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

First Majestic Silver (NYSE:AG) (TSE:FR) announced its quarterly earnings results on Thursday. The mining company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.27 by $0.03, Briefing.com reports. First Majestic Silver had a return on equity of 3.14% and a net margin of 7.07%.The business had revenue of $463.92 million for the quarter, compared to analyst estimates of $561.30 million. During the same quarter in the previous year, the firm earned $0.03 EPS. First Majestic Silver’s quarterly revenue was up 169.2% on a year-over-year basis.

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 Trading Up 4.5%

First Majestic Silver stock opened at $25.90 on Friday. 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 has a fifty-two week low of $5.09 and a fifty-two week high of $27.90. The stock has a market cap of $12.77 billion, a P/E ratio of 184.48 and a beta of 0.85. The firm’s fifty day moving average price is $20.28 and its 200-day moving average price is $14.62.

First Majestic Silver Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be paid a dividend of $0.0083 per share. This is an increase from First Majestic Silver’s previous quarterly dividend of $0.01. This represents a $0.03 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Friday, February 27th. First Majestic Silver’s dividend payout ratio is presently 14.29%.

Key Headlines Impacting First Majestic Silver

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

• Positive Sentiment: Q4 EPS beat and return to profitability — First Majestic reported $0.30 EPS vs. consensus $0.27 and noted a return to profitability for the year, which underpins the bullish market reaction. MarketBeat Earnings Report
• Positive Sentiment: Dividend hike — The board raised the quarterly dividend ~59.6% to $0.0083 per share (ex‑dividend Feb. 27), signaling confidence in cash flow and returning capital to shareholders. Newsfile Press Release
• Positive Sentiment: Strong YoY top-line recovery — Revenue rose ~169% year‑over‑year, reflecting a sizable recovery in sales versus the prior period. This supports the narrative of operational recovery even as unit metrics vary. Junior Mining Network
• Neutral Sentiment: Full financials and investor materials filed — The company posted audited consolidated statements, MD&A and a slide deck / conference call materials for investors to review detailed results and guidance. Newsfile Financial Filing
• Negative Sentiment: Revenue missed analyst consensus — Reported revenue of $463.92M came in below the $561.30M consensus, which could raise questions about sustainability of the recovery at current commodity prices/volumes. MarketBeat Revenue Details
• Negative Sentiment: Trading volume was light during the intraday rally — Coverage noted midday volume substantially below average, which can indicate a thinner, potentially less durable move. DefenseWorld Trading Note

Wall Street Analyst Weigh In

AG has been the topic of a number of research reports. Cormark upgraded First Majestic Silver from a “hold” rating to a “moderate buy” rating in a report on Thursday, November 6th. Wall Street Zen downgraded shares of First Majestic Silver from a “buy” rating to a “hold” rating in a report on Sunday, November 16th. BMO Capital Markets reaffirmed a “market perform” rating on shares of First Majestic Silver in a report on Friday, January 16th. HC Wainwright boosted their target price on First Majestic Silver to $30.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Scotiabank upped their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $25.00.

Institutional Trading of First Majestic Silver

Hedge funds have recently made changes to their positions in the stock. Wealthspire Retirement LLC boosted its stake in First Majestic Silver by 1.4% in the fourth quarter. Wealthspire Retirement LLC now owns 32,450 shares of the mining company’s stock worth $541,000 after buying an additional 450 shares in the last quarter. Orion Porfolio Solutions LLC boosted its stake in shares of First Majestic Silver by 3.0% in the 4th quarter. Orion Porfolio Solutions LLC now owns 24,999 shares of the mining company’s stock valued at $416,000 after purchasing an additional 718 shares in the last quarter. Moors & Cabot Inc. grew its holdings in shares of First Majestic Silver by 2.8% during the 3rd quarter. Moors & Cabot Inc. now owns 35,295 shares of the mining company’s stock valued at $434,000 after purchasing an additional 945 shares during the last quarter. &PARTNERS raised its position in First Majestic Silver by 0.9% in the 4th quarter. &PARTNERS now owns 114,181 shares of the mining company’s stock worth $1,902,000 after purchasing an additional 1,028 shares during the period. Finally, Franklin Resources Inc. lifted its stake in First Majestic Silver by 4.9% in the fourth quarter. Franklin Resources Inc. now owns 26,706 shares of the mining company’s stock worth $446,000 after purchasing an additional 1,247 shares during the last quarter. 27.16% of the stock is owned by institutional investors.

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.