NEWMONT Corp

Company facts

Industry

Gold and Silver Ores

Headquarters

Denver, Colorado

Most recent report

10-Q, filed Oct 22, 2026

Incorporated

Delaware

Filings on record

1,000+ filings

On EDGAR

CIK 1164727

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 4 of 13 sections worth reading, with 1 positive, 7 notable, and 6 negative flags.

• Financial Statements (Item 1)

  Financial statements and notes with material events: NGM JV amendment, Cadia suspension, litigation, tax dispute, buyback pace.
  Notable

  • Yanacocha reclamation liability was $3,387M at Sept 30, 2026, down from $3,906M at Dec 31, 2025.
  • ATO appealed court order favoring Newmont in TARP tax dispute; appeal to be heard in 2027.
  • Securities class action dismissed with final judgment for Newmont on Sept 17, 2026; derivative suits remain stayed.
  Negative

  • Newmont agreed to contribute $1.95B cash to NGM JV within 30 days of Fourmile contribution, expected Q4 2026.
  • Cadia underground mining suspended after seismic activity; $28M in incremental costs for nine months ended Sept 30, 2026.
  • Equinox Gold demanded ~$114M under Tax Allocation Agreement for DMSL's 2017 tax year; Newmont disputes liability.

• Management's Discussion (Item 2)

  Core MD&A: detailed financial results, segment ops, liquidity, and key risks.
  Notable

  • Board authorized $6B stock repurchase program in April 2026; $5,241B repurchased in 9M 2026.
  Negative

  • Ghana corporate tax rate rose to 35% from 32.5% effective Jan 1, 2026, after stability agreement expired.
  • Ghana royalty framework revised to sliding scale 5%-12% of gold revenue, effective March 2026.

• Market Risk (Item 3)

  Company-specific metal price assumptions, FX sensitivity, and Argentina hyperinflation details.
  Notable

  • Company began Blue Chip Swap transactions in July 2026 to access USD in Argentina under currency controls.
  • 10% adverse move in forward electricity rates would decrease Cadia PPA fair value by $37M at Sep 30, 2026.
  Negative

  • 10% adverse FX move would increase Costs applicable to sales by $393M for nine months ended Sep 30, 2026.

• Unregistered Sales and Repurchases (Item 2)

  New $6B buyback authorized in April 2026; $3.2B remaining; heavy Q3 repurchases at rising prices.
  Positive

  • New $6B buyback authorized in April 2026; $3.2B remaining at Q3 end.
  Notable

  • Post-quarter: 3.9M more shares bought at $116 avg for $452M total through filing date.

What changed: Sep 2026 vs. Jun 2026

About 7% of NEM's Sep 2026 10-Q is new information. 44 paragraphs were added, 271 changed, and 80 removed. Below are the most important lines SECSift identified.

• Item 2 151
• Item 1 74
• Item 3 12
• Item 5 10
• Item 4 2
• Item 6 2
• Item 1A 1