The Manufacturers Life Insurance Company Boosts Holdings in USA Rare Earth Inc. $USAR

The Manufacturers Life Insurance Company boosted its holdings in USA Rare Earth Inc. (NASDAQ:USAR) by 106.4% in the 1st quarter, HoldingsChannel reports. The firm owned 97,802 shares of the company’s stock after purchasing an additional 50,409 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in USA Rare Earth were worth $1,480,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Bayshore Capital Advisors LLC purchased a new position in shares of USA Rare Earth in the fourth quarter worth $102,378,000. Vanguard Group Inc. grew its stake in USA Rare Earth by 533.3% during the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock valued at $71,834,000 after acquiring an additional 5,083,288 shares in the last quarter. Alyeska Investment Group L.P. grew its stake in USA Rare Earth by 44.0% during the third quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock valued at $219,034,000 after acquiring an additional 3,909,455 shares in the last quarter. Inflection Point Holdings II LLC bought a new stake in USA Rare Earth in the 4th quarter valued at $37,188,000. Finally, State Street Corp increased its holdings in USA Rare Earth by 78.4% in the 4th quarter. State Street Corp now owns 5,032,866 shares of the company’s stock valued at $59,891,000 after acquiring an additional 2,212,177 shares during the last quarter.

Insider Activity at USA Rare Earth

In related news, Director Carolyn Trabuco sold 13,000 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $22.77, for a total transaction of $296,010.00. Following the transaction, the director directly owned 18,783 shares in the company, valued at approximately $427,688.91. This represents a 40.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 9.10% of the company’s stock.

Trending Headlines about USA Rare Earth

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

• Positive Sentiment: USA Rare Earth finalized agreements with the U.S. Department of Commerce that could unlock up to $1.6 billion in CHIPS Act funding. The capital is intended to support domestic rare-earth and advanced-materials production, reducing reliance on China. USA Rare Earth Reports Second Quarter 2026 Financial Results
• Positive Sentiment: The company announced a deal to acquire Serra Verde Group and plans for a second U.S. magnet-manufacturing facility in Blacksburg, South Carolina. These initiatives would expand USA Rare Earth’s integrated, ex-China supply chain and improve its potential to serve U.S. industrial and defense customers. USA Rare Earth CHIPS Funds and Serra Verde Deal
• Neutral Sentiment: Strength across the broader rare-earth sector, including a rally following MP Materials’ revenue beat and an aerospace agreement, may provide a favorable trading backdrop for USAR. Sector momentum, however, does not directly improve USA Rare Earth’s current results. MP Materials Rare Earth Sector Rally
• Negative Sentiment: USA Rare Earth reported a second-quarter loss of $0.15 per share, versus the consensus estimate of a $0.07 loss, while revenue of $5.82 million missed expectations by roughly 25%. The double miss is the immediate reason for the weaker stock performance and highlights continued execution and profitability risks. USA Rare Earth Stock Falls After Q2 Double Miss

Analyst Ratings Changes

Several research firms have commented on USAR. Northland Securities began coverage on shares of USA Rare Earth in a report on Thursday, April 23rd. They set an “outperform” rating and a $45.00 price objective for the company. Roth Capital reduced their target price on USA Rare Earth from $40.00 to $30.00 and set a “buy” rating on the stock in a report on Tuesday, July 21st. Canaccord Genuity Group boosted their target price on USA Rare Earth from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Tuesday, April 21st. Cantor Fitzgerald reissued an “overweight” rating and set a $40.00 price target on shares of USA Rare Earth in a research note on Thursday, June 4th. Finally, Weiss Ratings upgraded USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a report on Thursday, May 14th. Nine analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $35.83.

USA Rare Earth Stock Down 1.5%

NASDAQ USAR opened at $19.04 on Tuesday. USA Rare Earth Inc. has a 52 week low of $11.45 and a 52 week high of $43.98. The firm has a market capitalization of $4.25 billion, a price-to-earnings ratio of -4.86 and a beta of 2.55. The company has a fifty day moving average of $19.51 and a two-hundred day moving average of $20.53.

USA Rare Earth (NASDAQ:USAR) last announced its earnings results on Monday, August 10th. The company reported ($0.15) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.08). The firm had revenue of $5.82 million for the quarter. Equities research analysts anticipate that USA Rare Earth Inc. will post -0.35 EPS for the current year.

USA Rare Earth Profile

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.