Grantham Mayo Van Otterloo & Co. LLC Lowers Position in NexGen Energy $NXE

Grantham Mayo Van Otterloo & Co. LLC trimmed its holdings in shares of NexGen Energy (NYSE:NXE) by 4.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,810,054 shares of the company’s stock after selling 409,400 shares during the period. Grantham Mayo Van Otterloo & Co. LLC owned about 1.35% of NexGen Energy worth $78,894,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the business. Millennium Management LLC raised its holdings in shares of NexGen Energy by 15.3% in the 1st quarter. Millennium Management LLC now owns 4,101,588 shares of the company’s stock valued at $18,407,000 after purchasing an additional 543,179 shares in the last quarter. NewEdge Advisors LLC increased its holdings in NexGen Energy by 7.3% during the first quarter. NewEdge Advisors LLC now owns 151,423 shares of the company’s stock valued at $680,000 after buying an additional 10,266 shares during the period. Goldman Sachs Group Inc. increased its holdings in NexGen Energy by 1.2% during the first quarter. Goldman Sachs Group Inc. now owns 2,986,982 shares of the company’s stock valued at $13,412,000 after buying an additional 36,510 shares during the period. Caxton Associates LLP bought a new position in NexGen Energy in the first quarter worth approximately $165,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in NexGen Energy by 13.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 705,024 shares of the company’s stock worth $3,166,000 after buying an additional 81,167 shares in the last quarter. Hedge funds and other institutional investors own 42.43% of the company’s stock.

More NexGen Energy News

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

• Positive Sentiment: Canadian Nuclear Safety Commission granted NexGen a Licence to Prepare Site and Construct for the Rook I project — final federal approval clears the principal regulatory hurdle and enables the company to move toward a planned summer-2026 build, materially derisking the project and supporting long‑term value creation. NexGen Receives Final Federal Approval for the Rook I Uranium Project
• Positive Sentiment: Multiple media reports and company statements say NexGen is targeting summer 2026 construction start for Rook I — if execution follows, that timing could accelerate value realization and cash‑flow expectations. NexGen eyes summer 2026 build for huge Rook I uranium mine
• Positive Sentiment: UBS initiated coverage on NXE with a “buy” rating — fresh institutional support can attract capital and lift sentiment, especially while the company transitions from permitting to construction. UBS Group AG coverage note
• Neutral Sentiment: Company and analysts summarized the Q4/2025 earnings call with emphasis on strategic growth and project financing planning; these details clarify the roadmap but contain few immediate cash‑flow changes. NexGen Energy Ltd (NXE) Q4 2025 Earnings Call Highlights
• Negative Sentiment: NexGen reported $(0.05) EPS for the quarter, missing consensus $(0.03) — the earnings shortfall and any cautious commentary on near‑term costs or capital timing from the conference call are pressuring the stock in the short term. MarketBeat Conference Call Transcript

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on NXE shares. UBS Group initiated coverage on NexGen Energy in a report on Thursday. They issued a “buy” rating on the stock. Raymond James Financial reaffirmed an “outperform” rating on shares of NexGen Energy in a research report on Wednesday, January 14th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of NexGen Energy in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, NexGen Energy currently has an average rating of “Moderate Buy”.

NexGen Energy Price Performance

Shares of NXE stock opened at $12.10 on Friday. The stock’s fifty day moving average price is $11.76 and its 200 day moving average price is $9.68. NexGen Energy has a 1-year low of $3.91 and a 1-year high of $13.96. The company has a market cap of $7.99 billion, a price-to-earnings ratio of -31.84 and a beta of 1.41.

NexGen Energy (NYSE:NXE) last released its quarterly earnings results on Tuesday, March 3rd. The company reported ($0.05) EPS for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.02). As a group, equities research analysts anticipate that NexGen Energy will post -0.05 earnings per share for the current year.

NexGen Energy Profile

NexGen Energy is a Canada-based uranium exploration and development company focused on advancing its flagship Rook I project in the Athabasca Basin of northern Saskatchewan. The company’s primary activities include resource delineation, feasibility studies, and permitting for its high-grade Arrow deposit, one of the largest undeveloped uranium discoveries in the region. NexGen’s technical team employs advanced drilling, geophysical and geochemical techniques to expand and define its resource base, with the aim of delivering a robust, low-cost supply of uranium to global nuclear power markets.

The Rook I project sits within one of the world’s most prolific uranium districts, offering excellent infrastructure access, a skilled local workforce and a supportive regulatory regime.