Agnico Eagle rises as tariff-driven rush to safe havens lifts gold-linked miners

Agnico Eagle Mines Limited (AEM) is up 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears most consistent with a broad rally in precious-metals equities as investors rotated into safe-haven assets, supporting gold prices and sentiment toward gold miners. Recent company updates highlighting strong cash generation and a higher dividend may also be helping reinforce bullish positioning.

Details:

Gold prices strengthened amid heightened trade-policy uncertainty, a backdrop that often lifts gold-mining shares because revenues are closely tied to realized metal prices.

Agnico Eagle recently reported fourth-quarter and full-year 2025 results featuring record free cash flow and said 2025 production guidance was achieved, supporting confidence in operational execution.

The company announced a 12.5% increase in its quarterly dividend to $0.45 per share, signaling balance-sheet strength and commitment to shareholder returns.

Agnico Eagle also discussed plans to remain active on share repurchases and to seek approval to renew its normal course issuer bid, which can provide incremental demand for the stock.

Sources:

Agnico Eagle Mines (press release), MarketWatch, Barron’s

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AEM Hedge Fund Activity

We have seen 451 institutional investors add shares of $AEM stock to their portfolio, and 500 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIL LTD removed 3,184,741 shares (-19.8%) from their portfolio in Q4 2025, for an estimated $539,909,141
VAN ECK ASSOCIATES CORP added 3,062,705 shares (+21.6%) to their portfolio in Q4 2025, for an estimated $519,220,378
1832 ASSET MANAGEMENT L.P. added 2,013,036 shares (+118.5%) to their portfolio in Q4 2025, for an estimated $341,269,993
ROYAL BANK OF CANADA removed 1,325,363 shares (-8.3%) from their portfolio in Q4 2025, for an estimated $224,688,789
CANADA PENSION PLAN INVESTMENT BOARD added 1,176,384 shares (+47.8%) to their portfolio in Q4 2025, for an estimated $199,432,379
ALBERTA INVESTMENT MANAGEMENT CORP added 1,145,114 shares (+inf%) to their portfolio in Q4 2025, for an estimated $194,131,176
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,129,858 shares (-25.3%) from their portfolio in Q4 2025, for an estimated $191,544,826

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$AEM Analyst Ratings

Wall Street analysts have issued reports on $AEM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

CIBC issued a "Outperformer" rating on 10/10/2025
Raymond James issued a "Outperform" rating on 10/10/2025

To track analyst ratings and price targets for $AEM, check out Quiver Quantitative's $AEM forecast page.

$AEM Price Targets

Multiple analysts have issued price targets for $AEM recently. We have seen 8 analysts offer price targets for $AEM in the last 6 months, with a median target of $228.5.

Here are some recent targets:

Bennett Moore from JP Morgan set a target price of $235.0 on 02/18/2026
Tanya Jakusconek from Scotiabank set a target price of $276.0 on 01/26/2026
Alexander Hacking from Citigroup set a target price of $256.0 on 01/15/2026
Josh Wolfson from RBC Capital set a target price of $205.0 on 12/10/2025
Daniel Major from UBS set a target price of $190.0 on 12/01/2025
Lawson Winder from B of A Securities set a target price of $226.0 on 10/16/2025
Anita Soni from CIBC set a target price of $231.0 on 10/10/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.