Bokf Na Invests $1.27 Million in MP Materials Corp. $MP

Bokf Na bought a new position in MP Materials Corp. (NYSE:MP) during the 4th quarter, Holdings Channel reports. The institutional investor bought 25,030 shares of the company’s stock, valued at approximately $1,265,000.

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

MP Materials Price Performance

MP stock opened at $67.61 on Friday. MP Materials Corp. has a 52 week low of $18.64 and a 52 week high of $100.25. The company has a quick ratio of 6.67, a current ratio of 7.24 and a debt-to-equity ratio of 0.47. The company has a fifty day simple moving average of $58.37 and a two-hundred day simple moving average of $59.65. The firm has a market capitalization of $12.01 billion, a P/E ratio of -160.97 and a beta of 1.90.

MP Materials (NYSE:MP) last released 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. MP Materials had a negative return on equity of 2.37% and a negative net margin of 28.00%.The firm had revenue of $90.65 million for the quarter, compared to the consensus estimate of $74.82 million. During the same quarter in the previous year, the company posted ($0.12) EPS. The company’s revenue for the quarter was up 49.1% compared to the same quarter last year. Analysts anticipate that MP Materials Corp. will post 0.1 earnings per share for the current fiscal year.

MP Materials News Roundup

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?

Insider Transactions at MP Materials

In related news, CFO Ryan Corbett sold 46,000 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $60.00, for a total value of $2,760,000.00. Following the transaction, 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 filing with the SEC, which is accessible through the SEC website. Also, CEO James H. Litinsky sold 259,179 shares of the stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $64.03, for a total value of $16,595,231.37. Following the completion of the transaction, the chief executive officer directly owned 12,505,965 shares in the company, valued at approximately $800,756,938.95. This trade represents a 2.03% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 366,000 shares of company stock worth $23,469,816. Company insiders own 8.20% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on MP shares. Wedbush raised their target price on MP Materials from $90.00 to $100.00 and gave the stock an “outperform” rating in a report on Friday. TD Securities upgraded MP Materials to a “strong-buy” rating in a research report on Monday, February 9th. Canaccord Genuity Group set a $82.00 price objective on MP Materials in a research note on Friday. Morgan Stanley lowered their price objective on MP Materials from $71.00 to $62.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. Finally, William Blair reissued an “outperform” rating on shares of MP Materials in a report on Wednesday, March 4th. Two equities 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. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $80.33.

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.