US · Basic Materials · Other Industrial Metals & Mining
Analysts rate Rio Tinto ADR a buy (4 buy, 3 hold, 1 sell out of 8) with an average price target of $104.09.
CONFIDENT Rio delivered 28% EBITDA growth to $14.8B and 75% free cash flow rise. Productivity program hit $870M, targeting $1.8B run-rate by year-end. Copper, aluminum, lithium now 60% of EBITDA. Balance sheet strong; 43% higher interim dividend paid. H1 2026 Mongolia tax arbitration process advancing; Simon Trott emphasizes continued government engagement. No forward resolution timeline stated. Analysts pressed on productivity breakdown (Simon deferred to Peter's cost/volume split), aluminum strategy amid streamlining (Simon defended Tier 1 asset case), Kennecott and Resolution derisk (Simon highlighted optionality, geotech, smelter assessment), and Mongolia tax dispute (Peter cited arbitration, Simon emphasized engagement). Management deflected multi-year productivity acceleration claims, emphasizing culture embedding and business-driven bottom-up nature rather than centralized targets…
Full summary in the app.
| Fund | Stake |
|---|---|
| Fisher Asset Management, LLC | 1.27% |
| State Farm Mutual Automobile Ins Co | 0.67% |
| The Goldman Sachs Group Inc | 0.54% |
| Morgan Stanley - Brokerage Accounts | 0.30% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% |
| Arrowstreet Capital Limited Partnership | 0.23% |
| Bank of America Corp | 0.22% |
| Neuberger Berman Group LLC | 0.15% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $2.11 / share ex-date Aug 14, 2026 · pay Sep 24, 2026 | 2026-08-14 |
| Dividend | $2.54 / share ex-date Mar 6, 2026 · pay Apr 16, 2026 | 2026-03-06 |
| Dividend | $1.48 / share ex-date Aug 15, 2025 · pay Sep 25, 2025 | 2025-08-15 |
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Google PlayApp StoreData updated 2026-09-18.