AngloGold Ashanti plc

NYSE:AU 주식 리포트

시가총액: US$45.8b

AngloGold Ashanti 경영진

경영진 기준 점검 4/4

AngloGold Ashanti CEO는 Zuleta Calderon, Sep2021 에 임명되었습니다 의 임기는 4.67 년입니다. 총 연간 보상은 $5.28M, 32.6% 급여 및 67.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $8.84M 가치에 해당하는 회사 주식의 0.019% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.1 년과 3.3 년입니다.

핵심 정보

Zuleta Calderon

최고경영자

US$5.3m

총 보수

CEO 급여 비율32.65%
CEO 재임 기간4.7yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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 보수 분석

Zuleta Calderon의 보수는 AngloGold Ashanti의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Zuleta의 총 보수(USD5.28M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 낮습니다.

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


CEO

Zuleta Calderon (65 yo)

4.7yrs
재임 기간
US$5,277,443
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음0.0029%
$ 1.3m
John Staples
Chief Accounting Officerno data데이터 없음데이터 없음
Marcelo Godoy
Chief Technology Officer2.6yrsUS$1.91m0.018%
$ 8.4m
Andy Larkin
Vice President of Investor Relationsno data데이터 없음데이터 없음
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 data데이터 없음데이터 없음
Terry Briggs
Chief Development Officer4.1yrsUS$360.38k0.0083%
$ 3.8m
Robert Hayes
Treasurerno data데이터 없음데이터 없음
4.1yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: AU의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).


이사회 구성원

이름직위재임 기간보수지분
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$35.50k데이터 없음
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$186.20k데이터 없음
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$183.40k데이터 없음
3.3yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: AU의 이사회경험이 있음으로 간주됩니다(평균 재임 3.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 14:12
종가2026/05/22 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
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

AngloGold Ashanti plc는 24명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Herbert KharivheAbsa Bank Limited
Andrew ByrneBarclays
Matthew MurphyBMO Capital Markets Equity Research