Ninety One UK 13F: Adds $67M to Barrick Mining (B) Stake

Ninety One UK grew its position in Barrick Mining Corporation (NYSE: B) by acquiring an additional 1,640,224 shares, according to a Form 13F filing with the SEC on October 15, 2026. The purchase lifted the firm's holdings by 13.1% to a total of 14,143,606 shares. Based on the reported value of $575,220,464, the investment reflects a notable vote of confidence in the gold miner, though 13F filings look backward at a prior quarter and may not show the firm's current stance.

What Changed in Ninety One UK's Barrick Mining Position

Before the adjustment, Ninety One UK held 12,503,382 shares of the company. The addition of 1,640,224 shares brought the stake to 14,143,606 shares. Because institutional filings report on activity from the preceding quarter, the trades occurred earlier in the year before becoming public knowledge on October 15, 2026.

Other Institutional Activity in Barrick Mining

Other major fund managers also shuffled their holdings in Barrick Mining Corporation during the same reporting period. Capital International Investors grew its holdings by 1,234,745 shares, ending with 65,544,397 shares worth about $2,675,522,265. Van Eck Associates Corporation reduced its position by 6,885,919 shares, leaving it with 60,032,632 shares valued at approximately $2,450,532,019. Blackrock Inc. trimmed its stake by 5,905,827 shares to hold 50,020,560 shares worth about $2,041,839,243. Vanguard Capital Management LLC grew its holdings by 609,980 shares, ending with 46,130,882 shares worth about $1,883,062,589. Royal Bank of Canada grew its holdings by 1,223,618 shares, ending with 40,822,919 shares worth about $1,666,391,541.

Barrick Mining Corporation Stock Up 0.9%

Barrick Mining Corporation shares recently traded around $40.92 as of October 16, 2026. The stock is sitting about 4.5% below its 50-day moving average of $42.86 and roughly 3.8% below its 200-day moving average of $42.55. The shares trade 25.2% below their 52-week high of $54.69 and 34.8% above their 52-week low of $30.35.

Recent Earnings

Barrick Mining Corporation reported trailing twelve-month revenue of $20,654,999,552 with earnings of $3.87 per share. The company posted a net profit margin of 31.6% and a return on equity of 27.0%. Year-over-year revenue growth stood at 43.8%. The company's next earnings report is scheduled for November 9, 2026.

Dividend

Barrick Mining Corporation pays an annual dividend of $0.70 per share, giving the stock a dividend yield of 1.73%. The dividend payout ratio sits at 23.8%.

Analysts Set New Price Targets

Analyst firms have continued to monitor the stock closely ahead of upcoming financial updates. On August 12, 2026, Scotiabank maintained its Sector Outperform rating while lowering its price target to $55.00 from $57.00. On August 13, 2026, Barclays maintained an Equal-Weight rating and raised its target to $42.00 from $39.00. On August 14, 2026, JP Morgan kept an Overweight rating and lifted its target to $52.00 from $50.00. On September 9, 2026, Bernstein maintained an Outperform rating while adjusting its target down to $56.50 from $61.00. Later, on September 16, 2026, RBC Capital maintained an Outperform rating and raised its target to $53.00 from $49.00. Overall, the stock carries a consensus buy rating with an average price target of $51.95 across 16 analyst opinions.

About Barrick Mining

Barrick Mining Corporation explores for, develops, and sells mineral properties, focusing primarily on gold, copper, silver, and energy materials. Operating major mining assets across multiple continents, the company supplies essential materials for industrial and precious metal markets. Institutional investments by firms like Ninety One UK highlight continued institutional interest in the miner's operational scope and commodity output.

Bottom Line

Investors are watching for Barrick Mining Corporation's upcoming earnings release on November 9, 2026, for updated financial metrics. Institutional filings like this one provide a look at past portfolio adjustments rather than live trading activity. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.