TSE:K

Kinross Gold (K.TO)

32.99
-2.21 (6.28%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
174 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Kinross Gold (K-T) has seen a significant uptick in its stock performance, with a 139% increase year-to-date, supported by strong Q2 2025 earnings that exceeded expectations. There’s a cautious optimism among analysts regarding the geopolitical environment which is believed to be conducive for the resource sector. Despite facing high geopolitical risks, particularly from their past Russian ventures, the company has shifted focus to North and South America, which constitutes about 80% of its operations. The firm has demonstrated consistent operational performance and debt reduction, achieving a free cash flow yield of over 10%. Analysts view Kinross's established assets, particularly in Canada, alongside its competitive positioning in the gold market, as promising for future growth, although some express concerns regarding potential geopolitical risks limiting upside, and the stock's recent substantial movement may indicate it's a suitable time to realize profits.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Agnico-Eagle, AEM
PAST TOP PICK
(A Top Pick Aug 10/09. Down 21.63%.) Decided to continue to hold because when their new Red Back (RBI-T) connection, which could possibly give them a lot of growth between now and 2015
DON'T BUY
Has been expanding well and capitalizing on its sale of Harry Winston. He doesn’t know anything bad about it. A low cost producer.
DON'T BUY
Started to break out in late 2009 but something happened at the street didn't like. Has been dropping since then.
COMMENT
This stock has been out of favour because the market thinks they are going to overpay making an expensive acquisition. Would prefer staying with the mid-caps. (See Top Picks.)
PARTIAL BUY
Although gold commodity is going up, this stock is dropping. There is no correlation between the company's earnings and gold prices. His model price is $16.56 so now is the time to start nibbling.
DON'T BUY
Just reduced his gold holdings by selling this stock as it was lagging compared to the rest of them. If gold goes up and makes new highs, which it could do this summer he would prefer others.
COMMENT
Believes gold has a lot higher to go. It's a matter of timing. Gold stocks have not followed bullion because the costs have been rising. Feels this is getting behind them now.
DON'T BUY
Prefers Goldcorp (G-T) or Agnico-Eagle (AEM-T) as its cash cost production is too high at around $480 and the growth profile is relatively flat.
PAST TOP PICK
(A Top Pick Feb 12/09. Down 25.73%.) Sold his holdings because of better opportunities elsewhere.
PAST TOP PICK
(A Top Pick Jan 26/09. Down 16.81%.)
DON'T BUY
Not his favourite gold stock. Partly because they are not growing their production and partly because of their Russian exposure.
DON'T BUY
If gold gets up to $1500 or $2000, he could see this one hitting its highs $36-$40. However if gold gets to $1350 a market wouldn't be excited about this stock.
PAST TOP PICK
(A Top Pick Jan 19/09. Down 5%.) Had some operating problems that knocked the stock back. Nothing fundamentally wrong and they have great reserves.
PAST TOP PICK
(A Top Pick Dec 23/08. Up 5.9 %.) Didn't keep pace with bullion because of operational problems in Brazil and will take several quarters to fix. Still a buy.
COMMENT
As gold prices rise, gold stocks should too but last quarter they had some operating issues, creating a pullback. Solid producer and relatively low cost and will probably work through its problems. Every portfolio should have some gold exposure.
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