Lynas Rare Earths Limited

DB:LYI Stock Report

Market Cap: €8.7b

Lynas Rare Earths Ownership

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

Recent Insider Transactions

DB:LYI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Jul 26Buy€26,901,921UBS Asset Management AGCompany2,604,475€10.41
16 Jul 26Sell€21,770,285UBS Asset Management AGCompany2,154,006€10.23
14 Jul 26Buy€22,680,465UBS Asset Management AGCompany2,297,862€9.87
14 Jul 26Sell€14,952,213UBS Asset Management AGCompany1,512,738€9.92
10 Jul 26Buy€354,118,580UBS Asset Management AGCompany32,851,869€10.96
10 Jul 26Sell€325,015,601UBS Asset Management AGCompany29,916,160€11.08
05 Jun 26Buy€661,077,712UBS Asset Management AGCompany55,930,547€11.82
05 Jun 26Sell€690,513,742UBS Asset Management AGCompany58,389,354€11.83
09 Apr 26Buy€74,233,356JPMorgan Chase & Co.Company6,257,058€13.28
09 Apr 26Sell€2,573,700JP Morgan Asset ManagementCompany219,230€13.21
09 Apr 26Sell€59,058,855JPMorgan Chase & Co.Company5,001,233€13.25
07 Apr 26Buy€10,156,884JP Morgan Asset ManagementCompany878,757€12.99
31 Mar 26Buy€272,496JPMorgan Chase & Co.Company23,408€12.87
04 Mar 26Buy€24,248Jpmorgan Asset Management (China) Company LimitedCompany2,086€11.62
27 Feb 26Sell€105,723JPMorgan Chase & Co.Company9,239€11.44
18 Feb 26Buy€24,345JP Morgan Asset ManagementCompany2,667€9.13
18 Feb 26Buy€1,108,297JPMorgan Chase & Co.Company119,492€9.33
18 Feb 26Sell€436,069JP Morgan Asset ManagementCompany47,032€9.28
18 Feb 26Sell€1,309,586JPMorgan Chase & Co.Company144,591€9.30
17 Feb 26Buy€7,973JP Morgan Asset ManagementCompany887€8.99
17 Feb 26Buy€801,076JPMorgan Chase & Co.Company89,029€9.14
17 Feb 26Buy€253JPMorgan Chase & Co.Company28€9.02
17 Feb 26Sell€700,880JPMorgan Chase & Co.Company77,691€9.51
16 Feb 26Buy€153,370,340JPMorgan Chase & Co.Company16,982,629€12.67
16 Feb 26Sell€170,668,259JPMorgan Chase & Co.Company19,558,214€12.61
13 Feb 26Buy€31,818,316JP Morgan Asset ManagementCompany3,544,842€11.21
13 Feb 26Sell€9,136,277JP Morgan Asset ManagementCompany1,088,230€12.22
03 Feb 26Buy€4,303,969JPMorgan Chase & Co.Company478,301€10.18
03 Feb 26Buy€293,953Jpmorgan Asset Management (China) Company LimitedCompany31,318€10.87
30 Jan 26Buy€321,371,019UBS Asset Management AGCompany34,932,169€9.86
30 Jan 26Sell€430,752,063UBS Asset Management AGCompany46,498,656€9.44
30 Jan 26Sell€136,549JPMorgan Chase & Co.Company16,609€8.98
15 Jan 26Sell€2,308,156,366UBS Asset Management AGCompany278,950,868€8.27
14 Jan 26Buy€2,034,722,971UBS Asset Management AGCompany249,543,003€8.91
07 Jan 26Buy€171,526,383Australian Super Pty LtdCompany13,800,532€12.43
07 Jan 26Sell€46,932,761Australian Super Pty LtdCompany3,729,460€12.58
09 Dec 25Buy€383,264,283UBS Asset Management AGCompany47,017,475€8.56
09 Dec 25Sell€464,333,266UBS Asset Management AGCompany56,184,937€8.59
04 Dec 25Sell€2,778,915Amanda LacazeIndividual329,688€8.49
27 Nov 25Sell€61,392Jpmorgan Asset Management (China) Company LimitedCompany7,425€8.27
24 Nov 25Buy€202,662,894BlackRock, Inc.Company27,189,111€8.59
24 Nov 25Buy€8,909,089UBS Asset Management AGCompany1,062,689€8.38
21 Nov 25Buy€36,817BlackRock, Inc.Company4,492€8.20
21 Nov 25Sell€179,501BlackRock, Inc.Company21,871€8.21
20 Nov 25Buy€281,549BlackRock, Inc.Company31,334€9.28
19 Nov 25Buy€140,281BlackRock, Inc.Company16,299€8.65
19 Nov 25Sell€910,163BlackRock, Inc.Company105,211€8.68
18 Nov 25Buy€162,825BlackRock, Inc.Company19,840€8.21
17 Nov 25Buy€3,006BlackRock, Inc.Company8,315€8.39
17 Nov 25Sell€381,269BlackRock, Inc.Company145,782€8.39
11 Nov 25Buy€899,925BlackRock, Inc.Company719,638€8.18
31 Oct 25Buy€1,367,249BlackRock, Inc.Company158,033€8.67
31 Oct 25Sell€1,860,827BlackRock, Inc.Company216,253€8.64
30 Oct 25Buy€588,376BlackRock, Inc.Company69,021€8.64
29 Oct 25Buy€45,009BlackRock, Inc.Company56,474,745€12.27
29 Oct 25Sell€280,834BlackRock, Inc.Company63,153,007€12.27
14 Oct 25Sell€0Australian Super Pty LtdCompany16,053,171€12.04
13 Oct 25Buy€0Australian Super Pty LtdCompany5,610,374€11.74
18 Sep 25Buy€14,121Vanessa GuthrieIndividual1,740€8.23
29 Aug 25Buy€42,974,358Australian Super Pty LtdCompany5,800,012€7.41

