Benzinga · Sep 4, 2026
Albemarle’s Next CEO Inherits A $250 Million Swing Per Dollar
Albemarle names ex-BHP exec Rag Udd as CEO starting Feb 2027 to navigate shifting lithium demand and market dynamics.
NYSE · BHP
BHP Group Limited
Basic Materials · Industrial Materials
$90.42
Down-$2.29 (-2.47%)
Updated Sep 5, 2026, 2:17 AM
SID Score
8.3/10
Composite research score
Smart Money
46/100
Neutral
- Market cap
- 309.34B
- P/E ratio
- 13.58
- Dividend yield
- 2.42%
- 52-week range
- $51.83 – $98.71
- Volume
- 1.78M
- Avg. volume
- 3.22M
Price performance
BHP price history
1M range · 21 trading sessions · Daily adjusted prices
BHP closed at $90.42 after 21 trading sessions, up 0.01% for the selected period.
- Last close
- $90.42
- Period change
- +0.01%
- Period low
- $86.78
- Period high
- $98.69
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 4, 2026 | $89.48 | $91.02 | $89.32 | $90.42 | 1.78M |
| Sep 3, 2026 | $94.49 | $94.49 | $92.21 | $92.71 | 2.56M |
| Sep 2, 2026 | $92.97 | $94.33 | $92.62 | $93.43 | 2.12M |
| Sep 1, 2026 | $93.03 | $94.29 | $92.735 | $92.82 | 2.68M |
| Aug 31, 2026 | $96.07 | $96.11 | $93.82 | $93.92 | 1.96M |
| Aug 28, 2026 | $97.24 | $97.24 | $94.63 | $95.15 | 1.66M |
| Aug 27, 2026 | $95.52 | $96.82 | $95.155 | $96.37 | 2.22M |
| Aug 26, 2026 | $96.99 | $97.43 | $95.9209 | $96.33 | 2.22M |
| Aug 25, 2026 | $95.86 | $98.71 | $95.86 | $98.69 | 2.94M |
| Aug 24, 2026 | $97.31 | $97.83 | $96.60 | $97.13 | 3.97M |
| Aug 21, 2026 | $95.72 | $97.27 | $95.44 | $97.03 | 3.78M |
| Aug 20, 2026 | $91.01 | $94.1699 | $90.93 | $93.63 | 2.52M |
| Aug 19, 2026 | $92.67 | $93.83 | $91.37 | $92.29 | 4.25M |
| Aug 18, 2026 | $88.65 | $90.46 | $88.235 | $89.09 | 3.34M |
| Aug 17, 2026 | $88.17 | $88.50 | $87.48 | $88.37 | 3.36M |
| Aug 14, 2026 | $87.40 | $87.79 | $86.475 | $86.78 | 2.41M |
| Aug 13, 2026 | $88.59 | $88.92 | $87.00 | $87.23 | 3.15M |
| Aug 12, 2026 | $91.63 | $91.63 | $89.91 | $90.12 | 2.34M |
| Aug 11, 2026 | $90.89 | $91.31 | $89.745 | $90.02 | 1.87M |
| Aug 10, 2026 | $90.23 | $91.13 | $89.30 | $90.61 | 2.11M |
| Aug 7, 2026 | $89.55 | $90.60 | $89.33 | $90.41 | 2.66M |
Latest BHP news
The latest Smart Investors Daily articles mentioning BHP.
Stock researchCompany · Overview
BHP research
Overview
Company profile and research snapshot.
Company profile
BHP is a global diversified miner mainly supplying iron ore and copper. The merger of BHP Limited and Billiton PLC created the present-day BHP Group. The dual-listed structure from the 2001 BHP and Billiton merger was collapsed in 2022. Major assets include Pilbara iron ore and Escondida copper. Onshore US oil and gas assets were sold in 2018, and the remaining Petroleum assets were spun off and merged with Woodside in 2022, with BHP vesting the Woodside shares it received to BHP shareholders. It purchased copper miner Oz Minerals in fiscal 2023 and is entering the potash market through the development of its Jansen project in Canada. However, due to low nickel prices, BHP placed its nickel business on care and maintenance in 2024.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $47.80
- Implied upside
- —
- Analysts
- 5
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 14, 2026 | HSBC GLOBAL INVESTMENT RESEARCH | Hold | — |
| Jul 13, 2026 | MACQUARIE RESEARCH | Neutral | — |
| Jul 5, 2026 | JEFFERIES | Hold | — |
| May 5, 2026 | CLARKSONS SECURITIES AS | Buy | — |
| Feb 25, 2026 | MACQUARIE RESEARCH | Neutral | — |
News briefing
Generated Sep 4, 2026, 9:04 PM
Why Is BHP Down Today?
BHP Group shares declined 2.47% today amid a broader market context of copper price volatility and mixed sector dynamics. While the mining giant is aggressively positioning itself in the high-demand copper market, today's pullback suggests investors are digesting leadership changes in the broader commodities sector and reassessing near-term growth catalysts.
Bottom line: BHP's decline today appears tactical rather than fundamental, driven by short-term profit-taking despite a compelling long-term copper thesis supported by supply constraints, AI demand, and record prices. Investors should focus on BHP's strategic copper expansion initiatives and innovation efforts, while remaining cautious about commodity price volatility and macroeconomic headwinds that could pressure near-term performance.
