Coeur Mining falls 7% as gold-and-silver sentiment weighs on the sector

Coeur Mining (CDE) is down 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s drop appears most consistent with a risk-off move in precious-metals miners, where Coeur’s shares often amplify changes in gold and silver pricing sentiment. There does not appear to be a single, company-specific headline driving the move, so the catalyst is somewhat unclear.

Details:

Coeur’s 2026 outlook is heavily tied to realized gold and silver prices, and management has highlighted 2026 as a higher-tax/higher-cost year in its forward guidance framework.

The company recently reported Q4 and full-year 2025 results and provided 2026 production guidance (gold and silver ranges), which can make the stock more sensitive to changes in commodity-price assumptions used by traders.

In recent sessions where Coeur sold off sharply, the move has been linked to declines in gold and silver prices and shifting macro expectations (a pattern that can repeat during broad metals pullbacks).

This could also be related to profit-taking after earlier strength in the stock and the wider precious-metals equity group, rather than any new operational update.

Sources:

Coeur Mining (Investor Relations), SEC, The Motley Fool

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

$CDE Insider Trading Activity

$CDE insiders have traded $CDE stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CDE stock by insiders over the last 6 months:

KENNETH J WATKINSON (VP, Corporate Controller & CAO) sold 22,001 shares for an estimated $331,115

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$CDE Hedge Fund Activity

We have seen 308 institutional investors add shares of $CDE stock to their portfolio, and 237 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 15,325,417 shares (+965.6%) to their portfolio in Q4 2025, for an estimated $273,252,185
NORGES BANK added 6,680,393 shares (+1283.9%) to their portfolio in Q4 2025, for an estimated $119,111,407
GOLDMAN SACHS GROUP INC added 6,012,718 shares (+92.6%) to their portfolio in Q4 2025, for an estimated $107,206,761
SUSQUEHANNA ADVISORS GROUP, INC. added 5,263,100 shares (+inf%) to their portfolio in Q4 2025, for an estimated $93,841,072
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 5,030,983 shares (+21.1%) to their portfolio in Q4 2025, for an estimated $89,702,426
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,000,037 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $89,150,659
VAN ECK ASSOCIATES CORP removed 4,542,277 shares (-6.9%) from their portfolio in Q4 2025, for an estimated $80,988,798

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

$CDE Analyst Ratings

Wall Street analysts have issued reports on $CDE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

TD Securities issued a "Buy" rating on 11/11/2025

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

$CDE Price Targets

Multiple analysts have issued price targets for $CDE recently. We have seen 5 analysts offer price targets for $CDE in the last 6 months, with a median target of $26.0.

Here are some recent targets:

An analyst from CIBC set a target price of $40.0 on 03/10/2026
Dalton Baretto from Canaccord Genuity set a target price of $26.0 on 02/20/2026
Josh Wolfson from RBC Capital set a target price of $26.0 on 02/12/2026
Joe Reagor from Roth Capital set a target price of $23.0 on 12/15/2025
Wayne Lam from TD Securities set a target price of $25.0 on 11/11/2025

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.