Raymond James Financial Comments on OR Royalties Q3 Earnings

Key Points

• Raymond James Financial has revised its Q3 2025 earnings per share estimate for OR Royalties down to $0.19 from $0.20, reflecting a downward trend in earnings expectations.
• OR Royalties reported Q2 earnings of $0.13 per share, missing the consensus estimate of $0.17, with revenue of $60.36 million below analyst expectations of $83.25 million.
• The company declared a quarterly dividend of $0.055 per share, which will be paid on October 15th, representing a yield of 0.7% and a payout ratio of 51.35%.

OR Royalties Inc. (NYSE:OR - Free Report) - Equities research analysts at Raymond James Financial cut their Q3 2025 earnings per share estimates for shares of OR Royalties in a report released on Tuesday, August 5th. Raymond James Financial analyst B. Macarthur now anticipates that the basic materials company will earn $0.19 per share for the quarter, down from their prior estimate of $0.20. The consensus estimate for OR Royalties' current full-year earnings is $0.62 per share. Raymond James Financial also issued estimates for OR Royalties' Q4 2025 earnings at $0.19 EPS, Q1 2026 earnings at $0.17 EPS and FY2026 earnings at $0.68 EPS.

OR Royalties (NYSE:OR - Get Free Report) last issued its quarterly earnings data on Tuesday, August 5th. The basic materials company reported $0.13 EPS for the quarter, missing the consensus estimate of $0.17 by ($0.04). The company had revenue of $60.36 million during the quarter, compared to analysts' expectations of $83.25 million. OR Royalties had a return on equity of 8.56% and a net margin of 35.25%.

OR has been the subject of several other reports. National Bankshares reissued an "outperform" rating on shares of OR Royalties in a research note on Tuesday, June 24th. Wall Street Zen downgraded OR Royalties from a "buy" rating to a "hold" rating in a research report on Saturday, July 12th. Scotiabank increased their price target on OR Royalties from $26.00 to $28.00 and gave the company a "sector outperform" rating in a research report on Monday, July 7th. Finally, CIBC reaffirmed an "outperform" rating on shares of OR Royalties in a research report on Tuesday, July 15th. Three equities research analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $24.33.

OR Royalties Stock Up 0.3%

Shares of OR Royalties stock traded up $0.10 on Friday, hitting $30.46. The company had a trading volume of 924,919 shares, compared to its average volume of 869,408. The stock has a market capitalization of $5.73 billion, a price-to-earnings ratio of 82.31 and a beta of 0.71. OR Royalties has a 1 year low of $16.11 and a 1 year high of $30.76. The stock has a 50 day moving average of $27.01 and a 200-day moving average of $23.20. The company has a debt-to-equity ratio of 0.03, a quick ratio of 4.98 and a current ratio of 4.73.

Hedge Funds Weigh In On OR Royalties

Institutional investors and hedge funds have recently bought and sold shares of the company. JPMorgan Chase & Co. grew its holdings in OR Royalties by 20.4% during the fourth quarter. JPMorgan Chase & Co. now owns 20,402 shares of the basic materials company's stock valued at $369,000 after purchasing an additional 3,455 shares during the period. Bessemer Group Inc. grew its holdings in OR Royalties by 155.1% during the first quarter. Bessemer Group Inc. now owns 55,100 shares of the basic materials company's stock valued at $1,164,000 after purchasing an additional 33,500 shares during the period. Deutsche Bank AG grew its holdings in OR Royalties by 629.2% during the fourth quarter. Deutsche Bank AG now owns 79,581 shares of the basic materials company's stock valued at $1,440,000 after purchasing an additional 68,668 shares during the period. Two Sigma Investments LP grew its holdings in OR Royalties by 78.3% during the fourth quarter. Two Sigma Investments LP now owns 67,407 shares of the basic materials company's stock valued at $1,220,000 after purchasing an additional 29,606 shares during the period. Finally, Bank of New York Mellon Corp grew its holdings in OR Royalties by 32.3% during the first quarter. Bank of New York Mellon Corp now owns 19,138 shares of the basic materials company's stock valued at $404,000 after purchasing an additional 4,669 shares during the period. 68.52% of the stock is owned by institutional investors.

OR Royalties Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be issued a dividend of $0.055 per share. This represents a $0.22 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, September 30th. OR Royalties's dividend payout ratio is 51.35%.

About OR Royalties

Osisko Gold Royalties Ltd acquires and manages precious metal and other royalties, streams, and other interests in Canada and internationally. It also owns options on offtake; royalty/stream financings; and exclusive rights to participate in future royalty/stream financings on various projects. The company's primary asset is a 3-5% net smelter return royalty on the Canadian Malartic complex located in Canada.