MP Materials (NYSE:MP) CFO Ryan Corbett Sells 46,000 Shares of Stock

MP Materials Corp. (NYSE:MP) CFO Ryan Corbett sold 46,000 shares of the firm’s 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 sale, the chief financial officer owned 129,017 shares of the company’s stock, valued at $7,741,020. This trade represents a 26.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link.

MP Materials Stock Performance

Shares of MP stock opened at $59.23 on Wednesday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 6.67 and a current ratio of 7.24. The firm has a market cap of $10.50 billion, a price-to-earnings ratio of -113.89 and a beta of 1.55. MP Materials Corp. has a 52 week low of $18.64 and a 52 week high of $100.25. The firm’s 50-day simple moving average is $61.66 and its two-hundred day simple moving average is $63.18.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Royal Bank of Canada grew its stake in MP Materials by 26.5% in the 1st quarter. Royal Bank of Canada now owns 234,185 shares of the company’s stock valued at $5,716,000 after buying an additional 49,052 shares in the last quarter. AQR Capital Management LLC bought a new stake in MP Materials during the 1st quarter valued at $215,000. Integrated Wealth Concepts LLC bought a new stake in MP Materials during the 1st quarter valued at $219,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of MP Materials by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,793 shares of the company’s stock worth $265,000 after acquiring an additional 479 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in shares of MP Materials by 36.0% during the first quarter. Goldman Sachs Group Inc. now owns 193,943 shares of the company’s stock worth $4,734,000 after acquiring an additional 51,348 shares in the last quarter. 52.55% of the stock is owned by institutional investors.

More MP Materials News

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

• Positive Sentiment: Analyst / bull case: A recent Seeking Alpha piece reiterates a Buy thesis for MP, highlighting vertical integration, the shift from concentrate to higher‑margin separated products and magnetics, a $500M Apple commercial tie and a 10‑year downside price protection deal that support revenue and margin upside. Article Title
• Positive Sentiment: Long‑term growth narrative: The Motley Fool piece frames MP as a potential multi‑year winner as the U.S. secures domestic rare‑earth supply, supporting upside expectations for demand and strategic importance. Article Title
• Neutral Sentiment: Management disclosure: A JPMorgan Industrials Conference transcript was published (management commentary available) — useful for forward guidance and execution updates but neutral until specific financials or guidance are highlighted. Article Title
• Neutral Sentiment: Industry M&A / exploration: Harena’s agreement to pursue Paradigm Critical Minerals assets is industry activity that may affect supply dynamics longer term but has no direct, immediate effect on MP’s operations. Article Title
• Negative Sentiment: Insider selling: CFO Ryan Corbett sold 46,000 shares (~$2.76M at ~$60), reducing his stake materially per the SEC filing — can be seen as a near‑term negative signal and a source of selling pressure. SEC Filing
• Negative Sentiment: Mixed analyst caution: A Seeking Alpha author argues that despite commodity rallies, valuation and execution risks still make MP a less compelling buy today, which can pressure sentiment. Article Title
• Negative Sentiment: Defense diversification: Recent Pentagon supply arrangements with Lynas (coverage and a reported ~$96M preliminary deal) show the U.S. continuing to secure non‑U.S. rare‑earth sources — this reduces some near‑term geopolitical urgency for exclusively domestic suppliers and could weigh on MP’s short‑term pricing or offtake expectations. Lynas Deal U.S. Rare‑Earths Deal

Analyst Upgrades and Downgrades

Several research firms recently commented on MP. Wall Street Zen upgraded MP Materials from a “sell” rating to a “hold” rating in a research note on Sunday, March 8th. Morgan Stanley raised MP Materials from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $68.50 to $71.00 in a research report on Friday, December 5th. William Blair restated an “outperform” rating on shares of MP Materials in a research note on Wednesday, March 4th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of MP Materials in a research report on Thursday, January 22nd. Finally, DA Davidson reiterated a “buy” rating and set a $82.00 price target 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, thirteen have given a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, MP Materials has an average rating of “Buy” and an average price target of $78.91.

MP Materials Company 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.