Clayton Partners LLC Reduces Stock Holdings in Barrick Mining Corporation $B

Clayton Partners LLC trimmed its holdings in shares of Barrick Mining Corporation (NYSE:B) (TSE:ABX) by 48.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,256 shares of the gold and copper producer’s stock after selling 127,999 shares during the quarter. Barrick Mining accounts for about 3.4% of Clayton Partners LLC’s holdings, making the stock its 9th largest position. Clayton Partners LLC’s holdings in Barrick Mining were worth $4,498,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Semanteon Capital Management LP bought a new position in Barrick Mining during the third quarter valued at about $564,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new position in Barrick Mining in the third quarter valued at approximately $213,000. Frisch Financial Group Inc. grew its holdings in Barrick Mining by 7.8% during the third quarter. Frisch Financial Group Inc. now owns 22,162 shares of the gold and copper producer’s stock valued at $726,000 after purchasing an additional 1,600 shares during the period. Factory Mutual Insurance Co. bought a new stake in shares of Barrick Mining in the third quarter valued at $1,696,000. Finally, Beverly Hills Private Wealth LLC bought a new position in shares of Barrick Mining during the 3rd quarter worth $354,000. Institutional investors own 90.82% of the company’s stock.

Barrick Mining News Summary

Here are the key news stories impacting Barrick Mining this week:

• Positive Sentiment: Major investor support — a large institutional investor publicly backed Barrick, which can help sentiment and provide buying support amid geopolitical scrutiny. Major Investor Backs Barrick Gold
• Positive Sentiment: Mali settlement and Loulo extension — Barrick’s resolution of a Mali dispute and an extension at the Loulo-Gounkoto complex removes a key overhang on West African operations and clarifies near‑term production prospects. That should support medium-term cash flow visibility. What Barrick Mining’s Mali Dispute Settlement Means
• Neutral Sentiment: Peer comparison — recent write-ups comparing Barrick (B) to Kinross (KGC) highlight both firms’ strong projects and rising cash flows; these analyses provide context but don’t change fundamentals on their own. B vs. KGC: Which Gold Mining Stock Is the Better Pick Now?
• Neutral Sentiment: Post-earnings positioning and volatility — market commentary suggests the stock’s pullback is partly profit-taking after a run-up and sensitivity to choppy precious‑metals prices; Barrick’s announced plans (including preparing an IPO of its North American gold assets) add short‑term structural uncertainty. Barrick slides as precious-metals volatility weighs
• Negative Sentiment: Newmont default notice — Newmont has filed a notice of default alleging mismanagement at Nevada Gold Mines, giving Barrick 30 days to remedy under their 2019 JV agreement. That raises governance, legal and operational risk for Barrick’s largest asset and is a material near‑term overhang. Newmont Sends Notice of Default to Barrick
• Negative Sentiment: Rising unit costs — analyst coverage and articles flag higher unit costs that could erode Barrick’s recent profit momentum despite stronger gold prices; this pressure on margins is weighing on near‑term earnings outlooks. Will Barrick Mining’s Higher Costs Dent Its Profit Momentum Ahead?
• Negative Sentiment: Analyst caution — at least one broker has issued a pessimistic forecast for Barrick’s stock, adding downward pressure on sentiment and potentially limiting near‑term upside until clarity on costs, the Nevada dispute and the North American IPO plan arrives. Canaccord Genuity Issues Pessimistic Forecast

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. TD Cowen reiterated a “buy” rating on shares of Barrick Mining in a research note on Wednesday, November 26th. BNP Paribas Exane raised Barrick Mining to a “neutral” rating and set a $50.00 price objective on the stock in a report on Friday, December 5th. Royal Bank Of Canada raised their price target on shares of Barrick Mining from $38.00 to $40.00 and gave the company an “outperform” rating in a report on Monday, October 27th. Raymond James Financial raised their price objective on shares of Barrick Mining from $40.00 to $42.00 and gave the company an “outperform” rating in a research report on Tuesday, November 25th. Finally, Canaccord Genuity Group decreased their price objective on Barrick Mining to $77.00 and set a “buy” rating on the stock in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $55.25.

Barrick Mining Stock Performance

Shares of NYSE B opened at $47.95 on Friday. Barrick Mining Corporation has a 12-month low of $17.00 and a 12-month high of $54.69. The firm has a market capitalization of $80.33 billion, a price-to-earnings ratio of 16.36, a price-to-earnings-growth ratio of 0.39 and a beta of 0.40. The company has a current ratio of 2.92, a quick ratio of 2.33 and a debt-to-equity ratio of 0.13. The firm has a 50 day moving average of $47.11 and a 200 day moving average of $37.63.

Barrick Mining (NYSE:B) (TSE:ABX) last issued its quarterly earnings results on Thursday, February 5th. The gold and copper producer reported $1.04 earnings per share for the quarter, topping the consensus estimate of $0.85 by $0.19. The business had revenue of $5.98 billion for the quarter, compared to analysts’ expectations of $5.15 billion. Barrick Mining had a net margin of 29.45% and a return on equity of 12.10%. The business’s quarterly revenue was up 44.6% compared to the same quarter last year. On average, research analysts anticipate that Barrick Mining Corporation will post 1.47 earnings per share for the current year.

Barrick Mining Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be given a $0.42 dividend. The ex-dividend date is Friday, February 27th. This is a positive change from Barrick Mining’s previous quarterly dividend of $0.18. This represents a $1.68 dividend on an annualized basis and a yield of 3.5%. Barrick Mining’s dividend payout ratio (DPR) is currently 23.89%.

Barrick Mining Company Profile

Barrick Gold Corporation, commonly known as Barrick, is a Toronto‑headquartered mining company focused on the exploration, development, production and sale of gold and copper. Listed on major exchanges (including the New York Stock Exchange under the symbol B), Barrick operates as an integrated minerals producer, running large‑scale mining complexes, processing facilities and related support services for extraction and metallurgical treatment of ore.

The company’s activities span the full mining value chain: greenfield exploration, feasibility and permitting, mine construction, ongoing operations, and closure and reclamation.