First Majestic Silver (NYSE:AG) Posts Earnings Results, Beats Expectations By $0.03 EPS

First Majestic Silver (NYSE:AG) (TSE:FR) posted its quarterly earnings results on Thursday. The mining company reported $0.30 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.03, Briefing.com reports. The firm had revenue of $463.92 million for the quarter, compared to analysts’ expectations of $561.30 million. First Majestic Silver had a net margin of 13.12% and a return on equity of 7.41%. The business’s revenue for the quarter was up 169.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.03 earnings per share.

Here are the key takeaways from First Majestic Silver’s conference call:

• First Majestic beat revised guidance with Q4 production of 4.2M oz Ag (just over 15M oz Ag for 2025) and ~31M AgEq, underscoring operational execution.
• The company delivered record cash generation and revenue (nearly $1.3B), finishing with about $940M cash and $733M working capital, bolstering financial flexibility.
• Management raised shareholder returns and growth plans — the quarterly dividend was doubled to 2% of revenue, a low‑cost convertible note was issued, and capital will fund mint/plant expansions plus a 266 km drill program.
• A tax dispute with Mexican authorities (SAT) remains unresolved; management recorded a provision but the ultimate cash outcome and timing are still uncertain.
• AISC slightly missed prior guidance due to a drop in byproduct‑to‑silver conversion (reducing ~1–1.4M AgEq and adding ≈$1/oz to AISC); management also noted refinery financing disruptions industry‑wide but said First Majestic is not directly impacted.

First Majestic Silver Stock Performance

Shares of First Majestic Silver stock opened at $27.54 on Friday. The company has a market capitalization of $13.57 billion, a PE ratio of 78.68 and a beta of 0.85. The company has a 50-day simple moving average of $20.51 and a two-hundred day simple moving average of $14.76. First Majestic Silver has a one year low of $5.09 and a one year high of $27.90. The company has a debt-to-equity ratio of 0.07, a quick ratio of 2.96 and a current ratio of 3.38.

First Majestic Silver Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be issued a $0.0083 dividend. This is a boost from First Majestic Silver’s previous quarterly dividend of $0.01. This represents a $0.03 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Friday, February 27th. First Majestic Silver’s dividend payout ratio is presently 5.71%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. EFG International AG acquired a new stake in First Majestic Silver in the fourth quarter valued at approximately $25,000. Quarry LP purchased a new stake in shares of First Majestic Silver during the 3rd quarter valued at $57,000. Garton & Associates Financial Advisors LLC acquired a new stake in shares of First Majestic Silver in the 4th quarter worth $83,000. Northwestern Mutual Wealth Management Co. grew its stake in First Majestic Silver by 12,500.0% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 5,040 shares of the mining company’s stock worth $62,000 after buying an additional 5,000 shares during the last quarter. Finally, Banque Cantonale Vaudoise increased its position in First Majestic Silver by 1,024.6% during the 3rd quarter. Banque Cantonale Vaudoise now owns 9,368 shares of the mining company’s stock valued at $115,000 after buying an additional 8,535 shares in the last quarter. Institutional investors own 27.16% of the company’s stock.

Trending Headlines about First Majestic Silver

Here are the key news stories impacting First Majestic Silver this week:

• Positive Sentiment: Earnings beat & return to profitability — First Majestic reported Q4 EPS of $0.30 vs. $0.27 consensus and swung to profit for the year, which is the primary catalyst investors are rewarding. This underpins the rally and supports sentiment that operational leverage to silver is working in a rising-price environment. Earnings Press Release
• Positive Sentiment: Dividend hike — the company raised its quarterly payout ~59.6% to $0.0083 (annualized yield ~0.1%), signaling stronger cash flow and returning capital to shareholders, which supports the bullish narrative. Dividend & Results Release
• Positive Sentiment: Unusually large call option activity — traders bought ~109,053 call options (≈+51% vs. average), indicating short-term bullish positioning that can amplify upside intraday/near-term. (No external link provided)
• Neutral Sentiment: Revenue missed expectations — Q4 revenue was $463.9M versus ~$561.3M consensus, a notable shortfall that tempers the EPS beat and reminds investors that volumes/realizations matter; keep an eye on guidance and silver price sensitivity. Earnings Snapshot
• Neutral Sentiment: Media coverage and investor notes highlighted the turnaround and dividend, helping momentum but also attracting short-term traders; monitor volume and whether buying is sustained. Example coverage: Yahoo Article and Insidermonkey Article
• Negative Sentiment: Analyst downgrade — Seeking Alpha published a “double downgrade” note warning that leverage to silver can cut both ways, which could pressure sentiment if silver prices pull back or operational metrics disappoint. Seeking Alpha Downgrade

Wall Street Analyst Weigh In

AG has been the subject of several research reports. Scotiabank boosted their price objective on shares of First Majestic Silver from $12.50 to $23.00 and gave the company a “sector perform” rating in a research report on Monday, January 26th. Wall Street Zen upgraded First Majestic Silver from a “hold” rating to a “buy” rating in a report on Saturday. HC Wainwright increased their price objective on First Majestic Silver to $30.00 and gave the stock a “buy” rating in a research note on Friday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of First Majestic Silver in a research report on Wednesday, January 21st. Finally, BMO Capital Markets reiterated a “market perform” rating on shares of First Majestic Silver in a report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $25.00.

About First Majestic Silver

First Majestic Silver Corp. (NYSE:AG) engages in the production of silver from its wholly owned operations in Mexico. Headquartered in Vancouver, British Columbia, the company focuses on acquiring, developing and operating high-grade silver projects. Established in 2002, First Majestic has built a multi-mine portfolio to supply silver primarily for the global industrial and investment markets while generating by-products such as gold, lead and zinc concentrates.

First Majestic’s principal operations are located in the historic Mexican Silver Belt, with producing mines including La Encantada in Coahuila, Santa Elena in Sonora and La Parrilla in Durango.