Sibanye Stillwater Limited
In the published model solve dated 2026-Q2, anchored at $8.37, Sibanye Stillwater Limited (SBSW) is priced for today's economics sustained for ~18.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Gold is now the largest single line in the revenue mix at roughly 37%, ahead of platinum at 20%, palladium at 15% and rhodium at 14%, so the company most investors still file under platinum earns more from bullion than from any one of the metals in its name. • Earnings here swing on prices nobody at the company sets: group adjusted earnings before interest, tax, depreciation and amortisation came to 1,186 million dollars in the first quarter of 2026 against 222 million in the same quarter of 2
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262 institutional managers reported holding SBSW in 13F filings for the quarter ended 2026-03-31. Together they hold about 5% of the company; the top 10 hold 3%. 47 opened new positions that quarter. Held by Arrowstreet Capital, Acadian Asset Management, Morgan Stanley, among others. On the short side, 10.8M shares were sold short as of the 2026-06-15 count, about 0.4% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SBSW has cut its share count 2.4% over the past five years. It pays a dividend. Cash returned over the past three years: $296.81M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SBSW over the trailing three years: 2026: 7 buys totaling $2.61M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.