previously, Mr. Malchuk held various leadership positions with BHP Group Ltd. until his retirement in 2020 including President Operations, Minerals Americas, President of Copper, President of Aluminum, Manganese, and Nickel, President, Minerals Exploration and Vice President, Strategy and Development. Mr. Malchuk holds a Civil Industrial Engineer degree from Universidad de Chile and an MBA from University of California at Los Angeles (UCLA) Anderson School of Management.
Recent Insider Transactions • Sep 19Independent Director recently bought Mex$1.9m worth of stockOn the 16th of September, Hugo Dryland bought around 805 shares on-market at roughly Mex$2,394 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$9.5m more in shares than they bought in the last 12 months.
Declared Dividend • Aug 27Second quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 12th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%.
공지 • Jul 17Franco-Nevada Corporation to Report Q2, 2024 Results on Aug 13, 2024Franco-Nevada Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024
Declared Dividend • Jun 11First quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th June 2024 Payment date: 27th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 4.8%.
공지 • Apr 19Franco-Nevada Corporation to Report Q1, 2024 Results on May 01, 2024Franco-Nevada Corporation announced that they will report Q1, 2024 results After-Market on May 01, 2024
Upcoming Dividend • Mar 07Upcoming dividend of US$0.36 per shareEligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (6.2%).
Declared Dividend • Feb 20Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 5.2% over the next 2 years. However, it would need to fall by 58% to increase the payout ratio to a potentially unsustainable range.
공지 • Feb 11Franco-Nevada Corporation, Annual General Meeting, May 01, 2024Franco-Nevada Corporation, Annual General Meeting, May 01, 2024.
New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future.
Declared Dividend • Feb 05Third quarter dividend of US$0.36 announcedShareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
공지 • Feb 01Franco-Nevada Corporation Declares Quarterly Dividend, Payable on March 28, 2024Franco-Nevada Corporation announced that its Board of Directors has raised its quarterly dividend and declared a quarterly dividend of USD 0.36 per share payable on March 28, 2024 to shareholders of record on March 14, 2024 (the “Record Date”). The increased dividend will be effective for the full 2024 fiscal year. This is a 5.88% increase from the previous USD 0.34 per share quarterly dividend and marks the 17th consecutive annual increase for Franco-Nevada shareholders.
공지 • Jan 31Franco-Nevada Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024Franco-Nevada Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$1,927, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,481 per share.
공지 • Nov 10Franco-Nevada Corporation Declares Quarterly Dividend, Payable on December 21, 2023Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.34 per share. The dividend will be paid on December 21, 2023, to shareholders of record on December 7, 2023.
공지 • Oct 11Franco-Nevada Corporation to Report Q3, 2023 Results on Nov 08, 2023Franco-Nevada Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023
공지 • Aug 10Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 28, 2023Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of $0.34 per share. The dividend will be paid on September 28, 2023 to shareholders of record on September 14, 2023.
공지 • Jul 08Franco-Nevada Corporation to Report Q2, 2023 Results on Aug 08, 2023Franco-Nevada Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
Board Change • Jul 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Honorary Director David Peterson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.95 in 1Q 2022)First quarter 2023 results: EPS: US$0.82 (down from US$0.95 in 1Q 2022). Revenue: US$276.3m (down 18% from 1Q 2022). Net income: US$156.5m (down 14% from 1Q 2022). Profit margin: 57% (up from 54% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 24Non-Executive Chair recently sold Mex$7.4m worth of stockOn the 20th of March, David Harquail sold around 3k shares on-market at roughly Mex$2,729 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by Mex$128m.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$3.66 (vs US$3.84 in FY 2021)Full year 2022 results: EPS: US$3.66 (down from US$3.84 in FY 2021). Revenue: US$1.32b (up 1.4% from FY 2021). Net income: US$700.6m (down 4.5% from FY 2021). Profit margin: 53% (down from 56% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Mexico. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 08Upcoming dividend of US$0.34 per share at 1.0% yieldEligible shareholders must have bought the stock before 15 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.6%).
