BHP (ADR) (BHP)
Runs large iron ore, copper and steelmaking coal operations while developing potash.
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Produces iron ore, copper and steelmaking coal across Australia and the Americas, while developing potash and additional copper projects. A simplified, single-parent portfolio relies on large mining systems, commodity markets, project delivery, and sustained safety, water, heritage and community controls.
Produces iron ore, copper and steelmaking coal from large, long-lived mining systems, while building Jansen potash and expanding its copper pipeline. Operations span Australia and the Americas, with Western Australian iron ore and Chilean and South Australian copper at the center of the portfolio.
Execution depends on high-volume mining, mineral processing, rail and port infrastructure, and disciplined development of copper and potash projects. The portfolio has narrowed since the South32 demerger and petroleum separation.
Cash generation remains exposed to commodity prices and operating volumes. Tailings safety, water use, cultural-heritage agreements and relationships with regulators, communities and Traditional Owners are continuing operating dependencies; the Samarco reparations record remains active.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 27, 2026 | Argus Research | Target | Target: $60 | Target: $95 |
| Mar 9, 2026 | Bernstein | Reiterate | Rating: —Target: — | Target: $48 |
| Dec 30, 2025 | Argus Research | Upgrade | ||
| Aug 20, 2025 | Citigroup | Downgrade | ||
| Jul 24, 2025 | Berenberg | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $18.60B · Total debt $27.12B · Total assets $121.39B · Shareholders' equity $50.92B
- Revenue
- $30.96B
- Operating income
- $11.08B
- Net income
- $4.21B
HistoryDividendAnnual yield
| Institutions | 4.59% | 116.68M ADS | |
|---|---|---|---|
| 866 holders · as of Jun 30, 2026 | |||
| Insiders | 0.02% | 624.1K ADS | |
| 12 holders · as of Aug 25, 2026 | |||
| Other | 95.39% | 2.42B ADS | |
| remainder | |||
2.54B ADS (1 ADS = 2 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
The Vanguard GroupInstitution | 5.03% | 127.75M | filed Feb 9, 2023 |
Fisher Asset Management, LLCInstitution | 0.96% | 24.34M ADS | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 0.41% | 10.44M ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 0.41% | 10.44M ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 0.26% | 6.73M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Emma Kate Stone | officer: Group Financial Controller | −6,774 | $46.57 |
- Rio Tinto (ADR)
Broadest overlap across large-scale iron ore and copper
- Vale (ADR)
Major seaborne iron ore rival with a growing copper business
- Freeport-McMoRan
Copper-focused scale competitor across the Americas and Indonesia
- Southern Copper
Integrated copper producer competing in concentrate and refined metal
- Nutrien
Established Saskatchewan potash incumbent ahead of Jansen ramp-up
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BHP (ADR) | $86.79 | +0.81% | $218.70B | 22.2 | — | 3.7 | +19.9% |
| Rio Tinto (ADR) | $96.79 | −0.26% | $157.69B | 13.2 | — | 2.6 | +57.4% |
| Vale (ADR) | $13.99 | −1.17% | $60.34B | 29.5 | 7.7 | 1.5 | +19.2% |
| Freeport-McMoRan | $73.22 | +1.47% | $103.69B | 35.4 | 20.5 | 4.0 | −7.3% |
| Southern Copper | $200.92 | +1.44% | $165.25B | 29.0 | 27.8 | 10.5 | +40.6% |
| Nutrien | $74.50 | −0.05% | $35.78B | 15.1 | 14.2 | 1.3 | +0.3% |
| Median | 29.0 | 17.3 | 2.6 | +19.2% |