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Drdgold LTD (DRD) stock

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NYSE: DRD NYSE Gold

B Fundamentals grade

Drdgold LTD is a US-listed company in the gold industry. Its financial year ends in June.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$25

Cash-flow model

Base case. Range ~$19–$32 across our lower- and higher-growth cases (8%–18% a year).

Price vs value

Modestly undervalued

The price is inside our value range, 8% below our base value.

Price used: $22.96, November 2, 2026

Drdgold LTD valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 10 selling0 purchases and 20 sales by directors and officers, last 12 monthsInsider trades
  • Funds45 adding, 61 cuttingOf 18 active managers that changed their stake, 12 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Drdgold files

Where Drdgold LTD stands after its latest Filing

Revenue for the twelve months was $661m, up 52.3% on a year earlier, faster than the 30.1% growth a quarter earlier. Free-cash-flow margin rose to 19.2% from 17.9% a year earlier. Operating margin widened to 51.4% from 25.5%. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 3 of our 3 financial-health checks. Our cash-flow model value is $25.06 a share, against a share price of $22.63. At that price, our model says the market is pricing in about 11.0% a year of cash-flow growth for five years, slower than the 14.0% a year revenue growth it has delivered.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Drdgold LTD's trailing-twelve-month revenue grew 52.3% year on year, with a free-cash-flow margin of 19.2%. Where it stands out: stock pay as % of revenue of 0.4% ranks 4 of 18 gold companies we cover.

Our discounted-cash-flow model values the business at ~$25 per share in the base case (~$19–$32 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth accelerating: TTM revenue growth rose to 52.3% (+22.3pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 52.3% over the last 12 months, against a median of 55.1% for gold companies we cover.
  • Growth speeding up. The growth rate is 22.3 points higher than a quarter earlier.
  • High operating margin. 51.4% of revenue is left as operating profit, against a median of 41.2% for gold companies we cover.
  • Margins widening. Operating margin is up 14.4 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.2bn.

Things to watch

  • Weak cash conversion. Free cash flow was 50% of net income over the last 12 months.

Price chart

  • 1 day+1.5%
  • 1 week-6.4%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$661M
Operating margin
51.4%
Net margin
38.1%
EPS (TTM, diluted)
$2.90

Growth

Revenue growth
+52.3%
Change in growth rate
+22.3 pts
Share count change
+0.4%

Cash

Free cash flow (TTM)
$127M
FCF margin
19.2%
Stock pay % of revenue
0.4%

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for DRD from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Drdgold LTD valuation models and calculator

What the price is pricing in

The share price implies about 11.3% a year of cash-flow growth for five years.That is close to the 14.0% a year revenue growth Drdgold has delivered.

  • Priced in11.3%
  • Last 12 months52.3%
  • 3 years a year28.7%
  • 5 years a year14.0%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($22.98, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$25
Price used
$22.98close November 3, 2026
Implied change
▲ +9%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Drdgold LTD's free cash flow after stock-based pay with after-tax interest added back ($65M, FY2026 Q4 TTM), growing 13% a year for five years and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$19–~$32 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Drdgold LTD's free cash flow after stock-based pay ( $65M, FY2026 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Drdgold LTD as an operating company, with every model that fits that kind of business. Cost of equity 10.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.31 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$25 ~$19–$32 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$41 ~$37–$78 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$33 ~$25–$44 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$27 ~$24–$30 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$30 ~$25–$41 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Drdgold LTD with Gold in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −23%
  • Revenue growth 5 points higher ▲ +30%
  • Free-cash-flow margin 1 point lower ▼ −5%
  • Last year's free-cash-flow margin change, if it persists ▲ +19%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $13$17$22$28$37$49
8.5% $10$13$17$22$28$36
10% $9$11$14$17$22$28

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

No analyst estimates are published for Drdgold LTD: too few analysts cover it.

