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

First Trust Advisors LP cut its stake in Centrus Energy Corp. (NYSE:LEU) by 27.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,092 shares of the company’s stock after selling 6,306 shares during the period. First Trust Advisors LP owned approximately 0.09% of Centrus Energy worth $2,967,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of LEU. Vermillion Wealth Management Inc. increased its position in shares of Centrus Energy by 5,000.0% in the fourth quarter. Vermillion Wealth Management Inc. now owns 102 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares during the period. Fulcrum Asset Management LLP acquired a new stake in Centrus Energy during the third quarter worth about $34,000. IFP Advisors Inc grew its stake in Centrus Energy by 38.3% during the third quarter. IFP Advisors Inc now owns 148 shares of the company’s stock worth $46,000 after buying an additional 41 shares in the last quarter. Hilton Head Capital Partners LLC bought a new position in Centrus Energy in the 4th quarter valued at about $36,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new position in Centrus Energy in the 4th quarter valued at about $39,000. 49.96% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on LEU. Needham & Company LLC started coverage on shares of Centrus Energy in a report on Thursday, July 9th. They set a “buy” rating and a $264.00 price target for the company. Zacks Research upgraded shares of Centrus Energy from a “strong sell” rating to a “hold” rating in a research report on Monday, May 18th. Citigroup cut their target price on Centrus Energy from $224.00 to $218.00 and set a “neutral” rating for the company in a research note on Friday, May 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Centrus Energy in a report on Tuesday. Finally, Truist Financial initiated coverage on Centrus Energy in a report on Monday, July 13th. They issued a “buy” rating and a $215.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $246.17.

Trending Headlines about Centrus Energy

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

Centrus Energy Stock Down 5.0%

Shares of LEU opened at $178.22 on Friday. The company has a debt-to-equity ratio of 1.52, a quick ratio of 4.88 and a current ratio of 5.72. Centrus Energy Corp. has a 52 week low of $142.13 and a 52 week high of $464.25. The stock has a market capitalization of $3.51 billion, a price-to-earnings ratio of 81.01, a PEG ratio of 24.81 and a beta of 1.36. The stock has a fifty day moving average of $170.75 and a 200-day moving average of $198.42.

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

Insider Activity

In related news, CFO Todd M. Tinelli sold 306 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $203.55, for a total value of $62,286.30. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.72% of the stock is owned by corporate insiders.

About Centrus Energy

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.