TD Asset Management Inc Purchases 1,239,577 Shares of Energy Fuels Inc $UUUU

TD Asset Management Inc grew its position in Energy Fuels Inc (NYSEAMERICAN:UUUU) by 333.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,611,252 shares of the company’s stock after acquiring an additional 1,239,577 shares during the quarter. TD Asset Management Inc’s holdings in Energy Fuels were worth $24,747,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the company. Counterpoint Mutual Funds LLC purchased a new stake in Energy Fuels in the 3rd quarter worth about $564,000. AXQ Capital LP bought a new position in shares of Energy Fuels during the third quarter valued at approximately $382,000. Rossby Financial LCC purchased a new stake in shares of Energy Fuels in the third quarter worth approximately $303,000. Synovus Financial Corp lifted its stake in shares of Energy Fuels by 29.9% during the 3rd quarter. Synovus Financial Corp now owns 39,711 shares of the company’s stock worth $610,000 after acquiring an additional 9,147 shares during the last quarter. Finally, Skandinaviska Enskilda Banken AB publ purchased a new position in Energy Fuels during the 3rd quarter valued at $216,000. 48.24% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on UUUU shares. B. Riley Financial increased their target price on Energy Fuels to $27.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Roth Mkm raised shares of Energy Fuels from a “sell” rating to a “neutral” rating and raised their price target for the stock from $13.00 to $15.50 in a research note on Wednesday, January 28th. The Goldman Sachs Group initiated coverage on shares of Energy Fuels in a research report on Tuesday, February 10th. They issued a “buy” rating and a $30.00 price objective for the company. Finally, HC Wainwright upped their target price on shares of Energy Fuels from $26.75 to $27.25 and gave the stock a “buy” rating in a research note on Friday. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, Energy Fuels has an average rating of “Moderate Buy” and an average target price of $24.94.

Energy Fuels Price Performance

NYSEAMERICAN:UUUU opened at $21.32 on Friday. Energy Fuels Inc has a 1-year low of $3.20 and a 1-year high of $27.90. The company has a 50-day moving average of $20.38 and a 200 day moving average of $17.16. The firm has a market cap of $5.06 billion, a PE ratio of -56.11 and a beta of 1.45.

Energy Fuels (NYSEAMERICAN:UUUU) last posted its quarterly earnings results on Friday, February 27th. The company reported ($0.12) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.05). Energy Fuels had a negative net margin of 130.63% and a negative return on equity of 13.33%. Sell-side analysts anticipate that Energy Fuels Inc will post -0.1 EPS for the current fiscal year.

Trending Headlines about Energy Fuels

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

• Positive Sentiment: Company raised liquidity and funding capacity — Energy Fuels completed an upsized $700 million 0.75% convertible senior notes offering, which management says boosts working capital to nearly $1 billion, supporting production and rare-earth initiatives. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Operational progress and guidance — The company reported increased uranium sales, over one million pounds of low‑cost U.S. uranium production and successful ongoing heavy rare‑earth pilot production, and provided 2026 guidance that management described as strong. PR Newswire: 2025 Results and 2026 Guidance
• Positive Sentiment: Analyst lift — HC Wainwright raised its price target to $27.25 and reiterated a “buy” rating, implying substantial upside from current levels and signaling analyst confidence in the company’s growth plan. Benzinga: HC Wainwright Raises PT
• Neutral Sentiment: Mine study update — Energy Fuels released an updated pre‑feasibility study for the Pinyon Plain Mine; outcomes could influence medium‑term project economics but are not immediate catalysts until capex/permits are clearer. TipRanks: Pinyon Plain Mine PFS Update
• Neutral Sentiment: Industry comparison pieces highlight UUUU’s production growth and rare‑earth plans relative to peers — useful context but not an immediate price mover. Yahoo Finance: UUUU vs UEC
• Negative Sentiment: Earnings per share missed expectations — Energy Fuels reported a fourth‑quarter loss (reported variably as $0.12 or $0.08/share in different writeups) that missed consensus, and the company still shows a negative net margin and return on equity, which pressured sentiment. MarketBeat: Q4 EPS Report
• Negative Sentiment: Market reaction: shares fell despite a revenue beat and constructive guidance — short‑term selling suggests investors prioritized the EPS miss, margins and potential dilution concerns over the positive operational headlines. Benzinga: Stock Falls Despite Revenue Beat

Insider Activity at Energy Fuels

In other news, EVP Timothy James Carstens sold 59,594 shares of Energy Fuels stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $14.93, for a total value of $889,738.42. Following the transaction, the executive vice president directly owned 107,435 shares in the company, valued at approximately $1,604,004.55. This trade represents a 35.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Alex G. Morrison sold 38,869 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $14.32, for a total value of $556,604.08. Following the completion of the transaction, the director directly owned 110,878 shares of the company’s stock, valued at approximately $1,587,772.96. The trade was a 25.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.77% of the company’s stock.

Energy Fuels Company Profile

Energy Fuels Inc (NYSE American: UUUU) is a U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements and other strategic minerals. The company’s core business activity centers on supplying nuclear fuel to power generators, leveraging a diversified portfolio of conventional and in-situ recovery (ISR) uranium mines located primarily on the Colorado Plateau, in Wyoming and in Texas.

At the heart of Energy Fuels’ operations is the White Mesa Mill in southeastern Utah, the only conventional uranium-vanadium mill currently permitted and operating in the United States.