Analyst recommendations

1 analysts, Nov 2026
Buy1100%
Hold00%
Sell00%

Monthly trend

  1. Nov 202611

Counts of recommendations published by analysts covering Drdgold LTD, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.0%
of tradable shares
Days to cover
4.94
at average volume
Short interest, 1 month
+48%
to October 15, 2026
Held by institutions
10%
of shares
Held by insiders
0.0%
of shares

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
—
vs 200-day average
—
Volatility (1 year)
—
Beta vs S&P 500
—

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Options strategies

All options ideas

How Drdgold LTD’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Drdgold LTD in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Drdgold LTD
$0 $200M $400M $600M $800M FY16 Q4 FY18 Q4 FY20 Q4 FY22 Q4 FY24 Q4 FY26 Q4 Revenue (TTM), FY16 Q4: $169M Revenue (TTM), FY17 Q4: $172.5M Revenue (TTM), FY18 Q4: $194.5M Revenue (TTM), FY19 Q4: $194.9M Revenue (TTM), FY20 Q4: $269.1M Revenue (TTM), FY21 Q4: $343.8M Revenue (TTM), FY22 Q4: $337M Revenue (TTM), FY23 Q4: $309.8M Revenue (TTM), FY24 Q4: $333.7M Revenue (TTM), FY25 Q4: $434M Revenue (TTM), FY26 Q4: $661.1M $661.1M

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue (TTM)
FY16 Q4 $169M
FY17 Q4 $172.5M
FY18 Q4 $194.5M
FY19 Q4 $194.9M
FY20 Q4 $269.1M
FY21 Q4 $343.8M
FY22 Q4 $337M
FY23 Q4 $309.8M
FY24 Q4 $333.7M
FY25 Q4 $434M
FY26 Q4 $661.1M
Revenue growth, TTM YoY Drdgold LTD
-20% 0% 20% 40% 60% FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY26 Q4 Revenue growth, TTM YoY, FY17 Q4: 2.0% Revenue growth, TTM YoY, FY18 Q4: 12.8% Revenue growth, TTM YoY, FY19 Q4: 0.2% Revenue growth, TTM YoY, FY20 Q4: 38.1% Revenue growth, TTM YoY, FY21 Q4: 27.8% Revenue growth, TTM YoY, FY22 Q4: -2.0% Revenue growth, TTM YoY, FY23 Q4: -8.1% Revenue growth, TTM YoY, FY24 Q4: 7.7% Revenue growth, TTM YoY, FY25 Q4: 30.1% Revenue growth, TTM YoY, FY26 Q4: 52.3% 52.3%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue growth, TTM YoY
FY17 Q4 2.0%
FY18 Q4 12.8%
FY19 Q4 0.2%
FY20 Q4 38.1%
FY21 Q4 27.8%
FY22 Q4 -2.0%
FY23 Q4 -8.1%
FY24 Q4 7.7%
FY25 Q4 30.1%
FY26 Q4 52.3%
Operating margin (TTM) Drdgold LTD
-20% 0% 20% 40% 60% FY16 Q4 FY18 Q4 FY20 Q4 FY22 Q4 FY24 Q4 FY26 Q4 Operating margin (TTM), FY16 Q4: 4.9% Operating margin (TTM), FY17 Q4: -1.0% Operating margin (TTM), FY18 Q4: 2.1% Operating margin (TTM), FY19 Q4: 4.5% Operating margin (TTM), FY20 Q4: 22.4% Operating margin (TTM), FY21 Q4: 34.5% Operating margin (TTM), FY22 Q4: 25.5% Operating margin (TTM), FY23 Q4: 25.9% Operating margin (TTM), FY24 Q4: 25.8% Operating margin (TTM), FY25 Q4: 37.0% Operating margin (TTM), FY26 Q4: 51.4% 51.4%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Operating margin (TTM)
FY16 Q4 4.9%
FY17 Q4 -1.0%
FY18 Q4 2.1%
FY19 Q4 4.5%
FY20 Q4 22.4%
FY21 Q4 34.5%
FY22 Q4 25.5%
FY23 Q4 25.9%
FY24 Q4 25.8%
FY25 Q4 37.0%
FY26 Q4 51.4%
FCF margin (TTM) Drdgold LTD
-20% 0% 20% 40% FY16 Q4 FY18 Q4 FY20 Q4 FY22 Q4 FY24 Q4 FY26 Q4 FCF margin (TTM), FY16 Q4: 13.0% FCF margin (TTM), FY17 Q4: -2.5% FCF margin (TTM), FY18 Q4: 4.3% FCF margin (TTM), FY19 Q4: -2.1% FCF margin (TTM), FY20 Q4: 22.6% FCF margin (TTM), FY21 Q4: 22.4% FCF margin (TTM), FY22 Q4: 17.9% FCF margin (TTM), FY23 Q4: 9.3% FCF margin (TTM), FY24 Q4: -18.3% FCF margin (TTM), FY25 Q4: 15.9% FCF margin (TTM), FY26 Q4: 19.2% 19.2%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period FCF margin (TTM)
FY16 Q4 13.0%
FY17 Q4 -2.5%
FY18 Q4 4.3%
FY19 Q4 -2.1%
FY20 Q4 22.6%
FY21 Q4 22.4%
FY22 Q4 17.9%
FY23 Q4 9.3%
FY24 Q4 -18.3%
FY25 Q4 15.9%
FY26 Q4 19.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F, 20-F/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2026, from the 10-K

