US · Basic Materials · Other Industrial Metals & Mining
Analysts rate Rio Tinto ADR a buy (5 buy, 4 hold, 1 sell out of 10) with an average price target of $103.04.
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 | 0.58% |
| Morgan Stanley - Brokerage Accounts | 0.30% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.25% |
| Bank of America Corp | 0.21% |
| Qube Research & Technologies | 0.17% |
| JPMorgan Chase & Co | 0.16% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • Q3 2026 copper production was 205 kt, flat year-on-year; 9-month production was 646 kt, up 1%. • Oyu Tolgoi copper production inc | 2026-10-14 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • JPMorgan Chase & Co. and its affiliates became a substantial holder of Rio Tinto Ltd on 11 September 2026. • The group reported a | 2026-10-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • As of 31 July 2026, Rio Tinto plc had 1,256,050,704 issued ordinary shares of 10p each. • Each ordinary share carries one vote. | 2026-09-01 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • JPMorgan Chase & Co. and its affiliates became a substantial holder in Rio Tinto Ltd on 01/July/2026. • The group reported a rele | 2026-08-03 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • H1 2026 underlying EBITDA rose 28% to $14.8 billion, while free cash flow increased 75% to $3.8 billion. • Underlying earnings in | 2026-07-29 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Copper-equivalent production increased 3% year over year in H1 2026. • H1 2026 production: copper 442kt, up 1%; Pilbara iron ore | 2026-07-15 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • 2025 consolidated sales revenue was $57.6bn, up from $53.7bn in 2024. • Underlying EBITDA was $25.4bn, up from $23.3bn. • Profit | 2026-02-19 |
| Quarterly results (6-K) · Q1 2025 HEADLINE NUMBERS • 2025 sales revenue rose 7% to $57.638 billion. • Underlying EBITDA increased 9% to $25.363 billion, helped by higher volumes and | 2026-02-19 |
Readable in the app.
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.