Mirova Has $4.22 Million Holdings in MP Materials Corp. $MP

Key Points

• Mirova increased its stake in MP Materials by 66.2% in Q3, buying an additional 25,071 shares and owning 62,968 shares valued at approximately $4.22 million as of the latest SEC filing.
• Significant insider selling occurred recently: CEO James Litinsky sold 272,600 shares (~$17.49M) and CFO Ryan Corbett sold 46,000 shares (~$2.76M), with insiders disposing of 346,000 shares (~$22.0M) in the past three months.
• Analyst sentiment is broadly positive with a consensus "Buy" rating and an average price target of $78.91, though individual views range from sell to strong buy.

Mirova increased its holdings in shares of MP Materials Corp. (NYSE:MP - Free Report) by 66.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 62,968 shares of the company's stock after buying an additional 25,071 shares during the quarter. Mirova's holdings in MP Materials were worth $4,223,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sound Income Strategies LLC increased its holdings in shares of MP Materials by 420.0% in the third quarter. Sound Income Strategies LLC now owns 364 shares of the company's stock worth $26,000 after acquiring an additional 294 shares in the last quarter. Grove Bank & Trust bought a new position in shares of MP Materials during the 3rd quarter valued at about $34,000. SJS Investment Consulting Inc. lifted its holdings in shares of MP Materials by 4,600.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 564 shares of the company's stock valued at $38,000 after purchasing an additional 552 shares in the last quarter. Hilltop National Bank grew its position in shares of MP Materials by 500.0% in the 3rd quarter. Hilltop National Bank now owns 600 shares of the company's stock valued at $40,000 after purchasing an additional 500 shares during the period. Finally, Montag A & Associates Inc. increased its stake 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 purchasing an additional 327 shares in the last quarter. 52.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on MP shares. DA Davidson reaffirmed a "buy" rating and issued a $82.00 price target on shares of MP Materials in a research note on Wednesday, March 11th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of MP Materials in a research report on Thursday, January 22nd. Wall Street Zen raised shares of MP Materials from a "sell" rating to a "hold" rating in a research note on Sunday, March 8th. BMO Capital Markets upgraded shares of MP Materials from a "market perform" rating to an "outperform" rating and lowered their price objective for the company from $76.00 to $75.00 in a report on Monday, November 24th. Finally, The Goldman Sachs Group assumed coverage on shares of MP Materials in a research report on Wednesday, November 19th. They issued a "buy" rating and a $77.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus price target of $78.91.

More MP Materials News

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

• Positive Sentiment: Management highlights a clear growth plan: CFO Ryan Corbett outlined a push toward 6,000 tonnes of refining capacity plus recycling and downstream magnetics at a sustainability summit — this supports long‑term revenue and margin expansion if executed. Read More.
• Positive Sentiment: Bullish fundamental case: analysts and a Seeking Alpha bull note point to a structural rare‑earth deficit, a price‑floor agreement, DoD backing and vertical integration (concentrate → separated products → magnetics) as drivers of multi‑year EBITDA upside. Read More.
• Positive Sentiment: Long‑term strategic narrative: retail/strategy pieces (e.g., The Motley Fool) emphasize MP’s role in U.S. supply security for EVs, wind and defense, supporting longer‑term demand and strategic valuation support. Read More.
• Neutral Sentiment: Conference disclosure: the JPMorgan Industrials transcript provides management commentary and execution updates — useful for modeling but neutral until specific guidance or timing is issued. Read More.
• Neutral Sentiment: Industry moves may reshape the landscape: Mosaic’s rare‑earth JV news and Harena’s Paradigm diligence are industry developments that could revalue peers over time but don’t change MP’s near‑term operations. Read More.
• Neutral Sentiment: Exploration/M&A elsewhere: Harena’s Paradigm agreement is a sector data point on potential new supply/targets but has no immediate impact on MP’s Mountain Pass execution. Read More.
• Negative Sentiment: Insider selling: CFO Ryan Corbett sold 46,000 shares (~$2.76M at ~$60), trimming his holding materially per the SEC filing — such sales can create near‑term sentiment/headline pressure. Read More.
• Negative Sentiment: Valuation/execution caution: a Seeking Alpha skeptic argues that commodity rallies and headline optimism don’t eliminate valuation and execution risks—this type of critique can weigh on short‑term sentiment. Read More.
• Negative Sentiment: U.S. diversifies suppliers: recent Pentagon arrangements (reported deals with Lynas and other non‑U.S. suppliers) reduce some geopolitical urgency for a single domestic provider, which could moderate near‑term offtake/pricing expectations for MP. Read More.

Insider Activity at MP Materials

In other news, CEO James H. Litinsky sold 272,600 shares of the stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 12,805,965 shares of the company's stock, valued at approximately $821,758,774.05. This represents a 2.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Ryan Corbett sold 46,000 shares of the firm's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $60.00, for a total transaction of $2,760,000.00. Following the completion of the transaction, the chief financial officer directly owned 129,017 shares of the company's stock, valued at $7,741,020. This represents a 26.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 346,000 shares of company stock valued at $22,006,616. 9.50% of the stock is currently owned by insiders.

MP Materials Stock Down 3.0%

MP stock opened at $57.54 on Thursday. The company has a market cap of $10.20 billion, a price-to-earnings ratio of -110.66 and a beta of 1.55. MP Materials Corp. has a twelve month low of $18.64 and a twelve month high of $100.25. The business has a 50 day moving average price of $61.56 and a two-hundred day moving average price of $63.14. 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 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.

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