Wheaton Precious Metals Price Target Lifted to $188; $4.3B Silver Deal Sealed

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Bank of America Securities reaffirmed its Buy rating on Wheaton Precious Metals on February 26, raising its price target from $160 to $188 after updating its 2026 metal price forecasts. On February 16, Wheaton signed a US$4.3 billion silver streaming deal with BHP to increase its Antamina mine stream to 67.5%.

1. Bank of America Securities Reaffirms Buy

On February 26, Bank of America Securities maintained a Buy rating on Wheaton Precious Metals and raised the price target from $160 to $188. The firm updated its 2026 forecasts for silver and gold prices, citing stronger industrial demand and tight supply as drivers for higher long-term metal prices.

2. US$4.3 Billion Silver Streaming Agreement with BHP

On February 16, Wheaton signed a long-term silver streaming agreement with BHP, committing US$4.3 billion upfront. Under the deal, Wheaton will pay 20% of the spot silver price for all delivered ounces, increasing its stream on BHP’s share of the Antamina mine from 33.75% to 67.5% after closing.

3. Implications for Production and Cash Flow

By more than doubling its stake in the Antamina mine stream, Wheaton is set to capture a greater share of one of the world’s highest-grade silver assets. The deal enhances revenue predictability and free cash flow, supporting potential dividend increases and further exploration or acquisition funding through the 2030s.

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