BHP

BHP

Market cap $207B

My assessment of the commodity cycle has led me to see both BHP Group Limited and Rio Tinto Group as interesting candidates for an All-Weather Portfolio. They both inflation hedging and favorable total return potential amid an anticipated commodity cycle recovery. Between them, BHP is an even better fit to Ray Dalio's all-weather portfolio than RIO due to its superior margins and stronger balance sheet.

RIO and BHP ramp up copper and iron ore output, advance major projects and lift EPS outlooks amid cost and weather risks.

BHP Group Limited delivered continued improvement in FY2026 Q2, driven by strong copper segment performance. With BHP shares up over 40% in the past year, much of the positive outlook appears priced in. I now rate BHP a Hold, seeking a 15% pullback before reinitiating a position for better upside.

AU, F, HSY, RIO and BHP are five high-yield dividend giants looking like safe bets in 2026 as AI-driven volatility rattles tech stocks.

WASHINGTON, D.C., Feb. 20, 2026 (GLOBE NEWSWIRE) -- A wholly-owned subsidiary of BHP Group Limited (“BHP”) and Faraday Copper Corp. (“Faraday”), have signed a non-binding letter of intent (“LOI”) to explore a potential transaction whereby Faraday would acquire 100% of BHP's San Manuel property in Arizona, USA. In exchange, BHP would receive a 30% interest in the equity of Faraday, and commensurate shareholder and marketing rights. In addition, BHP has agreed to participate in any equity raise by Faraday, over a two-year period, up to a maximum aggregated subscription amount of US$20 million.

While investors obsess over the next fluctuation in chipmaker stock prices, a quiet revolution pushed the world's largest miner to a record high on Feb. 17, 2026. BHP Group NYSE: BHP rose to approximately $74.27, signaling that the digital economy has finally hit a physical constraint: electricity.

BHP Group Limited (BHP) M&A Call Transcript

BHP Group posted earnings at the upper end of analyst expectations, driven by a historic metals rally and a years-long effort to shore up copper production. CFO Vandita Pant discusses the details with Bloomberg's Paul Allen.

BHP Group Ltd (LSE:BHP, ASX:BHP) used its first-half result to underline how quickly copper is reshaping the group, with RBC Capital Markets describing the numbers as a “clean, copper-led result with solid financial 1H performance”. The Canadian bank said earnings before interest, tax, depreciation and amortisation from the world's largest miner were “modestly ahead”, alongside free cash flow, while “the 60% payout surprised positively”.

BHP Group Limited (BHP) Q2 2026 Earnings Call Prepared Remarks Transcript