Royalty listing buzz: Social media traders highlighted TMC shares climbing 1% overnight as a royalty firm tied to its deep-sea mining operations eyes a Nasdaq listing next week. The stock closed Tuesday at $6.38, with chatter anticipating a surge in trading volume.
Permitting momentum: Enthusiasm surrounds TMC's push to sidestep the International Seabed Authority for U.S. permitting on its vast polymetallic nodule reserves. Backers tout the 1.6 billion tonnes of nickel, cobalt, and copper as vital for EV batteries, though environmental and legal hurdles loom large.
Conference spotlight: PDAC 2026 coverage featuring TMC has amplified discussions on critical minerals funding and deep-sea opportunities. Momentum traders frequently flag the stock on watchlists amid ongoing price action and political tailwinds.
Note: This discussion summary was generated from an AI condensation of post data.
TMC the metals company Insider Trading Activity
TMC the metals company insiders have traded $TMC stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $TMC stock by insiders over the last 6 months:
- ERIKA ILVES (Chief Strategy Officer) sold 1,591,485 shares for an estimated $9,182,868
- ANTHONY O'SULLIVAN (Chief Development Officer) has made 0 purchases and 2 sales selling 100,000 shares for an estimated $664,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TMC the metals company Hedge Fund Activity
We have seen 97 institutional investors add shares of TMC the metals company stock to their portfolio, and 112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ENCOMPASS CAPITAL ADVISORS LLC added 3,000,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $18,510,000
- JANE STREET GROUP, LLC added 2,673,817 shares (+560.6%) to their portfolio in Q4 2025, for an estimated $16,497,450
- SOURCEROCK GROUP LLC removed 2,532,895 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $15,627,962
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 2,001,254 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,347,737
- MORGAN STANLEY removed 939,613 shares (-55.7%) from their portfolio in Q4 2025, for an estimated $5,797,412
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 874,605 shares (+22.3%) to their portfolio in Q4 2025, for an estimated $5,396,312
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 545,886 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $3,477,293
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TMC the metals company Price Targets
Multiple analysts have issued price targets for $TMC recently. We have seen 2 analysts offer price targets for $TMC in the last 6 months, with a median target of $11.375.
Here are some recent targets:
- Heiko F. Ihle from HC Wainwright & Co. set a target price of $11.75 on 01/23/2026
- Dan Ives from Wedbush set a target price of $11.0 on 01/22/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
