TD Asset Management Inc Grows Stock Holdings in Energy Fuels Inc $UUUU

TD Asset Management Inc increased its stake in Energy Fuels Inc (NYSEAMERICAN:UUUU) by 333.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,611,252 shares of the company’s stock after purchasing an additional 1,239,577 shares during the quarter. TD Asset Management Inc owned 0.70% of Energy Fuels worth $24,747,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Ameritas Advisory Services LLC lifted its holdings in shares of Energy Fuels by 18.8% during the 3rd quarter. Ameritas Advisory Services LLC now owns 4,750 shares of the company’s stock valued at $73,000 after buying an additional 750 shares during the period. PNC Financial Services Group Inc. lifted its holdings in Energy Fuels by 10.3% in the third quarter. PNC Financial Services Group Inc. now owns 9,538 shares of the company’s stock valued at $146,000 after acquiring an additional 889 shares during the period. Principal Financial Group Inc. boosted its position in Energy Fuels by 6.7% in the third quarter. Principal Financial Group Inc. now owns 15,374 shares of the company’s stock worth $236,000 after purchasing an additional 962 shares during the last quarter. Joel Isaacson & Co. LLC grew its stake in shares of Energy Fuels by 11.9% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 11,321 shares of the company’s stock valued at $174,000 after purchasing an additional 1,200 shares during the period. Finally, ORG Partners LLC grew its stake in shares of Energy Fuels by 111.4% during the 3rd quarter. ORG Partners LLC now owns 2,410 shares of the company’s stock valued at $40,000 after purchasing an additional 1,270 shares during the period. Institutional investors own 48.24% of the company’s stock.

Analyst Upgrades and Downgrades

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

Energy Fuels Stock Performance

Shares of UUUU stock opened at $21.32 on Friday. The stock has a fifty day simple moving average of $20.38 and a two-hundred day simple moving average of $17.16. The firm has a market capitalization of $5.06 billion, a PE ratio of -56.11 and a beta of 1.45. Energy Fuels Inc has a 52-week low of $3.20 and a 52-week high of $27.90.

Energy Fuels (NYSEAMERICAN:UUUU) last released its quarterly earnings data on Friday, February 27th. The company reported ($0.12) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.05). Energy Fuels had a negative return on equity of 13.33% and a negative net margin of 130.63%. On average, sell-side analysts forecast that Energy Fuels Inc will post -0.1 EPS for the current fiscal year.

Key Energy Fuels News

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 Buying and Selling at Energy Fuels

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

Energy Fuels 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.