Why AngloGold Ashanti plc (AU) Stock Is Down Today

AngloGold Ashanti plc (AU) is down 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a pullback in gold-mining shares as bullion cooled after a strong recent rally. Investors may also still be weighing AngloGold Ashanti’s latest operating update, which showed lower year-over-year production and meaningfully higher costs even though the company kept full-year guidance in place.

Details:

Spot gold edged lower on August 26 after reaching a more than three-month high earlier in the week, a backdrop that often pressures gold miners.

AngloGold Ashanti’s second-quarter filing showed group gold production fell 7% from a year earlier, with notable weakness at Obuasi tied to operational and equipment challenges and disruption after an April rock-pass incident.

The same filing showed total cash costs per ounce rose 21% year over year and all-in sustaining costs climbed 22%, which can temper enthusiasm even when realized gold prices remain strong.

While the company reaffirmed its 2026 guidance and declared a quarterly dividend, today’s move looks more like a sector-led reset and profit-taking than a reaction to a fresh company-specific negative announcement.

Sources:

SEC, AngloGold Ashanti, The Business Times

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

$AU Insider Trading Activity

$AU insiders have traded $AU 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 $AU stock by insiders over the last 6 months:

KOJO OSEI FRIMPONG BUSIA sold 400 shares for an estimated $35,637

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$AU Hedge Fund Activity

We have seen 321 institutional investors add shares of $AU stock to their portfolio, and 288 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NINETY ONE SA (PTY) LTD removed 4,106,931 shares (-26.8%) from their portfolio in Q2 2026, for an estimated $332,209,648
PACER ADVISORS, INC. added 3,744,168 shares (+inf%) to their portfolio in Q2 2026, for an estimated $302,865,749
ACADIAN ASSET MANAGEMENT LLC removed 2,296,911 shares (-74.4%) from their portfolio in Q2 2026, for an estimated $185,797,130
FEDERATED HERMES, INC. added 2,040,755 shares (+inf%) to their portfolio in Q2 2026, for an estimated $165,076,671
FMR LLC removed 1,957,170 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $158,315,481
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,868,447 shares (-29.3%) from their portfolio in Q2 2026, for an estimated $151,138,677
FIL LTD removed 1,653,136 shares (-59.1%) from their portfolio in Q2 2026, for an estimated $133,722,171

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AU Price Targets

Multiple analysts have issued price targets for $AU recently. We have seen 5 analysts offer price targets for $AU in the last 6 months, with a median target of $114.0.

Here are some recent targets:

Josh Wolfson from RBC Capital set a target price of $111.0 on 07/09/2026
Vitaly Kononov from Freedom Broker set a target price of $114.0 on 06/26/2026
Joe Reagor from Roth Capital set a target price of $110.0 on 06/24/2026
Ephrem Ravi from Citigroup set a target price of $130.0 on 06/09/2026
Tanya Jakusconek from Scotiabank set a target price of $133.0 on 03/20/2026

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.