RTNTF RIO TINTO LTD

NEUTRAL Impact: 2/10 6-K
Horizon weeks Filed May 1, 2026 Processed 1mo ago SEC 0000863064-26-000024
Notable filing: 6-K
Latest settled — T+20d
RTNTF ▲ +7.83% at T+20d
NEUTRAL call ✓ call won +7.83% · α vs SPY +2.18% · entry $120.00 → $129.39
Next anchor: T+60d in 6w
Last close $128.00 (close Jun 12) · +6.67% from $120.00 entry
Entry anchored
May 1, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.80%
$120.00
settled 6w ago
T+5d
+6.60%
call +6.60% · α +3.66%
$127.92
settled 5w ago
T+20d
+7.83%
call +7.83% · α +2.18%
$129.39
settled 14d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Rio Tinto's April 2026 6-K filing bundles routine administrative updates: final 2025 dividend of $2.54 per share paid, DRP allocation at AUD 172.66 per share, minor employee share issuances, PDMR share acquisitions via dividend reinvestment, and immaterial disaster relief donations totaling A$3 million. A substantial holder notice shows State Street's voting power declined from 9.67% to 8.62%, but this reflects custodial rebalancing rather than strategic selling. No financial results, guidance changes, or material events are reported.

Actionable Insight

No trading catalyst. Monitor Rio Tinto's Q1 2026 production report for operational trends. State Street's reduced voting power is not a signal of fundamental change.

Key Facts

  • 2025 final dividend of USD 2.54 per share paid on 16 April 2026, fully franked at 30%
  • DRP price for Rio Tinto Limited set at AUD 172.66 per share, allocated 23 April 2026
  • State Street Corporation's voting power in Rio Tinto Ltd decreased from 9.67% to 8.62% due to routine securities lending and custodial changes
  • A$1.5 million donated to WA for Cyclone Narelle recovery, A$1.5 million to Qld/NT for flood relief
  • 26,000 ordinary shares issued under employee share plan; 547,933 share rights granted, 340,623 lapsed

Financial Impact

A$3 million in disaster relief donations, immaterial for a company of Rio Tinto's size; no other financial impact

Risk Factors

  • Commodity price volatility remains the primary risk, not captured in this filing

Market Snapshot

Exchange
OTC
Sector
Metal Mining
Analyst Consensus
56% bullish (18 analysts)

Documents Analyzed

This report is based on 20 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0000863064-26-000024
Exhibit: ex12d23mr_supportwa.htm0000863064-26-000024
Exhibit: ex08d21mr_supportqldandnt.htm0000863064-26-000024
Exhibit: ex15d24mr_argylepink.htm0000863064-26-000024
Exhibit: ex01d01voting260401.htm0000863064-26-000024
Exhibit: ex11d22appforshares.htm0000863064-26-000024
Exhibit: ex07d20app3a1drp.htm0000863064-26-000024
Exhibit: ex02d07ap3a130percent.htm0000863064-26-000024
Exhibit: ex05d15ap3g547933.htm0000863064-26-000024
Exhibit: ex04d15ap3g156231.htm0000863064-26-000024
Exhibit: ex14d24app3ytrott.htm0000863064-26-000024
Exhibit: ex10d21pdmrspauksp.htm0000863064-26-000024
Exhibit: ex09d21pdmrmyshare.htm0000863064-26-000024
Exhibit: ex06d15ap3h340623.htm0000863064-26-000024
Exhibit: ex13d23pdmrholcztrott.htm0000863064-26-000024
Exhibit: ex03d07dividendrates.htm0000863064-26-000024
Document: form6k2026apr.htm0000863064-26-000024
Document: 0000863064-26-000024-index-headers.html0000863064-26-000024
Document: 0000863064-26-000024-index.html0000863064-26-000024
Document: 0000863064-26-000024.txt0000863064-26-000024
4 reports for RTNTF
Performance horizon
Filters
Rows
Reports for RTNTF — sortable, filterable
Type Now
Jun 1, 2026
13d ago
6-K
NEUTRAL ★ 2/10
$129.39 $130.11▲ +0.56%▲ +3.31%$128.00 (−1.07%)
May 14, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$125.94 $133.44▲ +5.96%▲ +6.67%$128.00 (+1.64%)
May 1, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$120.00 $127.92▲ +6.60%▲ +3.66%$128.00 (+6.67%)
Apr 1, 2026
10w ago
6-K
NEUTRAL ★ 2/10
$111.48 $121.50▲ +8.99%▲ +5.22%$128.00 (+14.82%)
Showing 4 of 4

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