Tudor Investment Corp ET AL Acquires Shares of 269,940 Energy Fuels Inc $UUUU

Tudor Investment Corp ET AL bought a new position in shares of Energy Fuels Inc (NYSEAMERICAN:UUUU) in the third quarter, Holdings Channel reports. The firm bought 269,940 shares of the company’s stock, valued at approximately $4,144,000.

Several other institutional investors and hedge funds also recently made changes to their positions in UUUU. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Energy Fuels by 11.5% in the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,246,295 shares of the company’s stock worth $188,085,000 after purchasing an additional 1,264,050 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Energy Fuels by 50.6% during the third quarter. Vanguard Group Inc. now owns 11,883,042 shares of the company’s stock worth $182,420,000 after purchasing an additional 3,991,202 shares during the period. Van ECK Associates Corp increased its holdings in Energy Fuels by 35.4% in the third quarter. Van ECK Associates Corp now owns 10,194,742 shares of the company’s stock valued at $156,489,000 after purchasing an additional 2,664,735 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in Energy Fuels by 4.7% in the second quarter. Ameriprise Financial Inc. now owns 9,203,210 shares of the company’s stock valued at $52,918,000 after purchasing an additional 410,894 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in Energy Fuels by 93.6% in the second quarter. Bank of America Corp DE now owns 4,366,108 shares of the company’s stock valued at $25,105,000 after buying an additional 2,111,466 shares during the period. Institutional investors own 48.24% of the company’s stock.

Analyst Upgrades and Downgrades

UUUU has been the topic of a number of recent analyst reports. The Goldman Sachs Group began coverage on Energy Fuels in a report on Tuesday, February 10th. They set a “buy” rating and a $30.00 target price on the stock. B. Riley Financial upped their price target on Energy Fuels to $27.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. HC Wainwright increased their price target on shares of Energy Fuels from $26.75 to $27.25 and gave the company a “buy” rating in a research report on Friday, February 27th. Finally, Roth Mkm upgraded shares of Energy Fuels from a “sell” rating to a “neutral” rating and boosted their price objective for the company from $13.00 to $15.50 in a report on Wednesday, January 28th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $24.94.

Insiders Place Their Bets

In other news, VP Curtis Moore sold 10,000 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $23.12, for a total transaction of $231,200.00. Following the sale, the vice president owned 112,415 shares of the company’s stock, valued at $2,599,034.80. This trade represents a 8.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Dennis Lyle Higgs sold 6,000 shares of Energy Fuels stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $20.64, for a total value of $123,840.00. Following the transaction, the director owned 151,113 shares in the company, valued at $3,118,972.32. This trade represents a 3.82% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 54,000 shares of company stock worth $1,080,550. 1.77% of the stock is owned by company insiders.

Energy Fuels Price Performance

UUUU opened at $18.75 on Thursday. The stock has a market cap of $4.45 billion, a P/E ratio of -49.34 and a beta of 1.42. Energy Fuels Inc has a 12 month low of $3.20 and a 12 month high of $27.90. The company has a quick ratio of 28.34, a current ratio of 30.69 and a debt-to-equity ratio of 0.99. The company has a fifty day simple moving average of $21.35 and a 200 day simple moving average of $18.28.

Energy Fuels (NYSEAMERICAN:UUUU) last posted its earnings results on Friday, February 27th. The company reported ($0.12) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.05). Energy Fuels had a negative return on equity of 13.15% and a negative net margin of 130.63%. On average, research analysts expect that Energy Fuels Inc will post -0.1 EPS for the current year.

Key Energy Fuels News

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

• Positive Sentiment: Energy Fuels confirmed production of its first kilogram of 99.9% pure terbium oxide at its White Mesa mill — a proof point for U.S. heavy rare-earth supply and potential offtake with magnet manufacturers. Energy Fuels produces first U.S. heavy rare earth terbium oxide at Utah mill
• Positive Sentiment: Company release / PR: Energy Fuels announced first U.S. primary production of critical heavy rare earth material, using U.S.-sourced monazite and achieving specifications acceptable to global REPM makers — strengthens its strategic positioning in critical-minerals supply chains. Energy Fuels Announces First US Primary Production of Critical “Heavy” Rare Earth Material in Decades
• Positive Sentiment: Market reaction coverage: multiple outlets note the stock rising after the terbium milestone (pre-market and intraday coverage), reflecting investor enthusiasm for the company’s move into higher-value rare earth oxides. Critical Minerals Stock Scores Massive Breakthrough
• Neutral Sentiment: Sector context: energy stocks were mixed intraday, so broader market movement is not uniformly supporting Energy Fuels — the terbium news is the primary idiosyncratic driver today. Sector Update: Energy Stocks Mixed Wednesday Afternoon
• Neutral Sentiment: Market summaries note modest recent gains in UUUU’s price over the last session, indicating the terbium announcement is contributing to continued positive momentum but broader fundamentals still matter. Energy Fuels (UUUU) Rises As Market Takes a Dip: Key Facts
• Negative Sentiment: Financial headwinds: recent coverage highlights Energy Fuels’ 2025 revenue decline (down ~16% year-over-year) and a past quarterly EPS miss — reminders that the company is still working to translate new product milestones into sustained top-line and profitability improvements. Energy Fuels’ Revenues Fall in 2025: Will Uranium Drive the Rebound?
• Negative Sentiment: Relative competition: analyst pieces compare UUUU unfavorably vs. peers (e.g., MP Materials) on valuation, production scale, and path to profitability — signaling investor scrutiny and potential pressure if Energy Fuels can’t rapidly commercialize rare-earth production. UUUU vs. MP: Which Critical Minerals Stock is a Better Pick Now?

About Energy Fuels

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.