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13 Best Gold Dividend Stocks To Buy According To Analysts

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In this article, we discuss 13 Best Gold Dividend Stocks To Buy According To Analysts.

Gold had a standout year in 2024, arguably its best run in over a decade. The surge was mainly driven by big investors and central banks buying up gold, even as everyday consumer demand slows down. Investors in Asia have been steadily adding to their gold holdings, and in the West, falling interest rates and a weaker US dollar have also made gold more attractive. But the real reason behind its strong performance? Rising market uncertainty and geopolitical tensions have made gold a go-to safe haven.

Adrian Ash, research director at BullionVault, joined CNBC on January 6, 2025 and discussed gold’s importance as a safe-haven asset during uncertain times:

“Investors are optimistic about gold and silver for 2025 because they are so pessimistic on geopolitics and government debt,”

JPMorgan analysts believe gold prices could rise further, especially if American policies become more unpredictable with higher tariffs, trade disputes, and economic instability. Both BullionVault and JPMorgan expect gold to hit $3,000 per ounce in 2025. Silver may also see gains due to robust demand in solar panels, electronics, and AI technology, though its growth depends on global industrial demand. Meanwhile, copper prices may cool after recent highs, and iron ore could face declines due to oversupply linked to Chinese policies and geopolitics.

On February 18, 2025, Goldman Sachs raised its gold price prediction for the end of 2025 to $3,100 per ounce, up from $2,890, mainly because central banks are consistently buying more gold. They believe this strong demand, combined with more investment in gold ETFs as interest rates decline, will push prices higher. If global trade tensions continue, gold could soar even higher, possibly reaching $3,300 per ounce as investors seek safety. However, if the Federal Reserve keeps interest rates steady instead of slashing them, gold might settle at around $3,060 per ounce. Despite this, Goldman is sticking with its “Go for Gold” strategy, saying gold is still a smart investment to protect against risks like economic slowdowns, trade disputes, and rising US debt concerns.

Drills extracting gold from a gold mine, revealing the company’s gold mining operation.

Our Methodology 

For this article, we used the Finviz stock screener to filter out dividend paying gold stocks. We then checked the price target. Next, we manually searched for the average upside potential of each stock and selected 13 stocks with the highest values. The list below is ranked in ascending order of the upside potential as of February 25. We have also mentioned the hedge fund sentiment as of Q4 2024.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

13. Franco-Nevada Corporation (NYSE:FNV)

Dividend Yield as of February 25: 1.09%

Number of Hedge Fund Holders: 38

Average Upside Potential: 10.19%

Founded in 1986, Franco-Nevada Corporation (NYSE:FNV) is headquartered in Toronto, Canada. The company specializes in gold royalties and streaming, focusing on precious metals like gold, silver, and platinum group metals. FNV also deals with the distribution of crude oil, natural gas, and natural gas liquids. On January 27, the company announced that it is financing Discovery Silver’s acquisition of the Porcupine Complex from Newmont Corporation with a $300 million royalty, a $100 million loan, and a $49 million equity investment as part of Discovery’s larger fundraising. Once the deal concludes, Franco-Nevada will own 9.9% of Discovery’s shares and has agreed to a two-year lock-up on the shares acquired in the offering.

On January 29, 2025, Franco-Nevada Corporation (NYSE:FNV) raised its quarterly dividend to $0.38 per share, a 5.56% increase from the previous $0.36. This is its 18th straight year of dividend hikes. The dividend will be paid on March 27, to shareholders on record as of March 13, 2025. Moreover, those enrolled in the dividend reinvestment plan (DRIP) can reinvest their dividends to buy more shares with a 1% discount on treasury-issued shares. FNV is one of the best dividend stocks to buy.

Among the hedge funds tracked by Insider Monkey, 38 funds were bullish on Franco-Nevada Corporation (NYSE:FNV) at the end of Q4 2024, compared to 32 funds in the previous quarter. Jean-Marie Eveillard’s First Eagle Investment Management was the largest stakeholder of the company, with 3.36 million shares worth over $395 million.