Each dollar Drdgold took in during FY2026, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $661M
  2. Other income $8.6M · 1.3%
  3. Cost of revenue $308M · 46.5%
  4. Gross profit $353M · 53.5%
  5. Other operating costs $13.5M · 2.0%
  6. Operating income $340M · 51.4%
  7. Income tax $96.4M · 14.6%
  8. Net income $252M · 38.1%

Shares of revenue. Source: Drdgold's 10-K for FY2026, as filed with the SEC. "Other" lines are what the reported lines leave unexplained. Other income is income outside operations, such as investment gains.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2016 Jun 2016 2017 Jun 2017 2018 Jun 2018 2019 Jun 2019 2020 Jun 2020 2021 Jun 2021 2022 Jun 2022 2023 Jun 2023 2024 Jun 2024 2025 Jun 2025 2026 Jun 2026
Income
Revenue 169 172 195 195 269 344 337 310 334 434 661
Gross profit 14 2 11 15 80 123 91 89 97 172 353
EBITDA −4 −15 17 21 78 135 104 92 101 186 368
Operating income 8 −2 4 9 60 119 86 80 86 161 340
Net income 4 1 1 6 41 94 74 72 71 124 252
Diluted EPS — — — — $0.52 $1.09 $0.86 $0.84 $0.82 $1.43 $2.90
Growth (year on year)
Revenue — +2.0% +12.8% +0.2% +38.1% +27.8% −2.0% −8.1% +7.7% +30.1% +52.3%
EBITDA — — — +20.9% +274.2% +73.7% −23.2% −10.8% +8.9% +84.7% +98.0%
Operating income — −121.7% — +117.5% +582.6% +96.6% −27.4% −6.8% +7.5% +86.3% +111.5%
Net income — −76.5% — — +637.0% +130.1% −21.2% −2.4% −1.6% +73.9% +104.1%
Diluted EPS — — — — — +109.5% −21.2% −2.9% −1.7% +73.8% +103.2%
Margins
Gross margin 8.1% 1.4% 5.7% 7.5% 29.8% 35.7% 26.9% 28.8% 29.0% 39.7% 53.5%
EBITDA margin −2.5% −8.7% 8.8% 10.7% 28.9% 39.3% 30.8% 29.8% 30.2% 42.9% 55.7%
Operating margin 4.9% −1.0% 2.1% 4.5% 22.4% 34.5% 25.5% 25.9% 25.8% 37.0% 51.4%
Net margin 2.5% 0.6% 0.3% 2.8% 15.2% 27.3% 22.0% 23.3% 21.3% 28.5% 38.1%
Free-cash-flow margin 13.0% −2.5% 4.3% −2.1% 22.6% 22.4% 17.9% 9.3% −18.3% 15.9% 19.2%
Cash flow
Cash from operations 29 4 18 20 73 103 99 93 99 193 336
Capital spending 7 8 10 25 12 26 38 65 160 124 209
Free cash flow 22 −4 8 −4 61 77 60 29 −61 69 127
Stock-based pay — — — — — −2 1 1 1 2 2
Free cash flow after stock pay — — — — — 79 59 28 −62 68 125
Balance sheet
Cash 24 19 22 20 99 153 155 131 29 74 169
Total debt 0 0 0 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −24 −19 −22 −20 −99 −153 −155 −131 −29 −74 −169
Diluted shares 42m 42m 42m 68m 78m 86m 86m 86m 87m 87m 87m
Returned to shareholders
Dividends 18 4 3 0 36 42 34 29 39 24 46
Buybacks — — 0 0 0 0 — — — — —
Total returned 18 4 3 0 36 42 34 29 39 24 46