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LYI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,449,6860.541%
Private Companies107,997,10510.7%
General Public218,052,40521.7%
Institutions675,003,38267.1%

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

Top Shareholders

Top 25 shareholders own 72.53% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.55%
State Street Global Advisors, Inc.
96,082,792€826.4m37.7%0.03%
9.37%
Australian Super Pty Ltd
94,292,123€811.0m12%0.66%
7.63%
Hancock Prospecting Pty Ltd
76,764,078€660.3m0%no data
6.6%
BlackRock, Inc.
66,432,006€571.4m0.85%0.01%
4.54%
Greencape Capital Pty Ltd
45,646,629€392.6m0%51.46%
4.46%
Ausbil Investment Management Limited
44,912,896€386.3m0%18.99%
4.45%
Challenger Limited
44,791,106€385.3m0%16.4%
4.26%
JPMorgan Chase & Co.
42,921,027€369.2m-6.04%0.05%
3.1%
Japan Australia Rare Earths B.V.
31,233,027€268.6m0%no data
2.8%
Van Eck Associates Corporation
28,142,570€242.1m-2.39%0.15%
2.57%
Vanguard Capital Management, LLC
25,895,234€222.7m1.09%no data
2.15%
UBS Asset Management AG
21,629,931€186.0m61.7%0.01%
2.01%
Capital Research and Management Company
20,224,299€174.0m2.85%0.01%
1.82%
Vanguard Investments Australia Limited
18,342,195€157.8m3.74%0.16%
1.33%
Norges Bank Investment Management
13,372,928€115.0m0%0.01%
0.79%
Vanguard Fiduciary Trust Company
7,923,342€68.2m0.72%0.01%
0.74%
Argo Investments Limited
7,400,000€63.6m0%1.23%
0.71%
Geode Capital Management, LLC
7,140,540€61.4m-0.65%no data
0.69%
JP Morgan Asset Management
6,931,769€59.6m12.7%0.01%
0.66%
Alkeon Capital Management, LLC
6,670,241€57.4m0%0.35%
0.62%
Dimensional Fund Advisors LP
6,191,647€53.3m-1.37%0.01%
0.56%
BetaShares Capital Limited
5,667,946€48.8m8.11%0.19%
0.39%
Netwealth Investments Ltd.
3,945,800€33.9m0%0.31%
0.38%
Vanguard Asset Management, Limited
3,796,727€32.7m1.75%0.01%
0.36%
Allianz Asset Management GmbH
3,632,558€31.2m293%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/31 14:18
End of Day Share Price 2026/07/31 00:00
Earnings2025/12/31
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 33 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
Mollie UrquhartBarrenjoey Markets Pty Limited
Dale KoendersBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited