Kumba Iron Ore Limited (KIROY) Stock Price & Analysis
Kumba Iron Ore Limited (KIROY) — price $4.56 (+0.88%), as of the Oct 5, 2026 trading session; market cap $4.38B. Expected results Feb 23, 2027.
Educational signal · not a buy or sell recommendation · How to read this
Kumba Iron Ore Limited · KIROY · Basic Materials · Steel
Research dated 2026-09-13: Kumba Iron Ore mines and exports iron ore from South African operations to global steelmakers, primarily in China and Asia. The investment thesis depends on whether commodity prices can stabilize or strengthen, since earnings swing sharply with iron ore pricing.
Price as of Oct 5, 2026
Key Statistics
No publishable V2 score is available for this stock yet.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $4.56 | |
| Change on the day | +0.88% | |
| 52-week range | $4.43 – $8.47 | |
| Market capitalisation | $4.38B | |
| Price / earnings (trailing) | 6.14 | |
| Shares traded on the day | 6.2K | |
| Beta (volatility vs the S&P 500) | 0.85 | |
| Dividends per share (last 12 months) | $0.47 | |
| Dividend yield (last 12 months) | 10.39% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Of course, if you take [indiscernible] multiply 2 get actually below the range, we expect an uplift in the run rate in the second half. but will be within our guidance.
Xolani Mbambo · Statement from
For 2026, we expect total production of between 31 million and 33 million tonnes.
Nompumelelo Zikalala · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Kumba Iron Ore (KIROY): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 11, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the KIROY film — every key number, told as a short cinematic story
~2 min · open the film
What is Kumba Iron Ore (KIROY), and what does it report?
Short answer · as of
Kumba Iron Ore Limited, a subsidiary of Anglo American plc, is a South African company founded in 2005 and headquartered in Centurion. Kumba Iron Ore Limited (KIROY) is classified as Basic Materials / Steel. Headquarters: 144 Oxford Road, Johannesburg, GT, 2196, ZA. It employs 11,878 people and is led by Nompumelelo Zikalala. In Q2 FY2026 it reported revenue of $1.87B and net income of $247M. The market values it at $4.38B.
What do the latest results show for Kumba Iron Ore (KIROY)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.87B. Against analyst estimates the company has EPS beat 1 of 8 reports.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.84B Jul 28, 2026
- Latest report · revenue estimate
- $1.81B Jul 28, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 28, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 28, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 28, 2026 | $1.84B | $1.81B | $0.2627 | $0.2625 |
| Feb 19, 2026 | $2.20B | $2.08B | $0.4873 | $0.4249 |
| Jul 29, 2025 | $1.93B | $1.98B | $0.4130 | $0.4090 |
| Feb 18, 2025 | $1.78B | $1.74B | $0.3009 | $0.3338 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.87B | $247M | $0.26 (diluted) |
| Q4 FY2025 | $2.13B | $429M | $0.44 (diluted) |
| Q2 FY2025 | $2.07B | $427M | $0.44 (diluted) |
| Q4 FY2024 | $1.97B | $454M | $0.47 (diluted) |
What are the financial strengths and risks for Kumba Iron Ore (KIROY)?
Short answer
The distress and quality screens read Altman Z 5.14 · Piotroski F 5. Trailing ratios: ROE 21.4% · ROA 11.3% · current ratio 2.43 · earnings yield 15.0% · free-cash-flow yield 13.8%.
What should you watch next at Kumba Iron Ore (KIROY)?
Short answer · as of
The next earnings report is expected on Feb 23, 2027.
Research dated 2026-09-13.
Watch for updates on production volumes and cost initiatives promised in the second half. Iron ore price indices are the most useful forward signal—track monthly benchmark pricing and Chinese steel mill demand signals. Analyst estimates show modest near-term expectations but higher projections further out, suggesting recovery is priced in if prices stabilize.
The dividend has varied with earnings, so monitor whether the next payout holds steady or declines further. Any management commentary on capital returns or shareholder policies would signal confidence in the price cycle.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Of course, if you take [indiscernible] multiply 2 get actually below the range, we expect an uplift in the run rate in the second half. but will be within our guidance.
Xolani Mbambo ·
For 2026, we expect total production of between 31 million and 33 million tonnes.
Nompumelelo Zikalala ·
However, we remain focused on cost and capital optimization and our full potential program will be rolled out in the second half of the year, and we expect to start to see some of the benefits coming through.
Nompumelelo Zikalala ·
What the records here don't tell us
- Detailed statement figures are not shown because their conversion to USD has not been verified.
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
KIROY Basic Materials Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last question is answered from this page's own dated data, not from the research.
Why does Kumba's dividend fluctuate so much between payments?
Earnings depend heavily on iron ore prices, which shift monthly based on global supply and demand. Management pays dividends from earnings after capital needs are funded, so when prices soften, the dividend shrinks alongside profit. This is normal for cyclical commodity exporters whose returns move with commodity cycles.
Will Kumba's production increase?
Management guided toward a production range for the calendar year and flagged cost and capital optimization for the second half. Longer-term analyst estimates suggest revenue could rise if commodity prices recover and steel demand strengthens globally, particularly from Asian steelmakers.
What is the KIROY stock price today?
