Gold Fields Limited

JSE:GFI Aktierapport

Börsvärde: R637.3b

Gold Fields Förvaltning

Förvaltning kriterier kontrolleras 2/4

Gold Fields VD är Mike Fraser, utsedd i Jan 2024, har en mandatperiod på 2.33 år. totala årliga ersättningen är $ 3.58M, bestående av 31.1% lön 68.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.002% av företagets aktier, värda ZAR 13.51M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2 år respektive 3.5 år.

Viktig information

Mike Fraser

Verkställande direktör

US$3.6m

Total ersättning

VD-lön i procent31.10%
Anställning som VD2.3yrs
Ägande av VD0.002%
Ledningens genomsnittliga anställningstid2yrs
Styrelsens genomsnittliga mandatperiod3.5yrs

Senaste uppdateringar av ledningen

Recent updates

GFI: Rich Payouts And Higher Costs Will Pressure Future Returns

Analysts have lifted the fair value estimate for Gold Fields to ZAR700 from ZAR680, reflecting updated views on revenue growth, profit margins and an adjusted future P/E multiple, informed by recent changes to Street price targets and ratings. Analyst Commentary Recent Street commentary on Gold Fields has been mixed, with several research houses updating price targets and ratings in quick succession.

Additional Considerations Required While Assessing Gold Fields' (JSE:GFI) Strong Earnings

Apr 07
Additional Considerations Required While Assessing Gold Fields' (JSE:GFI) Strong Earnings

GFI: Elevated Dividend Commitments Will Heighten Execution And Cost Risks

Analysts have lifted the price target for Gold Fields to ZAR 680, supported by updated views on the company’s risk profile, revenue outlook, margins and forward P/E assumptions, even as recent research includes both upward target revisions and a downgrade. Analyst Commentary Recent research on Gold Fields includes a higher price target of $80 from JPMorgan, alongside other updated targets and a downgrade from another major firm.

GFI: Mixed Rating Shifts And Dividend Plans Will Shape Execution Risks

Analysts have raised their ZAR price target for Gold Fields by ZAR15, reflecting updated expectations around margins and valuation metrics, while also acknowledging mixed recent research views on the stock. Analyst Commentary Recent research shows a split view on Gold Fields, with some large banks becoming more constructive on the share price while others flag risks around execution and valuation.

GFI: Execution And Cost Risks Will Likely Restrain Elevated Expectations

The analyst fair value estimate for Gold Fields has been adjusted from ZAR630.00 to ZAR680.00, with analysts pointing to higher price targets from recent Street research and updated expectations for margins and risk as key drivers of the change. Analyst Commentary Recent Street research around Gold Fields has been mixed, with some higher price targets being balanced by more cautious views on execution and valuation risk.

GFI: Higher Gold Price Outlook And Capital Returns Will Support Re Rating

Analysts have raised their ZAR price target for Gold Fields by ZAR14, citing refined assumptions on discount rates, revenue growth and profit margins, as well as recent mixed but generally supportive updates from banks that have adjusted targets in line with company guidance and gold price expectations. Analyst Commentary Recent research on Gold Fields reflects a split view, but the price target actions provide some clear clues about how more positive analysts are framing the story for you as an investor.

GFI: Higher Gold Price Framework And Capital Returns Will Support Re Rating

Analysts have nudged their price targets on Gold Fields higher, with recent changes such as Citi moving to $57 from $50 and Scotiabank adding $14. These adjustments reflect updated views on gold price assumptions, reinvestment plans and capital returns.

GFI: Higher Gold Price Assumptions And Capital Returns Will Drive Re Rating

Analysts have raised their fair value estimate for Gold Fields from $640.00 to $1,100.00, citing recent price target changes that reference the company's Q3 report, updated gold price assumptions, and new five-year guidance featuring higher reinvestment and a competitive capital returns program. Analyst Commentary Bullish analysts are pointing to recent research as a sign that sentiment around Gold Fields is improving, especially after the latest Q3 report and updated guidance.

