Lynas Rare Earths Limited

CHIA:LYC Stock Report

Market Cap: AU$7.6b

Lynas Rare Earths Ownership

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


Recent Insider Transactions

CHIA:LYC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
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
20 Sep 24BuyAU$3,639,420JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany533,727AU$7.01
20 Sep 24SellAU$2,811,742JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany403,207AU$7.01
19 Sep 24BuyAU$1,974,226Hancock Prospecting Pty LtdCompany326,393AU$6.75
18 Sep 24BuyAU$9,727,262JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,387,997AU$7.23
18 Sep 24SellAU$5,986,556JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany867,667AU$7.22
16 Sep 24SellAU$668,821JP Morgan Asset ManagementCompany96,343AU$6.95
06 Sep 24BuyAU$1,171,317JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany173,890AU$6.78
06 Sep 24SellAU$1,321,754JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany195,902AU$6.80
03 Sep 24SellAU$463,143JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany66,969AU$6.99
30 Aug 24BuyAU$8,418,256JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,257,042AU$7.07
30 Aug 24SellAU$10,775,111JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,589,702AU$7.06
08 Aug 24BuyAU$722JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany122AU$5.92
07 Aug 24BuyAU$19,110,066JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany3,074,083AU$6.42
07 Aug 24SellAU$20,420,980JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany3,332,476AU$6.40
02 Aug 24BuyAU$66,411,119Australian Super Pty LtdCompany10,344,411AU$6.42
02 Aug 24BuyAU$42,193,845Challenger LimitedCompany6,947,232AU$6.07
01 Aug 24SellAU$573,057Australian Super Pty LtdCompany89,331AU$6.41
25 Jul 24SellAU$0State Street Global Advisors, Inc.Company692,838AU$6.66
24 Jul 24BuyAU$86,352,697Hancock Prospecting Pty LtdCompany12,336,100AU$7.00
24 Jul 24BuyAU$278,845State Street Global Advisors, Inc.Company3,757,715AU$6.84
23 Jul 24SellAU$59,005JP Morgan Asset ManagementCompany9,680AU$6.23
17 Jul 24SellAU$7,210,357Challenger LimitedCompany1,169,352AU$6.17
12 Jul 24BuyAU$66,774,826Australian Super Pty LtdCompany10,148,150AU$6.58
11 Jul 24BuyAU$1,556,106JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany243,173AU$6.40
11 Jul 24SellAU$781,265JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany122,083AU$6.40
11 Jul 24SellAU$506,481Australian Super Pty LtdCompany77,413AU$6.54
10 Jul 24BuyAU$143,969JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany23,109AU$6.23
09 Jul 24BuyAU$81,247,125JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany12,795,532AU$7.13
09 Jul 24SellAU$78,631,598JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany12,572,344AU$7.10

Insider Trading Volume

Insider Buying: LYC insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of LYC?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,709,5570.397%
Private Companies107,997,10511.5%
General Public298,615,21631.9%
Institutions525,124,99456.1%

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


Top Shareholders

Top 25 shareholders own 66.57% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.5%
Australian Super Pty Ltd
88,863,836AU$723.4m11.9%0.8%
8.52%
State Street Global Advisors, Inc.
79,705,343AU$648.8m14.7%0.01%
8.21%
Hancock Prospecting Pty Ltd
76,764,078AU$624.9m15%no data
5.67%
The Vanguard Group, Inc.
53,015,493AU$431.5m1.29%no data
5.08%
Challenger Limited
47,566,706AU$387.2m-16.9%9.07%
4.88%
Greencape Capital Pty Ltd
45,646,629AU$371.6m-2.59%23.63%
4.8%
Ausbil Investment Management Limited
44,912,896AU$365.6m-6.6%18.07%
3.77%
BlackRock, Inc.
35,291,806AU$287.3m0.67%no data
3.34%
Japan Australia Rare Earths B.V.
31,233,027AU$254.2m0%no data
2.79%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
26,141,165AU$212.8m0%0.03%
1.82%
JPMorgan Chase & Co, Brokerage and Securities Investments
17,045,974AU$138.8m0%0.04%
1.45%
Van Eck Associates Corporation
13,574,923AU$110.5m5.67%0.06%
1.38%
Norges Bank Investment Management
12,942,403AU$105.4m0%no data
0.91%
Argo Investments Limited
8,479,221AU$69.0m0%0.88%
0.72%
Dimensional Fund Advisors LP
6,778,307AU$55.2m-8.09%0.01%
0.72%
Nt-Comnwlth Super Corp
6,758,946AU$55.0m0%0.46%
0.52%
Baillie Gifford & Co.
4,825,107AU$39.3m0%0.01%
0.5%
Colonial First State Investments Limited
4,660,281AU$37.9m0%0.25%
0.49%
BetaShares Capital Limited
4,579,719AU$37.3m7.88%0.12%
0.38%
Border To Coast Pensions Partnership Limited
3,538,999AU$28.8m0%0.08%
0.3%
Netwealth Investments Ltd.
2,776,514AU$22.6m0%0.15%
0.24%
Charles Schwab Investment Management, Inc.
2,233,666AU$18.2m6.86%no data
0.24%
Amanda Lacaze
2,199,693AU$17.9m-5.41%no data
0.2%
Mutual Trust Pty Ltd, Asset Management Arm
1,855,000AU$15.1m0%0.58%
0.14%
DNB Asset Management AS
1,355,867AU$11.0m0%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/07 10:29
End of Day Share Price 2025/07/07 00:00
Earnings2024/12/30
Annual Earnings2024/06/30

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 34 analysts. 14 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.
Dale KoendersBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited