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Bhp Group Limited SEC Filings

BHP NYSE

Welcome to our dedicated page for Bhp Group SEC filings (Ticker: BHP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

BHP Group Limited files as a foreign private issuer, with Form 6-K reports documenting operating and financial results, operational reviews, dividends and material events for its mining portfolio. The filings describe copper and iron ore performance at assets such as Escondida, Antamina and Western Australia Iron Ore, as well as project disclosures for Jansen potash and other growth options.

Regulatory documents also cover completed streaming and divestment transactions, dividend currency exchange mechanics, governance and executive succession matters, capital allocation, risk language tied to commodity markets and project execution, and the ADR issuer context for securities representing BHP ordinary shares.

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BHP Group Ltd director Christine O'Reilly has filed an initial Form 3 disclosing her beneficial ownership of ordinary shares.

She reports 9,000 shares held directly, 1,200 shares held indirectly via IOOF Investment Services Limited as custodian on her behalf, and 420 shares held indirectly through her spouse.

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BHP Group Ltd executive Emma Kate Stone, Group Financial Controller, reported her existing ownership in ordinary shares and employee equity awards. The disclosure lists direct and indirect holdings of ordinary shares, including 3,132 shares held directly and additional shares held through superannuation fund trustees.

Stone also holds three tranches of Conditional Awards, each representing a contingent right to one ordinary share. These cover 7,774, 11,392 and 15,446 underlying shares, granted in 2023, 2024 and 2025 and scheduled to vest between June 30, 2026 and June 30, 2028, subject to continued service under the plan rules.

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BHP Group Limited has appointed Brandon Craig as Chief Executive Officer and Director effective 1 July 2026, succeeding Mike Henry after six and a half years in the role. Craig has more than 25 years at BHP, recently serving as President Americas, where BHP became the world’s largest copper producer and advanced major copper and potash projects.

His CEO package includes base salary of US$1,900,000 per annum, 10% pension, and eligibility for the Cash and Deferred Plan and Long-Term Incentive Plan. At target, short-term incentives equal 240% of base salary, with a maximum of 360%, while long-term incentives equal 200% of base salary per year. He must hold shares worth five times base salary and maintain a post-retirement holding for two years.

Henry will remain CEO to 30 June 2026 and support the transition to 30 November 2026. During his tenure, BHP simplified its portfolio, pivoted toward copper and potash, reduced operational greenhouse gas emissions by 30%, achieved a gender-balanced workforce and delivered average total shareholder returns of about 17% per annum, returning approximately US$80 billion to shareholders.

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BHP Group Limited confirmed details for its 2026 interim dividend of 73 US cents per share for the half year ended 31 December 2025. Currency conversion rates were fixed around the 6 March 2026 record date.

Holders on the Australian, UK and South African registers will receive payments in AUD, GBP and ZAR, respectively, using the specified USD exchange rates. Example converted amounts are about 103.846887 Australian cents, 54.804805 British pence, 123.833757 New Zealand cents and 1,162.79875 South African cents per share. The dividend is scheduled to be paid on 26 March 2026.

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BHP Group Limited provides a detailed update on its HY2026 performance and growth plans for the half year ended 31 December 2025. Copper drove more than 50% of Group underlying EBITDA for the first time, supported by strong margins and record first-half iron ore production and shipments at WAIO.

The Board declared an interim dividend of 73 cents per share, representing a 60% payout ratioUS$14.7 billion with gearing of 20.9%, and ROCE for HY26 is reported at 23.6%.

The company outlines an ambitious copper growth pipeline, targeting about 2.5 Mtpa copper equivalent by FY35 from copper assets, underpinned by lower-risk organic projects. Jansen Stage 1 potash is 75% complete, with total investment of US$8.4 billion and first production expected in mid‑CY27. BHP also details extensive long‑term copper, potash and iron ore growth options and reiterates its focus on safety, sustainability, and climate‑related goals.

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BHP reported strong half-year results for the period ended 31 December 2025, driven mainly by copper and iron ore. Revenue rose to US$27.9 bn, up 11% year on year, while Underlying EBITDA increased 25% to US$15.5 bn with a 58% margin. Attributable profit grew 28% to US$5.6 bn, and Underlying attributable profit reached US$6.2 bn.