GFI: Higher Gold Price Assumptions And Projects Are Expected To Drive Upside

The analyst price target for Gold Fields has shifted modestly higher to about $831.30 from $815.61, as analysts factor in updated fair value, adjusted discount rates, stronger revenue growth and profit margin assumptions, and a slightly lower future P/E, informed by recent research that reflects reactions to Q3 results, evolving gold price views, and the company’s latest capital plans. Analyst Commentary Recent Street research on Gold Fields shows a mix of optimism and caution, with several firms revisiting their targets and ratings after the latest Q3 update, revised gold price assumptions, and the company’s refreshed capital plans and guidance.

Gold Fields Limited's (JSE:GFI) Price In Tune With Earnings

Dec 27
Gold Fields Limited's (JSE:GFI) Price In Tune With Earnings

GFI: Elevated Capex And Project Execution Will Likely Pressure Future Returns

The analyst fair value estimate for Gold Fields has been raised sharply from about $400 to roughly $630, as analysts factor in higher gold price assumptions, stronger projected revenue growth and margins, and medium term upside from the company's growth projects and capital returns program. Analyst Commentary Recent Street research paints a mixed picture for Gold Fields, with a widening range of price targets and ratings that reflect both optimism on gold prices and emerging concerns around execution and capital allocation.

Here's Why Gold Fields (JSE:GFI) Has Caught The Eye Of Investors

Dec 11
Here's Why Gold Fields (JSE:GFI) Has Caught The Eye Of Investors

GFI: Future Sector Trends And Project Delivery Will Shape Medium-Term Prospects

The analyst price target for Gold Fields increased by $8.67 to $815.61. Analysts cited higher gold prices, updated guidance, and ongoing project momentum as key factors behind the upward revision.

GFI: Sector Momentum Will Drive Medium-Term Upside From Australian Mine Acquisition

Analysts have raised their price target for Gold Fields, increasing the fair value estimate from $789.23 to $806.94. They cited ongoing sector momentum, resilient precious metal prices, and positive outlooks for the company’s upcoming projects.

GFI: Windfall Progress Will Drive Medium-Term Upside Following Australian Mine Deal

Analysts have raised Gold Fields' fair value estimate by approximately $85 to $789, citing updated forecasts for improved profit margins, revenue growth, as well as a supportive outlook for gold prices and capital returns. Analyst Commentary Recent Street research on Gold Fields highlights both optimism and caution among analysts regarding the company’s future prospects, as reflected in recent ratings and price target adjustments.

Is Gold Fields (JSE:GFI) Using Too Much Debt?

Oct 27
Is Gold Fields (JSE:GFI) Using Too Much Debt?

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

The consensus analyst price target for Gold Fields has risen significantly from $590.81 to $704.56. Analysts cite higher gold prices, improved operational momentum, and updated growth expectations as primary factors for the upward revision.

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised their price target for Gold Fields from $24 to $32. They cite continued gold price strength and solid operational momentum as key drivers for the upward revision.

Gold Fields Limited's (JSE:GFI) Shares Climb 25% But Its Business Is Yet to Catch Up

Sep 25
Gold Fields Limited's (JSE:GFI) Shares Climb 25% But Its Business Is Yet to Catch Up

Salares Norte And Windfall Will Face Risks Yet Unlock Potential

Analysts have raised Gold Fields' price target to ZAR547.51, citing stronger gold prices, solid operational momentum, and production guidance tracking, with the upward revision reflecting improved valuation despite slightly higher costs and balanced risk. Analyst Commentary Higher price target reflects increased valuation multiples due to sustained gold price strength.

Operational Challenges May Affect Margins, But Developments Like Salares Norte Will Enhance Production

Analysts have raised Gold Fields’ price target to ZAR493.30, citing higher gold prices, continued operational momentum, and production levels in line with guidance, which outweigh modest cost increases despite maintaining a Market Perform rating. Analyst Commentary Higher gold prices leading to increased valuation multiples.
User avatar

South Deep Efficiency Improvements And Salares Norte Ramp-Up Will Increase Future Production

Focus on capital allocation, exploration, and energy projects could improve revenue and shareholder value while reducing costs.

