GFI - Gold Fields Limited
Gold Fields NYSE: GFI CEO Mike Fraser said the gold producer is pursuing a proposed combination with Northern Star while maintaining that its standalone portfolio offers a fully funded path to production growth, cash generation and shareholder returns.
I reiterate a Strong Buy on Gold Fields as Salares Norte has exceeded expectations, becoming a dominant high-margin cash engine. GFI's balance sheet is robust, with net debt at $437 million (0.06x adjusted EBITDA) and increased shareholder returns to $1.25 billion. Group production guidance remains 2.4–2.6 Moz, with AISC at $1,800–$2,000/oz and capex reduced to $1.6–$1.8 billion.
What happened Gold Fields Limited (NYSE: GFI) put an acquisition proposal into public view on Monday, forcing investors to price new financing and dilution risk. Gold Fields Limited (NYSE: GFI) ADRs traded at $35.52 at 1:06 p.m. ET, down 12.04% from the prior close, according to Nasdaq. The drop followed the bid disclosure and rejection,
U.S. stock futures were lower this morning, with the Dow futures falling around 200 points on Monday.
Australia's top gold producer Northern Star Resources said it rejected an unsolicited A$38.7 billion ($27.1 billion) takeover proposal from South Africa's Gold Fields , the latest sign of consolidation pressure in the gold sector.
Northern Star Resources rejected the takeover proposal saying it was highly opportunistic and materially undervalued the company.
Shares in Northern Star Resources Ltd (ASX:NST) surged nearly 11% to $24.46 after the gold producer rejected what it described as a “highly opportunistic” takeover approach from South Africa's Gold Fields. Northern Star said it received and rejected the indicative proposal on September 14, arguing the offer materially undervalued the company and failed to reflect the fundamental value of its asset base and growth profile.
I screen U.S.-listed dividend growth stocks with 2–6% yields, strong revenue growth, and disciplined payout ratios, targeting undervalued opportunities. The final 8-stock portfolio spans Energy, Financials, Materials, Consumer Discretionary, Healthcare, and Industrials, with a weighted yield of 3.79% and 5-year dividend growth of 20.92% with a factor weight. Portfolio construction emphasizes forward P/E below 20, price to cash flow between 5x–10x, and mid/large caps with proven top-line expansion.
Vancouver, British Columbia--(Newsfile Corp. - September 17, 2026) - Founders Metals Inc. (TSXV: FDR) (OTCQX: FDMIF) (FSE: 9DL0) ("Founders" or the "Company") announces that it has completed the acquisition of the remaining 30% of the issued and outstanding shares of Lawa Gold N.V. ("Lawa") from Nana Resources N.V.
Engineers Gate Manager LP grew its stake in Gold Fields Limited (NYSE: GFI) by 51.0% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 87,455 shares of the company's stock after purchasing an additional 29,555 shares during the quarter. Engineers
Gold Fields delivered record H1 results, with production up 12% and adjusted FCF more than doubling to $2.23 billion. I target a $49–$52 share price, supported by a 5% dividend yield, sector-low EV/EBITDA, and robust cash returns. Salares Norte's guidance was raised live, now expected to exceed 550–600koz, driving over half of the group's free cash flow.
Gold Fields Limited (GFI) Q2 2026 Earnings Call Transcript
Gold Fields NYSE: GFI reported a stronger first half for the six months ended June 30, 2026, driven by higher production, higher sales volumes and a substantially stronger realized gold price. The company said it increased attributable production 12% year over year to 1.267 million ounces while generating adjusted free cash flow of $2.225 billion, more than double the prior-year period.
The company more than doubled its interim dividend and said it would return an additional $500 million to shareholders over the year.
Vancouver, British Columbia--(Newsfile Corp. - August 19, 2026) - Founders Metals Inc. (TSXV: FDR) (OTCQX: FDMIF) (FSE: 9DL0) ("Founders" or the "Company") is pleased to announce that it has entered into a share purchase agreement dated August 18, 2026 (the "Agreement") with Nana Resources N.V. ("Nana"), pursuant to which Founders will acquire the remaining 30% of the issued and outstanding shares of Lawa Gold N.V.
Bank of America Corp DE raised its stake in shares of Gold Fields Limited (NYSE: GFI) by 32.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 771,791 shares of the company's stock after buying an additional 187,755 shares during the period.
Assenagon Asset Management S.A. bought a new position in shares of Gold Fields Limited (NYSE: GFI) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 239,144 shares of the company's stock, valued at approximately $8,033,000. Several other institutional investors
Gold Fields Limited (NYSE: GFI - Get Free Report) saw unusually large options trading activity on Monday. Traders acquired 3,535 put options on the stock. This represents an increase of 71% compared to the average volume of 2,066 put options. Institutional Inflows and Outflows Institutional investors and hedge funds have recently bought and sold shares of
Bad news was once again good news for Wall Street.
Investors looking for top-rated dividend and value equities in the commodities sector are staring at a structural disconnect right now. Physical gold has established a floor near $4,000 an ounce amid sustained central bank accumulation and escalating geopolitical friction.