NYSE:RIO

Rio Tinto (RIO)

101.86
-0.64 (0.62%)
as of Sep 1, 2026, 8:00:00 pm Market Open.
158 watching
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Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Rio Tinto (RIO-N) has had a positive trajectory in recent reviews, with several analysts expressing bullish sentiment about the company's prospects, especially in light of China's booming export economy. The stock is noted for its significant dividend yield of around 4.5% to 5.53%, which is attractive for income-focused investors. However, some experts recommend caution, suggesting that with Rio Tinto comprising a larger portion of investors' portfolios, it may be wise to take profits at current valuation levels. Additionally, the cyclical nature of the commodities market implies that while short-term gains may be realized, long-term investment requires careful consideration. Overall, the company stands out for its diversified mineral portfolio and potential growth driven by advancements in AI and electrification, although near-term corrections to $70-75 are anticipated by some analysts.

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Consensus
Positive
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Valuation
Fair Value
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

Offering diversification globally into materials such as iron ore, aluminum, copper and lithium, we reiterate RIO as a TOP PICK. Analysts expect their copper production will grow over 30% over the next 3 years.  It trades at 10x earnings, under 2x book and supports a ROE of 20%.  The robust dividend is backed by a payout ratio under 60% of cash flow.  We continue to recommend a stop at $58, looking to achieve $81 — upside over 25%.  Yield 5.9%

(Analysts’ price target is $81.13)
BUY

If you believe that the iron price doesn't fall further, then a pretty decent buy here. For those who believe in his natural resource thesis over 5 years, you have to own it. Need to pay attention to the global economy, but especially the Chinese economy. 

He's less concerned about 20% fluctuations in the stock price over time, and more concerned about long-term value and the sustainability of the dividend.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

A safer bet in minerals is RIO, which trades at 11.37x earnings. It mines not only copper, but also aluminum, diamonds, gold and particularly iron ore. Also attractive is its solid 6.59% dividend yield, far higher than Teck's 0.84%, for example. Rio is a favourite of Stockchaser Michael O'Reilly who likes the company's growing cash reserves, declining debt and 20% return on equity.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

As a leader of metal resources production, we reiterate RIO as a TOP PICK.  Management is optimistic that a commitment to aluminum smelter development in Australia is supportive for the company's plans.  We like that cash reserves are growing, while debt is retired.  It trades at 9x earnings, under 2x book and supports a 20% ROE.  The robust dividend is backed by a payout ratio of 70% of cash flow.  We recommend trailing up the stop (from $49) to $58 at this time, looking to achieve $82 -- upside potential of 32%.  Yield 6.2%  

(Analysts’ price target is $81.93)
BUY ON WEAKNESS

It's a play on the Chinese economy, which is not doing well.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

The company is engaged in new iron ore, copper, and lithium projects worldwide -- looking to increase capital spending 33% to $9.5 billion.  It trades at 9x earnings, 1.7x book and supports a 19% ROE.  It pays a solid dividend, backed by a payout ratio under 67% of cash flow.  We recommend setting a stop-loss at $49, looking to achieve $82 -- upside potential of 38%.  Yield 7.3%  

(Analysts’ price target is $82.20)
COMMENT

Highly volatile in the past 3 years and has been sideways, long term. She sees 25% upside and the street ranks this a buy. Energy could do well, depending on the US election.

STRONG BUY

Is struggling given perceived weakness of China's economy. He's owned this a long time and won't sell it. RIO generates a lot of free cash, has a reasonable development pipeline, a great iron business and a good copper business. But traders may see near-term weakness given China's outlook.

BUY

Low-cost leader in the iron ore space, with copper assets and a nice distribution. 


BUY
Upgraded today

It's trading as if iron ore were at $60, so the stock is overly discounted. Pays a huge 7.2% dividend, which pays you a lot alone. Upside is ahead.

BUY

Mainly iron ore, but also copper. Good assets in a lower cost jurisdiction. World-class. Variable dividend based on earnings. Tons of free cashflow. Looking to expand copper, a big growth driver for the next decade. Still cheap. Lots of years left for good returns in the sector.

BUY

A UK company, leveraged to the China reopening and shares are cheap.

PAST TOP PICK
(A Top Pick Feb 09/22, Down 2%)

It has pulled back recently so you could buy it here. He likes the dividend and its participation in commodity prices. We are in a commodity cycle.

BUY
Followed the trend of buying back shares, increasing dividend, divesting non-core assets. These companies are in much better shape financially than ever before. Capex discipline. Will benefit from China coming back online. Cheap multiple.
BUY
Remains in an uptrend, testing the downtrend. If it can break out above that, you've really got blue skies. Looks like it's trying to start another commodity super-cycle.
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