Mitsubishi UFJ Trust & Banking Corp Sells 3,475 Shares of Southern Copper Corporation $SCCO

Mitsubishi UFJ Trust & Banking Corp decreased its position in Southern Copper Corporation (NYSE:SCCO) by 10.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,686 shares of the basic materials company’s stock after selling 3,475 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Southern Copper were worth $3,603,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. raised its position in shares of Southern Copper by 65.1% in the 3rd quarter. MJT & Associates Financial Advisory Group Inc. now owns 213 shares of the basic materials company’s stock worth $26,000 after acquiring an additional 84 shares in the last quarter. Tobam acquired a new stake in Southern Copper during the second quarter worth approximately $29,000. Westside Investment Management Inc. bought a new stake in Southern Copper in the second quarter worth approximately $32,000. Covestor Ltd lifted its stake in Southern Copper by 30.4% in the third quarter. Covestor Ltd now owns 360 shares of the basic materials company’s stock valued at $44,000 after buying an additional 84 shares during the period. Finally, Allworth Financial LP lifted its stake in Southern Copper by 65.1% in the second quarter. Allworth Financial LP now owns 383 shares of the basic materials company’s stock valued at $39,000 after buying an additional 151 shares during the period. 7.94% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Southern Copper

Here are the key news stories impacting Southern Copper this week:

• Positive Sentiment: Q4 results beat expectations — revenue up ~39% YoY and EPS up ~63%, with improving margins and a stronger cash position, which supports near-term earnings visibility and the dividend. Southern Copper Corporation (SCCO) Releases Q4 2025 Earnings
• Positive Sentiment: Dividend hike — company raised the quarterly dividend to $1.00, increasing income appeal for yield-focused investors and signaling management confidence in cash flow. Southern Copper (NYSE:SCCO) Is Increasing Its Dividend To $1.00
• Positive Sentiment: Analyst support — at least one analyst (Scotiabank) publicly expects SCCO shares to rise, helping sentiment after the earnings release. Southern Copper (NYSE:SCCO) Stock Price Expected to Rise
• Positive Sentiment: Sector tailwind — rising copper scarcity driven by electrification and AI-related power demands supports higher long-term copper prices; Southern Copper benefits as a reserve-heavy, low-cost producer and is progressing on the Tía María project (~25% complete). Digging Into Demand: Copper’s Scarcity Premium Is Rising (SCCO)
• Neutral Sentiment: Stock split scheduled — a small 1.0085-for-1 split is payable Feb 10; mechanically increases share count but has minimal fundamental impact. Southern Copper Stock to Split on Tuesday, February 10th
• Neutral Sentiment: Peer comparison piece — AAII published a comparative analysis of Hudbay vs. Southern Copper (useful context for relative valuation/strategy, not immediate catalyst). Which Is a Better Investment, Hudbay Minerals Inc. or Southern Copper Corporation Stock?
• Negative Sentiment: Production outlook — management flagged lower output in 2027–28, which could weigh on medium-term volumes and offset some price/earnings upside. Southern Copper rises after posting Q4 earnings beat; sees lower output in 2027-28
• Negative Sentiment: Drawdown risk noted — some analysts/commentators warn of significant downside risk from valuation run-ups, commodity swings or company-specific events (per Seeking Alpha). Southern Copper: Keep Holding, But Drawdown Risk Is Significant
• Negative Sentiment: Mixed analyst/insider signals — institutional buying has been sizable but sell-side coverage is mixed (several sell/underweight ratings) and recent insider selling is recorded, which could cap near-term upside and contributes to divergent price targets. Southern Copper Corporation (SCCO) Releases Q4 2025 Earnings

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. UBS Group set a $148.00 price objective on shares of Southern Copper and gave the company a “sell” rating in a research note on Wednesday, January 21st. Wall Street Zen raised shares of Southern Copper from a “hold” rating to a “buy” rating in a research note on Sunday, January 18th. JPMorgan Chase & Co. reiterated an “underweight” rating and set a $117.50 price objective (down previously from $119.50) on shares of Southern Copper in a report on Friday, January 23rd. Scotiabank restated an “underperform” rating on shares of Southern Copper in a research note on Tuesday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Southern Copper in a research report on Monday, December 29th. Two analysts have rated the stock with a Buy rating, four have issued a Hold rating and seven have issued a Sell rating to the stock. According to data from MarketBeat.com, Southern Copper currently has a consensus rating of “Reduce” and an average target price of $135.65.

Southern Copper Stock Up 4.9%

Shares of NYSE SCCO opened at $207.82 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 4.52 and a quick ratio of 3.91. Southern Copper Corporation has a 1 year low of $74.84 and a 1 year high of $218.81. The stock has a market capitalization of $168.79 billion, a P/E ratio of 43.57, a P/E/G ratio of 1.68 and a beta of 1.06. The company has a 50-day moving average price of $155.25 and a 200-day moving average price of $127.73.

Southern Copper shares are set to split on the morning of Tuesday, February 10th. The 1.0085-1 split was recently announced. The newly created shares will be distributed to shareholders after the market closes on Monday, February 9th.

Southern Copper (NYSE:SCCO) last released its quarterly earnings results on Friday, October 31st. The basic materials company reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.09. The business had revenue of $3.38 billion during the quarter, compared to the consensus estimate of $3.05 billion. Southern Copper had a return on equity of 38.74% and a net margin of 30.98%. On average, equities research analysts forecast that Southern Copper Corporation will post 4.66 EPS for the current fiscal year.

Southern Copper Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 10th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This is a positive change from Southern Copper’s previous quarterly dividend of $0.90. This represents a $4.00 annualized dividend and a dividend yield of 1.9%. Southern Copper’s payout ratio is presently 75.47%.

Insider Transactions at Southern Copper

In related news, Director Bonilla Luis Miguel Palomino sold 400 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $139.00, for a total value of $55,600.00. Following the completion of the sale, the director directly owned 1,265 shares of the company’s stock, valued at approximately $175,835. This represents a 24.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold a total of 748 shares of company stock worth $103,260 in the last ninety days. Corporate insiders own 0.07% of the company’s stock.

Southern Copper Company Profile

Southern Copper Corporation (NYSE: SCCO) is a large, integrated copper producer whose operations span the full value chain from exploration and mining to smelting, refining and the sale of copper and other metal products. The company produces a range of copper products including copper concentrate and refined cathodes, and recovers valuable byproducts such as molybdenum, silver and zinc. Southern Copper concentrates on high-volume, long-life assets designed to support steady production and processing capabilities.

Southern Copper’s operations are concentrated in Peru and Mexico, where it owns and operates multiple large-scale mining and processing facilities.