Lynas Rare Earths Limited

DB:LYI Stock Report

Market Cap: €3.7b

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
04 Nov 24Sell€77,184,781Greencape Capital Pty LtdCompany16,246,805€4.75
04 Nov 24Sell€82,728,770Challenger LimitedCompany18,446,625€4.48
31 Oct 24Buy€49,859,362Greencape Capital Pty LtdCompany12,336,143€4.04
31 Oct 24Buy€36,205,258Challenger LimitedCompany8,475,464€4.27
20 Sep 24Buy€2,217,038JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany533,727€4.27
20 Sep 24Sell€1,712,839JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany403,207€4.27
18 Sep 24Buy€5,920,341JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,387,997€4.40
18 Sep 24Sell€3,643,621JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany867,667€4.39
16 Sep 24Sell€405,223JP Morgan Asset ManagementCompany96,343€4.21
06 Sep 24Buy€705,045JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany173,890€4.08
06 Sep 24Sell€795,597JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany195,902€4.09
03 Sep 24Sell€281,932JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany66,969€4.25
30 Aug 24Buy€5,151,929JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,257,042€4.33
30 Aug 24Sell€6,594,313JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany1,589,702€4.32
08 Aug 24Buy€435JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany122€3.57
07 Aug 24Buy€11,462,782JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany3,074,083€3.85
07 Aug 24Sell€12,249,107JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany3,332,476€3.84
02 Aug 24Buy€39,614,788Australian Super Pty LtdCompany10,344,411€3.83
02 Aug 24Buy€25,168,982Challenger LimitedCompany6,947,232€3.62
01 Aug 24Sell€346,397Australian Super Pty LtdCompany89,331€3.88
25 Jul 24Sell€0State Street Global Advisors, Inc.Company692,838€4.02
24 Jul 24Buy€52,523,100Hancock Prospecting Pty LtdCompany12,336,100€4.26
24 Jul 24Buy€169,605State Street Global Advisors, Inc.Company3,757,715€4.16
23 Jul 24Sell€35,969JP Morgan Asset ManagementCompany9,680€3.80
17 Jul 24Sell€4,437,628Challenger LimitedCompany1,169,352€3.79
12 Jul 24Buy€41,595,351Australian Super Pty LtdCompany10,148,150€4.10
11 Jul 24Buy€969,037JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany243,173€3.99
11 Jul 24Sell€486,519JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany122,083€3.99
11 Jul 24Sell€315,402Australian Super Pty LtdCompany77,413€4.07
10 Jul 24Buy€89,743JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany23,109€3.88
09 Jul 24Buy€50,549,274JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany12,795,532€4.44
09 Jul 24Sell€48,921,980JPMorgan Chase & Co, Brokerage and Securities InvestmentsCompany12,572,344€4.42
26 Jun 24Sell€470,802JP Morgan Asset ManagementCompany123,674€4.47
19 Jun 24Buy€35,326,757Australian Super Pty LtdCompany9,473,942€4.07
18 Jun 24Sell€64,220Australian Super Pty LtdCompany16,883€4.06
17 Jun 24Buy€8,237,695Greencape Capital Pty LtdCompany2,200,000€3.74
12 Jun 24Buy€194,635,069Australian Super Pty LtdCompany44,443,204€4.38
12 Jun 24Sell€3,073,575Australian Super Pty LtdCompany702,815€4.37
06 Jun 24Sell€34,205,702Challenger LimitedCompany8,464,239€4.04
06 Jun 24Sell€12,831,370Greencape Capital Pty LtdCompany3,136,762€4.09
21 May 24Buy€17,679,292Challenger LimitedCompany4,872,936€3.63
07 May 24Sell€20,497,154Greencape Capital Pty LtdCompany5,139,370€3.99
16 Apr 24Buy€35,276,399Hancock Prospecting Pty LtdCompany9,300,000€4.61
27 Mar 24Buy€37,549JP Morgan Asset ManagementCompany10,763€3.57
22 Mar 24Buy€33,860,669Greencape Capital Pty LtdCompany9,519,517€3.56
14 Mar 24Buy€47,139John HumphreyIndividual13,506€3.49
13 Mar 24Buy€220,570State Street Global Advisors, Inc.Company9,134,367€4.36
13 Mar 24Sell€0State Street Global Advisors, Inc.Company731,704€4.31
04 Mar 24Buy€17,920,922Ausbil Investment Management LimitedCompany4,755,131€3.77
29 Feb 24Buy€97,460John BeeversIndividual27,787€3.51
27 Feb 24Sell€10,288,955Ausbil Investment Management LimitedCompany2,767,915€3.72
06 Feb 24Buy€33,729,684Challenger LimitedCompany9,251,942€3.65

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 Insiders3,835,4800.41%
Private Companies98,001,66210.5%
General Public303,353,80032.5%
Institutions529,527,24356.7%

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

Top Shareholders

Top 25 shareholders own 65.34% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.5%
Australian Super Pty Ltd
79,409,668€313.8m34.4%0.58%
7.44%
State Street Global Advisors, Inc.
69,510,995€274.7m16.8%0.01%
7.14%
Hancock Prospecting Pty Ltd
66,768,635€263.9m22.7%no data
6.12%
Challenger Limited
57,206,920€226.1m-14.9%7.16%
5.14%
Ausbil Investment Management Limited
48,086,852€190.0m0%17.35%
5.01%
The Vanguard Group, Inc.
46,806,984€185.0m0%no data
4.85%
Greencape Capital Pty Ltd
45,336,805€179.2m-5.61%13.36%
4.23%
BlackRock, Inc.
39,528,369€156.2m0.06%no data
3.34%
Japan Australia Rare Earths B.V.
31,233,027€123.4m0%no data
2.8%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
26,141,165€103.3m0%0.03%
1.82%
JPMorgan Chase & Co, Brokerage and Securities Investments
17,045,974€67.4m0%0.03%
1.38%
Norges Bank Investment Management
12,942,403€51.1m0%no data
1.29%
Van Eck Associates Corporation
12,100,986€47.8m0.26%0.05%
0.94%
AGF Management Limited
8,750,000€34.6m0%0.16%
0.91%
Argo Investments Limited
8,479,221€33.5m0%0.72%
0.81%
Dimensional Fund Advisors LP
7,578,618€29.9m-8.35%no data
0.72%
Nt-Comnwlth Super Corp
6,758,946€26.7m3.19%0.37%
0.69%
Baillie Gifford & Co.
6,445,126€25.5m0%0.01%
0.5%
Colonial First State Investments Limited
4,660,281€18.4m2.89%0.19%
0.39%
BetaShares Capital Limited
3,679,037€14.5m5.73%0.08%
0.35%
Border To Coast Pensions Partnership Limited
3,270,046€12.9m0%0.06%
0.3%
Netwealth Investments Ltd.
2,776,514€11.0m5.97%0.12%
0.25%
Amanda Lacaze
2,325,616€9.2m0%no data
0.22%
Charles Schwab Investment Management, Inc.
2,034,655€8.0m2.07%no data
0.2%
Mutual Trust Pty Ltd, Asset Management Arm
1,855,000€7.3m17.5%0.51%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 23:48
End of Day Share Price 2025/01/02 00:00
Earnings2024/06/30
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 here.

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 .

Analyst Sources

Lynas Rare Earths Limited is covered by 34 analysts. 15 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.
Russell WrightBarclay Pearce Capital Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited