Agnico Eagle(AEM)
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Agnico Eagle(AEM) - 2025 Q4 - Earnings Call Presentation
2026-02-13 16:00
NYSE & TSX: AEM The information in this presentation has been prepared as at February 12, 2026. Certain statements contained in this presentation constitute "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" under the provisions of Canadian provincial securities laws and are referred to herein as "forward-looking statements". All statements, other than statements of historical fact, that address circumstance ...
Buy These 5 Dividend Growth Stocks Amid AI Fear Disrupting Market
ZACKS· 2026-02-13 15:41
Core Insights - Major U.S. stock market indices experienced a decline on February 12, 2026, due to concerns regarding AI disruption affecting various sectors, including real estate, transportation, and software [1] - A shift towards steady dividend-growth stocks is recommended for equity investors as they provide resilience and cash flow durability during a period of reevaluation of traditional growth narratives [2] Dividend Growth Stocks - Stocks with a strong history of year-over-year dividend growth are considered healthier for capital appreciation compared to simple dividend-paying stocks or those with high yields [3] - Five selected dividend growth stocks include Agnico Eagle Mines (AEM), Advanced Drainage Systems (WMS), Amphenol (APH), Tapestry (TPR), and TIM S.A. (TIMB), which are viewed as solid portfolio choices [3] Advantages of Dividend Growth - Companies with a strong history of dividend growth are typically mature and less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4] - These stocks exhibit strong fundamentals, including sustainable business models, profitability, rising cash flows, solid liquidity, strong balance sheets, and attractive valuations [5] Performance Metrics - Dividend-growth stocks have historically outperformed the broader market and other dividend-paying stocks, making them a favorable investment strategy [6] - Criteria for selection include positive historical dividend, sales, and earnings growth, as well as projected earnings growth rates [7] Stock Highlights - Agnico Eagle Mines (AEM) projects a 28% revenue growth for 2026 and has a long-term EPS growth rate of 33.8%, with a dividend yield of 0.74% [9][11] - Advanced Drainage Systems (WMS) anticipates a 4% revenue growth for fiscal 2026, with a long-term earnings growth rate of 13.90% and a dividend yield of 0.42% [12] - Amphenol (APH) expects a 34.9% revenue growth for 2026, with a long-term earnings growth rate of 21.90% and a dividend yield of 0.69% [13] - Tapestry (TPR) forecasts a 9.6% revenue growth for fiscal 2026, with a long-term earnings growth rate of 12.9% and a dividend yield of 1.03% [14] - TIM S.A. (TIMB) projects a 10.3% revenue growth for 2026, with a long-term earnings growth rate of 18.7% and a dividend yield of 5.20% [15]
CIBC Boosts Agnico Eagle (AEM) Target on Strong Gold Price Forecast
Yahoo Finance· 2026-02-13 14:54
Agnico Eagle Mines Limited (NYSE:AEM) ranks among the best high growth high margin stocks to buy now. On February 4, CIBC raised its price target for Agnico Eagle Mines Limited (NYSE:AEM) to $296 from $231 while maintaining an Outperform rating on the company’s shares. The boost came as the firm lifted its targets over the precious metals group after raising its gold price projections to $6,000 per ounce in 2026 and $6,500 in 2027. According to the firm, similar demand factors as in 2025 will continue to e ...
AEM's Q4 Earnings Surpass on Higher Realized Gold Prices
ZACKS· 2026-02-13 14:40
Core Insights - Agnico Eagle Mines Limited (AEM) reported adjusted earnings of $2.69 per share for Q4 2025, a significant increase from $1.26 in the same quarter last year, exceeding the Zacks Consensus Estimate of $2.56 [1] - The company generated revenues of $3,564 million, reflecting a year-over-year increase of approximately 60.3%, surpassing the Zacks Consensus Estimate of $3,240.7 million [1] Operational Highlights - Payable gold production was 840,608 ounces in the reported quarter, slightly down from 847,401 ounces in the prior-year quarter, but above the estimate of 839,674 ounces [2] - Total cash costs per ounce for gold increased to $1,089 from $923 a year ago, exceeding the estimate of $945 [2] - Realized gold prices reached $4,163 per ounce, up from $2,660 a year ago, surpassing the estimate of $3,593 [2] - All-in-sustaining costs (AISC) were $1,517 per ounce, higher than $1,316 per ounce a year ago and above the estimate of $1,315 [3] Financial Position - AEM ended the quarter with cash and cash equivalents of $2,866 million, a sequential increase of 21.7% [4] - Long-term debt stood at approximately $196.3 million [4] - Total cash from operating activities was $2,112 million in Q4, up from $1,132 million a year ago [4] Outlook - For 2026, AEM expects gold production to be between 3.3 million and 3.5 million ounces [5] - Total cash costs per ounce are projected to be between $1,020 and $1,120, while AISC is forecasted to range from $1,400 to $1,550 per ounce [5] - Exploration and corporate development expenses are expected to be between $275 million and $305 million, with a midpoint of $290 million [6] - Depreciation and amortization expenses are forecasted to be $1.55-$1.75 billion, averaging $1.65 billion [6] - General and administrative expenses are anticipated to be in the range of $230 million to $260 million, with other costs projected between $75 million and $95 million [6] - The effective tax rate for 2026 is expected to be between 34% and 36%, with cash taxes estimated in the range of $3.4 billion to $3.6 billion [7] - Capital expenditures (excluding capitalized exploration) are planned at roughly $2.2-$2.4 billion, with capitalized exploration spending forecasted to be between $290-330 million [7] Price Performance - Agnico Eagle's shares have gained 117% in the past year, compared to a 144.4% rise in the industry [8]
Agnico Eagle Mines (AEM) Among the High Growth International Stocks
Yahoo Finance· 2026-02-13 10:19
Agnico Eagle Mines Limited (NYSE:AEM) is one of the High Growth International Stocks to Buy Now. Agnico Eagle Mines Limited (NYSE:AEM) is set to release its fiscal Q4 2025 results on February 12, 2026. Wall Street is bullish on the stock, with analysts’ 12-month median price target suggesting more than 18% upside from current levels. The bullish sentiment stems from increasing gold prices and growing geopolitical uncertainties. On February 4, Anit Soni from CIBC raised the price target on the stock fro ...
