Why this $2.6 billion ASX 200 gold stock is leaping higher again on Tuesday

Investors are piling into this surging ASX 200 gold stock on Tuesday. But why?

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S&P/ASX 200 Index (ASX: XJO) gold stock Bellevue Gold Ltd (ASX: BGL) is charging higher today.

Bellevue Gold shares closed yesterday trading for $1.695. During the Tuesday lunch hour, shares are changing hands for $1.755 apiece, up 3.5%. That gives the miner a market cap of $2.6 billion.

For some context, the ASX 200 is down 0.5% at this same time.

Today's outperformance is nothing new for the ASX 200 gold stock.

Fuelled by a recent series of mining successes and a surging gold price (currently US$4,666 per ounce), the Bellevue share price is up 92.5% over the past six months, racing ahead of the 1.9% six-month gains posted by the benchmark index.

Here's what's piquing investor interest again today.

ASX 200 gold stock leaps on quarterly results

The Bellevue Gold share price is jumping higher following the release of the company's December quarterly update.

The ASX 200 gold stock reported quarterly gold production of 32,031ounces, up 10% quarter on quarter, with gold poured of 31,656 ounces.

The three months saw Bellevue sell 31,905 ounces of gold, up 7.4% from the December quarter. The company achieved an average realised price of AU$4,292 per ounce.

Investors will also have noted the falling sustained costs. Bellevue Gold reported an all-in sustaining cost (AISC) for the quarter of AU$2,989 per ounce, down 9.2% quarter on quarter. Pleasingly, management expects AISC to reduce further through the second half in line with Bellevue's full-year FY 2026 guidance.

In other notable achievements, the ASX 200 gold stock said that its gold recovery during the quarter remained at record highs, averaging 96.1%. This continues to outperform the recovery assumptions management used in setting guidance.

The miner reaffirmed its FY 2026 production guidance of 130,000 ounces to 150,000 ounces of gold and AISC guidance of AU$2,600 to AU$2,900 per ounce.

Turning to the balance sheet, as at 31 December, Bellevue Gold had $165 million of cash and gold on hand and a debt of $100 million.

What did management say?

Commenting on the quarterly results helping lift the ASX 200 gold stock today, Bellevue Gold managing director Darren Stralow said, "As expected the quarter was a continuation on the journey of increasing production through FY26 with grades continuing to increase and record ore tonnes mined."

Stralow added:

This trend ensures we are on track to meet FY26 guidance, with second-half production to reflect our move into higher-grade areas of the mine. At the same time, we are reducing the hedge book ahead of schedule, paving the way for increased margins and free cashflow.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. 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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