Lynas Rare Earths Limited

ASX:LYC Stock Report

Market Cap: AU$19.9b

Lynas Rare Earths Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:LYC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Sep 25BuyAU$25,155Vanessa GuthrieIndividual1,740AU$14.66
11 Jul 25SellAU$26,835,152Challenger LimitedCompany2,775,600AU$9.67
20 Jun 25SellAU$256,685,213Challenger LimitedCompany30,932,328AU$8.30
20 Jun 25SellAU$108,215,635Greencape Capital Pty LtdCompany11,479,979AU$9.43
12 Jun 25BuyAU$148,340,987Challenger LimitedCompany21,070,759AU$7.04
21 May 25BuyAU$9,488,323Greencape Capital Pty LtdCompany1,250,000AU$7.59
20 May 25BuyAU$103,643,514Greencape Capital Pty LtdCompany14,697,162AU$7.05
07 May 25SellAU$3,887,470Amanda LacazeIndividual462,979AU$8.56
10 Apr 25SellAU$100,829,341Ausbil Investment Management LimitedCompany14,470,125AU$6.97
09 Apr 25BuyAU$87,409,135Australian Super Pty LtdCompany10,777,946AU$8.11
09 Apr 25SellAU$10,788,790Australian Super Pty LtdCompany1,323,778AU$8.15
07 Apr 25BuyAU$56,456,209Ausbil Investment Management LimitedCompany8,202,695AU$6.88
06 Jan 25BuyAU$22,518,300Greencape Capital Pty LtdCompany3,176,838AU$7.09
16 Dec 24SellAU$6,213,802Greencape Capital Pty LtdCompany810,757AU$7.66
04 Nov 24SellAU$127,403,207Greencape Capital Pty LtdCompany16,246,805AU$7.84
04 Nov 24SellAU$136,554,260Challenger LimitedCompany18,446,625AU$7.40
31 Oct 24BuyAU$82,525,094Greencape Capital Pty LtdCompany12,336,143AU$6.69
31 Oct 24BuyAU$59,925,402Challenger LimitedCompany8,475,464AU$7.07

Insider Trading Volume

Insider Buying: LYC insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LYC?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,928,0490.589%
Private Companies107,997,10510.7%
General Public367,582,56136.5%
Institutions524,994,86352.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.48% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.83%
Australian Super Pty Ltd
88,863,836AU$1.8b0%1.66%
7.63%
Hancock Prospecting Pty Ltd
76,764,078AU$1.5b0%no data
6.93%
State Street Global Advisors, Inc.
69,794,349AU$1.4b-12.4%0.03%
5.41%
The Vanguard Group, Inc.
54,458,119AU$1.1b4.42%0.01%
4.54%
Greencape Capital Pty Ltd
45,646,629AU$904.3m-2.59%31.98%
4.46%
Ausbil Investment Management Limited
44,912,896AU$889.7m-6.6%29.77%
4.45%
Challenger Limited
44,791,106AU$887.3m-5.84%18.53%
4.29%
JPMorgan Chase & Co.
43,187,139AU$855.5m0%0.08%
3.47%
BlackRock, Inc.
34,952,214AU$692.4m2.83%0.01%
3.1%
Japan Australia Rare Earths B.V.
31,233,027AU$618.7m0%no data
1.48%
Van Eck Associates Corporation
14,848,746AU$294.2m9.59%0.14%
1.24%
Norges Bank Investment Management
12,447,120AU$246.6m-3.83%0.01%
0.74%
Argo Investments Limited
7,400,000AU$146.6m-12.7%1.76%
0.67%
Nt-Comnwlth Super Corp
6,758,946AU$133.9m0%1.01%
0.67%
Dimensional Fund Advisors LP
6,706,647AU$132.9m-0.93%0.01%
0.62%
Capital Research and Management Company
6,198,626AU$122.8m143%no data
0.47%
BetaShares Capital Limited
4,706,570AU$93.2m2.64%0.26%
0.46%
Colonial First State Investments Limited
4,660,281AU$92.3m0%0.71%
0.42%
Baillie Gifford & Co.
4,239,056AU$84.0m0%0.02%
0.39%
Netwealth Investments Ltd.
3,945,800AU$78.2m42.1%0.45%
0.39%
Border To Coast Pensions Partnership Limited
3,897,688AU$77.2m0%0.21%
0.23%
Amanda Lacaze
2,348,368AU$46.5m6.76%no data
0.22%
Charles Schwab Investment Management, Inc.
2,212,293AU$43.8m6.91%no data
0.19%
Long Ting Siong
1,924,000AU$38.1m0%no data
0.18%
Mutual Trust Pty Ltd
1,855,000AU$36.7m0%1.08%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/12 21:30
End of Day Share Price 2025/10/10 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lynas Rare Earths Limited is covered by 29 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael HarrowellAPP Securities Pty Ltd.
Mollie UrquhartBarrenjoey Markets Pty Limited
Dale KoendersBarrenjoey Markets Pty Limited