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 3 checks passed · June 30, 2026
What it owns · $1.1bn
Short-term assets $233mLonger-term assets $831m
What it owes, and who funded it · $1.1bn
Short-term liabilities $64mLonger-term liabilities $222mShareholders' equity $778m
  • Short-term assets cover short-term liabilities $233m of assets due within a year against $64m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $233m short-term assets against $222m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of $340m against $6m of interest.

From Drdgold LTD's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Dividends (TTM)
$46.2M
Diluted share count
+0.4%
year over year
Total shareholder yield
2.3%
dividends 2.3% + buybacks 0.0% of market value
Dividend payout ratio
18%
of net income paid out

Competitors: side by side with peers

Closest by revenue in gold
Last 12 months unless stated DRD AUGO ARIS FSM RGLD OR Median
Revenue, last 12 months $661m $922m $928m $947m $1.5bn $277m $1.8bn
Revenue growth, last 12 months 52.3% 55.1% 81.7% 39.8% 93.5% 45.1% 53.7%
Gross margin 53.5% 58.0% 55.3% 49.3% 66.8% 83.8% 51.2%
Operating margin 51.4% — 38.7% 43.1% 61.4% 70.9% 41.2%
Operating margin, 3-year average 26.3% — — 35.7% 59.6% — 26.0%
Net margin 38.1% −8.6% 8.4% 30.4% 47.7% 74.3% 30.0%
Cash from operations / revenue 50.9% — 40.2% 54.0% 67.5% 88.5% 45.3%
Free-cash-flow margin 19.2% — 13.9% 28.5% 48.1% 88.1% 27.1%
Free-cash-flow margin, 3-year average 13.8% — — 18.8% 50.2% — 13.8%
Stock pay / revenue 0.4% — 4.5% — 0.8% 3.0% 0.8%
Change in share count 0.4% 8.4% 20.5% 7.8% 20.3% 0.8% 2.9%

Median of all 24 companies we cover in gold. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

24 gold companies
Measure Company Peer median Rank
Revenue growth Growth 52.3% 55.1% 13 of 24
Change in growth rate Growth +22.3pp +20.4pp 10 of 23
Gross margin Profitability 53.5% 53.5% 11 of 21
Operating margin Profitability 51.4% 41.2% 6 of 18
Net margin Profitability 38.1% 30.4% 8 of 24
Free-cash-flow margin Cash generation 19.2% 28.2% 15 of 22
Stock pay as % of revenue Cash generation 0.4% 0.9% 4 of 18
Change in share count Balance sheet 0.4% 3.0% 8 of 24

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$170M
Institutions reporting
104
Shares held vs prior quarter
▼ 19.7%
Positions opened / closed
12 / 22

