The Manufacturers Life Insurance Company Grows Stock Holdings in USA Rare Earth Inc. $USAR

Key Points

• Institutional ownership increased: The Manufacturers Life Insurance Company more than doubled its USA Rare Earth stake to 97,802 shares, valued at approximately $1.48 million. Vanguard, State Street and other funds also expanded or initiated positions.
• Analysts remain broadly positive: Nine analysts rate USAR a Buy versus one Sell, producing a consensus “Moderate Buy” rating and a $35.83 price target, despite Needham lowering its target to $33.
• Results highlighted execution risks: USA Rare Earth reported a quarterly loss of $0.15 per share and $5.82 million in revenue, missing consensus estimates on both measures. Shares opened at $19.04, well below the 12-month high of $43.98.

The Manufacturers Life Insurance Company boosted its stake in shares of USA Rare Earth Inc. (NASDAQ:USAR - Free Report) by 106.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 97,802 shares of the company's stock after purchasing an additional 50,409 shares during the period. The Manufacturers Life Insurance Company's holdings in USA Rare Earth were worth $1,480,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Bayshore Capital Advisors LLC bought a new stake in USA Rare Earth in the 4th quarter worth approximately $102,378,000. Vanguard Group Inc. lifted its holdings in shares of USA Rare Earth by 533.3% during the 4th quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company's stock valued at $71,834,000 after buying an additional 5,083,288 shares during the period. Alyeska Investment Group L.P. lifted its holdings in shares of USA Rare Earth by 44.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company's stock valued at $219,034,000 after buying an additional 3,909,455 shares during the period. Inflection Point Holdings II LLC purchased a new position in shares of USA Rare Earth in the 4th quarter worth $37,188,000. Finally, State Street Corp boosted its stake in shares of USA Rare Earth by 78.4% in the 4th quarter. State Street Corp now owns 5,032,866 shares of the company's stock worth $59,891,000 after buying an additional 2,212,177 shares during the last quarter.

Wall Street Analyst Weigh In

USAR has been the subject of a number of research reports. Needham & Company LLC reduced their price objective on USA Rare Earth from $39.00 to $33.00 and set a "buy" rating for the company in a research report on Wednesday, July 22nd. Benchmark restated a "buy" rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd. Weiss Ratings raised shares of USA Rare Earth from a "sell (d-)" rating to a "sell (d+)" rating in a research report on Thursday, May 14th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $40.00 price objective on shares of USA Rare Earth in a research note on Thursday, June 4th. Finally, Northland Securities assumed coverage on shares of USA Rare Earth in a report on Thursday, April 23rd. They issued an "outperform" rating and a $45.00 price objective on the stock. Nine investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $35.83.

USA Rare Earth Trading Down 1.5%

NASDAQ USAR opened at $19.04 on Tuesday. USA Rare Earth Inc. has a 12 month low of $11.45 and a 12 month high of $43.98. The stock has a market cap of $4.25 billion, a price-to-earnings ratio of -4.86 and a beta of 2.55. The company's 50 day moving average is $19.51 and its two-hundred day moving average is $20.53.

USA Rare Earth (NASDAQ:USAR - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The company reported ($0.15) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.07) by ($0.08). The firm had revenue of $5.82 million for the quarter. Sell-side analysts forecast that USA Rare Earth Inc. will post -0.35 EPS for the current year.

Key Headlines Impacting USA Rare Earth

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: USA Rare Earth finalized agreements with the U.S. Department of Commerce that could unlock up to $1.6 billion in CHIPS Act funding. The capital is intended to support domestic rare-earth and advanced-materials production, reducing reliance on China. USA Rare Earth Reports Second Quarter 2026 Financial Results
• Positive Sentiment: The company announced a deal to acquire Serra Verde Group and plans for a second U.S. magnet-manufacturing facility in Blacksburg, South Carolina. These initiatives would expand USA Rare Earth’s integrated, ex-China supply chain and improve its potential to serve U.S. industrial and defense customers. USA Rare Earth CHIPS Funds and Serra Verde Deal
• Neutral Sentiment: Strength across the broader rare-earth sector, including a rally following MP Materials’ revenue beat and an aerospace agreement, may provide a favorable trading backdrop for USAR. Sector momentum, however, does not directly improve USA Rare Earth’s current results. MP Materials Rare Earth Sector Rally
• Negative Sentiment: USA Rare Earth reported a second-quarter loss of $0.15 per share, versus the consensus estimate of a $0.07 loss, while revenue of $5.82 million missed expectations by roughly 25%. The double miss is the immediate reason for the weaker stock performance and highlights continued execution and profitability risks. USA Rare Earth Stock Falls After Q2 Double Miss

Insiders Place Their Bets

In related news, Director Carolyn Trabuco sold 13,000 shares of the company's stock in a transaction on Monday, June 8th. The shares were sold at an average price of $22.77, for a total value of $296,010.00. Following the completion of the transaction, the director owned 18,783 shares of the company's stock, valued at approximately $427,688.91. This represents a 40.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 9.10% of the company's stock.

About USA Rare Earth

USA Rare Earth NASDAQ: USAR is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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