Despite trading approximately 20% below its January peak, Newmont Mining is proceeding with a slightly increased quarterly dividend. Shareholders are set to receive $0.26 per share on March 26, a distribution that underscores the company’s financial resilience even as its stock price faces pressure.
Quarterly Results Defy Broader Sector Weakness
Recent declines in Newmont’s share price appear disconnected from its underlying financial performance. The broader mining sector has faced headwinds, with major producers losing roughly 30% of their value since weekly gold price declines began following military actions by US and Israeli forces against Iran. Newmont experienced a particularly sharp single-day drop of nearly 8%, erasing about $11 billion in market capitalization.
The company’s fourth-quarter 2025 results, however, painted a robust picture. Earnings per share came in at $2.52, significantly surpassing the $1.81 consensus estimate. Revenue reached $6.82 billion, exceeding forecasts by approximately $640 million and marking a year-over-year increase of over 20%. Furthermore, the company reported an EBITDA of $13.12 billion, achieving a margin close to 60%. This substantial financial foundation provides the capacity to fund the dividend, support a share buyback program of up to $3 billion, and generate additional capital returns from ongoing operations.
Should investors sell immediately? Or is it worth buying Newmont Mining?
Leadership Transition and Upcoming Report
Market attention now turns to April 23, when Newmont will release its first-quarter 2026 earnings. This report will be the first comprehensive quarterly statement under the leadership of CEO Natascha Viljoen, who assumed the role on January 1, 2026, becoming the first woman to lead the company. Analyst consensus currently projects earnings of $2.39 per share for the quarter.
Key focuses for investors will be whether the company maintains its 2026 production guidance of approximately 5.3 million ounces and how the softer gold price environment is impacting operational margins. While the dividend appears secure for now, the central question remains whether the stock’s valuation will realign with these strong fundamentals in the near term.
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