MP Materials Corp. $MP Shares Sold by BNP Paribas Financial Markets

Key Points

• BNP Paribas Financial Markets cut its stake in MP Materials by 22% in Q3, selling 642,916 shares and ending the quarter with 2,278,626 shares (about 1.29% of the company) valued at roughly $152.8 million.
• CEO James H. Litinsky sold 272,600 shares on January 8 at an average price of $64.17 for about $17.49 million, and insiders now own about 9.5% of the stock.
• Analysts are broadly positive on MP, with a consensus rating of "Buy" and a consensus target near $78.91 (DA Davidson's $82 target implies ~31–32% upside); coverage includes multiple "Buy"/"Strong Buy" ratings and one "Sell".

BNP Paribas Financial Markets decreased its holdings in MP Materials Corp. (NYSE:MP - Free Report) by 22.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,278,626 shares of the company's stock after selling 642,916 shares during the quarter. BNP Paribas Financial Markets owned approximately 1.29% of MP Materials worth $152,827,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of MP. RiverPark Advisors LLC acquired a new stake in shares of MP Materials in the third quarter worth approximately $169,000. Quadrant Capital Group LLC increased its position in MP Materials by 9.2% during the third quarter. Quadrant Capital Group LLC now owns 13,260 shares of the company's stock worth $889,000 after purchasing an additional 1,113 shares during the last quarter. FourThought Financial Partners LLC purchased a new position in MP Materials during the third quarter worth approximately $324,000. Swiss National Bank raised its stake in MP Materials by 1.5% during the third quarter. Swiss National Bank now owns 237,700 shares of the company's stock worth $15,943,000 after purchasing an additional 3,500 shares during the period. Finally, LGT Group Foundation acquired a new position in shares of MP Materials in the 3rd quarter valued at $243,000. Institutional investors and hedge funds own 52.55% of the company's stock.

More MP Materials News

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

• Positive Sentiment: DA Davidson reaffirmed a "Buy" on MP and set an $82 price target (about a 31.7% upside from the current price), providing a tangible upside anchor for investors. DA Davidson Reaffirms Buy on MP Materials
• Positive Sentiment: William Blair reiterated bullish views, calling MP Materials key to U.S. rare-earth independence — supportive for long-term strategic demand expectations and potential government support. William Blair Says MP Materials Corp. Key to US Rare Earth Independence
• Positive Sentiment: Technical analysts are flagging bullish patterns and a near-term breakout level (~$63.90). Commentary suggests a confirmed breakout could accelerate upside momentum after recent choppy trading. MP Materials Price Forecast — $63.90 Breakout
• Neutral Sentiment: Valuation debate is active: coverage asks whether recent large gains (roughly 156% over 1 year) leave meaningful upside, prompting questions about risk/reward at current multiples. Is It Too Late To Consider MP Materials?
• Neutral Sentiment: Analysis (Seeking Alpha) calls MP "still overvalued" but notes government backing can justify holding — mixes caution on multiples with strategic upside from policy support. MP Materials: Still Overvalued But Government Backing Makes It A Hold
• Negative Sentiment: Competitive progress in the U.S. rare-earth space (e.g., USA Rare Earth advancing its magnet plant and securing funding) could increase supply-side competition and cap pricing/power for MP over the medium term. USAR Gains — USA Rare Earth Progress

MP Materials Price Performance

MP opened at $62.27 on Thursday. MP Materials Corp. has a 52-week low of $18.64 and a 52-week high of $100.25. The company has a 50 day moving average of $61.42 and a two-hundred day moving average of $63.59. The company has a market cap of $11.04 billion, a P/E ratio of -119.76 and a beta of 1.55. The company has a quick ratio of 6.67, a current ratio of 7.24 and a debt-to-equity ratio of 0.47.

Insider Buying and Selling at MP Materials

In related news, CEO James H. Litinsky sold 272,600 shares of MP Materials stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $64.17, for a total transaction of $17,492,742.00. Following the transaction, the chief executive officer owned 12,805,965 shares in the company, valued at approximately $821,758,774.05. The trade was a 2.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 9.50% of the company's stock.

Analyst Upgrades and Downgrades

MP has been the subject of several research reports. DA Davidson reissued a "buy" rating and set a $82.00 price objective on shares of MP Materials in a research note on Wednesday. TD Securities raised MP Materials to a "strong-buy" rating in a research report on Monday, February 9th. JPMorgan Chase & Co. upgraded MP Materials from a "neutral" rating to an "overweight" rating and reduced their target price for the company from $75.00 to $74.00 in a report on Friday, November 14th. William Blair reissued an "outperform" rating on shares of MP Materials in a research report on Wednesday, March 4th. Finally, Wall Street Zen upgraded MP Materials from a "sell" rating to a "hold" rating in a research note on Sunday. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus target price of $78.91.

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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