Up 52% since April, should you buy the rally in BHP shares today?

Two leading investment experts deliver their outlook for BHP shares.

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BHP Group Ltd (ASX: BHP) shares are charging higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed yesterday trading for $50.13. In morning trade on Wednesday, shares are changing hand for $51.92 apiece, up 3.6%.

For some context, the ASX 200 is down 0.1% at this same time.

Amid surging copper prices (copper is BHP's number two revenue earner) and resilient iron ore prices (iron ore is its top revenue earner), BHP shares have rallied 31.2% over the past year, charging ahead of the 5.6% one-year gains delivered by the ASX 200.

And since plumbing multi-year closing lows on 9 April, shares in the big Aussie miner have rocketed 51.7%. That rapid rise saw BHP retake the title of biggest stock on the ASX from Commonwealth Bank of Australia (ASX: CBA) on 27 January.

Atop those share price gains, BHP stock also trades on a fully-franked trailing dividend yield of 3.3%.

Which brings us back to our headline question…

Are BHP shares still a good buy today?

Clearly, with the benefit of 20/20 hindsight, 9 April would have been an opportune time to snap up BHP shares at a discount.

But what about today?

Morgans' Damien Nguyen recently analysed the outlook for the Aussie mining giant (courtesy of The Bull).

"BHP remains a high-quality diversified miner," Nguyen said. "The stock has performed well, with the price increasing from $34.16 on April 9, 2025 to trade at $51.39 on January 29, 2026."

Still, Nguyen is recommending people add to their BHP share holdings, issuing a hold recommendation for now. He concluded:

While capital discipline and dividend yield remain attractive, there isn't a compelling catalyst to add to portfolios at current levels, in our view. We suggest investors retain exposure for income and longer-term portfolio balance, and wait for a potentially better entry point before increasing weight.

Catapult Wealth's Blake Halligan also has a hold recommendation on the ASX 200 mining stock.

"The global miner is benefiting from copper prices increasing more than 30% in calendar year 2025," he said.

Halligan noted:

The company recently increased fiscal year 2026 copper production guidance, enabling it to capitalise on record copper prices. Demand for copper remains strong and a welcome tailwind for BHP.

The company should benefit further if it can keep wages, energy, infrastructure and other costs under control.

Indeed, for the six months to 31 December (H1 FY 2026), BHP maintained steady copper production of 984,000 tonnes, with its achieved copper price up 32% year on year.

And BHP shares could benefit further with management upgrading full-year FY 2026 copper guidance to 1.90 million tonnes to 2 million tonnes.

"We have increased FY26 group copper production guidance off the back of stronger delivery across our assets," BHP CEO Mike Henry said in January.

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 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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