Universal Beteiligungs und Servicegesellschaft mbH Buys Shares of 121,073 USA Rare Earth Inc. $USAR

Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of USA Rare Earth Inc. (NASDAQ:USAR) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 121,073 shares of the company’s stock, valued at approximately $2,081,000. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.11% of USA Rare Earth as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in USAR. International Assets Investment Management LLC bought a new position in USA Rare Earth during the 2nd quarter valued at approximately $250,000. MMCAP International Inc. SPC purchased a new stake in shares of USA Rare Earth in the second quarter worth $261,000. Pier 88 Investment Partners LLC purchased a new position in shares of USA Rare Earth in the 2nd quarter worth about $588,000. SBI Securities Co. Ltd. boosted its stake in USA Rare Earth by 10,448.0% in the 2nd quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company’s stock worth $29,000 after purchasing an additional 2,612 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in USA Rare Earth by 2,437.5% during the 2nd quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock valued at $7,160,000 after purchasing an additional 627,545 shares during the last quarter.

Insider Activity

In other news, Director Carolyn Trabuco purchased 1,300 shares of the business’s stock in a transaction on Thursday, January 29th. The stock was acquired at an average cost of $22.60 per share, for a total transaction of $29,380.00. Following the purchase, the director directly owned 1,300 shares in the company, valued at $29,380. This trade represents a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael Blitzer purchased 100,000 shares of USA Rare Earth stock in a transaction dated Thursday, January 29th. The shares were acquired at an average cost of $21.44 per share, with a total value of $2,144,000.00. Following the transaction, the director directly owned 847,500 shares in the company, valued at approximately $18,170,400. The trade was a 13.38% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 46.60% of the company’s stock.

More USA Rare Earth News

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: Director Michael Blitzer bought 100,000 shares (~$2.14M at $21.44), increasing his stake to 847,500 shares — signals insider confidence in the company. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — provides substantial near-term capital to advance projects and operations. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and administration loan/funding support position USAR as a centerpiece of domestic rare-earth and chip-supply initiatives, underpinning longer-term demand and policy backing. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Neutral Sentiment: Coverage framing USAR as a “test case” for U.S.-backed mine-to-magnet supply chains raises visibility but leaves near-term commercial outcomes and timelines uncertain. Yahoo Finance: Test Case Article
• Neutral Sentiment: Recent headlines pointed to a larger ~$3.1B government-backed funding package that helped run the stock; that move may have already been priced in, setting up volatility on any policy or execution news. Yahoo Finance: Funding Deal Coverage
• Negative Sentiment: Sectors fears after a Barron’s report that the U.S. may rethink price-floor support for rare-earths sparked a selloff across peer stocks — that macro/policy uncertainty is the most immediate drag on USAR today. Barron’s: Price-Floor Fears

USA Rare Earth Trading Down 12.4%

Shares of USAR opened at $22.07 on Friday. The firm has a fifty day simple moving average of $16.34 and a two-hundred day simple moving average of $17.33. The firm has a market cap of $2.93 billion, a PE ratio of -42.44 and a beta of 0.96. USA Rare Earth Inc. has a 1-year low of $5.56 and a 1-year high of $43.98.

USA Rare Earth (NASDAQ:USAR) last released its quarterly earnings results on Thursday, November 6th. The company reported ($0.25) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.19).

Analysts Set New Price Targets

Several brokerages have issued reports on USAR. Benchmark began coverage on shares of USA Rare Earth in a report on Wednesday, January 21st. They issued a “buy” rating for the company. UBS Group reaffirmed a “buy” rating on shares of USA Rare Earth in a research report on Monday, December 8th. Canaccord Genuity Group increased their target price on USA Rare Earth from $23.00 to $33.00 and gave the company a “buy” rating in a research note on Tuesday. Roth Mkm boosted their price target on USA Rare Earth from $25.00 to $35.00 and gave the stock a “buy” rating in a research note on Monday. Finally, William Blair started coverage on USA Rare Earth in a research report on Monday, October 20th. They set an “outperform” rating on the stock. Six research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, USA Rare Earth has an average rating of “Moderate Buy” and an average price target of $28.00.

About USA Rare Earth

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.