# AngloGold Ashanti plc (AU)

> Source: Nexqual · https://nexqual.com/AU · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, AngloGold Ashanti plc (AU), nexqual.com/AU" · informational, not investment advice.

**Price:** USD 85.19 (-6.89% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 91.49 · day 84.69–88.22 · 52w 62.55–129.14 · market cap $43.1B · NYQ

## Key facts
- 3 of 80 tracked superinvestors hold AU (13F, Q2 2026): 0 new, 0 added, 2 reduced, 1 unchanged.
- Analysts: Buy (mean 1.88 on a 1–5 scale) (8 analysts), mean target USD 116.06 (range 76–139).
- Total return with dividends: 1Y +29.9% vs S&P 500 +14.9%; 5Y +404.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.87, revenue estimate $2.92B.

## Superinvestors (SEC 13F-HR, Q2 2026)
3 of 80 tracked investors hold AU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Howard Marks | Oaktree Capital | 6.81% | $257M | Reduced -1.4% |
| Sarah Ketterer | Causeway Capital Management | 0.60% | $55.7M | Reduced -23.4% |
| First Eagle Investment | First Eagle Investment Management | 0.20% | $121M | Unchanged |

## Analysts
Consensus Buy (mean 1.88 on a 1–5 scale), 8 analysts; mean target USD 116.06 (low 76, high 139).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Freedom Broker | Target raised | Buy | $107 → $111.5 |
| 2026-10-15 | Goldman Sachs | Initiated | Buy | $104 |
| 2026-09-16 | RBC Capital | Target raised | Outperform | $111 → $119 |
| 2026-09-15 | JP Morgan | Target raised | Overweight | $134 → $140 |
| 2026-09-10 | BMO Capital | Downgrade | Outperform → Market Perform | $115 |
| 2026-07-16 | JP Morgan | Target lowered | Overweight | $155 → $134 |
| 2026-07-15 | Citigroup | Target lowered | Buy | $130 → $125 |
| 2026-07-14 | Scotiabank | Target lowered | Sector Outperform | $134 → $128 |
| 2026-07-09 | RBC Capital | Target lowered | Outperform | $114 → $111 |
| 2026-06-26 | Freedom Broker | Initiated | Buy | $114 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +29.9% | +404.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +30.0% | +38.1% |
| Volatility (annualized) | 60.0% | 53.1% |
| Max drawdown | -39.9% (Mar 2026→Jul 2026) | -51.4% (Mar 2022→Sep 2022) |

## Peers (Gold)
FNV (Franco-Nevada Corporation) USD 231.94 -4.74% · WPM (Wheaton Precious Metals Corp) USD 123.53 -6.54% · GFI (Gold Fields Limited) USD 35.14 -4.51% · B (Barrick Mining Corporation) USD 38.65 -5.18% · KGC (Kinross Gold Corporation) USD 22.68 -4.79% · AEM (Agnico Eagle Mines Limited) USD 176.15 -5.98%

## More
Full page: https://nexqual.com/AU · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.87 | $2.31 | -19.0% | $2.92B | 3 |
| Next quarter (ends 2026-12-31) | $1.99 | $2.53 | -21.3% | $3.07B | 3 |
| Current fiscal year (ends 2026-12-31) | $8.41 | $8.94 | -6.0% | $12.31B | 6 |
| Next fiscal year (ends 2027-12-31) | $9.27 | $10.01 | -7.4% | $13.20B | 6 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-05): ±11.5%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 50.8% | ±11.5% |
| 2026-12-18 | 56 | 46.2% | ±14.5% |
| 2027-01-15 | 84 | 42.1% | ±16.9% |
| 2027-03-19 | 147 | 44.5% | ±22.4% |
| 2027-04-16 | 175 | 44.6% | ±24.4% |
| 2027-05-21 | 210 | 46.0% | ±27.5% |
| 2027-06-17 | 237 | 46.7% | ±29.6% |
| 2027-08-20 | 301 | 47.9% | ±34.1% |