Rockefeller Capital Management L.P. Lowers Position in MP Materials Corp. $MP

Posted by Stanley Muller on Jun 26th, 2026

Rockefeller Capital Management L.P. trimmed its position in shares of MP Materials Corp. (NYSE:MP – Free Report) by 31.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 165,989 shares of the company’s stock after selling 77,431 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in MP Materials were worth $8,386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in MP. Corient Private Wealth LLC raised its holdings in shares of MP Materials by 83.0% in the fourth quarter. Corient Private Wealth LLC now owns 39,047 shares of the company’s stock valued at $1,972,000 after purchasing an additional 17,708 shares during the last quarter. EMC Capital Management purchased a new stake in MP Materials in the 4th quarter valued at about $25,000. WMS Group LLC bought a new position in shares of MP Materials during the 4th quarter worth approximately $557,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of MP Materials by 26,018.9% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 9,664 shares of the company’s stock valued at $488,000 after acquiring an additional 9,627 shares in the last quarter. Finally, Sit Investment Associates Inc. increased its position in shares of MP Materials by 7.2% during the fourth quarter. Sit Investment Associates Inc. now owns 59,375 shares of the company’s stock valued at $3,000,000 after acquiring an additional 4,000 shares during the last quarter. Institutional investors own 52.55% of the company’s stock.

Analyst Upgrades and Downgrades

MP has been the subject of a number of recent analyst reports. Wedbush upped their price objective on MP Materials from $90.00 to $100.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. DA Davidson reaffirmed a “buy” rating and issued a $82.00 price objective on shares of MP Materials in a research report on Friday, June 5th. Barclays started coverage on shares of MP Materials in a research report on Thursday, May 21st. They set an “overweight” rating and a $69.00 target price for the company. Needham & Company LLC initiated coverage on shares of MP Materials in a report on Monday, June 1st. They issued a “buy” rating and a $81.00 price target on the stock. Finally, Morgan Stanley raised their target price on MP Materials from $62.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, May 11th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $80.14.

View Our Latest Stock Report on MP Materials

Insider Activity at MP Materials

In related news, CEO James H. Litinsky sold 185,167 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $69.14, for a total value of $12,802,446.38. Following the completion of the transaction, the chief executive officer directly owned 11,620,798 shares of the company’s stock, valued at approximately $803,461,973.72. This trade represents a 1.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Ryan Corbett sold 20,000 shares of MP Materials stock in a transaction that occurred 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 of the company’s stock, valued at $8,176,275. This represents a 15.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 1,205,167 shares of company stock worth $79,371,654. 8.20% of the stock is owned by corporate insiders.

MP Materials Price Performance

NYSE MP opened at $55.46 on Friday. The company has a quick ratio of 6.58, a current ratio of 7.18 and a debt-to-equity ratio of 0.47. The company has a market cap of $9.87 billion, a PE ratio of -132.05 and a beta of 1.86. MP Materials Corp. has a 52 week low of $29.58 and a 52 week high of $100.25. The firm’s 50-day simple moving average is $62.49 and its two-hundred day simple moving average is $59.59.

MP Materials (NYSE:MP – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.03 earnings per share for the quarter, topping the consensus estimate of ($0.01) by $0.04. The firm had revenue of $90.65 million during the quarter, compared to the consensus estimate of $74.82 million. MP Materials had a negative net margin of 28.00% and a negative return on equity of 2.27%. The company’s revenue was up 49.1% on a year-over-year basis. During the same quarter last year, the company earned ($0.12) earnings per share. Research analysts predict that MP Materials Corp. will post -0.04 earnings per share for the current year.

MP Materials Company Profile

(Free Report)

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.