Copper contributed 51% of Group Underlying EBITDA for the first time, with Copper Underlying EBITDA up 59% to US$8.0 bn and segment margins at 66%. Group copper production was 984 kt and FY26 copper guidance was increased to 1,900–2,000 kt. Western Australia Iron Ore delivered 134 Mt of production and Underlying EBITDA of US$7.5 bn with a 62% margin.

BHP generated operating cash flow of US$9.4 bn and ended the half with net debt of US$14.7 bn, around the midpoint of its US$10–20 bn target range. The company declared an interim dividend of US$0.73 per share (60% payout), totalling US$3.7 bn, and highlighted over US$6 bn of cash expected from new silver streaming and power agreements and a confirmed Jansen Stage 1 potash budget of US$8.4 bn.

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BHP Group Limited has entered into a long-term silver streaming agreement with Wheaton Precious Metals covering BHP’s share of silver from the Antamina mine in Peru. BHP will receive an upfront cash payment of US$4.3 billion at completion in exchange for future silver deliveries.

The company describes this as its most valuable streaming transaction to date by upfront consideration and expects the deal, together with a recent transaction with Global Infrastructure Group, to unlock over $6 billion of cash. BHP states the transaction is not expected to increase reported debt and does not affect Antamina’s operations, BHP’s joint venture rights, or existing customer agreements.

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BHP has revised the cost and schedule for its Jansen Stage 1 potash project, lifting the total investment estimate to US$8.4 billion (including contingencies) and pushing first production back to mid CY2027, in line with the original timetable. This compares with a prior estimated range of US$7.0–7.4 billion announced in July 2025 and the initial US$5.7 billion approval estimate in August 2021. The company attributes the latest increase mainly to additional construction hours and material quantities identified in a comprehensive budget and schedule review, alongside earlier inflation, design and scope changes, and lower productivity.

BHP reports Jansen Stage 1 is 75% complete and still expected to deliver about 4.15 Mtpa of potash. At consensus prices, the updated internal rate of return is 7.9%–9.1% with an expected payback of 11–15 years from first production, and underlying EBITDA margins are projected at roughly 63%–64%. The company has implemented a response plan to improve productivity, strengthen project management and enhance contract oversight, and it continues to advance Jansen Stage 2, with a planned update on Stage 2 investment estimates in Q4 FY2026.

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BHP Group reports a strong operational half year to 31 December 2025, with record copper and iron ore performance and higher copper guidance supported by stronger prices. Group copper production was 984 kt, broadly flat year on year, while the average realised copper price rose to US$5.28/lb, up 32%. FY26 copper production guidance has been increased to 1,900–2,000 kt, with higher ranges for Escondida and Antamina.

Iron ore output rose 2% to 134 Mt, with WAIO delivering record first half production; FY26 iron ore guidance is unchanged at 258–269 Mt. Steelmaking coal production increased 2% to 9.2 Mt and NSW Energy Coal volumes rose 10%, both now expected toward the lower or upper ends of prior guidance ranges. The Jansen Stage 1 potash project is 75% complete with budgeted spend of US$8.4 bn and first production targeted for mid‑2027.

Preliminary HY26 financial items include negative EBITDA of about US$100 m at WA Nickel and US$150 m for Potash, working capital build of US$2.3–2.4 bn, capital and exploration expenditure of around US$5.3 bn, and Samarco dam‑related cash outflow of roughly US$1.1 bn. Net debt at 31 December 2025 is expected between US$14 and US$15 bn.

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BHP Group has entered into a binding US$2 billion infrastructure agreement with Global Infrastructure Partners, a part of BlackRock, involving Western Australia Iron Ore’s inland power network. A new trust will be created, 51% owned and controlled by BHP, with GIP funding a 49% stake and BHP paying a tariff over 25 years linked to its share of WAIO’s inland power usage. BHP keeps full operational control of WAIO and its inland power infrastructure, and existing joint venture agreements, State agreements and asset ownership are unchanged. WAIO continues to target iron ore production of 305 million tonnes per year, and BHP states that net proceeds will be managed under its capital allocation framework. Completion is expected towards the end of FY2026, subject to regulatory approvals including Foreign Investment Review Board approval.

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FAQ

How many Bhp Group (BHP) SEC filings are available on StockTitan?

StockTitan tracks 52 SEC filings for Bhp Group (BHP), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Bhp Group (BHP)?

The most recent SEC filing for Bhp Group (BHP) was filed on March 18, 2026.