공지 • Jan 18+ 1 more updateFranco-Nevada Corporation to Report Fiscal Year 2022 Results on Mar 15, 2023Franco-Nevada Corporation announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$1.03 (vs US$0.92 in 2Q 2021)Second quarter 2022 results: EPS: US$1.03 (up from US$0.92 in 2Q 2021). Net income: US$196.5m (up 12% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.95 (vs US$0.90 in 1Q 2021)First quarter 2022 results: EPS: US$0.95 (up from US$0.90 in 1Q 2021). Revenue: US$338.8m (up 9.9% from 1Q 2021). Net income: US$182.0m (up 6.1% from 1Q 2021). Profit margin: 54% (down from 56% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 3.0% growth forecast for the industry in Mexico.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Apr 02Insider recently sold Mex$290k worth of stockOn the 30th of March, Bonavie Tek sold around 91.0 shares on-market at roughly Mex$3,183 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3.84 (up from US$1.71 in FY 2020). Revenue: US$1.30b (up 28% from FY 2020). Net income: US$733.7m (up 125% from FY 2020). Profit margin: 56% (up from 32% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 4.9% growth forecast for the mining industry in Mexico.
Upcoming Dividend • Mar 09Upcoming dividend of US$0.32 per shareEligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Mexican dividend payers (5.4%). Lower than average of industry peers (8.9%).
Recent Insider Transactions • Dec 17Insider recently sold Mex$11m worth of stockOn the 13th of December, Lloyd Hong sold around 4k shares on-market at roughly Mex$2,802 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$15m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.
Upcoming Dividend • Dec 01Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 08 December 2021. Payment date: 23 December 2021. Trailing yield: 0.9%. Lower than top quartile of Mexican dividend payers (5.2%). Lower than average of industry peers (7.3%).
Board Change • Dec 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Sep 30Insider recently bought Mex$2.0m worth of stockOn the 27th of September, Adrian Wong bought around 750 shares on-market at roughly Mex$2,620 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought Mex$1.6m more in shares than they have sold in the last 12 months.
Board Change • Sep 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,640, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 4x in the Metals and Mining industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,619 per share.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS US$0.92 (vs US$0.50 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$347.1m (up 78% from 2Q 2020). Net income: US$175.3m (up 86% from 2Q 2020). Profit margin: 51% (up from 49% in 2Q 2020).
Board Change • Aug 04High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 11First quarter 2021 earnings released: EPS US$0.90 (vs US$0.52 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$308.3m (up 29% from 1Q 2020). Net income: US$171.5m (up US$270.3m from 1Q 2020). Profit margin: 56% (up from net loss in 1Q 2020). The move to profitability was primarily driven by lower expenses.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$2,587, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 9x in the Metals and Mining industry in South America. Total loss to shareholders of 4.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,112 per share.
Recent Insider Transactions • Dec 23Insider recently sold Mex$194k worth of stockOn the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 20Insider recently sold Mex$194k worth of stockOn the 17th of December, Jeff Jenkins sold around 72.0 shares on-market at roughly Mex$2,692 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$803m more than they bought in the last 12 months.
Upcoming Dividend • Nov 25Upcoming Dividend of US$0.26 Per ShareWill be paid on the 17th of December to those who are registered shareholders by the 2nd of December. The trailing yield of 0.8% is below the top quartile of Mexican dividend payers (5.1%), and is lower than industry peers (2.2%).
Analyst Estimate Surprise Post Earnings • Nov 06Revenue beats expectationsRevenue exceeded analyst estimates by 13%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Metals and Mining industry in Mexico.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS US$0.81The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$279.8m (up 19% from 3Q 2019). Net income: US$153.9m (up 52% from 3Q 2019). Profit margin: 55% (up from 43% in 3Q 2019). The increase in margin was primarily driven by higher revenue.