South32 Limited

ASX:S32 Voorraadrapport

Marktkapitalisatie: AU$20.2b

South32 Dividenden en inkoop

Dividend criteriumcontroles 3/6

South32 is een dividendbetalend bedrijf met een huidig rendement van 1.88% dat ruimschoots wordt gedekt door de winst.

Belangrijke informatie

1.9%

Dividendrendement

0.5%

Terugkoop Rendement

Totaal aandeelhoudersrendement2.4%
Toekomstig dividendrendement3.9%
Dividendgroei3.3%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio74%

Recente updates van dividend en inkoop

Recent updates

Narratiefupdate Jun 02

S32: Citi Upgrade And Hermosa Progress Will Shape Balanced Future Prospects

Analysts have lifted their South32 price target to A$3.00 from A$2.80, reflecting updated assumptions for slightly higher fair value, discount rate, revenue growth, profit margin and a modestly lower future P/E multiple. Analyst Commentary Recent research has focused on how updated assumptions feed into South32's valuation, with the higher price targets pointing to a reassessment of fair value rather than a change in rating stance in some cases.
Narratiefupdate May 09

S32: Citi Upgrade And Hermosa Progress Will Support Future Upside

Analysts now see South32's fair value at about A$4.63 per share, down from roughly A$4.91. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E, despite recent Street research that has included an upgrade and a higher price target from Citi.
Narratiefupdate Apr 25

S32: Citi Upgrade And West Musgrave Option Will Drive Future Upside

Analysts have lifted their A$ price target for South32 slightly, reflecting updated assumptions for fair value, revenue growth, discount rate and future P/E after recent supportive research. Analyst Commentary Recent research has focused on how revised assumptions for fair value, revenue trajectories, discount rate and future P/E feed into South32's updated price targets.
Narratiefupdate Apr 09

S32: Recent Upgrades And West Musgrave Option Will Shape Balanced Outlook

Narrative Update Analysts have lifted their price target for South32 to A$4.84 from A$4.78, citing slightly higher assumed profit margins and a modestly higher future P/E multiple. Together, these factors offset a more cautious revenue growth outlook and an updated discount rate.
Narratiefupdate Mar 26

S32: UBS Upgrade And West Musgrave Option Will Shape Bullish Outlook

South32's updated analyst price target has moved from A$4.69 to A$4.78, with analysts pointing to refreshed fair value estimates and slightly adjusted discount rate and P/E assumptions following recent target hikes and upgrades from the Street. Analyst Commentary Recent research points to a more refined view of South32, with target changes and an upgrade reflecting how analysts are reassessing valuation, execution risks and growth options rather than reacting to a single catalyst.
Narratiefupdate Mar 08

S32: UBS Upgrade And Mozal Power Shift Will Guide Balanced Outlook

Analysts have nudged their fair value estimate for South32 slightly higher to A$4.69 from A$4.67, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E following recent price target and rating changes at major brokers. Analyst Commentary Recent Street research highlights a mix of optimism and caution around South32, with valuation adjustments and rating changes reflecting differing views on how the company may execute on its plans and how that might flow through to earnings and cash flow.
Narratiefupdate Feb 21

S32: UBS Upgrade And Mozal Power Move Will Shape Balanced Outlook

Analysts have lifted their A$ fair value estimate for South32 from about A$4.37 to roughly A$4.67, reflecting updated views on revenue growth, margins and future P/E after recent price target revisions and upgrades from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade and higher price target as support for the revised A$ fair value estimate, suggesting that current pricing assumptions for South32 may be too conservative relative to their outlook.
Narratiefupdate Feb 05

S32: UBS Upgrade And Mozal Power Transition Will Shape Balanced Outlook

Analysts have lifted their price target on South32 by about A$0.22, citing updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E assumptions following recent research, including the latest UBS upgrade. Analyst Commentary Recent research, including the latest UBS upgrade, highlights a mix of supportive and cautious views on South32's outlook and valuation.
Narratiefupdate Jan 22

S32: Mozal Power Uncertainty And Improved Margins Will Shape Steady Outlook

Analysts have lifted their price target on South32 to around A$4.15 from about A$3.50, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News South32 plans to place the Mozal Aluminium operation on care and maintenance on or around 15 March 2026 after not securing a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Narratiefupdate Jan 07

S32: Mozal Suspension And Cannington Sale Prospects Will Shape Steady Outlook

Analysts have nudged their price target for South32 slightly higher to A$3.50 from about A$3.48, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News South32 plans to place the Mozal Aluminium operation in Mozambique on care and maintenance on or around 15 March 2026, as it has not secured a new electricity supply agreement beyond the expiry of the current deal in March 2026 (Key Developments).
Narratiefupdate Dec 15

S32: Cannington Sale Prospects Will Shape Outlook Amid Steady Earnings Expectations

Narrative Update on South32 The analyst price target for South32 has been raised from $3.38 to $3.48 as analysts factor in slightly stronger long term revenue growth and higher future valuation multiples. This is partially offset by modestly lower profit margin expectations and a marginally higher discount rate.
Narratiefupdate Nov 29

S32: Outlook Will Balance Cannington Sale Process And Consistent Earnings Performance

Analysts have slightly increased their price target for South32, raising the estimated fair value from $3.32 to $3.38 per share. This adjustment reflects updated discount rate assumptions.
Narratiefupdate Nov 15

S32: Outlook Will Reflect Mine Sale Talks And Stable Operations Into 2026

South32’s analyst price target has been modestly raised from $3.30 to $3.32, as analysts cite improved revenue growth forecasts. This increase is partially offset by a slightly higher discount rate and a marginally lower profit margin outlook.
Narratiefupdate Nov 01

S32: Upcoming Asset Sale And Production Outlook Will Affect Future Returns

Analysts have modestly increased their price target for South32, raising the fair value estimate from $3.26 to $3.30. They cite updated views on discount rates as well as the outlook for growth and profitability.
Narratiefupdate Oct 17

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have raised their price target for South32 from $3.11 to $3.26. This change reflects improved expectations based on higher forecast revenue growth and profit margins.
Narratiefupdate Oct 03

Base Metals Expansion Will Unlock Opportunities In Decarbonization

Analysts have modestly raised their price target for South32, increasing it from $3.05 to $3.11 per share. They cited slightly improved revenue growth expectations, along with minor adjustments to forecast discount rates and profit margins.
Analyseartikel Sep 04

Statutory Profit Doesn't Reflect How Good South32's (ASX:S32) Earnings Are

Even though South32 Limited ( ASX:S32 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Narratiefupdate Aug 27

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

A significant reduction in expected revenue growth and a sharp rise in the future P/E multiple have driven a slight downward revision in South32’s consensus analyst price target, now at A$3.27. What's in the News South32 has signaled significant uncertainty over securing sufficient and affordable electricity for the Mozal Aluminium smelter beyond March 2026, triggering halted investment, pot relining stoppage, and contractor stand-downs; Mozal is likely to be placed on care and maintenance once the current agreement expires.
User avatar
Nieuw narratief Apr 25

Worsley Approvals And GEMCO Restart Will Strengthen Mining Operations

The Worsley Mine Project and GEMCO restart promise future revenue growth and improved operating margins, backed by recent approvals and phased mining activities.

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van S32 zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van S32 zijn de afgelopen 10 jaar gestegen.


Dividendrendement versus markt

South32 Dividendrendement versus markt
Hoe verhoudt S32 dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (S32)1.9%
Markt onderkant 25% (AU)2.7%
Markt Top 25% (AU)6.8%
Gemiddelde industrie (Metals and Mining)3.2%
Analist prognose (S32) (tot 3 jaar)3.9%

Opmerkelijk dividend: Het dividend van S32 ( 1.88% ) is niet noemenswaardig vergeleken met de onderste 25% van de dividendbetalers op de Australian markt ( 2.74% ).

Hoog dividend: Het dividend S32 ( 1.88% ) is laag vergeleken met de top 25% van dividendbetalers in de Australian markt ( 6.78% ).


Winstuitkering aan aandeelhouders

Verdiendekking: Met zijn redelijke payout ratio ( 74.2% ) worden de dividendbetalingen van S32 gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn redelijke cash payout ratio ( 71.1% ) worden de dividendbetalingen van S32 gedekt door kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/14 08:33
Aandelenkoers aan het einde van de dag2026/06/12 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

South32 Limited wordt gevolgd door 37 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Ayan GhoshAvior Capital Markets
Izak RossouwBarclays
Amos FletcherBarclays