Farther Finance Advisors LLC raised its stake in Coeur Mining, Inc. (NYSE: CDE) by 115.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,459 shares of the basic materials company's stock after buying an additional 26,463 shares during
Coeur Mining posts solid Q4 output and cash flow as mine expansions, stronger grades and a major acquisition reshape its growth trajectory.
Coeur Mining has transformed from a distressed operator to a net-cash, seven-mine, all-North American senior precious metals producer. CDE guides for $3B EBITDA and $2B FCF in 2026, with a $750M buyback and first-ever dividend, signaling strong capital returns. The stock trades at 5.3x forward EV/EBITDA and 8.4x forward P/E, a significant discount to sector medians despite peer-leading growth and profitability.
CDE's Q4 profit surges 468% to $215M, fueled by higher gold and silver prices and stronger mine performance, boosting margins and financial flexibility.
Coeur Mining delivered strong Q4 results with revenue up 120% year over year and adjusted EPS rising 218%, supported by operational improvements and asset optimization. The acquisition of New Gold significantly expanded Coeur's asset base, positioning the company for higher production growth across gold, silver, and copper in 2026. CDE generated $666 million in free cash flow for 2025, strengthening its balance sheet and reducing debt by approximately 42% year over year.
Coeur Mining (CDE) remains a Strong Buy after completing the New Gold acquisition, significantly boosting gold, silver, and copper production and cash flow. CDE guides for $2 billion in free cash flow in 2026 and launched a $750 million buyback alongside new dividend, together with an upsized $1 billion credit facility. Valuation remains conservative, with an intrinsic value above current levels, reflecting strong growth potential and manageable execution risk.
Coeur Mining, Inc. (CDE) Discusses Strategic Impact of New Gold Acquisition and Updated Production Guidance Transcript
CDE's Q4 revenue surged 121% to $674.7M, fueled by higher gold and silver prices and strong output growth across key mining operations.
Coeur Mining (CDE) is rated a buy after a 25% pullback, presenting a renewed long-term entry point. CDE delivered record Q4 and FY results, with revenue nearly doubling to $2.07B and net income surging to $585.9M. Integration of New Gold (NGD) is expected to drive 2026 EBITDA to $3B and free cash flow to $2B, supporting further growth.
CDE reports stronger Q4 output and cash flow as Rochester ramp-up and Las Chispas boost gold and silver production while debt falls.
Coeur Mining and Ero Copper are posting strong output gains, with as gold and copper prices expected to bolster cash flow in 2026.
Coeur Mining transitions from heavy capex to harvest mode, delivering record Q4 2025 revenue and FCFs after Rochester expansion and Las Chispas integration. CDE posted 2025 adjusted EBITDA of $1.0Bn and FCFs of $666Mn, and expects a 10% y/y increase in silver production together with further improvements at Rochester. The proposed all-stock New Gold deal aims to create a larger, more resilient North American producer, with management targeting $3B EBITDA and $2B FCF in 2026.