The last price recorded on this page for Kumba Iron Ore Limited (KIROY) is $4.56, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (42 figures)
The 42 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Xolani Mbambo (Jul 28, 2026): Of course, if you take [indiscernible] multiply 2 get actually below the range, we expect an uplift in the run rate in the second half. but will be within our guidance. Nompumelelo Zikalala (Jul 28, 2026): For 2026, we expect total production of between 31 million and 33 million tonnes. Nompumelelo Zikalala (Jul 28, 2026): However, we remain focused on cost and capital optimization and our full potential program will be rolled out in the second half of the year, and we expect to start to see some of the benefits coming through. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. |
FMP — 32 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $4.56 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T17:34:40.206Z. | |
px.change | Change on the day | +0.88% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $4.38B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T17:10:34.000Z. Captured from FMP at 2026-10-05T17:34:33.523Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Feb 23, 2027 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.change_abs | Change on the day, in dollars | +$0.04 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 6.14 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 6.2K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.85 | FMP | Financial Modeling Prep (FMP) company profile | |
id.business_summary | Business description (FMP excerpt) | Kumba Iron Ore Limited, a subsidiary of Anglo American plc, is a South African company founded in 2005 and headquartered in Centurion. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
id.sector | Sector / industry (provider taxonomy) | Basic Materials / Steel | FMP | Financial Modeling Prep (FMP) company profile | |
id.hq | Headquarters | 144 Oxford Road, Johannesburg, GT, 2196, ZA | FMP | Financial Modeling Prep (FMP) company profile — The FMP company description names Centurion as the headquarters; this page uses the address in this row. | |
id.employees | Employees | 11,878 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Nompumelelo Zikalala | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.87B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | $247M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-07-28.revenue_actual | Revenue · reported — report date 2026-07-28 | $1.84B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.revenue_estimated | Revenue · estimate — report date 2026-07-28 | $1.81B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_actual | EPS · reported — report date 2026-07-28 | $0.2627 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_estimated | EPS · estimate — report date 2026-07-28 | $0.2625 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_actual | Revenue · reported — report date 2026-02-19 | $2.20B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_estimated | Revenue · estimate — report date 2026-02-19 | $2.08B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_actual | EPS · reported — report date 2026-02-19 | $0.4873 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_estimated | EPS · estimate — report date 2026-02-19 | $0.4249 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-29.revenue_actual | Revenue · reported — report date 2025-07-29 | $1.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-29.revenue_estimated | Revenue · estimate — report date 2025-07-29 | $1.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-29.eps_actual | EPS · reported — report date 2025-07-29 | $0.4130 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-07-29.eps_estimated | EPS · estimate — report date 2025-07-29 | $0.4090 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-18.revenue_actual | Revenue · reported — report date 2025-02-18 | $1.78B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-18.revenue_estimated | Revenue · estimate — report date 2025-02-18 | $1.74B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-18.eps_actual | EPS · reported — report date 2025-02-18 | $0.3009 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-02-18.eps_estimated | EPS · estimate — report date 2025-02-18 | $0.3338 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $4.43 – $8.47 | UNRECORDED | Stored company-profile observation — Captured 2026-10-06 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 1 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-14 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 5.14 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 21.4% · ROA 11.3% · current ratio 2.43 · earnings yield 15.0% · free-cash-flow yield 13.8% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 4 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.47 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 10.39% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-28.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.84B) with the recorded estimate ($1.81B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-28.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2627) with the recorded estimate ($0.2625) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 1 fact from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
gap.statement_currency | Statement currency limitation | Detailed statement figures are not shown because their conversion to USD has not been verified. | OURS | Stock Expert AI currency-basis check |
Fact-family notes
- Earnings-history note. Source series as of 2026-07-28. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-28.revenue_actual,earn.history.depth.2026-07-28.revenue_estimated,earn.history.depth.2026-07-28.revenue_actual.comparison,earn.history.depth.2026-07-28.eps_actual.comparison,earn.history.depth.2026-07-28.eps_actual,earn.history.depth.2026-07-28.eps_estimated,earn.history.depth.2026-02-19.revenue_actual,earn.history.depth.2026-02-19.revenue_estimated,earn.history.depth.2026-02-19.eps_actual,earn.history.depth.2026-02-19.eps_estimated,earn.history.depth.2025-07-29.revenue_actual,earn.history.depth.2025-07-29.revenue_estimated,earn.history.depth.2025-07-29.eps_actual,earn.history.depth.2025-07-29.eps_estimated,earn.history.depth.2025-02-18.revenue_actual,earn.history.depth.2025-02-18.revenue_estimated,earn.history.depth.2025-02-18.eps_actual,earn.history.depth.2025-02-18.eps_estimated.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Kumba Iron Ore Limited, a subsidiary of Anglo American plc, is a South African company founded in 2005 and headquartered in Centurion. Its core business revolves around the entire iron ore value chain, primarily within South Africa, covering exploration, extraction, refining, marketing, sales, and transportation of the mineral. The company's main production facilities include the Sishen and Kolomela mines, both located in the Northern Cape Province. Furthermore, Kumba manages a port in Saldanha Bay within the Western Cape Province. The iron ore produced predominantly supplies the steel industry and is extensively exported to diverse international markets such as China, various other Asian nations, Europe, the Middle East, North Africa, and the Americas. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Basic Materials / Steel | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Trailing twelve-month ratio set | Quick ratio: 1.57; Current ratio: 2.43; Debt to equity: 0; Net margin: 17%; Gross margin: 62.7%; Operating margin: 33.6%; Return on assets: 11.3%; Return on equity: 21.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2027-02-23; EPS estimate: $0.2052 per share; Revenue estimate: $1.84B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-21 | FMP | Financial Modeling Prep (FMP) dividend history |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-28 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 3 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-28 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
Data provided for informational purposes only.