Annis Gardner Whiting Capital Advisors LLC Buys Shares of 33,417 USA Rare Earth Inc. $USAR

Annis Gardner Whiting Capital Advisors LLC purchased a new position in shares of USA Rare Earth Inc. (NASDAQ:USAR) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 33,417 shares of the company’s stock, valued at approximately $574,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in USAR. Altfest L J & Co. Inc. purchased a new position in USA Rare Earth during the 3rd quarter worth $13,554,000. Geode Capital Management LLC increased its holdings in shares of USA Rare Earth by 2,437.5% during the second quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock valued at $7,160,000 after acquiring an additional 627,545 shares in the last quarter. Bank of America Corp DE raised its position in shares of USA Rare Earth by 465.7% in the 2nd quarter. Bank of America Corp DE now owns 242,726 shares of the company’s stock valued at $2,659,000 after purchasing an additional 199,819 shares during the last quarter. Sovran Advisors LLC acquired a new stake in USA Rare Earth in the 3rd quarter worth approximately $3,832,000. Finally, Calamos Advisors LLC purchased a new stake in USA Rare Earth during the 3rd quarter worth approximately $3,283,000.

USA Rare Earth Stock Performance

USAR stock opened at $22.07 on Friday. The firm’s fifty day moving average is $16.34 and its 200 day moving average is $17.33. The firm has a market cap of $2.93 billion, a PE ratio of -42.44 and a beta of 0.96. USA Rare Earth Inc. has a one year low of $5.56 and a one year high of $43.98.

USA Rare Earth (NASDAQ:USAR) last posted its earnings results on Thursday, November 6th. The company reported ($0.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.19).

Insider Activity at USA Rare Earth

In related news, Director Carolyn Trabuco purchased 1,300 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The shares were purchased at an average price of $22.60 per share, with a total value of $29,380.00. Following the purchase, the director owned 1,300 shares of the company’s stock, valued at $29,380. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Michael Blitzer acquired 100,000 shares of USA Rare Earth stock in a transaction on Thursday, January 29th. The shares were bought at an average price of $21.44 per share, with a total value of $2,144,000.00. Following the completion of the transaction, the director directly owned 847,500 shares of the company’s stock, valued at $18,170,400. This trade represents a 13.38% increase in their position. The disclosure for this purchase is available in the SEC filing. 46.60% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Benchmark started coverage on shares of USA Rare Earth in a research note on Wednesday, January 21st. They set a “buy” rating for the company. Canaccord Genuity Group boosted their price target on USA Rare Earth from $23.00 to $33.00 and gave the company a “buy” rating in a research note on Tuesday. William Blair assumed coverage on USA Rare Earth in a report on Monday, October 20th. They issued an “outperform” rating on the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of USA Rare Earth in a report on Monday, December 29th. Finally, UBS Group reiterated a “buy” rating on shares of USA Rare Earth in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $28.00.

More USA Rare Earth News

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: Director Michael Blitzer bought 100,000 shares (~$2.14M at $21.44), increasing his stake to 847,500 shares — signals insider confidence in the company. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — provides substantial near-term capital to advance projects and operations. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and administration loan/funding support position USAR as a centerpiece of domestic rare-earth and chip-supply initiatives, underpinning longer-term demand and policy backing. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Neutral Sentiment: Coverage framing USAR as a “test case” for U.S.-backed mine-to-magnet supply chains raises visibility but leaves near-term commercial outcomes and timelines uncertain. Yahoo Finance: Test Case Article
• Neutral Sentiment: Recent headlines pointed to a larger ~$3.1B government-backed funding package that helped run the stock; that move may have already been priced in, setting up volatility on any policy or execution news. Yahoo Finance: Funding Deal Coverage
• Negative Sentiment: Sectors fears after a Barron’s report that the U.S. may rethink price-floor support for rare-earths sparked a selloff across peer stocks — that macro/policy uncertainty is the most immediate drag on USAR today. Barron’s: Price-Floor Fears

USA Rare Earth Profile

USA Rare Earth (NASDAQ: USAR) is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.