First Trust Advisors LP Sells 6,306 Shares of Centrus Energy Corp. $LEU

First Trust Advisors LP decreased its stake in Centrus Energy Corp. (NYSE:LEU) by 27.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 17,092 shares of the company’s stock after selling 6,306 shares during the period. First Trust Advisors LP’s holdings in Centrus Energy were worth $2,967,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. raised its holdings in Centrus Energy by 16,538.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 101,326 shares of the company’s stock worth $24,598,000 after purchasing an additional 100,717 shares during the last quarter. AlphaStar Capital Management LLC bought a new position in Centrus Energy during the fourth quarter worth $4,473,000. Vanguard Group Inc. raised its stake in Centrus Energy by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 1,086,443 shares of the company’s stock worth $263,745,000 after buying an additional 14,325 shares during the last quarter. Next Century Growth Investors LLC lifted its holdings in Centrus Energy by 56.2% in the fourth quarter. Next Century Growth Investors LLC now owns 33,462 shares of the company’s stock valued at $8,123,000 after buying an additional 12,037 shares during the period. Finally, Pier Capital LLC boosted its position in Centrus Energy by 165.5% during the fourth quarter. Pier Capital LLC now owns 14,036 shares of the company’s stock valued at $3,407,000 after acquiring an additional 8,749 shares during the last quarter. 49.96% of the stock is currently owned by institutional investors.

More Centrus Energy News

Here are the key news stories impacting Centrus Energy this week:

• Positive Sentiment: New X-energy supply agreement supports future growth. Centrus signed a definitive contract to provide both low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) for X-energy’s initial Xe-100 small modular reactors and TRISO-X fuel deployments. The agreement includes expected customer prepayments and advances the commercialization of domestic enrichment capacity. Centrus Energy Signs LEU and HALEU Supply Agreement with X-energy
• Positive Sentiment: Backlog and government support have expanded. Centrus highlighted a $900 million U.S. Department of Energy HALEU enrichment award, a contingent LEU and HALEU enrichment backlog of approximately $3.0 billion, and plans to complete its first new centrifuge in Oak Ridge by year-end 2026. The company also selected Geiger Brothers as contractor for a major enrichment plant expansion. Centrus Reports Second Quarter 2026 Results
• Positive Sentiment: Q2 revenue and adjusted earnings exceeded expectations. Revenue rose 14% year over year to $176.1 million, while EPS of $1.77 surpassed the $0.74 consensus estimate. Non-GAAP adjusted net income increased to $38.7 million from $34.5 million a year earlier. LEU’s Q2 Earnings Beat, Revenues up Y/Y on Strong Uranium Sales
• Neutral Sentiment: The earnings call emphasized Centrus’s strategy to scale U.S. uranium enrichment and HALEU production, but investors may require evidence that the announced projects translate into recurring cash flow and sustainable commercial margins. Centrus Energy Q2 2026 Earnings Call Transcript
• Negative Sentiment: GAAP profitability weakened. GAAP net income fell to $16.8 million from $28.9 million in the prior-year quarter. Higher administrative and technology expenses significantly compressed margins, creating concern that the earnings beat may be less durable than the headline EPS suggests. Centrus Reports Second Quarter 2026 Results

Insider Buying and Selling

In other Centrus Energy news, CFO Todd M. Tinelli sold 306 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $203.55, for a total value of $62,286.30. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.72% of the company’s stock.

Centrus Energy Price Performance

Shares of NYSE LEU opened at $178.22 on Friday. The firm has a market capitalization of $3.51 billion, a P/E ratio of 81.01, a P/E/G ratio of 24.81 and a beta of 1.36. The firm’s 50-day moving average price is $170.75 and its 200-day moving average price is $198.42. The company has a current ratio of 5.72, a quick ratio of 4.88 and a debt-to-equity ratio of 1.52. Centrus Energy Corp. has a 1-year low of $142.13 and a 1-year high of $464.25.

Centrus Energy (NYSE:LEU) last issued its earnings results on Wednesday, August 5th. The company reported $1.77 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $1.03. Centrus Energy had a return on equity of 7.64% and a net margin of 10.23%.The business had revenue of $176.10 million during the quarter. During the same period in the previous year, the firm earned $1.59 earnings per share. The business’s quarterly revenue was up 14.0% on a year-over-year basis. Equities research analysts anticipate that Centrus Energy Corp. will post 2.53 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Weiss Ratings reiterated a “hold (c-)” rating on shares of Centrus Energy in a report on Tuesday. Citigroup cut their target price on Centrus Energy from $224.00 to $218.00 and set a “neutral” rating on the stock in a research report on Friday, May 8th. Roth Capital reiterated a “neutral” rating and issued a $188.00 target price on shares of Centrus Energy in a report on Thursday. B. Riley Financial dropped their price target on Centrus Energy from $315.00 to $295.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Finally, JPMorgan Chase & Co. cut their price target on Centrus Energy from $236.00 to $178.00 and set a “neutral” rating on the stock in a report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Centrus Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.17.

Centrus Energy Profile

Centrus Energy Corp is a U.S.-based supplier of nuclear fuel and enrichment services, specializing in the production of low-enriched uranium (LEU) for commercial power reactors and highly enriched uranium for naval propulsion. Through its Centrus Global subsidiary, the company provides technical support, fuel fabrication services and recycled uranium products to utilities operating light-water reactors. Centrus also develops advanced centrifuge technologies aimed at improving enrichment efficiency and reducing the cost of nuclear fuel.

Originally founded as the United States Enrichment Corporation (USEC) in 1998 following a spin-out from the U.S.