Barrow Hanley Mewhinney & Strauss LLC Decreases Stock Holdings in Newmont Corporation $NEM

Barrow Hanley Mewhinney & Strauss LLC lessened its stake in Newmont Corporation (NYSE:NEM) by 46.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,383,980 shares of the basic materials company’s stock after selling 2,029,177 shares during the period. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.22% of Newmont worth $200,993,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in Newmont by 15.7% during the fourth quarter. Brighton Jones LLC now owns 13,606 shares of the basic materials company’s stock valued at $506,000 after buying an additional 1,847 shares during the period. Woodline Partners LP raised its position in Newmont by 40.7% in the first quarter. Woodline Partners LP now owns 96,182 shares of the basic materials company’s stock worth $4,644,000 after acquiring an additional 27,813 shares during the period. Sivia Capital Partners LLC bought a new position in Newmont in the second quarter worth approximately $240,000. Atlantic Union Bankshares Corp purchased a new position in shares of Newmont during the 2nd quarter worth $47,000. Finally, Savant Capital LLC grew its position in shares of Newmont by 61.0% during the 2nd quarter. Savant Capital LLC now owns 29,916 shares of the basic materials company’s stock valued at $1,743,000 after acquiring an additional 11,337 shares during the period. 68.85% of the stock is currently owned by hedge funds and other institutional investors.

Newmont News Roundup

Here are the key news stories impacting Newmont this week:

• Positive Sentiment: JPMorgan initiated coverage with an Overweight rating and a A$226 price target, forecasting strong production growth (roughly 5.3M oz in FY2026 and ~6M oz later), which supports longer-term cash flow and valuation upside. JPMorgan Predicts Strong Production Growth for Newmont Corporation (NEM) Through 2029
• Positive Sentiment: Citi raised its price target to $150 (from $118) and reiterated a Buy, signaling rising analyst confidence after recent beats and stronger gold prices. Citi Lifts PT on Newmont Corporation (NEM) to $150 from $118 – Here’s Why
• Positive Sentiment: BofA also increased its price target (to $151) and reiterated a Buy; several outlets note multiple top analysts lifting targets, which has driven recent buying momentum. Why Newmont Corporation (NEM) Is Gaining Analyst Attention
• Positive Sentiment: Coverage roundup and price-target increases have prompted commentary that Newmont’s valuation and recent earnings strength make it a leading S&P 500 performer over the past two years. Newmont (NEM) Stock Surges After Major Price Target Increases from Top Analysts
• Neutral Sentiment: Zacks and other research outlets continue to highlight Newmont as a top long-term growth/minerals stock based on style scores and bullish earnings estimates, which supports investor interest but is not new fundamental news. Why Newmont Corporation (NEM) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Zacks Research/coverage notes bullish Q1 estimates, reinforcing the earnings narrative but offering limited immediate directional impact relative to fresh analyst upgrades. Zacks Research Has Bullish Estimate for Newmont Q1 Earnings
• Negative Sentiment: Short interest rose ~19.7% in February to ~22.4M shares (~2.1% of shares sold short), raising downside pressure and suggesting a small but growing group betting against the stock (short ratio ~2.4 days).
• Negative Sentiment: MarketBeat/Fool coverage flagged two macroeconomic factors driving a recent intraday sell-off — reminders that sentiment and macro moves (rates, dollar, risk appetite) can quickly offset fundamental gains. Why Newmont Corporation Stock Dropped Today

Wall Street Analyst Weigh In

NEM has been the subject of a number of analyst reports. Bank of America upped their price target on Newmont from $134.00 to $151.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Macquarie Infrastructure lifted their price objective on Newmont from $115.00 to $126.00 and gave the company an “outperform” rating in a research report on Friday, February 6th. Canaccord Genuity Group boosted their price objective on Newmont from $115.00 to $140.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. National Bank Financial increased their target price on shares of Newmont from $120.00 to $140.00 and gave the stock an “outperform” rating in a report on Wednesday, February 4th. Finally, Wall Street Zen raised shares of Newmont from a “hold” rating to a “buy” rating in a report on Sunday. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $134.15.

Newmont Stock Performance

Shares of NYSE:NEM opened at $118.83 on Wednesday. The company has a market capitalization of $129.27 billion, a price-to-earnings ratio of 18.60, a price-to-earnings-growth ratio of 0.91 and a beta of 0.39. Newmont Corporation has a 52 week low of $42.66 and a 52 week high of $134.88. The company has a quick ratio of 2.02, a current ratio of 2.29 and a debt-to-equity ratio of 0.16. The firm has a 50 day moving average of $117.94 and a 200 day moving average of $97.81.

Newmont (NYSE:NEM) last issued its quarterly earnings data on Thursday, February 19th. The basic materials company reported $2.52 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.71. Newmont had a return on equity of 23.28% and a net margin of 31.25%.The company had revenue of $6.82 billion for the quarter, compared to the consensus estimate of $6.18 billion. During the same quarter last year, the company earned $1.40 earnings per share. The firm’s revenue for the quarter was up 20.6% compared to the same quarter last year. On average, sell-side analysts predict that Newmont Corporation will post 3.45 earnings per share for the current fiscal year.

Newmont Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Tuesday, March 3rd will be paid a dividend of $0.26 per share. The ex-dividend date is Tuesday, March 3rd. This is an increase from Newmont’s previous quarterly dividend of $0.25. This represents a $1.04 annualized dividend and a dividend yield of 0.9%. Newmont’s payout ratio is presently 16.28%.

About Newmont

Newmont Corporation (NYSE: NEM) is a leading global gold mining company engaged in the exploration, development, processing and reclamation of gold properties. The company’s core business centers on the production of gold, with additional byproduct metals produced from its operations. Newmont operates a portfolio of long‑lived mines and development projects, and its activities span the full mine life cycle from early-stage exploration through to mining, milling and closure.

Founded in 1921 and headquartered in Greenwood Village, Colorado, Newmont has grown through organic development and strategic acquisitions.