Institutional Investors Increase Stakes in First Majestic Silver
Published on 04/06/2026 at 04:34 | Redaktion boerse-global.de
A growing consensus is forming around First Majestic Silver Corp., with Wall Street Zen upgrading its rating from "Buy" to "Strong Buy" this past Saturday. This move aligns with a notable trend of institutional investors significantly expanding their holdings in the silver mining company.
Operational Strength and Strategic Shift
The company's financial foundation was solidified by its fourth-quarter 2025 performance. Revenue surged to $463.9 million, marking a substantial 169.2% increase year-over-year. Earnings per share came in at $0.30, comfortably surpassing analyst consensus estimates.
Capitalizing on this robust performance, management has revised its dividend policy. The payout has been doubled to 2% of quarterly net revenue, a structure designed to more closely tether shareholder returns to the underlying price of physical silver.
Should investors sell immediately? Or is it worth buying First Majestic Silver?
Deepening Institutional Commitment
Recent regulatory filings reveal pronounced buying activity from major funds. SG Americas Securities LLC dramatically increased its stake by 194.6% during Q4, acquiring an additional 131,267 shares valued at approximately $2.19 million. New positions were also established by EFG International AG and Spire Wealth Management. Collectively, institutional ownership now accounts for roughly 27.16% of the company’s outstanding shares.
This investor confidence is supported by solid operational metrics. Proven and probable silver reserves grew by 16% to 101.7 million ounces. Furthermore, the company’s cash position reached a record high of $938 million.
This substantial liquidity is earmarked for strategic initiatives, including the planned restart of the Jerritt Canyon gold mine in Nevada. An investment of $75 million is scheduled for the current year, with production targeted to resume in the second half of 2027. The underlying strategy emphasizes a focus on high-grade zones, prioritizing margin over sheer production volume.
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