12. Wheaton Precious Metals Corp. (NYSE:WPM)

Dividend Yield as of February 25: 0.90%

Number of Hedge Fund Holders: 36

Average Upside Potential: 12.08%

Wheaton Precious Metals Corp. (NYSE:WPM) is a Vancouver-based company that buys and sells precious metals including gold, silver, palladium, and cobalt. It is one of the best dividend stocks to look out for.

Wheaton Precious Metals Corp. (NYSE:WPM) recently reported that 2024 production exceeded 633,000 gold equivalent ounces (GEOs), outperforming its forecasted range. For 2025, production is expected to be between 600,000 and 670,000 GEOs, with a 40% growth projection to 870,000 GEOs by 2029. Strong performance, especially from Salobo, contributed to record production, and investments in four new assets support future growth. CEO Randy Smallwood highlighted Wheaton’s industry-leading position in streaming, emphasizing its strong balance sheet and long-term growth potential.

On November 7, Wheaton Precious Metals (NYSE:WPM) declared a quarterly dividend of $0.155 per share. The dividend was distributed to shareholders on December 6.

Among the hedge funds tracked by Insider Monkey in the fourth quarter, 36 funds were bullish on Wheaton Precious Metals Corp. (NYSE:WPM), compared to 23 funds in the prior quarter. Murray Stahl’s Horizon Asset Management was a prominent stakeholder of the company, with 2.93 million shares worth $164.85 million.

11. Newmont Corporation (NYSE:NEM)

Dividend Yield as of February 25: 2.27%

Number of Hedge Fund Holders: 69

Average Upside Potential: 12.15%

Newmont Corporation (NYSE:NEM) ranks 11th on our list of the best dividend stocks for exposure to gold. It is a Colorado-based global mining company focused on gold production and exploration, while also mining copper, silver, zinc, and lead. Newmont and its subsidiary, Newcrest Finance, have paid off $927.75 million in debt by redeeming their 5.30% Notes that were due in 2026. With this move, the company has paid off around $1.4 billion in debt over the past year. The Notes were officially redeemed on February 7, 2025.

In 2024, Newmont Corporation (NYSE:NEM) raked in $2.9 billion in free cash flow, with a record $1.6 billion in Q4, driven by strong gold prices, higher sales, and solid cash flow management. The company returned $2.3 billion to shareholders through dividends and stock buybacks in 2024, kept the balance sheet strong with $3.6 billion in cash, and paid off $1.4 billion in debt, bringing its total debt below $8 billion.

On February 20, Newmont Corporation (NYSE:NEM) declared a quarterly dividend of $0.25 per share. The dividend is distributable on March 27, to shareholders on record as of March 4. NEM offers a dividend yield of 2.27% as of February 25.

Among the hedge funds in Insider Monkey’s Q4 database, Newmont Corporation (NYSE:NEM) was part of 69 public stock portfolios, up from 63 in the prior quarter. William B. Gray’s Orbis Investment Management is a prominent stakeholder of the company, with 5.58 million shares worth $207.7 million. 

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President Trump just announced a massive $500 billion investment into project “Stargate”, a joint venture between OpenAI, SoftBank, and Oracle to build artificial intelligence infrastructure within the United States over the next four years. (1)  The AI frenzy is in full swing, but beneath the surface lays one critical piece with a massive opportunity for investors reading this now: Copper.

What does Trump’s $500B investment into AI infrastructure have to do with copper one may ask? Every AI data center requires 60,000 pounds of copper – equivalent to 30 tons … With 100-150 grams of copper per Nividia H100, This represents a 4-6x increase over traditional data centers.

Analysts at Goldman Sachs predict “AI will add 1 million metric tons of annual copper demand by 2030”. (2) Compounding on top of the already crippling Copper Deficit, AI Data Centres are set to add another 1 Million tons to the projected 10 million ton supply deficit looming in 2030. With no major new copper mines being developed, and one of the world’s largest copper mines recently going out of production (First Quantum’s Cobre Panama mine) (3), BHP has warned of a “critically constrained” market. Bloomberg analysts forecast that copper prices could exceed $12,000 per ton as shortages intensify (4).

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