Are BHP shares are buy after its results?

Let's see what brokers are saying about the mining giant after its results.

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BHP Group Ltd (ASX: BHP) shares have been in the spotlight this week following the release of the miner's full year results for FY 2025.

In case you missed it, BHP reported an 8% decline in revenue to US$51.3 billion and a 10% drop in underlying EBITDA to US$26 billion for the 12 months.

This reflects a strong operational performance, with record copper and iron ore production volumes and increased steelmaking coal production, which was offset by a decline in iron ore and coal prices.

Importantly, this was in line with the market's expectations. And with its dividend coming in stronger than expected, this unsurprisingly resulted in BHP's shares pushing higher on the day.

But where next for the Big Australian's shares? Let's see what analysts are saying about them.

Are BHP shares a buy after its results?

Opinion is somewhat divided when it comes to the Big Australian, with brokers largely sitting in the hold and buy camps.

Let's start with the holds. The team at Morgans currently rates BHP shares as a hold with a $43.90 price target. This implies potential upside of 5.1% over the next 12 months.

It feels that its shares are largely fair value at current levels following recent strength. It said:

A result supported by solid underlying operational and cost performances, but several key markers are at multi-year lows. Final dividend of US60cps (vs MorgansF 53cps), supported by strong 2H FCF. Target net debt range increased to US$10-$20bn (from US$5-$15bn), a softening in capital discipline. Copper division shines with robust production and strong by-product credits. Post recent share price strength we lower our rating to HOLD (from ACCUMULATE), with an unchanged A$43.90 target price.

Elsewhere, the team at Citi has put a neutral rating and $43.00 price target on its shares and Macquarie has also put a neutral rating and $43.00 price target on its shares.

The bulls

Morgan Stanley responded positively to BHP's results and has retained its overweight rating and $43.50 price target on its shares. It was particularly pleased with the stronger than expected dividend.

And finally, the team at Ord Minnett has an accumulate rating and $42.50 price target on its shares. It notes that BHP's result was largely in line with expectations thanks to a strong copper performance.

Foolish takeaway

All in all, BHP shares appear to be a good and robust option for investors looking for exposure to the mining sector right now.

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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