Rio Tinto downgraded to “hold” by Deutsche Bank after iron ore-led rebound

Published 31/07/2025, 13:18
© Reuters

Investing.com -- Deutsche Bank (ETR:DBKGn) has downgraded Rio Tinto (NYSE:RIO) to “hold” from “buy” following the miner’s first-half results and a recent rebound in its share price driven by iron ore. The price target was lowered to 5,100p from 5,300p. 

Shares of the British-Australian mining company were down 3.6% at 08:16 ET (12:16 GMT).                                      

Analyst Liam Fitzpatrick said Rio is delivering consistently, but the upside appears limited after the recent rally. The bank expects the incoming CEO, Simon Trott, to initially focus on simplification, cost cuts and possibly small-scale asset sales.

“While RIO remains our preferred iron ore major, we see downside risks to iron ore in the months ahead,” Fitzpatrick said in a note on Wednesday.

Deutsche Bank described the company’s valuation multiples as undemanding but not compelling, citing more elevated investment levels. The stock trades at around 5x EV/EBITDA on 2026 spot estimates, with free cash flow yields in the 6–7% range.

Minor earnings downgrades were also made following the half-year update.

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