Insider Selling: MP Materials (NYSE:MP) CFO Sells $1,500,000.00 in Stock

MP Materials Corp. (NYSE:MP) CFO Ryan Corbett sold 20,000 shares of MP Materials stock in a transaction on Friday, May 8th. The shares were sold at an average price of $75.00, for a total transaction of $1,500,000.00. Following the completion of the transaction, the chief financial officer owned 109,017 shares in the company, valued at approximately $8,176,275. This trade represents a 15.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ryan Corbett also recently made the following trade(s):

• On Tuesday, March 17th, Ryan Corbett sold 46,000 shares of MP Materials stock. The shares were sold at an average price of $60.00, for a total transaction of $2,760,000.00.

MP Materials Stock Up 0.3%

Shares of MP opened at $67.61 on Monday. The firm has a market cap of $12.01 billion, a PE ratio of -160.97 and a beta of 1.90. The company’s fifty day moving average is $58.37 and its two-hundred day moving average is $59.65. MP Materials Corp. has a fifty-two week low of $18.64 and a fifty-two week high of $100.25. The company has a quick ratio of 6.58, a current ratio of 7.18 and a debt-to-equity ratio of 0.47.

MP Materials (NYSE:MP) last posted its earnings results on Thursday, May 7th. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of ($0.01) by $0.04. The business had revenue of $90.65 million for the quarter, compared to analyst estimates of $74.82 million. MP Materials had a negative net margin of 28.00% and a negative return on equity of 2.27%. The business’s quarterly revenue was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the business posted ($0.12) EPS. Analysts forecast that MP Materials Corp. will post 0.1 earnings per share for the current year.

Hedge Funds Weigh In On MP Materials

A number of institutional investors have recently added to or reduced their stakes in MP. Norges Bank acquired a new position in MP Materials in the 4th quarter worth $82,531,000. Reaves W H & Co. Inc. lifted its holdings in MP Materials by 168.4% in the 3rd quarter. Reaves W H & Co. Inc. now owns 2,589,908 shares of the company’s stock worth $173,705,000 after buying an additional 1,624,908 shares in the last quarter. BNP Paribas Financial Markets lifted its holdings in MP Materials by 76.3% in the 2nd quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock worth $97,200,000 after buying an additional 1,264,243 shares in the last quarter. Van ECK Associates Corp lifted its holdings in MP Materials by 71.6% in the 4th quarter. Van ECK Associates Corp now owns 2,834,914 shares of the company’s stock worth $143,220,000 after buying an additional 1,183,307 shares in the last quarter. Finally, Hancock Prospecting Pty Ltd lifted its holdings in MP Materials by 7.2% in the 3rd quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock worth $996,741,000 after buying an additional 1,000,000 shares in the last quarter. Institutional investors and hedge funds own 52.55% of the company’s stock.

Key Stories Impacting MP Materials

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?

Analysts Set New Price Targets

MP has been the topic of several recent research reports. Morgan Stanley reduced 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. DA Davidson restated a “buy” rating and set a $82.00 target price on shares of MP Materials in a report on Wednesday, March 11th. William Blair restated an “outperform” rating on shares of MP Materials in a report on Wednesday, March 4th. Wedbush lifted their target price on shares of MP Materials from $90.00 to $100.00 and gave the company an “outperform” rating in a report on Friday. Finally, Canaccord Genuity Group set a $82.00 target price on shares of MP Materials in a report on Friday. 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 stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $80.33.

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.