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OR Royalties Inc. (OR) SEC Filings

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OR Royalties Inc. filings document the disclosure record of a Canadian precious metals royalty and streaming company that reports to the SEC as a Form 40-F filer. Annual filings include the Annual Information Form, consolidated financial statements and MD&A, while Form 6-K reports furnish interim financial statements, management discussion, certifications and press releases.

The filing record covers royalty, stream and other interests, investments, dividends, share capital, operating results and cash flows. Governance disclosures include the management information circular, proxy materials, director elections, auditor appointment, shareholder rights plan matters and annual meeting voting results. Other furnished reports address portfolio updates, sustainability reporting, material-event disclosure, capital-structure matters and related business risks.

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OR Royalties Inc. reported preliminary third-quarter 2026 deliveries of 20,237 attributable gold equivalent ounces, revenue of $90.205 million and cash margin of $87.288 million, or 96.8% of revenue. Revenue was $71.625 million and cash margin was $69.258 million in the three months ended September 30, 2025. Cost of sales excluding depletion was $2.917 million. These figures are unaudited, remain subject to quarter-end adjustments and may change materially.

At September 30, 2026, cash was approximately $76.7 million; during the quarter, OR Royalties repurchased common shares for $29.1 million (C$40.8 million) under its normal course issuer bid and closed the La Verde royalty transaction with Hot Chili Limited for $15.0 million, financed with balance-sheet cash. Its revolving credit facility had $228.2 million drawn and $621.8 million of available capacity, plus an uncommitted accordion of up to $350.0 million. The full Q3 results release is scheduled for November 11, 2026, after market close, followed by a conference call November 12, 2026, at 10:00 a.m.

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OR Royalties Inc. reported updates across its royalty and streaming portfolio. Cuiú Cuiú produced first gold on September 10, 2026; ramp-up to commercial production is expected in the fourth quarter of 2026. At Amulsar, first gold production is imminent, with ramp-up toward commercial production still on track for the first half of 2027. First stream payments are expected late 2027 or the first half of 2028, depending on gold and silver prices.

At Cariboo, Osisko Gold Group announced a formal construction decision, with first gold pour expected in the first quarter of 2029 and commercial production in the second half of 2029. South Railroad's operator reported completion of federal permitting under NEPA and the start of early works. San Antonio received environmental-impact-statement approval, and the U.S. Forest Service issued Hermosa's final Record of Decision for ancillary infrastructure. White Pine North's study reports a 137.9-million-tonne Probable Mineral Reserve and a 26-year mine plan; commercial production is targeted for 2030.

For the Japan Gold portfolio, OR Royalties agreed to exercise its right to acquire an additional 0.5% royalty on all properties for $3 million, raising its interest from 1.5% to 2.0%. Solidcore committed to fund $35 million on five initial areas of the portfolio.

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OR Royalties Inc. reported strong second-quarter 2026 results, with revenues of $97.8 million and net earnings of $61.4 million, or $0.33 per basic share, compared with $60.4 million and $32.4 million a year earlier. Gold equivalent ounces earned rose to 20,757.

For the first six months of 2026, revenues reached $200.7 million and net earnings $135.0 million, supported by $83.2 million of Q2 operating cash flow. The company invested heavily in growth, adding Namdini, Spring Valley and Gold Fields royalty interests, which lifted royalty, stream and other interests to $1.48 billion and were partly funded with its revolving credit facility, leaving $215.0 million of debt and $75.6 million of cash. Management guides to 80,000–90,000 GEOs in 2026 and 120,000–135,000 GEOs in 2030. The quarterly dividend was increased to $0.065 per share, and share repurchases reached 1.56 million shares in 2026 including July purchases.

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OR Royalties Inc. reported strong preliminary results for Q2 2026. The company earned 20,757 attributable gold equivalent ounces and generated preliminary revenues of $97.8 million from royalties and streams. With cost of sales (excluding depletion) of $3.1 million, cash margin reached about $94.7 million, or 96.8%, showing highly profitable operations.

As of June 30, 2026, OR Royalties held cash of approximately $75.6 million after spending $8.0 million on share repurchases under its normal course issuer bid. Net debt declined to $139.4 million following $18.0 million of debt repayments, with $215.0 million drawn on its revolving credit facility and $435.0 million of remaining capacity, plus a further $200.0 million uncommitted accordion. The company expects to close the Murray Brook precious metals stream and related equity investment in Q3 2026 for $9.0 million, funded from existing cash.

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OR Royalties Inc. reports that its operating partner Agnico Eagle temporarily suspended mining in the Barnat open pit at the Canadian Malartic Complex after a rock mass movement along the north wall. There were no injuries, equipment damage or environmental impact.

Agnico Eagle currently expects reduced Canadian Malartic production of approximately 60,000–80,000 ounces of gold in the second half of 2026 and up to about 150,000 ounces per year in 2027 and 2028. However, the event is not expected to affect the development or long-term production outlook for the Odyssey underground mine or the pathway to 1 million ounces of gold annually from the complex in the early 2030s.

OR Royalties holds a 5.0% net smelter return royalty on nearly all Mineral Reserves in the Barnat pit, yet based on information received from Agnico Eagle, OR Royalties’ 2026 gold equivalent ounce delivery guidance and its 5-year outlook remain unchanged.

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OR Royalties Inc. — ownership update by EdgePoint Investment Group Inc. EdgePoint files Amendment No. 8 to a Schedule 13G/A reporting beneficial ownership of 19,460,644 Common Shares, representing 10.38% of the class. The filing lists 15,612,698 shares subject to sole voting and dispositive power and 3,847,946 shares subject to shared voting and dispositive power. The filing is signed by EdgePoint's Chief Compliance Officer on 05/15/2026.

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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.

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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.

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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.

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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.

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FAQ

How many OR Royalties (OR) SEC filings are available on StockTitan?

StockTitan tracks 35 SEC filings for OR Royalties (OR), 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 OR Royalties (OR)?

The most recent SEC filing for OR Royalties (OR) was filed on October 7, 2026.