Bokf Na Buys Shares of 25,030 MP Materials Corp. $MP

Key Points

• Bokf Na opened a new position in MP Materials in the fourth quarter, buying 25,030 shares valued at about $1.265 million. Several other institutional investors also added to or initiated positions, and institutions now own 52.55% of the stock.
• MP Materials reported a strong first quarter, with EPS of $0.03 beating expectations and revenue of $90.65 million topping estimates while rising 49.1% year over year. The company also said it delivered record NdPr production and sales and is targeting a 500-tons-per-month NdPr run rate by the end of 2026.
• Analysts remain mostly bullish despite mixed signals from insider selling and a recent stock pullback. Wedbush raised its price target to $100, and the consensus rating is Buy with an average target of $80.33, even as CEO James Litinsky and CFO Ryan Corbett recently sold shares.

Bokf Na purchased a new position in MP Materials Corp. (NYSE:MP - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 25,030 shares of the company's stock, valued at approximately $1,265,000.

Several other large investors have also recently bought and sold shares of the stock. Whittier Trust Co. of Nevada Inc. bought a new position in shares of MP Materials during the 4th quarter worth approximately $26,000. Financial Consulate Inc. grew its holdings in shares of MP Materials by 555.3% in the 4th quarter. Financial Consulate Inc. now owns 557 shares of the company's stock worth $28,000 after purchasing an additional 472 shares during the last quarter. Bessemer Group Inc. boosted its stake in MP Materials by 75.9% in the third quarter. Bessemer Group Inc. now owns 642 shares of the company's stock worth $43,000 after purchasing an additional 277 shares in the last quarter. Montag A & Associates Inc. lifted its holdings in MP Materials by 106.2% during the 3rd quarter. Montag A & Associates Inc. now owns 635 shares of the company's stock worth $43,000 after buying an additional 327 shares in the last quarter. Finally, Bogart Wealth LLC acquired a new position in MP Materials in the fourth quarter valued at approximately $47,000. 52.55% of the stock is currently owned by institutional investors and hedge funds.

MP Materials Trading Down 2.2%

MP opened at $67.61 on Friday. MP Materials Corp. has a twelve month low of $18.64 and a twelve month high of $100.25. The company has a fifty day moving average of $58.37 and a 200-day moving average of $59.65. The stock has a market cap of $12.01 billion, a PE ratio of -160.97 and a beta of 1.90. The company has a quick ratio of 6.67, a current ratio of 7.24 and a debt-to-equity ratio of 0.47.

MP Materials (NYSE:MP - Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.03 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.01) by $0.04. MP Materials had a negative net margin of 28.00% and a negative return on equity of 2.37%. The company had revenue of $90.65 million for the quarter, compared to the consensus estimate of $74.82 million. During the same quarter in the previous year, the company earned ($0.12) EPS. MP Materials's quarterly revenue was up 49.1% compared to the same quarter last year. On average, sell-side analysts predict that MP Materials Corp. will post 0.1 EPS for the current year.

Insider Buying and Selling at MP Materials

In other MP Materials news, CEO James H. Litinsky sold 259,179 shares of the business's stock in a transaction on Monday, April 20th. The stock was sold at an average price of $64.03, for a total value of $16,595,231.37. Following the transaction, the chief executive officer owned 12,505,965 shares of the company's stock, valued at approximately $800,756,938.95. The trade was a 2.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ryan Corbett sold 46,000 shares of MP Materials stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $60.00, for a total transaction of $2,760,000.00. Following the completion of the sale, the chief financial officer directly owned 129,017 shares in the company, valued at approximately $7,741,020. This represents a 26.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 366,000 shares of company stock worth $23,469,816. Corporate insiders own 8.20% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Wedbush boosted their price target on shares of MP Materials from $90.00 to $100.00 and gave the company an "outperform" rating in a report on Friday. Morgan Stanley dropped their target price on shares of MP Materials from $71.00 to $62.00 and set an "overweight" rating on the stock in a report on Thursday, April 9th. William Blair reiterated an "outperform" rating on shares of MP Materials in a research note on Wednesday, March 4th. Weiss Ratings restated a "sell (d-)" rating on shares of MP Materials in a research note on Tuesday, April 21st. Finally, DA Davidson reiterated a "buy" rating and set a $82.00 target price on shares of MP Materials in a research note on Wednesday, March 11th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $80.33.

Key MP Materials News

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

• Positive Sentiment: MP Materials reported first-quarter EPS of $0.03, beating the loss estimate, while revenue of $90.65 million also topped expectations and rose 49.1% year over year. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: The company said it delivered record NdPr production and sales, advanced growth projects at Independence and 10X, and maintained its $500 million to $600 million capex plan while targeting a 500-tons-per-month NdPr run rate by the end of 2026. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: Analysts turned more constructive after the release, with Wedbush raising its price target to $100 from $90 and keeping an outperform rating. Benzinga
• Positive Sentiment: Investor sentiment was also helped by commentary from CEO James Litinsky that geopolitical tensions could accelerate demand for rare earth magnets, reinforcing MP’s strategic importance. Iran war points to 'huge demand accelerant for rare earth magnetics,' MP Materials CEO says
• Neutral Sentiment: Media coverage and earnings-call recaps are keeping MP Materials in focus, but they largely reiterate the same story: improving production, stronger sales, and a big long-term domestic rare-earth opportunity. MP Materials Corp. (MP) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the beat, the stock pulled back as investors focused on rising costs, weak momentum, and a premium valuation, suggesting the quarter was good but not enough to eliminate execution concerns. MP Dips 5% Despite Q1 Earnings Beat: How to Play the 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.

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