NYSE:BHP

BHP Billiton (BHP)

80.64
-0.07 (0.09%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 18, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

BHP Billiton is recognized as one of the world's largest and most diversified mining companies, specializing in iron ore and copper. Experts see it as a cash-generating entity that excels in resilience and offers significant inflation protection. The company's substantial revenue structure, primarily from iron ore and increasingly from copper, positions it well for future growth, particularly with rising global demand for copper projected to surge by 70% by 2050. Analysts generally express a positive outlook, highlighting technical strength and favorable market conditions in China, while dividend yields of approximately 3%-4% add to its appeal as a long-term investment. Despite some short-term volatility in commodities demand, many experts consider BHP to be a reliable asset with characteristics of a best-of-breed performer in the mining sector.

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Consensus
Buy
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Valuation
Fair Value
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Similar
RIO,NYSE
TOP PICK

Massive scale allows for very good asset acquisition. Attractive stock price right now. Very strong dividend. Commodity cycle presenting a good opportunity (trading at lows). Best time to buy is when nobody "likes" mining stocks. Sell this company once cycle turns around. 

BUY ON WEAKNESS

Focused on large deposits. Best company in sector. Global brand. Predictable moves in market. Will benefit from China stimulus. If US dollar falls, commodities will rise (good for business). Excellent commodity mix. Would recommend buying on weakness/selling on strength. 

Unspecified

It has been oscillating up and down with big swings. The sector is interesting and is good to look at if rates go higher. A deflationary theme will cause it to reprice.

WAIT

There is lots of trading going on around $50 to $60 and it is a lot less volatile. It is beginning to break out but wait to buy. Use the 50 day moving average.

PAST TOP PICK
(A Top Pick Jul 20/22, Up 23%)

With commodities, trim at the top, buy more at the bottom.

DON'T BUY

Likes the materials space, an early-cycle winner. Stock's been sideways, moving between $50-70. FCX screens better. Though the FCX chart appears similar, some of the metrics look better.

BUY

An Australian copper and coal miner that is very tied to China. Pays a 9.6% dividend.

WAIT
Alcoa just reported a bad number tonight and BHP will be hurt by association. Wait till that blows over.
BUY
Poised to test recent highs and is pushing higher. If it can get above the resistance levels, it can break out to new highs.
WAIT
BHP vs. RIO Both really well run and focused. Trimming portfolios and becoming more efficient. Leans toward BHP, but RIO is good as well. Cautious on the space right now, potential for a recession, and we don't know how deep. Both would get hit in a recession. Steer clear right now, look for something more defensive.
BUY ON WEAKNESS
Yield about 12%, super attractive. Company sees demand falling, as developed markets go through weakness. Dividend will get cut. Don't buy for the dividend. China is a stabilizing force. Not expensive right now. Long term, outlook is super-positive, a winner. Nibble on weakness for a 3-year hold.
PAST TOP PICK
(A Top Pick Sep 16/21, Up 18%) China's not really fully back online, plus issues around Europe. Will probably go higher. Low balance sheet. Potash in Saskatchewan will add growth. Commodity companies benefit from inflation. Extra cash could be used for acquisitions in existing segments.
DON'T BUY
Diversified miner. Avoid any deep cyclical. Fed tightening is positive for the USD, which doesn't bode well for commodity producers. Look at it if shares sell off and your time horizon is 5+ years. For a 6-12 month timeline, this one doesn't work.
DON'T BUY
Don't buy a mineral and mining company heading into a recession. It looks cheap, but don't.
TOP PICK
Benefits from rising inflation. Best of breed miner. Exposure to potash and China coming back online. Inexpensive at these levels. Technical resistance around $48. Yield is 11.93%. (Analysts’ price target is $65.18)
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