Top buyers and sellers, Q2 2026: 45 institutions bought and 61 sold ; the biggest buyer was Van Eck Associates Corp (+224K shares) and the biggest seller Acadian Asset Management LLC (−993K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Van Eck Associates Corp $24.6M 1.2M 14.5% ▲ 24.1%
Acadian Asset Management LLC $18.3M 859K 10.7% ▼ 53.6%
Connor, Clark & Lunn Investment Management Ltd. $15.2M 712K 8.9% ▲ 7.9%
Blackrock, Inc. $13.8M 649K 8.1% ▼ 16.6%
American Century Companies Inc $9.5M 447K 5.6% ▼ 1.8%
Jane Street Group, LLC $8.4M 396K 5.0% ▲ 40.4%
AQR Capital Management LLC $7.7M 362K 4.5% ▲ 3.2%
Marshall Wace, LLP $7.4M 347K 4.3% ▼ 32.2%
Arrowstreet Capital, Limited Partnership $6.6M 310K 3.9% ▼ 54.9%
Renaissance Technologies LLC $6M 281K 3.5% ▼ 19.7%
Man Group PLC $4.3M 200K 2.5% ▲ 24.5%
Two Sigma Investments, LP $3.9M 185K 2.3% ▲ 64.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Drdgold LTD's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $1.6M 20 trades by 10 insiders · 0% under pre-set plans
Net ▼ $1.6M net selling
Insider Date Trade Shares Price Value
Pretorius Daniel Chief Executive Officer October 27, 2026 Sell 117,980 $2.44 $288,025
Hooijer Henriette Chief Financial Officer October 27, 2026 Sell 22,687 $2.44 $55,386
Gouws Henry Head of Prod., Dir. of Ergo October 27, 2026 Sell 89,160 $2.44 $217,666
Lindecke Dean General Manager Ergo Ops. October 27, 2026 Sell 48,948 $2.44 $119,497
Bornman Ryno Financial Manager Ergo Ops. October 27, 2026 Sell 8,388 $2.44 $20,478
Kruger Kevin Head of Technical Services October 27, 2026 Sell 73,830 $2.44 $180,241
Moloto Kgabo General Manager FWGR Ops. October 27, 2026 Sell 21,999 $2.44 $53,706
Laas Lihan Financial Manager FWGR Ops. October 27, 2026 Sell 14,787 $2.44 $36,100
Schoeman Jacobus Chief Operating Officer October 27, 2026 Sell 94,575 $2.44 $230,886
Mashatola Mpho Group Fin. & Business Dev. Mgr October 27, 2026 Sell 13,014 $2.44 $31,771
Pretorius Daniel Chief Executive Officer September 1, 2026 Sell 35,537 $2.75 $97,727
Hooijer Henriette Chief Financial Officer September 1, 2026 Sell 8,313 $2.75 $22,861

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

  • 6-K 6-K
  • 6-K 6-K
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Data status

When each part of this page on Drdgold LTD was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Drdgold LTD in brief

What does Drdgold LTD do?
Drdgold LTD is a US-listed company in the gold industry. Its financial year ends in June.
What is Drdgold LTD's stock ticker?
Drdgold LTD trades under the ticker DRD on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Drdgold LTD's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Drdgold LTD reported revenue of $661M, 52.3% higher than a year earlier, according to its SEC filings.
What is Drdgold LTD's free cash flow?
Drdgold LTD's free-cash-flow margin is 19.2% of revenue over the trailing twelve months, ranking 15 of the 22 gold companies we cover.
What is Drdgold LTD's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Drdgold LTD's free cash flow after stock-based pay gives ~$25 per share in the base case, and ~$19–$32 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Drdgold LTD's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Van Eck Associates Corp, Acadian Asset Management LLC and Connor, Clark & Lunn Investment Management Ltd. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Does Drdgold LTD pay a dividend?
Yes: Drdgold LTD paid $46.2M in dividends over the trailing twelve months, a dividend yield of 2.31% and a payout ratio of 18.3%.
Who are Drdgold LTD's competitors?
In our Gold peer group, the companies closest to Drdgold LTD are Aura Minerals Inc., Aris Mining Corp, Fortuna Mining Corp., Royal Gold Inc and OR Royalties Inc. The side-by-side comparison below sets their revenue, margins and growth against Drdgold LTD's.
Are insiders buying or selling Drdgold LTD stock?
Over the last 12 months, Drdgold LTD's directors and officers reported 0 open-market purchases and 20 sales on Form 4. The insider trading page charts every trade.