Rare Earths Spotlight: Social media discussions have frequently paired TMC with other rare earth plays, reflecting heightened attention to potential supply chain opportunities in critical minerals. Analysts and observers note the stock's mention in broader sector lists amid ongoing global demand shifts.
Deep-Sea Mining Angle: Recent threads explore TMC's position in deep-sea mineral extraction projects, with some participants drawing connections to U.S. policy developments on resource independence. The conversation underscores the company's ongoing regulatory path without resolving key hurdles.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $TMC stock by insiders over the last 6 months:
- CRAIG SHESKY (Chief Financial Officer) has made 0 purchases and 3 sales selling 345,619 shares for an estimated $1,581,169.
- ANTHONY O'SULLIVAN (Chief Development Officer) sold 50,000 shares for an estimated $338,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
The Metals Company Hedge Fund Activity
We have seen 121 institutional investors add shares of The Metals Company stock to their portfolio, and 91 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC added 3,817,074 shares (+121.1%) to their portfolio in Q1 2026, for an estimated $17,825,735
- CITADEL ADVISORS LLC added 3,363,111 shares (+1279.8%) to their portfolio in Q1 2026, for an estimated $15,705,728
- ENCOMPASS CAPITAL ADVISORS LLC removed 3,000,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $14,010,000
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,817,449 shares (-58.7%) from their portfolio in Q1 2026, for an estimated $13,157,486
- SOURCEROCK GROUP LLC removed 2,532,895 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $15,627,962
- MARSHALL WACE, LLP added 2,401,776 shares (+13218.4%) to their portfolio in Q1 2026, for an estimated $11,216,293
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 2,001,254 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,347,737
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
The Metals Company Price Targets
Multiple analysts have issued price targets for $TMC recently. We have seen 3 analysts offer price targets for $TMC in the last 6 months, with a median target of $10.0.
Here are some recent targets:
- Sam Brandeis from Wedbush set a target price of $10.0 on 05/04/2026
- Heiko F. Ihle from HC Wainwright & Co. set a target price of $11.75 on 01/23/2026
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.
