25,371 Shares in MP Materials Corp. $MP Acquired by Arete Wealth Advisors LLC

Arete Wealth Advisors LLC bought a new position in shares of MP Materials Corp. (NYSE:MP) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 25,371 shares of the company’s stock, valued at approximately $1,702,000.

Other institutional investors have also made changes to their positions in the company. Huntington National Bank boosted its holdings in MP Materials by 4,281.0% during the 3rd quarter. Huntington National Bank now owns 4,600 shares of the company’s stock valued at $309,000 after acquiring an additional 4,495 shares during the period. Caitlin John LLC acquired a new stake in shares of MP Materials during the third quarter worth about $116,000. Clare Market Investments LLC purchased a new position in shares of MP Materials in the third quarter valued at approximately $345,000. Aster Capital Management DIFC Ltd grew its holdings in shares of MP Materials by 144.4% in the third quarter. Aster Capital Management DIFC Ltd now owns 1,865 shares of the company’s stock valued at $125,000 after purchasing an additional 1,102 shares in the last quarter. Finally, Handelsbanken Fonder AB increased its stake in MP Materials by 8.9% during the 3rd quarter. Handelsbanken Fonder AB now owns 38,100 shares of the company’s stock worth $2,555,000 after buying an additional 3,100 shares during the period. 52.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MP. TD Securities upgraded MP Materials to a “strong-buy” rating in a report on Monday, February 9th. Weiss Ratings reissued a “sell (d-)” rating on shares of MP Materials in a research report on Thursday, January 22nd. Morgan Stanley raised shares of MP Materials from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $68.50 to $71.00 in a report on Friday, December 5th. BMO Capital Markets upgraded shares of MP Materials from a “market perform” rating to an “outperform” rating and decreased their price target for the stock from $76.00 to $75.00 in a research note on Monday, November 24th. Finally, Deutsche Bank Aktiengesellschaft raised shares of MP Materials from a “hold” rating to a “buy” rating and increased their price objective for the company from $68.00 to $71.00 in a research report on Monday, November 10th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $78.91.

Insider Buying and Selling at MP Materials

In other MP Materials news, CFO Ryan Corbett sold 38,146 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $60.00, for a total transaction of $2,288,760.00. Following the transaction, the chief financial officer owned 156,666 shares of the company’s stock, valued at approximately $9,399,960. This trade represents a 19.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO James H. Litinsky sold 272,600 shares of MP Materials stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $64.17, for a total value of $17,492,742.00. Following the sale, the chief executive officer owned 12,805,965 shares in the company, valued at $821,758,774.05. This trade represents a 2.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 723,146 shares of company stock worth $45,767,276 over the last quarter. 12.60% of the stock is owned by company insiders.

Key Headlines Impacting MP Materials

Here are the key news stories impacting MP Materials this week:

• Positive Sentiment: MP reported an EPS beat and moved to quarterly profitability (Q4 EPS $0.09 vs. estimates). MP Materials Corp. (MP) Q4 Earnings Beat Estimates
• Positive Sentiment: Q4 profit was helped by a $51M Price Protection Agreement from the U.S. Department of Defense and adjusted EBITDA recovery, signaling government backing for MP’s domestic supply-chain role. MP Materials posts Q4 profit, unveils $1.25B Texas magnet factory plans
• Positive Sentiment: MP selected Northlake, Texas for its “10X” rare-earth magnet campus — a roughly $1.25B investment intended to scale U.S. magnet production and vertically integrate NdPr to NdFeB magnet output. MP Materials Selects Northlake, Texas, as the Site of “10X”
• Positive Sentiment: Operational progress: MP produced first NdFeB magnets on commercial equipment and reported higher REO and NdPr output, supporting its transition toward downstream magnet sales. MP Materials Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: MP disclosed a supply agreement with an unnamed automaker, indicating commercial traction for its domestic rare-earth supply. MP Materials inks rare earths deal with mystery automaker
• Neutral Sentiment: Analysts compare MP to peers (e.g., USA Rare Earth) and generally see MP as having a near-term edge as U.S. magnet capacity ramps — important context but not an immediate price driver. MP Materials vs. USA Rare Earth
• Negative Sentiment: Revenue missed expectations (Q4 sales ~$52.7M vs. analyst estimates near $76M); management halted rare-earth sales to China per a government agreement, which reduced near-term revenue. MP Materials Revenue Falls After Halting Rare Earth Sales to China
• Negative Sentiment: Despite the profit beat, MP still shows negative net margin/return on equity and the large 10X capex raises near-term financing and execution risk; the stock dipped in after-hours reaction to the mixed release. MP Materials Beat on Earnings, Missed on Sales. The Stock Dips After the Close.

MP Materials Stock Down 1.7%

MP stock opened at $58.98 on Monday. The stock has a market cap of $10.45 billion, a P/E ratio of -113.42 and a beta of 1.55. The company has a current ratio of 7.24, a quick ratio of 6.67 and a debt-to-equity ratio of 0.47. MP Materials Corp. has a twelve month low of $18.64 and a twelve month high of $100.25. The company’s 50 day moving average is $60.15 and its two-hundred day moving average is $64.11.

MP Materials Company Profile

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.