Northwestern Mutual Wealth Management Co. Increases Stock Position in MP Materials Corp. $MP

Northwestern Mutual Wealth Management Co. grew its holdings in MP Materials Corp. (NYSE:MP) by 35.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 259,687 shares of the company’s stock after purchasing an additional 67,290 shares during the quarter. Northwestern Mutual Wealth Management Co. owned approximately 0.15% of MP Materials worth $14,545,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the stock. Norges Bank purchased a new stake in MP Materials in the 4th quarter valued at approximately $82,531,000. BNP Paribas Financial Markets raised its holdings in shares of MP Materials by 76.3% in the second quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock worth $97,200,000 after acquiring an additional 1,264,243 shares during the last quarter. Van ECK Associates Corp lifted its position in shares of MP Materials by 71.6% in the fourth quarter. Van ECK Associates Corp now owns 2,834,914 shares of the company’s stock valued at $143,220,000 after acquiring an additional 1,183,307 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in shares of MP Materials in the second quarter valued at $65,230,000. Finally, Hancock Prospecting Pty Ltd boosted its stake in shares of MP Materials by 7.2% during the third quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock valued at $996,741,000 after acquiring an additional 1,000,000 shares during the last quarter. 52.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at MP Materials

In related news, COO Michael Stuart Rosenthal purchased 10,000 shares of the firm’s stock in a transaction on Tuesday, June 9th. The shares were bought at an average price of $54.30 per share, for a total transaction of $543,000.00. Following the acquisition, 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 acquisition was disclosed in a filing with the SEC, which is available at this link. 8.20% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

MP has been the subject of a number of recent research reports. Morgan Stanley reiterated an “overweight” rating on shares of MP Materials in a research report on Wednesday, August 19th. Needham & Company LLC cut their price objective on shares of MP Materials from $81.00 to $73.00 and set a “buy” rating for the company in a research report on Wednesday, July 22nd. JPMorgan Chase & Co. reduced their price objective on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Zacks Research lowered shares of MP Materials from a “hold” rating to a “strong sell” rating in a research report on Wednesday, August 26th. Finally, Weiss Ratings reaffirmed 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, twelve have issued a Buy rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $78.21.

MP Materials Trading Up 1.8%

NYSE MP opened at $54.70 on Thursday. MP Materials Corp. has a 12 month low of $37.81 and a 12 month high of $100.25. The company has a 50-day moving average of $51.41 and a 200-day moving average of $56.65. The company has a debt-to-equity ratio of 0.48, a current ratio of 9.51 and a quick ratio of 8.56. The company has a market cap of $9.74 billion, a P/E ratio of -160.88 and a beta of 1.94.

MP Materials (NYSE:MP) last released its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share (EPS) for the quarter, hitting the consensus estimate of ($0.01). MP Materials had a negative net margin of 19.85% and a negative return on equity of 1.21%. The business had revenue of $108.49 million for the quarter, compared to analysts’ expectations of $96.89 million. During the same period last year, the company earned ($0.13) earnings per share. The company’s quarterly revenue was up 89.0% on a year-over-year basis. As a group, equities analysts predict that MP Materials Corp. will post -0.12 earnings per share for the current year.

MP Materials News Roundup

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

• Positive Sentiment: Government-backed strategic progress supports the long-term outlook. MP Materials is reportedly making steady progress on its plans to build a more complete domestic rare-earth business, aided by U.S. government involvement. The support reinforces the company’s strategic importance amid efforts to reduce reliance on China for critical minerals. MP Materials’ Stock is Surging: Here’s Why
• Positive Sentiment: High short interest creates short-squeeze potential. MP Materials was identified as having one of the highest short positions among materials companies with market values above $2 billion. While this signals significant bearish positioning, any further favorable company or policy news could force short sellers to cover, potentially increasing buying pressure. MP Materials lead shorts among $2B+ materials stocks; SQM at bottom
• Neutral Sentiment: Management’s upcoming conference appearance may provide additional catalysts. CFO Ryan Corbett is scheduled to participate in the Jefferies Global Industrials Conference on September 9. Investors may look for updates on government agreements, production expansion, customer demand and the company’s path toward improved profitability, although no new financial details were announced. MP Materials to Participate in Jefferies 2026 Global Industrials Conference

MP Materials 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.