Centrus Energy Corp. $LEU Shares Sold by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D trimmed its position in shares of Centrus Energy Corp. (NYSE:LEU) by 26.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,765 shares of the company’s stock after selling 3,233 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Centrus Energy were worth $2,128,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in LEU. American Century Companies Inc. increased its stake in shares of Centrus Energy by 78.8% during the third quarter. American Century Companies Inc. now owns 442,261 shares of the company’s stock worth $137,132,000 after acquiring an additional 194,909 shares during the period. Van ECK Associates Corp increased its stake in shares of Centrus Energy by 25.9% during the third quarter. Van ECK Associates Corp now owns 780,986 shares of the company’s stock worth $242,161,000 after acquiring an additional 160,482 shares during the period. Vanguard Group Inc. increased its stake in shares of Centrus Energy by 8.8% during the third quarter. Vanguard Group Inc. now owns 1,072,118 shares of the company’s stock worth $332,432,000 after acquiring an additional 86,509 shares during the period. Artisan Partners Limited Partnership acquired a new position in shares of Centrus Energy during the third quarter worth about $25,775,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Centrus Energy by 6.7% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 936,477 shares of the company’s stock worth $290,376,000 after buying an additional 58,634 shares during the period. 49.96% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. B. Riley Financial lowered their target price on shares of Centrus Energy from $315.00 to $295.00 and set a “buy” rating on the stock in a research report on Friday, April 24th. UBS Group lowered their target price on shares of Centrus Energy from $245.00 to $195.00 and set a “neutral” rating on the stock in a research report on Thursday, March 5th. Weiss Ratings lowered shares of Centrus Energy from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday. Roth Mkm restated a “neutral” rating and set a $137.00 target price on shares of Centrus Energy in a research report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lowered their target price on shares of Centrus Energy from $245.00 to $242.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Centrus Energy has an average rating of “Moderate Buy” and an average price target of $268.18.

Centrus Energy Stock Up 1.0%

Shares of NYSE LEU opened at $208.28 on Friday. Centrus Energy Corp. has a 12-month low of $88.47 and a 12-month high of $464.25. The company has a market capitalization of $4.10 billion, a PE ratio of 68.97, a price-to-earnings-growth ratio of 20.59 and a beta of 1.43. The company has a debt-to-equity ratio of 1.52, a current ratio of 5.72 and a quick ratio of 4.83. The firm’s 50-day moving average is $198.47 and its two-hundred day moving average is $249.36.

Centrus Energy (NYSE:LEU) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $1.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.33 by $0.72. Centrus Energy had a net margin of 13.40% and a return on equity of 13.10%. The company had revenue of $76.70 million for the quarter, compared to the consensus estimate of $76.13 million. During the same quarter in the prior year, the firm earned $1.60 earnings per share. The company’s revenue for the quarter was up 4.9% compared to the same quarter last year. Equities analysts anticipate that Centrus Energy Corp. will post 2.71 EPS for the current fiscal year.

Centrus Energy News Roundup

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

• Positive Sentiment: Centrus reported Q1 EPS of $1.05, well above the $0.33 consensus estimate, with revenue of $76.7 million also slightly ahead of expectations. That earnings beat supports the case that the business is executing better than Wall Street expected.
• Positive Sentiment: Several recent articles and commentary highlighted expanding partnerships and stronger nuclear demand, suggesting Centrus remains well positioned in a favorable industry backdrop.
• Positive Sentiment: Northland Securities raised some near-term estimates, including Q3 2026 EPS, and kept a generally constructive longer-term outlook, which suggests analysts still see upside in parts of the business.
• Neutral Sentiment: The company’s Q1 earnings call transcript and presentation are likely keeping attention focused on management’s guidance, contract visibility, and the pace of future uranium enrichment opportunities.
• Negative Sentiment: Northland also cut its Q2, Q4, and FY2027 EPS estimates, which may be weighing on sentiment by signaling that profits could be more uneven after the strong first quarter.
• Negative Sentiment: An article specifically titled “Centrus Energy (LEU) stock trades down, here is why” points to immediate market concerns, likely tied to valuation, near-term earnings variability, or profit-taking after the recent move higher.

Centrus Energy Company Profile

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.