MP Materials Corp. $MP Shares Sold by Bank of America Corp DE

Bank of America Corp DE lessened its position in MP Materials Corp. (NYSE:MP) by 7.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 2,013,795 shares of the company’s stock after selling 160,745 shares during the quarter. Bank of America Corp DE’s holdings in MP Materials were worth $97,186,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MP. Leonteq Securities AG purchased a new stake in shares of MP Materials in the fourth quarter valued at about $2,451,000. Amundi raised its stake in MP Materials by 260.2% during the first quarter. Amundi now owns 385,001 shares of the company’s stock worth $18,580,000 after purchasing an additional 278,126 shares during the period. Phoenix Financial Ltd. acquired a new position in MP Materials in the 4th quarter valued at about $449,000. Bleakley Financial Group LLC purchased a new stake in shares of MP Materials in the 4th quarter valued at approximately $1,482,000. Finally, Myriad Asset Management Advisors LLC purchased a new stake in shares of MP Materials in the 4th quarter valued at approximately $1,229,000. 52.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

MP has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft decreased their price target on MP Materials from $70.00 to $61.00 and set a “buy” rating on the stock in a research note on Thursday, July 9th. Morgan Stanley upped their target price on shares of MP Materials from $70.00 to $71.50 and gave the company an “overweight” rating in a research report on Wednesday, July 8th. Wall Street Zen lowered shares of MP Materials from a “hold” rating to a “sell” rating in a research note on Saturday, July 25th. JPMorgan Chase & Co. dropped their price target on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of MP Materials in a research note on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $78.21.

MP Materials News Roundup

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

• Positive Sentiment: Second-quarter revenue rose 89% year over year to $108.49 million, exceeding the approximately $96.89 million analyst consensus. The company’s adjusted loss of $0.01 per share was in line with the reported consensus and improved substantially from a $0.13 loss a year earlier. MP Materials Reports Second Quarter 2026 Results
• Positive Sentiment: Management is targeting more than 1,000 metric tons of NdPr production in the third quarter and commercial magnet shipments in the fourth quarter. The planned expansion into heavy rare earth products, including a reported nine-figure gadolinium agreement, could broaden MP Materials’ customer base and revenue opportunities. MP Q2 Earnings Call Focuses on Magnet Ramp and Rare Earth Expansion
• Positive Sentiment: Investors are also focusing on Project Swarm, defense-related partnerships and U.S. efforts to reduce dependence on China for critical minerals. A reported meeting between the U.S. president and mining executives, including MP Materials, reinforces the potential strategic and policy support for domestic rare-earth supply. Trump to Meet Mining Executives
• Neutral Sentiment: Unusually active options trading showed call volume about 17% above its average, indicating increased speculative interest but not necessarily a fundamental change in valuation.
• Neutral Sentiment: CFO Ryan Corbett is scheduled to speak at Canaccord Genuity’s Growth Conference on August 12, potentially providing updates on production, magnet commercialization and expansion plans. MP Materials to Participate in Canaccord Genuity’s Growth Conference
• Negative Sentiment: MP Materials remains unprofitable, with a negative net margin, and its magnet and heavy-rare-earth initiatives still face execution and commercialization risks. The stock also remains well below its 12-month high, leaving investors sensitive to delays or weaker rare-earth pricing.

MP Materials Price Performance

MP stock opened at $51.20 on Friday. The business has a 50 day moving average price of $52.76 and a 200 day moving average price of $57.53. The stock has a market cap of $9.12 billion, a price-to-earnings ratio of -150.59 and a beta of 1.88. MP Materials Corp. has a fifty-two week low of $37.81 and a fifty-two week high of $100.25. The company has a quick ratio of 6.58, a current ratio of 7.18 and a debt-to-equity ratio of 0.47.

MP Materials (NYSE:MP) last announced its quarterly earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share for the quarter, meeting analysts’ consensus estimates of ($0.01). MP Materials had a negative net margin of 19.85% and a negative return on equity of 1.21%. The firm had revenue of $108.49 million during the quarter, compared to analysts’ expectations of $96.89 million. During the same period in the previous year, the company earned ($0.13) earnings per share. MP Materials’s quarterly revenue was up 89.0% compared to the same quarter last year. Equities research analysts anticipate that MP Materials Corp. will post 0.04 earnings per share for the current fiscal year.

Insider Activity

In other news, COO Michael Stuart Rosenthal bought 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The stock was purchased at an average cost of $54.30 per share, with a total value of $543,000.00. Following the transaction, the chief operating officer directly owned 136,622 shares in the company, valued at $7,418,574.60. This trade represents a 7.90% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO James H. Litinsky sold 185,167 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $69.14, for a total value of $12,802,446.38. Following the transaction, the chief executive officer owned 11,620,798 shares in the company, valued at $803,461,973.72. This represents a 1.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 885,167 shares of company stock valued at $58,661,837 over the last three months. Company insiders own 8.20% of the company’s stock.

About MP Materials

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.