First Majestic Silver (AG) rises as silver prices stay strong and recent analyst target hikes support sentiment

First Majestic Silver Corp. (AG) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is strength in silver prices, which tends to lift primary silver miners due to operating leverage. Recent analyst price-target increases and lingering positive sentiment from the company’s latest results/dividend updates may also be contributing to incremental buying.

Details:

Silver prices have recently pushed to new highs, and miners like First Majestic often move in tandem (and sometimes more sharply) when the metal rallies.

First Majestic’s latest annual and quarterly update highlighted full-year 2025 production near the top end of guidance and included a quarterly cash dividend declaration, which can reinforce bullish positioning.

The company also provided 2026 production and cost outlook ranges, giving investors a clearer framework to re-rate cash-flow expectations when silver prices rise.

Several Wall Street research notes in recent weeks have lifted price targets for AG, which can act as a near-term sentiment tailwind even when no single company-specific headline hits the tape.

Sources:

First Majestic Silver (Investor News Release), Investing.com, StreetInsider

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

$AG Hedge Fund Activity

We have seen 167 institutional investors add shares of $AG stock to their portfolio, and 161 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 12,081,688 shares (+408.1%) to their portfolio in Q4 2025, for an estimated $201,280,922
RENAISSANCE TECHNOLOGIES LLC removed 8,115,057 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $99,734,050
CITADEL ADVISORS LLC removed 7,250,482 shares (-59.6%) from their portfolio in Q4 2025, for an estimated $120,793,030
TIDAL INVESTMENTS LLC added 3,321,920 shares (+15.8%) to their portfolio in Q4 2025, for an estimated $55,343,187
VAN ECK ASSOCIATES CORP removed 3,085,118 shares (-7.1%) from their portfolio in Q4 2025, for an estimated $51,398,065
ARTEMIS INVESTMENT MANAGEMENT LLP added 2,754,973 shares (+inf%) to their portfolio in Q4 2025, for an estimated $45,897,850
JUMP FINANCIAL, LLC removed 2,438,392 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,967,837

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

$AG Analyst Ratings

Wall Street analysts have issued reports on $AG 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:

HC Wainwright & Co. issued a "Buy" rating on 10/10/2025
TD Securities issued a "Buy" rating on 10/08/2025

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

$AG Price Targets

Multiple analysts have issued price targets for $AG recently. We have seen 3 analysts offer price targets for $AG in the last 6 months, with a median target of $23.0.

Here are some recent targets:

Heiko F. Ihle from HC Wainwright & Co. set a target price of $30.0 on 02/20/2026
Ovais Habib from Scotiabank set a target price of $23.0 on 01/26/2026
An analyst from TD Securities set a target price of $22.0 on 10/08/2025

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.