Analys av ersättningar till VD

Hur har Mike Fraser:s ersättning förändrats jämfört med Gold Fields:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025US$4mUS$1m

US$4b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$1mUS$943k

US$1b

Ersättning vs marknad: Mike s total kompensation ($USD 3.58M ) är ungefär genomsnittet för företag av liknande storlek på ZA marknaden ($USD 3.44M ).

Ersättning vs inkomst: Ersättningen för Mike har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Mike Fraser (60 yo)

2.3yrs
Anställning
US$3,579,400
Kompensation

Mr. Michael John Fraser, also known as Mike, is Chief Executive Officer & Executive Director of Gold Fields Limited since January 1, 2024. Mr. Fraser served as Chief Executive Officer of Chaarat Gold Holdi...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 13.5m
Alex Dall
CFO & Executive Director2yrsUS$913.20k0.0049%
ZAR 31.2m
Francois Swanepoel
Chief Operating Officerless than a yearUS$1.29m0.0055%
ZAR 35.2m
Jongisa Magagula
Executive Vice-President of Investor Relations & Corporate Affairs2.8yrsUS$1.55m0.0010%
ZAR 6.6m
Kelly Carter
Executive VP and Group Head of Legal & Compliance3.2yrsUS$3.39m0.0024%
ZAR 15.0m
Chris Gratias
Executive Vice President of Strategy1.8yrsUS$1.57m0.0097%
ZAR 61.8m
Mariette Steyn
Executive Vice President of People & Sustainability1.9yrsUS$1.31m0.0047%
ZAR 29.9m
Jason Sander
Acting Chief Technical Officerless than a yearinga uppgifteringa uppgifter
Shyam Jagwanth
VP & Group Head of Internal Auditno datainga uppgifteringa uppgifter
Peter Andrews
Group Head of Geotechnical & VPno datainga uppgifteringa uppgifter
Johan Boshoff
Group Head of Tailingsno datainga uppgifteringa uppgifter
Pieter Coetzee
VP & Head of Finance: Operationsno datainga uppgifteringa uppgifter
2.0yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder

Erfaren ledning: GFI s ledningsgrupp anses inte vara erfaren ( 2 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Michael Fraser
CEO & Executive Director2.3yrsUS$3.58m0.0021%
ZAR 13.5m
Alex Dall
CFO & Executive Director1.2yrsUS$913.20k0.0049%
ZAR 31.2m
Terence Goodlace
Independent Non-Executive Director9.8yrsUS$154.39kinga uppgifter
Zarina Bibi Bassa
Independent Non- Executive Director1.8yrsUS$155.69kinga uppgifter
John MacKenzie
Independent Non-Executive Directorless than a yearUS$44.15kinga uppgifter
Alhassan Andani
Independent Non-Executive Director9.8yrsUS$161.56kinga uppgifter
Maria Bitar Maluk
Independent Non-Executive Director4yrsUS$151.40kinga uppgifter
Yunus Goolam Suleman
Independent Non-Executive Chairperson9.7yrsUS$257.97kinga uppgifter
Philisiwe Sibiya
Independent Non-Executive Director5.2yrsUS$169.58kinga uppgifter
Jacqueline McGill
Lead Independent Director4.5yrsUS$167.77kinga uppgifter
Shannon McCrae
Independent Non-Executive Director1.8yrsUS$146.88kinga uppgifter
Carel Albert Smit
Independent Non-Executive Director2.9yrsUS$155.56kinga uppgifter
3.5yrs
Genomsnittlig anställningstid
58.5yo
Genomsnittlig ålder

Erfaren styrelse: GFI s styrelse anses vara erfaren ( 3.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/02 17:05
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Gold Fields Limited bevakas av 20 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Herbert KharivheAbsa Bank Limited
Andrew ByrneBarclays
Raj RayBMO Capital Markets Equity Research