OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Takes Position in Centrus Energy Corp. $LEU

Posted by Francis Steltz on Jun 20th, 2026

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Centrus Energy Corp. (NYSE:LEU – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 2,695 shares of the company’s stock, valued at approximately $654,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LEU. Price T Rowe Associates Inc. MD raised its holdings in Centrus Energy by 126.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 371,822 shares of the company’s stock valued at $90,265,000 after acquiring an additional 207,316 shares in the last quarter. American Century Companies Inc. grew its holdings in shares of Centrus Energy by 78.8% during the 3rd quarter. American Century Companies Inc. now owns 442,261 shares of the company’s stock worth $137,132,000 after purchasing an additional 194,909 shares in the last quarter. Van ECK Associates Corp grew its holdings in shares of Centrus Energy by 25.9% during the 3rd quarter. Van ECK Associates Corp now owns 780,986 shares of the company’s stock worth $242,161,000 after purchasing an additional 160,482 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of Centrus Energy by 43.3% during the fourth quarter. Bank of New York Mellon Corp now owns 473,145 shares of the company’s stock valued at $114,861,000 after purchasing an additional 143,069 shares during the period. Finally, Man Group plc increased its position in shares of Centrus Energy by 2,303.8% during the fourth quarter. Man Group plc now owns 114,037 shares of the company’s stock valued at $27,684,000 after purchasing an additional 109,293 shares during the period. 49.96% of the stock is currently owned by institutional investors.

Centrus Energy News Roundup

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

Positive Sentiment: Centrus announced a landmark HALEU fuel deal with Oklo to support Aurora reactors on Oklo’s Ohio campus, strengthening Centrus’s position as a key domestic nuclear fuel supplier. Article: Oklo and Centrus Forge Nuclear Fuel Deal for Ohio Campus
Positive Sentiment: Shares have been boosted by the market’s view that the Oklo agreement could lead to more upside, with analysts pointing to improving earnings estimate revisions and stronger trading activity. Article: Centrus Energy (LEU) Soars 12.4%: Is Further Upside Left in the Stock?
Positive Sentiment: Media coverage highlighted the deal as a potential catalyst for future growth, emphasizing that domestic fuel supply agreements could benefit Centrus alongside its partner. Article: Why Centrus Energy Group Stock Surged 12% Higher Today
Neutral Sentiment: Centrus also extended its Section 382 rights agreement to help preserve tax assets tied to net operating loss carryforwards, a corporate action that is important financially but less likely to be the main stock catalyst. Article: Centrus Energy Corp. Announces Extension of Section 382 Rights Agreement
Neutral Sentiment: Additional commentary from market outlets noted the stock’s move was also tied to broader enthusiasm around nuclear energy, but did not add a separate company-specific development beyond the Oklo partnership. Article: Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem?
Negative Sentiment: No major negative company-specific news was reported in the latest items, so the stock’s recent move appears driven primarily by the favorable HALEU deal and related optimism.

Insider Activity

In other news, CFO Todd M. Tinelli sold 306 shares of the company’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 transaction of $62,286.30. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.72% of the company’s stock.

Centrus Energy Stock Performance

Shares of NYSE:LEU opened at $191.94 on Friday. The business has a fifty day moving average of $188.82 and a 200-day moving average of $222.94. 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 twelve month low of $144.65 and a twelve month high of $464.25. The firm has a market cap of $3.78 billion, a PE ratio of 63.56, a price-to-earnings-growth ratio of 23.38 and a beta of 1.34.

Centrus Energy (NYSE:LEU – Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The company reported $1.05 EPS for the quarter, topping analysts’ consensus estimates of $0.33 by $0.72. The firm had revenue of $76.70 million for the quarter, compared to analyst estimates of $76.13 million. Centrus Energy had a net margin of 13.40% and a return on equity of 13.10%. The company’s revenue was up 4.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 EPS. On average, equities research analysts predict that Centrus Energy Corp. will post 2.74 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently commented on LEU shares. B. Riley Financial reduced their target price on Centrus Energy from $315.00 to $295.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Citigroup lowered their price objective on Centrus Energy from $224.00 to $218.00 and set a “neutral” rating on the stock in a research note on Friday, May 8th. Zacks Research raised Centrus Energy from a “strong sell” rating to a “hold” rating in a report on Monday, May 18th. UBS Group cut their target price on Centrus Energy from $195.00 to $170.00 and set a “neutral” rating for the company in a research report on Tuesday. Finally, Weiss Ratings lowered Centrus Energy from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $265.91.

Read Our Latest Research Report on LEU

Centrus Energy Company Profile

(Free Report)

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.