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🇺🇸 SECBHP Group LtdCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:02:37·⟳ 抓取 18:08:01 +5m24s·⚡ 决策 08-28 22:25:51 +4h17m·59.9 天前

BHP披露南非兰特口径末期股息汇率,未改变已宣布股息本身

事件属于法定披露中的股息币种汇率通知,核心分红金额已在2026-08-18确定,本次没有新增现金回报、经营、商品价格或资本配置变化。

📄 原文BHP Group Ltd↗ 原文
----- d111252d6k.htm ----- 6-K 1 d111252d6k.htm FORM 6-K Form 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Wash…
不做 BHP Group Limited(BHP.US)
不做:本次6-K只是已宣布末期股息的南非兰特汇率和税务结算通知,没有新增分红、业绩或商品敞口变化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

BHP本次6-K只把已宣布的每股99美分末期股息换算为南非兰特,并说明南非股息税后金额和支付安排;这不改变公司盈利、资产价值、股东总回报或商品敞口,短线不构成正期望交易。

🔎 新鲜度:最早出现 2026-08-28 · 扩散 low · price-in 风险 high ↗

主要风险

  • 该披露本身不构成交易催化;若交易BHP仍应另行基于铁矿石、铜、煤炭价格和财报预期差判断。

先例如何影响了这次决策

对本次决策的影响:先例不足没有改变结论;事件自身已足以判定为无新增交易催化。

方向:行政性股息汇率通知通常不改变企业价值,方向读数为中性。

涨幅量级:没有足够且合格的同类价格形成先例可用于校准涨跌幅。

形态:此类披露更接近结算通知而非新增资本返还,缺少独立短线重估机制。

原文全文

展开原文 · 5,587 字
----- d111252d6k.htm -----
6-K
1
d111252d6k.htm
FORM 6-K
Form 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
28 August 2026
BHP GROUP LIMITED
(ABN
49 004 028 077)
(Exact name of Registrant as specified in its charter)
VICTORIA, AUSTRALIA
(Jurisdiction of incorporation or organisation)
171 COLLINS STREET, MELBOURNE,
VICTORIA 3000 AUSTRALIA
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F: ☒ Form
20-F ☐ Form
40-F
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form
6-K
in paper as permitted by Regulation
S-T
Rule 101(b)(7): ☐
Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the
Commission pursuant to Rule
12g3-2(b)
under the Securities Exchange Act of 1934: ☐ Yes ☒ No
If “Yes” is marked, indicate below the file number assigned to the registrant in connection with Rule
12g3-2(b):
n/a
BHP
Exchange release
28 August 2026
Notice of Dividend Currency Exchange Rate (South African Rand) – Final Dividend
On 18 August 2026, the Board of BHP
determined to pay a final dividend of 99 US cents per share for the full year ended 30 June 2026.
The currency exchange rate applicable for the
final dividend payable in South African cents to shareholders on the BHP Group Limited South African branch register, in accordance with the JSE Listings Requirements, is based on the average rate on 27 August 2026 and is set out below:
Dividend 99 US cents per ordinary share
Exchange rate
Dividend per ordinary share in local currency
South African cents
15.96480
1,580.51520
The exchange rates applicable to the BHP dividend being paid in other currencies will be based on the foreign currency
exchange rates on a single day or an average period of days ending on or before the dividend Record Date, being 4 September 2026. The applicable foreign currency exchange rates will be announced to the market on 7 September 2026.
The dividend will be paid on Wednesday, 23 September 2026.
Authorised for release by
Stefanie Wilkinson, Group General Counsel and Group Company Secretary.
BHP Group Limited
ABN 49 004 028
077
NOTE: Additional information required by the JSE Listing Requirements
1.
The divided per ordinary share in local currency in the table above is stated as a gross dividend.
2.
The dividend should be regarded as a ‘foreign dividend’ for the purposes of South African income
tax and South African dividends tax (Dividend Tax). Payment of the dividend to shareholders on the BHP Group Limited South African branch register will be made from the United Kingdom.
3.
Dividend Tax will be withheld from the amount of the gross final dividend paid to shareholders on the BHP Group
Limited South African branch register at the rate of 20 per cent, unless a shareholder qualifies for an exemption.
4.
After the Dividend Tax has been withheld, the net dividend will be 1,264.41216 South African cents per ordinary
share.
5.
BHP Group Limited had a total of 5,081,391,706 ordinary shares in issue at the dividend determination date of
18 August 2026.
6.
The dividend will be paid out of retained earnings.
7.
For the avoidance of doubt, Dividend Tax, and therefore the information provided in this announcement, is only
of direct application to shareholders on the BHP Group Limited South African branch register.
Shareholders holding dematerialised
shares in Computershare Nominees should direct all queries in relation to the final dividend including queries relating to the Dividend Tax to:
BHP Group Limited Branch Registrar and Transfer Secretary
Computershare Investor Services (Pty) Limited
Rosebank Towers
15 Biermann
Avenue
Rosebank
2196
South Africa
Private Bag X9000
Saxonwold
2132 South Africa
Telephone +27 11 370 5000 or 086 110 0634 (within South Africa) on weekdays between 8:00am and 4:30pm (SAST).
Email: web.queries@computershare.co.za
Shareholders holding dematerialised shares through STRATE should contact their Central Securities Depository Participant (CSDP) or stockbroker in case of all
queries in relation to the final dividend including queries relating to Dividend Tax.
BHP Group Limited
ABN 49 004 028
077
Contacts
Media
Investor Relations
media.relations@bhp.com
investor.relations@bhp.com
Australia and Asia
Australia and Asia
Gabrielle Notley
John-Paul Santamaria
+61 411 071 715
+61 499 006 018
Europe, Middle East and Africa
Europe, Middle East and Africa
Gabrielle Notley
Adam Sanderson
+61 411 071 715
+44 7884 735 515
North America
Americas
Megan Hjulfors
Li Hua
+1 403 605 2314
+1 647 828 9830
Latin America
Renata Fernandez
+56 9 8229 5357
BHP Group Limited
ABN 49 004 028 077
LEI WZE1WSENV6JSZFK0JC28
Registered in Australia
Level 18, 171 Collins Street
Melbourne
Victoria 3000 Australia
Tel: +61 1300 55 4757 Fax: +61 3 9609 3015
BHP Group is headquartered in Australia
bhp.com
BHP Group Limited
ABN 49 004 028
077
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned,
thereunto duly authorized.
BHP Group Limited
Date: August 28, 2026
By:
/s/ Stefanie Wilkinson
Name:
Stefanie Wilkinson
Title:
Group General Counsel and Group Company Secretary

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