OR Royalties Inc SEC Filings

Van Eck Associates Corporation reports beneficial ownership of 10,776,856 common shares of OR Royalties Inc., representing 5.74% of the class as of 03/31/2026. The filing states Van Eck has sole voting and sole dispositive power over these shares. The Schedule 13G/A is signed by Ashley Sousa on 05/15/2026.

OR Royalties Inc. reports the results of its annual meeting of shareholders held on May 7, 2026. Shareholders elected seven director nominees, with support generally above 93% of votes cast for each candidate, based on proxies and a show of hands.

Shareholders also reappointed PricewaterhouseCoopers LLP as independent auditor with 99.79% of votes cast in favor. An ordinary resolution to continue the Corporation’s Second Amended and Restated Shareholder Rights Plan received 96.34% support. An advisory resolution endorsing the company’s approach to executive compensation passed with 95.58% of votes cast in favor.

OR Royalties Inc. delivered a very strong first quarter of 2026, with revenues from royalties and streams rising to $102.8 million from $54.9 million a year earlier and net earnings increasing to $73.6 million or $0.39 per basic share, up from $0.14. Operating cash flow reached $71.9 million, supporting a cash balance of $94.9 million as of March 31, 2026.

The company accelerated growth by acquiring an additional 1% NSR royalty on the Namdini mine for up to $103.5 million and signing definitive deals for the Terraco Spring Valley royalties at $168.0 million and the Gold Fields royalty portfolio and related deferred payment obligations totalling $167.0 million. It also agreed to a $28.0 million precious metals stream on Canadian Copper’s New Brunswick assets. OR Royalties bought back 322,470 shares for $12.9 million under its normal course issuer bid and increased its quarterly dividend from $0.055 to $0.065 per share, while guiding to 80,000–90,000 gold equivalent ounces in 2026 and 120,000–135,000 GEOs in 2030.

OR Royalties Inc. delivered a very strong first quarter of 2026, with revenues from royalties and streams rising to $102.8 million from $54.9 million a year earlier and net earnings increasing to $73.6 million or $0.39 per basic share, up from $0.14. Operating cash flow reached $71.9 million, supporting a cash balance of $94.9 million as of March 31, 2026.

The company accelerated growth by acquiring an additional 1% NSR royalty on the Namdini mine for up to $103.5 million and signing definitive deals for the Terraco Spring Valley royalties at $168.0 million and the Gold Fields royalty portfolio and related deferred payment obligations totalling $167.0 million. It also agreed to a $28.0 million precious metals stream on Canadian Copper’s New Brunswick assets. OR Royalties bought back 322,470 shares for $12.9 million under its normal course issuer bid and increased its quarterly dividend from $0.055 to $0.065 per share, while guiding to 80,000–90,000 gold equivalent ounces in 2026 and 120,000–135,000 GEOs in 2030.

OR Royalties Inc. provides a portfolio update highlighting progress at several royalty assets and a strategic equity sale. The company sold its remaining non-core equity position in Osisko Metals for about $34.8 million in net proceeds. Alamos Gold’s Island Gold District expansion plans include a 30% larger Proven and Probable reserve of 5.1 million ounces of gold, which is expected to move more production onto OR Royalties’ higher 2.0% and 3.0% NSR royalty areas. At Dalgaranga, first ore from the high-grade Never Never deposit was delivered ahead of schedule, with OR Royalties expecting its first royalty payment in early May 2026 under its 1.44% gross revenue royalty. The filing also notes strong drilling and financing activity at Glenburgh and Bralorne, regulatory progress at the Shaakichiuwaanaan lithium project, high-grade drill results at Wharekirauponga, and an exclusivity agreement for a potential acquisition and restart of the Eagle mine, where OR Royalties holds a 5.0% NSR royalty.

OR Royalties Inc. Schedule 13G/A (Amendment No. 2) reports that BlackRock Portfolio Management LLC beneficially owns 14,965,934 shares of Common Stock, representing 8.0% of the class. The filing shows BlackRock has sole voting power over 14,562,451 shares and sole dispositive power over 14,965,934 shares. The filing identifies BGF World Gold Fund as a holder with an interest exceeding 5% and lists the issuer address in Montreal. The document is signed by a BlackRock managing director.

OR Royalties Inc. is asking shareholders to vote on key items at its May 7, 2026 annual meeting while highlighting record 2025 results. The precious-metals royalty and streaming company grew 2025 revenue to US$277.4 million with a cash margin of 96.7%, up from US$191.2 million and a 96.5% margin the prior year. Year-end 2025 cash was US$142.1 million with no debt, and the company met its 80,000–88,000 gold‑equivalent ounce delivery guidance, expecting modest GEO growth in 2026. The board declared a US$0.055 per‑share dividend for Q1 2026 and emphasizes disciplined capital allocation and ESG-focused growth. Shareholders will vote on electing seven directors, appointing PricewaterhouseCoopers LLP as auditor, continuing the Second Amended and Restated Shareholder Rights Plan, and an advisory "say on pay" resolution on executive compensation.

OR Royalties Inc. has entered a binding agreement for a $28.0 million precious metals stream on Canadian Copper Inc.’s Murray Brook and Caribou assets in New Brunswick, Canada. The stream covers 20% of payable silver and gold in concentrate for the life of mine.

OR Royalties will pay $5.0 million at closing and a further $23.0 million in quarterly construction installments tied to project milestones, including permits and a construction decision. It will buy delivered metal at 20% of spot prices.

The project’s construction is fully financed through this stream and a concurrent $35.0 million concentrate prepayment facility from Ocean Partners. OR Royalties will also invest $4.0 million in Canadian Copper shares at C$0.75, gaining additional upside to the brownfield project, which targets first production by 2029.

OR Royalties Inc. has filed a Form 6-K to share a press release announcing the publication of its 2025 Sustainability Report, titled Growing Responsibly. The report outlines the company’s Environmental, Social and Governance initiatives and performance for calendar year 2025.

The company implemented a formal Climate Change Policy, screened new royalty and streaming agreements for ESG risks, and purchased Gold Standard verified carbon credits to offset Scope 2 and Scope 3 emissions related to its workforce and footprint. It contributed $625,000 to community investments in 2025, bringing total community contributions to over $1.5 million since 2021.

OR Royalties was recognized as a Great Place to Work Canada for the second consecutive year and maintained strong ESG ratings, including Prime Status by ISS ESG and an “AA” rating by MSCI. The report is informed by Global Reporting Initiative, SASB standards and Task Force on Climate-related Financial Disclosures recommendations.

OR Royalties Inc. reports strong preliminary results for the first quarter of 2026. The company earned 22,740 attributable gold equivalent ounces and generated record royalty and stream revenues of $102.8 million. With preliminary cost of sales (excluding depletion) of $3.3 million, cash margin reached about $99.5 million, or 96.8%, showing very high profitability on its portfolio.

As of March 31, 2026, OR Royalties held cash of approximately $94.9 million after repurchasing C$17.7 million ($12.9 million) of common shares under its normal course issuer bid and funding an additional 1.0% Namdini net smelter return royalty. A buyback of 50% of the Cascabel gold stream delivered 4,290 ounces of gold to its subsidiary, representing net value of about $17.5 million. The company’s $650 million revolving credit facility, plus an uncommitted $200 million accordion, remained fully undrawn.