NOAA Compliance Breakthrough: Social media is abuzz with talk of The Metals Company's recent regulatory win, as NOAA deemed its deep-seabed mining application in substantial compliance—a key milestone for U.S. permitting. Investors point to the vast Clarion-Clipperton Zone resources, estimated at over 600 million tons of nodules, as a game-changer for critical minerals supply.
Upcoming Earnings Spotlight: Anticipation builds for the March 27 corporate update on Q4 and full-year 2025 results, where management is expected to detail timelines toward commercialization. Discussions tie this to broader U.S. efforts in deep-sea mining amid House debates and national security priorities. Many see it as a catalyst for accelerated progress.
Bullish Momentum Builds: Participants express strong optimism, noting full compliance on the horizon and potential short squeezes as permits near. Chatter emphasizes strategic partnerships and defense applications for nodule-derived metals. The tone reflects confidence in the company's path forward despite market volatility.
Note: This discussion summary was generated from an AI condensation of post data.
The Metals Company Insider Trading Activity
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.
The Metals Company Hedge Fund Activity
We have seen 97 institutional investors add shares of 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.
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.
