Korea Investment CORP Acquires Shares of 839,126 USA Rare Earth Inc. $USAR

Posted by Francis Steltz on Aug 24th, 2026

Korea Investment CORP acquired a new stake in USA Rare Earth Inc. (NASDAQ:USAR – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 839,126 shares of the company’s stock, valued at approximately $18,108,000.

Several other hedge funds have also made changes to their positions in USAR. Allworth Financial LP acquired a new position in USA Rare Earth in the 2nd quarter valued at about $38,000. Lisanti Capital Growth LLC purchased a new position in shares of USA Rare Earth in the 2nd quarter valued at approximately $1,548,000. one8zero8 LLC acquired a new position in shares of USA Rare Earth in the second quarter valued at approximately $1,757,000. Avaii Wealth Management LLC acquired a new position in shares of USA Rare Earth in the second quarter valued at approximately $222,000. Finally, Wealthfront Advisers LLC purchased a new stake in shares of USA Rare Earth during the second quarter worth approximately $235,000.

Insider Buying and Selling at USA Rare Earth

In other news, Director Carolyn Trabuco sold 13,000 shares of the company’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $22.77, for a total value of $296,010.00. Following the sale, the director directly owned 18,783 shares in the company, valued at $427,688.91. This represents a 40.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 9.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. Roth Capital dropped their price target on shares of USA Rare Earth from $40.00 to $30.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Cantor Fitzgerald reissued an “overweight” rating on shares of USA Rare Earth in a research note on Tuesday, August 11th. Benchmark restated a “buy” rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd. Needham & Company LLC dropped their price objective on USA Rare Earth from $39.00 to $33.00 and set a “buy” rating on the stock in a report on Wednesday, July 22nd. Finally, Wall Street Zen upgraded USA Rare Earth from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Nine analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $35.83.

Read Our Latest Report on USAR

USA Rare Earth Price Performance

Shares of NASDAQ USAR opened at $19.26 on Monday. USA Rare Earth Inc. has a 12-month low of $11.45 and a 12-month high of $43.98. The company has a market capitalization of $4.30 billion, a PE ratio of -7.93 and a beta of 2.55. The firm’s 50-day moving average is $18.54 and its two-hundred day moving average is $20.22.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its quarterly earnings results on Monday, August 10th. The company reported ($0.15) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.08). The firm had revenue of $5.82 million for the quarter. On average, analysts forecast that USA Rare Earth Inc. will post -0.62 EPS for the current fiscal year.

USA Rare Earth Company Profile

(Free Report)

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.