Ninety One UK 13F: Exits AngloGold Ashanti (AU) Stake

Ninety One UK has completely exited its investment in AngloGold Ashanti plc (AU, NYSE), selling out its entire position during the period. According to a Form 13F filing with the SEC on October 15, 2026, the fund parted ways with 2,017,862 shares, bringing its holdings down to zero. Because 13F filings look backward at a prior quarter, this report shows the fund's stance as of that date and may not reflect its current portfolio today.

Inside Ninety One UK's AngloGold Ashanti Trade

The complete exit wipes out a sizable holding for Ninety One UK. The fund cut 2,017,862 shares, representing a 100.0% reduction that leaves it with no remaining shares of the gold mining company. Institutional reports like this one are filed weeks after the quarter ends, offering a look at past portfolio adjustments rather than live trades.

Other Institutional Activity in AngloGold Ashanti

Other large money managers made mixed adjustments to their positions in AngloGold Ashanti around the same reporting periods. Blackrock Inc. grew its holdings by 721,585 shares, ending with 31,040,264 shares worth about $2,881,157,295.0. Van Eck Associates Corporation reduced its stake by 708,465 shares, leaving it with 18,033,983 shares valued at about $1,673,914,296.0. Vanguard Capital Management LLC added 209,839 shares to finish with 16,732,620 shares worth roughly $1,553,121,783.0. FMR, LLC cut 1,958,150 shares, bringing its total to 16,549,887 shares valued at about $1,536,160,506.0. Ninety One SA (PTY) Ltd lifted its position by 203,745 shares to end with 11,398,551 shares worth approximately $1,058,013,500.0.

AngloGold Ashanti plc Stock Up 1.1%

AngloGold Ashanti shares recently traded around $92.61 as of October 16, 2026. The stock sits about 9.0% below its 50-day moving average of $101.72 and roughly 4.6% below its 200-day moving average of $97.06. Over the past year, the shares have traded as low as $62.55 and as high as $129.14.

Recent Earnings

The company posted trailing-twelve-month revenue of $11,825,000,448.0 and basic earnings per share of $7.46. It generated a net profit margin of 32.2% and a return on equity of 44.7%. The company is scheduled to report its next batch of earnings on November 5, 2026.

Dividend

AngloGold Ashanti pays an annual dividend rate of $4.52 per share, giving it a dividend yield of 4.94% based on recent trading levels. The payout ratio sits at 61.7% of earnings.

Insider Buying and Selling at AngloGold Ashanti plc

Director Kojo Osei Frimpong Busia sold 400 shares on May 19, 2026, at an average price of $89.09 for a total value of $35,637.0 in a transaction that was not part of a planned 10b5-1 trading schedule.

Analysts Set New Price Targets

Analyst firms have updated their outlooks on the stock ahead of upcoming results. On July 16, 2026, JP Morgan maintained its Overweight rating with a price target of $134.0, down from $155.0. On September 10, 2026, BMO Capital downgraded the stock to Market Perform with a $115.0 target. On September 15, 2026, JP Morgan kept an Overweight rating while raising its target to $140.0 from $134.0. On September 16, 2026, RBC Capital maintained an Outperform rating and lifted its target to $119.0 from $111.0. Later, on October 15, 2026, Goldman Sachs initiated coverage with a Buy rating and a $104.0 price target. Across Wall Street, the stock holds a consensus buy rating with a mean price target of $116.38 across 8 analyst opinions.

About AngloGold Ashanti

AngloGold Ashanti operates mines that extract gold and by-products like silver across Africa, Australia, and the Americas. Its operations include major assets such as the Geita mine in Tanzania. Institutional shifts like Ninety One UK's exit highlight how large funds periodically rebalance capital away from basic materials producers.

Bottom Line

Investors will look toward the company's upcoming earnings report on November 5, 2026, for fresh details on production and cash flow. Institutional filings only offer a backward-looking glimpse into portfolio changes, meaning further SEC updates will be required to track where Ninety One UK deploys its capital next.