Jefferies raises Barrick Mining stock price target to $30 on production gains

Published 13/08/2025, 11:40
Jefferies raises Barrick Mining stock price target to $30 on production gains

Investing.com - Jefferies has raised its price target on Barrick Mining (NYSE:B) to $30.00 from $29.00 while maintaining a Buy rating on the stock following the company’s second-quarter earnings report. The new target aligns with InvestingPro’s Fair Value calculation, suggesting the stock remains undervalued despite its impressive 53% year-to-date gain.

The gold and copper producer posted second-quarter adjusted earnings per share of $0.47, slightly exceeding the consensus estimate of $0.46. Free cash flow for the quarter reached $395 million, essentially in line with consensus expectations of $394 million. The company maintains a "GREAT" financial health score according to InvestingPro, with a perfect Piotroski Score of 9 and an attractive P/E ratio of 14.3.

Barrick Mining reported sequential improvement in production metrics, with gold production increasing 5% quarter-over-quarter and copper production jumping 34% in the same period. The company’s Lumwana copper operation is tracking toward the top end of its full-year guidance range.

Jefferies noted there were "no big surprises" in the quarterly results, highlighting the sequential improvements in production and costs, strength in copper operations, and increased capital return to shareholders.

The investment firm confirmed that Barrick Mining appears to be on track to meet its full-year 2025 guidance targets across its operations.

In other recent news, Barrick Mining Corporation has announced a quarterly dividend of $0.15 per share for the second quarter of 2025, which will be payable on September 15 to shareholders of record as of August 29. This decision aligns with the company’s Performance Dividend Policy established in early 2022. In addition, Barrick is in advanced talks to sell its last Canadian gold mine, Hemlo, to Discovery Silver Corp. The discussions are reportedly in the final stages, although there is no certainty of a transaction. Barrick has also appointed Ben van Beurden, former CEO of Shell, as the Lead Independent Director of the Board, succeeding Brett Harvey. Meanwhile, Barrick CEO Mark Bristow commented that potential U.S. tariffs on gold bars would have minimal impact on mining companies, as they are "price takers." The World Gold Council is still awaiting clarity from the United States on these possible tariffs.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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