Strs Ohio Raises Stake in MP Materials Corp. $MP

Strs Ohio increased its holdings in MP Materials Corp. (NYSE:MP) by 54.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 36,123 shares of the company’s stock after buying an additional 12,802 shares during the quarter. Strs Ohio’s holdings in MP Materials were worth $2,423,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Wolff Wiese Magana LLC increased its stake in shares of MP Materials by 28.1% in the third quarter. Wolff Wiese Magana LLC now owns 806 shares of the company’s stock worth $54,000 after acquiring an additional 177 shares during the period. Miracle Mile Advisors LLC grew its position in MP Materials by 1.0% during the 3rd quarter. Miracle Mile Advisors LLC now owns 18,162 shares of the company’s stock worth $1,218,000 after purchasing an additional 188 shares during the period. Wedmont Private Capital raised its stake in shares of MP Materials by 1.7% during the 3rd quarter. Wedmont Private Capital now owns 11,824 shares of the company’s stock valued at $872,000 after buying an additional 195 shares during the last quarter. Cresset Asset Management LLC raised its stake in shares of MP Materials by 1.0% during the 2nd quarter. Cresset Asset Management LLC now owns 21,444 shares of the company’s stock valued at $713,000 after buying an additional 204 shares during the last quarter. Finally, Sound Income Strategies LLC lifted its holdings in shares of MP Materials by 420.0% in the 3rd quarter. Sound Income Strategies LLC now owns 364 shares of the company’s stock valued at $26,000 after buying an additional 294 shares during the period. 52.55% of the stock is currently owned by institutional investors and hedge funds.

MP Materials News Roundup

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

• Positive Sentiment: Broad policy/sector rally — reports that a high-profile “rare-earth” initiative tied to the Trump administration and broader Washington moves have pushed MP and peers higher as investors position for a policy-driven materials cycle. This boosts demand expectations for domestic producers like MP. Trump’s Rare Earth Mega-Deal Sparks Rally In MP Materials And Peers
• Positive Sentiment: Analyst/technical optimism — MarketBeat notes MP is in “rebound mode,” supported by DoD partnerships and bullish analyst coverage (most analysts rated Buy), signaling upside if operational ramps and margins improve. This narrative supports medium-term investor interest ahead of earnings. 3 Rare Earth Stocks to Watch Following Washington’s Latest Trade Moves
• Positive Sentiment: Local project progress — a Dallas-area incentives vote tied to a large magnet plant (1,000 jobs) highlights tangible capacity/expansion catalysts that could support future revenue and local political backing. 1,000-job magnet plant faces key incentives vote
• Neutral Sentiment: Macro opportunity from China’s dominance — multiple pieces reiterate that China’s control of critical minerals creates a long-term addressable market for U.S. miners (including MP). This is structural bullishness but is a multi-year thesis rather than an immediate price driver. China’s Stranglehold on Critical Minerals Creates Massive Opportunity in These 5 Stocks
• Negative Sentiment: Government bankroll for a rival (USA Rare Earth) — a $1.6B Commerce package (plus private PIPE) that includes a U.S. equity stake in USA Rare Earth has materially de‑risked that competitor and triggered sector rotation away from MP, causing sharp near-term selling pressure. Washington’s $1.6B Endorsement Turns USA Rare Earth Into a Force
• Negative Sentiment: Immediate market reaction — coverage (MSN, Benzinga) documents MP share weakness following the USA Rare Earth funding announcement and related investor rotation; short-term sentiment is negative even though MP remains an operational producer. MP Materials (MP) Drops 8.8% as Rival Gets Higher Funding From Govt

Analyst Ratings Changes

MP has been the topic of several analyst reports. DA Davidson reaffirmed a “buy” rating and set a $82.00 target price on shares of MP Materials in a report on Thursday, November 20th. William Blair started coverage on shares of MP Materials in a report on Tuesday, January 13th. They set an “outperform” rating for the company. BMO Capital Markets upgraded shares of MP Materials from a “market perform” rating to an “outperform” rating and decreased their target price for the company from $76.00 to $75.00 in a research note on Monday, November 24th. Morgan Stanley upgraded shares of MP Materials from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $68.50 to $71.00 in a research report on Friday, December 5th. Finally, The Goldman Sachs Group began coverage on shares of MP Materials in a report on Wednesday, November 19th. They issued a “buy” rating and a $77.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $78.91.

MP Materials Price Performance

MP Materials stock opened at $66.80 on Wednesday. The stock has a market capitalization of $11.84 billion, a P/E ratio of -94.09 and a beta of 1.62. The company’s fifty day moving average price is $59.50 and its 200 day moving average price is $64.83. The company has a debt-to-equity ratio of 0.47, a quick ratio of 7.51 and a current ratio of 8.05. MP Materials Corp. has a 1 year low of $18.64 and a 1 year high of $100.25.

MP Materials (NYSE:MP) last posted its quarterly earnings data on Thursday, November 6th. The company reported ($0.10) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.15) by $0.05. MP Materials had a negative net margin of 50.55% and a negative return on equity of 7.69%. The business had revenue of $53.55 million for the quarter, compared to the consensus estimate of $49.72 million. During the same period last year, the firm posted ($0.12) earnings per share. The company’s revenue was down 14.9% compared to the same quarter last year. As a group, equities research analysts anticipate that MP Materials Corp. will post -0.19 earnings per share for the current fiscal year.

Insider Transactions at MP Materials

In other news, CFO Ryan Corbett sold 38,146 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $60.00, for a total value of $2,288,760.00. Following the transaction, the chief financial officer owned 156,666 shares in the company, valued at $9,399,960. This trade represents a 19.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO James H. Litinsky sold 385,000 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $62.94, for a total value of $24,231,900.00. Following the sale, the chief executive officer owned 13,105,965 shares of the company’s stock, valued at $824,889,437.10. The trade was a 2.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 991,557 shares of company stock worth $62,785,202 over the last ninety days. 12.60% of the stock is currently owned by corporate insiders.

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.