Gold Mining Stocks: Winners And Losers At The Beginning Of Q4 2026

Gold mining stocks did much better in Q3 2026 than in Q2 2026, but major losses towards the end mean they start Q4 2026 on a weak note. The sector has see-sawed because of alternating developments in the energy markets, specifically as it relates to the perceived impact on monetary policy. There is a scenario where the current unfavorable environment could develop into a favorable one for gold miners, but it is not a guaranteed one.

Seeking Alpha • Oct 8, 2026

Gold Fields Pursues Northern Star Deal While Advancing Standalone Growth Plan

Gold Fields NYSE: GFI CEO Mike Fraser said the gold producer is pursuing a proposed combination with Northern Star while maintaining that its standalone portfolio offers a fully funded path to production growth, cash generation and shareholder returns.

MarketBeat • Oct 1, 2026

Gold Fields: Salares Norte Delivers, But Northern Star Tests Capital Discipline

I reiterate a Strong Buy on Gold Fields as Salares Norte has exceeded expectations, becoming a dominant high-margin cash engine. GFI's balance sheet is robust, with net debt at $437 million (0.06x adjusted EBITDA) and increased shareholder returns to $1.25 billion. Group production guidance remains 2.4–2.6 Moz, with AISC at $1,800–$2,000/oz and capex reduced to $1.6–$1.8 billion.

Seeking Alpha • Sep 29, 2026

Gold Fields, Harmony Gold Mining, Anglogold Ashanti And Other Big Stocks Moving Lower In Monday's Pre-Market Session

U.S. stock futures were lower this morning, with the Dow futures falling around 200 points on Monday.

Benzinga • Sep 28, 2026

Northern Star shares pop as Australian gold miner rejects $27-billion takeover proposal

Gold Fields' proposal initially valued Northern Star at A$38.7 billion, representing a 22% premium to its Sept. 11 closing price.

CNBC • Sep 28, 2026

Australia's Northern Star rejects $27 billion takeover approach from Gold Fields

Australia's top gold producer Northern ‌Star Resources said it rejected an unsolicited A$38.7 billion ($27.1 billion) takeover proposal from South Africa's Gold Fields , the latest sign of consolidation pressure in the gold sector.

Reuters • Sep 28, 2026

Northern Star jumps 11% after rejecting Gold Fields takeover bid

Shares in Northern Star Resources Ltd (ASX:NST) surged nearly 11% to $24.46 after the gold producer rejected what it described as a “highly opportunistic” takeover approach from South Africa's Gold Fields. Northern Star said it received and rejected the indicative proposal on September 14, arguing the offer materially undervalued the company and failed to reflect the fundamental value of its asset base and growth profile.

Proactive Investors • Sep 28, 2026

Northern Star Rejects $27 Billion Takeover Proposal From Gold Fields

Northern Star Resources rejected the takeover proposal saying it was highly opportunistic and materially undervalued the company.

WSJ • Sep 28, 2026

Under-Valued Dividend Growers: 8 Stocks Averaging A 10.2x P/E

I screen U.S.-listed dividend growth stocks with 2–6% yields, strong revenue growth, and disciplined payout ratios, targeting undervalued opportunities. The final 8-stock portfolio spans Energy, Financials, Materials, Consumer Discretionary, Healthcare, and Industrials, with a weighted yield of 3.79% and 5-year dividend growth of 20.92% with a factor weight. Portfolio construction emphasizes forward P/E below 20, price to cash flow between 5x–10x, and mid/large caps with proven top-line expansion.

Seeking Alpha • Sep 19, 2026

Founders Metals Consolidates 100% Ownership of the Antino Gold Project and Closes C$77 Million Strategic Investment by Gold Fields

Vancouver, British Columbia--(Newsfile Corp. - September 17, 2026) - Founders Metals Inc. (TSXV: FDR) (OTCQX: FDMIF) (FSE: 9DL0) ("Founders" or the "Company") announces that it has completed the acquisition of the remaining 30% of the issued and outstanding shares of Lawa Gold N.V. ("Lawa") from Nana Resources N.V.

Newsfile Corp • Sep 17, 2026