Agnico Eagle posts record free cash flow in 2025 as higher gold prices drive margins
KITCO· 2026-02-13 03:40
Core Viewpoint - Agnico Eagle has achieved a record in earnings, indicating strong financial performance and operational efficiency in the mining sector [1][3]. Financial Performance - The company reported record earnings, showcasing significant growth compared to previous periods [1][3]. - Specific financial metrics, such as revenue and profit margins, were highlighted, demonstrating the company's robust financial health [1][3]. Operational Highlights - Agnico Eagle's operational efficiency has contributed to its record earnings, reflecting effective management and strategic initiatives [1][3]. - The company has likely implemented cost-saving measures and optimized production processes to enhance profitability [1][3].
Compared to Estimates, Agnico (AEM) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-13 02:00
Core Insights - Agnico Eagle Mines reported a revenue of $3.56 billion for the quarter ended December 2025, marking a 60.3% increase year-over-year and exceeding the Zacks Consensus Estimate by 9.98% [1] - The earnings per share (EPS) for the quarter was $2.69, up from $1.26 in the same quarter last year, representing a surprise of 4.91% over the consensus estimate of $2.56 [1] Financial Performance Metrics - The all-in sustaining costs per ounce for gold production were reported at $1,517.00, higher than the three-analyst average estimate of $1,329.18 [4] - Total payable gold production was 840,608 ounces, slightly above the average estimate of 836,891.40 ounces [4] - Total cash costs were reported at $1.09 million, compared to the average estimate of $963.73 thousand [4] Revenue Breakdown by Operations - Revenue from the Quebec Canadian Malartic complex was $615.16 million, exceeding the estimated $523.91 million, reflecting a year-over-year increase of 53.9% [4] - Revenue from the Quebec Goldex mine reached $141.53 million, surpassing the estimated $128.95 million, with a year-over-year increase of 68.4% [4] - Revenue from the Nunavut Meliadine mine was $448.62 million, exceeding the average estimate of $360.2 million, representing a 72.9% increase year-over-year [4] - Revenue from the Nunavut Meadowbank complex was $483.58 million, compared to the estimated $454.93 million, showing a year-over-year change of 58.5% [4] - Revenue from the Mexico Pinos Altos mine was $101.32 million, exceeding the estimated $86.89 million, with a year-over-year change of 64.8% [4] - Revenue from the Ontario Detour Lake mine was $718.43 million, slightly below the estimated $732.61 million, but still reflecting a year-over-year increase of 62.3% [4] - Revenue from the Ontario Macassa mine was $243.65 million, compared to the estimated $277.5 million, showing a year-over-year change of 13.1% [4] - Revenue from the Australia Fosterville mine was $131.67 million, exceeding the estimated $116.5 million, with a year-over-year change of 17.9% [4] Stock Performance - Agnico's shares have returned +10.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
Agnico Eagle Mines (AEM) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2026-02-13 00:16
Core Insights - Agnico Eagle Mines (AEM) reported quarterly earnings of $2.69 per share, exceeding the Zacks Consensus Estimate of $2.56 per share, and showing a significant increase from $1.26 per share a year ago, resulting in an earnings surprise of +4.91% [1] - The company achieved revenues of $3.56 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 9.98%, and up from $2.22 billion year-over-year [2] - Agnico has consistently outperformed consensus EPS estimates over the last four quarters, indicating strong operational performance [2] Earnings Outlook - The sustainability of Agnico's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - Current consensus EPS estimate for the upcoming quarter is $3.31 on revenues of $3.8 billion, and for the current fiscal year, it is $13.00 on revenues of $15.23 billion [7] Industry Context - The Mining - Gold industry, to which Agnico belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Competitor Insights - Newmont Corporation (NEM), another player in the gold and copper mining sector, is expected to report quarterly earnings of $1.81 per share, reflecting a year-over-year increase of +29.3% [9] - Newmont's revenues are projected to be $5.76 billion, representing a 2% increase from the previous year [10]
AGNICO EAGLE PROVIDES AN UPDATE ON 2025 EXPLORATION RESULTS AND 2026 EXPLORATION PLANS - YEAR OVER YEAR MINERAL RESERVES INCREASE 2% TO 55.4 MOZ; INDICATED MINERAL RESOURCES INCREASE 10% TO 47.1 MOZ AND INFERRED MINERAL RESOURCES INCREASE 15% TO 41.8 MOZ
Prnewswire· 2026-02-12 22:30
Agnico Eagle is Canada's largest mining company and the second largest gold producer in the world, operating mines in Canada, Australia, Finland and Mexico. The Company is advancing a pipeline of high-quality development projects in these regions to support sustainable growth over the next decade. Agnico Eagle is a partner of choice within the mining industry, recognized globally for its leading sustainability practices. Agnico Eagle was founded in 1957 and has consistently created value for its shareholder ...
Agnico (AEM) Upgraded to Buy: Here's Why
ZACKS· 2026-02-12 18:02
Agnico Eagle Mines (AEM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since ...