Capital Signal

Fortescue LTD (ASX: FMG)

Sector: Materials

Market cap: A$43.9B (as of 2 Nov 2026)

Fortescue is the technology, energy and metals group accelerating the commercial decarbonisation of industry, rapidly, profitably and globally.

Data as of 2 Nov 2026.

Substantial holders — latest moves

DateHolderMoveHoldingSource
20 Oct 2026BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures ACN/ARSN to this form)Entry?% → 5.01%Filing ↗
12 Oct 2026BlackRock Group (BlackRock Inc. and subsidiaries)Entry?% → 5.02%Filing ↗
29 Sept 2026BlackRock Group (BlackRock Inc. and subsidiaries named in Annexures ACN/ARSN to this form)Entry?% → 5.0%Filing ↗
24 Sept 2026BlackRock Group (BlackRock Inc. and subsidiaries)Entry?% → 5.03%Filing ↗
26 Feb 2025Fortescue Ltd (FMG), FMG Pilbara Pty Ltd (FMG Pilbara) and each of the entities referred to in Annexure A (FMG Group Entities) and Tattarang Pty Ltd ACN 055 961 361 atf the Peepingee Trust (Tattarang)Increase95.040% → 96.150%Filing ↗

Director trades — on-market

DateDirectorTradeSource
21 Aug 2026LARRY MARSHALLBought 5,711Filing ↗
21 Aug 2026USHA RAO-MONARIBought 334Filing ↗
21 Aug 2026Mr Mark Bradley BarnabaBought 334Filing ↗
4 May 2026ELIZABETH GAINESSold 275,000Filing ↗
26 Feb 2026LARRY MARSHALLBought 4,930Filing ↗

Cash and runway

MetricValueAs ofSource
CashA$3.2B30 Sept 2026Filing ↗

Latest guidance

DatePeriodGuidanceSource
22 Oct 2026FY27Guidance for FY27 shipments, C1 unit cost and capital expenditure remains unchanged, subject to negotiations with CMRG. If negotiations with CMRG are not concluded by calendar year-end, operations may be affected.Filing ↗

Ask about FMG in Claude or ChatGPT

Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:

  • Has FMG raised money in the last year, and at what discount?
  • What was FMG's latest cash position and runway?

Setup guide for Claude, ChatGPT and other MCP clients →

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Fortescue LTD (ASX: FMG): capital raises, holders, director trades | Capital Signal