Yahoo · Sep 4, 2026
Albemarle Names BHP Executive Ragnar Udd as Next CEO
Albemarle has selected BHP executive Ragnar Udd to lead the lithium producer from February 2027.
SeekingAlpha · Sep 4, 2026
Copper Discoveries 2026 - Expansion Over Addition As New Discoveries Lag
Copper demand is accelerating across multiple fronts, yet the pipeline of new copper deposits continues to thin. Read more here.
Yahoo · Sep 3, 2026
Coast Copper Completes Additional Copper Kettle Claim Purchase
Coast Copper Corp. ("Coast Copper" or the "Company"); (TSXV: COCO) is pleased to announce that it has completed the purchase of a mineral tenure adjacent to its 100% owned Copper Kettle property ("Copper Kettle") (Figure 1). Three vertical diamond drillholes totalling 458.7 metres were drilled by BHP in 1979 and 1989 on the purchased mineral tenure. This information is being integrated into Coast Copper's ongoing evaluation of the exploration opportunity at Copper Kettle. For more details of the
AI research layers
Interpretive context generated from the platform’s current data sources.
BHP Group Limited Stock Performance
BHP Group Limited shares are trading at $92.71, reflecting strong momentum across multiple timeframes. Per SID market data, the stock has gained 6.83% over the past month, 2.84% over three months, and an impressive 67.83% over the trailing twelve months. BHP currently trades well above both its 50-day moving average of $86.69 and its 200-day moving average of $76.15, signaling sustained bullish technical positioning. The 14-day relative strength index sits at 66.4, approaching but not yet reaching overbought territory above 70. According to Massive/Polygon data, average daily trading volume stands at approximately 3.22 million shares, supporting adequate liquidity for institutional participation. The stock carries a beta of 0.677, indicating materially lower volatility relative to the broader market, which is notable for a Basic Materials sector name typically subject to commodity price swings. BHP's market capitalization stands at approximately $309.3 billion.
BHP Group Limited Valuation Analysis
BHP Group Limited presents a valuation profile that balances earnings growth expectations with shareholder returns. According to SID market data, the stock trades at a price-to-earnings ratio of 13.58, which remains modest relative to global large-cap equities and reflects the cyclical nature of the Basic Materials sector. The PEG ratio of 0.31 suggests the stock is attractively priced relative to its anticipated earnings growth trajectory, per SEC filings and consensus estimates. BHP's price-to-book ratio stands at 3.34, indicating a moderate premium over net asset value. The company offers a dividend yield of approximately 3.74%, providing meaningful income to shareholders. This yield, combined with the low PEG ratio, positions BHP as a potential value-and-income holding within diversified portfolios. The $309.3 billion market capitalization underscores BHP's status as one of the largest mining and resources companies globally, offering scale advantages across its commodity portfolio.
Smart Money Activity for BHP
BHP Group Limited's composite smart money score stands at 46 out of 100, registering a neutral signal per SID market data. Institutional activity represents the strongest component at 21 out of 25, reflecting significant participation from large asset managers and funds in BHP's shareholder base. Dark pool activity scores 13.1 out of 25, indicating moderate off-exchange trading interest. Congressional trading activity registers at 12 out of 25, suggesting some but not outsized legislative interest. The insider component is the weakest at 0 out of 25, despite four insider transactions recorded over the past 90 days according to SEC Form 4 filings. These transactions were evenly split between two purchases and two sales, producing no directional conviction from corporate insiders. The balanced insider activity contrasts with the robust institutional positioning, suggesting that while company executives remain neutral, professional money managers continue to maintain meaningful allocations. Per 13F institutional filings, the high institutional sub-score confirms sustained fund-level commitment to BHP.
BHP Group Limited Earnings Outlook
BHP Group Limited's most recent reported quarter showed earnings of $5.20 per share against a consensus estimate of $5.08, representing a positive surprise of $0.12, or approximately 2.4%, according to company earnings reports. This beat demonstrates BHP's ability to outperform expectations amid fluctuating commodity markets. Looking ahead, analyst estimates project earnings of $5.08 per share for the upcoming quarter with results expected on August 21, 2026. A subsequent reporting period dated August 17, 2026 carries an estimate of $5.10 per share. Per analyst estimates, the relatively stable earnings expectations across forward quarters suggest consensus confidence in BHP's operational consistency. The narrow spread between the prior actual result and forward projections indicates analysts expect BHP to sustain current profitability levels. The company's March 2026 quarter does not yet carry published estimates, leaving some visibility gaps in the longer-term earnings trajectory.
Wall Street Analyst Ratings for BHP
Wall Street analyst coverage of BHP Group Limited reflects a predominantly cautious stance, with the majority of recent ratings clustering around hold-equivalent recommendations. Per Wall Street analyst reports, HSBC Global Investment Research reiterated a Hold rating on July 14, 2026, while Macquarie Research maintained its Neutral rating on July 13, 2026. Jefferies also reiterated a Hold recommendation on July 5, 2026. These three consecutive neutral-leaning reiterations suggest analysts view the stock as fairly valued near current levels following its 67.83% one-year appreciation. Clarksons Securities AS stands as the notable outlier, maintaining a Buy rating as of May 5, 2026, providing the most constructive view among tracked coverage. According to SID consensus data, the absence of any rating upgrades or downgrades in recent actions indicates stable sentiment without emerging catalysts shifting analyst conviction. Macquarie Research's earlier February 2026 Neutral reiteration further confirms the prevailing consensus of range-bound expectations for BHP shares.
