Lynas Rare Earths Limited

OTCPK:LYSC.F Stock Report

Market Cap: US$10.3b

Lynas Rare Earths Ownership

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

Recent Insider Transactions

OTCPK:LYSC.F Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Jan 26BuyUS$200,451,540Australian Super Pty LtdCompany13,800,532US$14.52
07 Jan 26SellUS$54,847,214Australian Super Pty LtdCompany3,729,460US$14.71
09 Dec 25BuyUS$446,071,092UBS Asset Management AGCompany47,017,475US$9.97
09 Dec 25SellUS$540,425,123UBS Asset Management AGCompany56,184,937US$10.00
04 Dec 25SellUS$3,240,717Amanda LacazeIndividual329,688US$9.90
24 Nov 25BuyUS$233,536,406BlackRock, Inc.Company27,189,111US$9.89
24 Nov 25BuyUS$10,266,293UBS Asset Management AGCompany1,062,689US$9.66
21 Nov 25BuyUS$42,338BlackRock, Inc.Company4,492US$9.43
21 Nov 25SellUS$206,418BlackRock, Inc.Company21,871US$9.44
20 Nov 25BuyUS$324,890BlackRock, Inc.Company31,334US$10.71
19 Nov 25BuyUS$161,838BlackRock, Inc.Company16,299US$9.98
19 Nov 25SellUS$1,050,027BlackRock, Inc.Company105,211US$10.01
18 Nov 25BuyUS$188,498BlackRock, Inc.Company19,840US$9.50
17 Nov 25BuyUS$3,486BlackRock, Inc.Company8,315US$9.73
17 Nov 25SellUS$442,205BlackRock, Inc.Company145,782US$9.73
11 Nov 25BuyUS$1,043,633BlackRock, Inc.Company719,638US$9.49
31 Oct 25BuyUS$1,576,989BlackRock, Inc.Company158,033US$10.00
31 Oct 25SellUS$2,146,282BlackRock, Inc.Company216,253US$9.97
30 Oct 25BuyUS$680,361BlackRock, Inc.Company69,021US$9.99
29 Oct 25BuyUS$52,482BlackRock, Inc.Company56,474,745US$14.31
29 Oct 25SellUS$327,465BlackRock, Inc.Company63,153,007US$14.31
14 Oct 25SellUS$0Australian Super Pty LtdCompany16,053,171US$13.96
13 Oct 25BuyUS$0Australian Super Pty LtdCompany5,610,374US$13.59
18 Sep 25BuyUS$16,644Vanessa GuthrieIndividual1,740US$9.70
29 Aug 25BuyUS$50,268,286Australian Super Pty LtdCompany5,800,012US$8.67
11 Jul 25SellUS$17,640,778Challenger LimitedCompany2,775,600US$6.36
20 Jun 25SellUS$165,870,897Challenger LimitedCompany30,932,328US$5.36
20 Jun 25SellUS$69,929,328Greencape Capital Pty LtdCompany11,479,979US$6.09
12 Jun 25BuyUS$96,727,300Challenger LimitedCompany21,070,759US$4.59
21 May 25BuyUS$6,133,370Greencape Capital Pty LtdCompany1,250,000US$4.91
20 May 25BuyUS$66,331,849Greencape Capital Pty LtdCompany14,697,162US$4.51
07 May 25SellUS$2,510,637Amanda LacazeIndividual462,979US$5.53
10 Apr 25SellUS$62,665,843Ausbil Investment Management LimitedCompany14,470,125US$4.33
09 Apr 25BuyUS$52,567,438Australian Super Pty LtdCompany10,777,946US$4.88
09 Apr 25SellUS$6,488,327Australian Super Pty LtdCompany1,323,778US$4.90
07 Apr 25BuyUS$33,707,212Ausbil Investment Management LimitedCompany8,202,695US$4.11

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of LYSC.F?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,449,6860.541%
Private Companies107,997,10510.7%
General Public277,025,28227.5%
Institutions616,030,50561.2%

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

Top Shareholders

Top 25 shareholders own 69.6% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.37%
Australian Super Pty Ltd
94,292,123US$968.2m6.11%1.3%
8.47%
State Street Global Advisors, Inc.
85,255,258US$875.4m22.2%0.03%
7.63%
Hancock Prospecting Pty Ltd
76,764,078US$788.2m0%no data
6.6%
BlackRock, Inc.
66,432,006US$682.1m38.6%0.01%
5.53%
The Vanguard Group, Inc.
55,702,768US$572.0m-0.08%0.01%
4.54%
Greencape Capital Pty Ltd
45,646,629US$468.7m0%32.19%
4.46%
Ausbil Investment Management Limited
44,912,896US$461.2m0%26.05%
4.45%
Challenger Limited
44,791,106US$459.9m-5.84%19.89%
4.29%
JPMorgan Chase & Co.
43,187,139US$443.4m0%0.06%
3.1%
Japan Australia Rare Earths B.V.
31,233,027US$320.7m0%no data
1.97%
Van Eck Associates Corporation
19,805,642US$203.4m31.9%0.13%
1.6%
UBS Asset Management AG
16,063,459US$164.9m46,000%0.01%
1.24%
Norges Bank Investment Management
12,447,120US$127.8m0%0.01%
1.04%
Capital Research and Management Company
10,450,788US$107.3m16%no data
0.74%
Argo Investments Limited
7,400,000US$76.0m0%1.53%
0.67%
Nt-Comnwlth Super Corp
6,758,946US$69.4m0%0.83%
0.64%
Dimensional Fund Advisors LP
6,403,619US$65.8m0.47%0.01%
0.51%
Baillie Gifford & Co.
5,115,552US$52.5m0%0.02%
0.5%
BetaShares Capital Limited
5,051,168US$51.9m7.05%0.23%
0.47%
Geode Capital Management, LLC
4,751,787US$48.8m318%no data
0.46%
Colonial First State Investments Limited
4,660,281US$47.9m0%0.66%
0.39%
Netwealth Investments Ltd.
3,945,800US$40.5m42.1%0.39%
0.39%
Border To Coast Pensions Partnership Limited
3,897,688US$40.0m0%0.17%
0.28%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
2,844,281US$29.2m348%0.01%
0.27%
Charles Schwab Investment Management, Inc.
2,717,853US$27.9m24.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/20 15:17
End of Day Share Price 2026/01/20 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 26 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
Dale KoendersBarrenjoey Markets Pty Limited
Daniel MorganBarrenjoey Markets Pty Limited
Mollie UrquhartBarrenjoey Markets Pty Limited