First Majestic Silver Corp.

NYSE:AG Voorraadrapport

Marktkapitalisatie: US$9.3b

First Majestic Silver Dividenden en inkoop

Dividend criteriumcontroles 0/6

First Majestic Silver is een dividendbetalend bedrijf met een huidig rendement van 0.11%. Volgende betalingsdatum is op 29th May, 2026 met een ex-dividenddatum van 20th May, 2026.

Belangrijke informatie

0.1%

Dividendrendement

-0.5%

Terugkoop Rendement

Totaal aandeelhoudersrendement-0.4%
Toekomstig dividendrendement0.4%
Dividendgroei7.9%
Volgende betaaldatum dividend29 May 26
Ex-dividenddatum20 May 26
Dividend per aandeeln/a
Uitbetalingsratio6%

Recente updates van dividend en inkoop

Recent updates

Seeking Alpha • May 13

First Majestic Silver: Recent Developments Demand An Upgrade

Summary First Majestic Silver is upgraded to Hold after a significant price drop, with long-term macro tailwinds supporting long-term repricing potential. AG posted a strong quarter: 95% revenue growth, 182% higher operating cash flow, and $223.5M in FCF, while maintaining a robust balance sheet with nearly $1B in cash. Operationally, AG announced advancing with the Jerritt Canyon restart plan ($75M investment for H2 2027), with their well-timed Gatos acquisition and the capital allocation reflecting discipline. Macroeconomic catalysts—geopolitical tensions, Japan’s treasury moves, and structural shifts—could drive precious metals higher, but silver’s industrial demand presents both opportunity and risk. Read the full article on Seeking Alpha
Nieuw narratief • Feb 22

First Majestic Silver may see 13.12% profit margin growth in 3 years

First Majestic Silver AG Target Price 80 dollars Valuation Framework The 80 dollar target is based on the following assumptions Silver price 150 dollars per ounce Fully diluted shares approximately 515 million Estimated operating cash flow approximately 2.1 billion dollars Cash flow per share approximately 4.0 to 4.2 dollars Bull market multiple 18 to 20 times P to CF Implied valuation range 72 to 84 dollars per share Key Investment Drivers Strong Silver Leverage Annual production 15.4 million ounces of silver Every 10 dollar increase in silver price adds approximately 150 million dollars in cash flow The company is now a high torque silver exposure vehicle Los Gatos Expansion Mill throughput expected to increase toward 4000 tonnes per day Production growth anticipated after 2026 Expansion expected to be internally funded which limits dilution risk Strong Balance Sheet Net Cash Cash 793 million dollars Total debt 292 million dollars Net cash position approximately 500 million dollars This provides financial flexibility reduces downside risk and supports growth and dividend capacity Revenue Linked Dividend Policy Dividend increased to 2 percent of revenues At higher silver prices this structure leads to materially higher dividend payouts and increases institutional attractiveness Multiple Re Rating Potential Current valuation approximately 9 to 10 times P to CF In a silver bull market producers typically re rate to 18 to 20 times P to CF This implies substantial upside even without production growth Shift to Silver Dominant Production Profile Following the Los Gatos acquisition Higher silver weighting Gold primarily a by product This increases sensitivity to rising silver prices Key Risks Silver price declining below 60 dollars per ounce Apparent AISC inflation due to silver equivalent accounting Potential future dilution if equity financing is used The net cash position mitigates financial risk Conclusion Under a 150 dollar silver scenario Estimated operating cash flow approximately 2.1 billion dollars Cash flow per share approximately 4.1 dollars Bull market multiple approximately 19 times Target Price 80 dollars per share Valuation range 60 to 80 dollars Upside case in a silver mania above 80 dollars
Seeking Alpha • Apr 28

First Majestic Silver: A Better Start To 2025

Summary First Majestic reported 88% year-over-year growth in silver production in Q1-25, benefiting from 10 weeks of production from its 70% owned Cerro Los Gatos Mine (new acquisition). Unfortunately, the growth from CLG was offset by sharply declining grades at its legacy assets, and while headline production soared, production per share remains in steady decline. Unfortunately, this same trend is present in reserves per share, which remain in sharp decline because of significant dilution from the Gatos acquisition and poor reserve replacement at San Dimas. In this update we'll dig into the preliminary Q1-25 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

First Majestic Silver: Another Miss On Annual Guidance

Summary First Majestic Silver Corp.'s 2024 production missed guidance for the third consecutive year, with significant declines in both silver and gold output because of lower grades. On a positive note, the portfolio enters 2025 in a much stronger position, having added 70% of a higher-margin asset in CLG. Meanwhile, exploration success continues at Santa Elena, suggesting the potential for material resource growth at depth adjacent to its Ermitano Mine. In this update, we'll dig into the preliminary AG Q4 results, recent developments and whether First Majestic offers an adequate margin of safety at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

First Majestic Silver Corp.: A Major Plus In Acquiring Gatos Silver, Inc.

Summary First Majestic Silver Corp.'s merger with Gatos Silver, Inc. is a game changer, boosting annual production to 30-32 million silver equivalent ounces. The merger adds a positive free cash flow asset, Cerro Los Gatos, to First Majestic's portfolio, enhancing long-term growth prospects. Despite geopolitical risks, Mexico remains an accommodative mining jurisdiction; however, trade tariffs could pose challenges. Given the merger's potential and silver's strong outlook, I rate First Majestic a buy and expect a sparkling 2025 for silver producers. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

First Majestic Silver: A Soft Q3 Operationally With Continued Share Dilution

Summary First Majestic Silver Corp. reported a 20% decline in silver production and an 11% decline in gold production in Q3 '24 compared to Q3 '23. Unfortunately, this was coupled with higher all-in sustaining costs despite the benefit of a weaker Mexican Peso and lower sustaining capital spend year-over-year. In this update, we'll dig into the dynamics surrounding the Gatos Silver transaction, the company's Q3 '24 results and where the stock's updated buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Oct 30

First Majestic Silver And Gatos Silver Merger: A Better Combined Company

Summary The First Majestic Silver Corp. acquisition of Gatos Silver, Inc. improves First Majestic's FCF (free cash flow), balance sheet, and costs substantially. The combination of First Majestic Silver and Gatos Silver creates one of the few major silver producers and is likely a go-to name for investors. This merger deal should close in either Q4 2024 or January 2025. Read the full article on Seeking Alpha
Seeking Alpha • Oct 22

First Majestic Silver: A Lot More Silver, But Far Less Silver Per Share

Summary First Majestic Silver Corp.'s Q3 2024 production saw another significant decline year-over-year due to lower grades at its two largest mines, and much lower throughput at San Dimas. Meanwhile, its recent acquisition of Gatos Silver aims to bolster silver production but results in substantial share dilution, with per share production set to take another stairstep lower. In this update, we'll dig into the recent production results & acquisition, how it changes First Majestic's production growth & per share metrics, and if it changes the investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Aug 22

First Majestic Silver: Continued Share Dilution Despite Record Gold Prices

Summary First Majestic had another mediocre quarter in Q2 2024, reporting a 20% decline in silver production and a 13% decline in gold production. Unfortunately, these figures were far uglier on a per share basis given that First Majestic remains active with ATM sales, with over 14 million shares sold already year-to-date. In this update we'll dig into the Q2-24 results, recent developments and whether the stock is finally offering an adequate margin of safety after its 80% correction. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

First Majestic Silver: Still A Money Loser

Summary First Majestic Silver Corp. saw a sequential increase in Q2 production, with improvements anticipated in the second half of the year. Strong metal prices are benefiting the company, but revenue declined due to lower sales and production issues. Despite ongoing losses, First Majestic has a respectable cash balance. Really tough to justify buying when a company is losing money at these prices. Read the full article on Seeking Alpha
Seeking Alpha • May 22

First Majestic Silver: Limited Margin Of Safety At Current Levels

Summary First Majestic Silver Corp. had a slow start to 2024, reporting a plunge in gold/silver production at higher costs. Fortunately, its Q2 outlook is much better given the recent spike in silver, but this already looks priced into the stock at over 60x FY2024 free cash flow estimates. In this update, we'll dig into the First Majestic Silver Corp. Q1 results, its valuation vs. other precious metals names, and why the stock continues to be an inferior buy-the-dip candidate. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

First Majestic Silver: A Slow Start To The Year

Summary First Majestic Silver had a tough Q1 with declines in silver and gold production because of difficult year-over-year comparisons and mining in lower grade areas at San Dimas. On a positive note, the company has finally hit a water source at La Encantada & Jerritt's restart potential is looking better in a $2,350/oz gold price environment. In this update, we'll dig into the Q1 production figures, its FY2023 reserve update, and where the stock's updated buy zone lies. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

First Majestic Silver: Another Disappointing Year

Summary First Majestic Silver reported a significant decline in annual gold production, with Jerritt Canyon taken offline, resulting in a sharp drop in silver-equivalent production and revenue. Meanwhile, the company saw another free cash outflow and continued to be quite active on its ATM, resulting in continued declines in per-share metrics with lower production/higher share count. In this update, we'll dig into the Q4 and FY2023 results, recent developments, and see whether First Majestic is finally sitting at a level where it's worthy of investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

First Majestic Silver: Consistent Losses, Can They Turn It Around?

Summary First Majestic Silver's stock price has plummeted over the past three years, down 73.6% and 58% compared to ten years ago. The company's financials show consistent losses and a significant pre-tax profit margin of -15%. The lack of growth opportunities and high valuation make First Majestic Silver a strong sell. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

First Majestic Silver: A Weak Q4 With A High-Cost Year On Deck

Summary First Majestic Silver missed its FY2024 silver production estimates and 2024 production is expected to decline year-over-year based on current guidance. Unfortunately, the 2024 outlook suggests negative free cash flow at current metals prices, and I would not be surprised to see additional share dilution in 2024. In this update, we'll dig into the Q4/full-year results, the company's outlook for 2024 & if the stock is finally offering enough of a margin of safety for investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 19

First Majestic Silver: Another Underwhelming Quarter

Summary First Majestic Silver had another underwhelming quarter with sales down sharply (Jerritt Canyon offline), and margins also significantly despite its highest-cost asset being in C&M. Meanwhile, we saw ~9% share dilution year-over-year through use of its ATM, and despite the violent correction, it continues to trade at a rich multiple from a P/NAV standpoint. In this update, we'll dig into the Q3 results, its per share metrics & and whether the stock finally getting attractive from a relative value standpoint. Read the full article on Seeking Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: AG betaalt geen noemenswaardig dividend uit voor de US markt. Daarom is het niet nodig om te controleren of de betalingen stabiel zijn.

Groeiend dividend: AG betaalt geen noemenswaardig dividend uit voor de US markt. Daarom is het niet nodig om te controleren of de betalingen toenemen.

Dividendrendement versus markt

First Majestic Silver Dividendrendement versus markt
Hoe verhoudt AG dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (AG)0.1%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.3%
Gemiddelde industrie (Metals and Mining)1.5%
Analist prognose (AG) (tot 3 jaar)0.4%

Opmerkelijk dividend: Het dividend van AG ( 0.11% ) is niet noemenswaardig vergeleken met de onderste 25% van de dividendbetalers op de US markt ( 1.42% ).

Hoog dividend: Het dividend AG ( 0.11% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.27% ).

Winstuitkering aan aandeelhouders

Verdiendekking: AG betaalt geen noemenswaardig dividend uit voor de US markt.

Contante uitbetaling aan aandeelhouders

Kasstroomdekking: AG betaalt geen noemenswaardig dividend uit voor de US markt.

Ontdek bedrijven met een sterk dividend

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 09:48
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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

First Majestic Silver Corp. wordt gevolgd door 18 analisten. 3 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
Richard GrayATB Cormark
Richard GrayATB Cormark Historical (Cormark Securities)
Kevin O'HalloranBMO Capital Markets Equity Research