UUUU at a glance
ENERGY FUELS INC (UUUU, SEC CIK 1385849) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 28, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ENERGY FUELS INC (UUUU) reported revenue of $65.9 million (down 15.6% from FY2024) and a net loss of $85.6 million. Diluted EPS was -$0.38.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding ENERGY FUELS INC (UUUU) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by HANSEN BRUCE D on July 8, 2026 of 4,000 shares at $12.70 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $65.9M
- −15.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $1.2B · +0 vs prior quarter
- Latest 8-K
- Aug 28, 2026
- Item 2.01 · Item 3.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: uranium and vanadium milling, plus rare earth oxide production from monazite at White Mesa Mill
- New emphasis on rare earth elements (REE) with expanded Phase 1 Circuit planned for heavy REEs Dy, Tb, Sm, Eu, Gd production by 2027
- Strategic pivot to significantly increase REE processing capacity via $410M Phase 2 Circuit BFS announced, boosting NdPr oxide output to 6,000+ tpa
- 2025 uranium recovery at Mill surged to 1,014,500 lbs U3O8, doubling 2024 output; processed 500 tonnes monazite yielding 38 tonnes NdPr oxide
- Noteworthy remediation initiatives ongoing for historically detected chloroform and nitrate groundwater contamination, with long-term CAP under implementation
Risk Factors
- Regulatory risk: Madagascar MOU terms and Government approvals delay risk for Vara Mada Project development, impacting $1.8B NPV project and $500M annual EBITDA potential
- Geopolitical risk: Donald Project JV in Australia exposed to AUD$520M capex, reliant on conditional AUD$80M senior debt financing from Export Finance Australia
- Operational risk: Dependence on successful financing and joint venture contributions at Donald Project, with Energy Fuels holding only 9.48% interest and major partner 90.52%
- Market disruption risk: Competition in REE processing depends on rare earth oxides (NdPr, Dy, Tb) output of Donald Project targeting 7,200 tonnes per annum concentrate
- Financial risk: Energy Fuels to issue up to $17.5M common shares to JV partner Astron contingent on positive FID, diluting shareholder value and funding commitment
Management Discussion & Analysis
- No profitability or margin figures mentioned for FY 2026
- Contractual obligations total $52.4M including $50.5M decommissioning liabilities and $1.95M operating lease obligations as of Dec 31, 2025
- No cash flow, buybacks, dividends, or capex figures discussed
- Key risks include uncertainties in mineral reserve estimates and asset retirement obligations with potential future cost changes
AI summary of the UUUU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly U₃O₈ production 865,000 pounds; revenue and YoY comparison not provided
- Pinyon Plain best mining output, 250,000 contained pounds versus La Sal’s 65,000
- Working capital approximately $996 million as of June 30, 2026
- Heavy rare-earth expansion capital expenditure approximately $104 million
- Donald FID anticipated as early as Q3 2026; project targeting AUD$220 million debt financing
Risk Factors
- New financing risk triggered by June 23, 2026 Conditional OSC Financing Commitment; funding remains subject to due diligence, approvals, and closing conditions
- Most material update: VAC Merger financing adds $718 million cash consideration, 65,853,000 shares, and potential preferred shares
- Regulatory risk from OSC financing: government audits, False Claims Act actions, DOJ enforcement, exclusion, suspension, or debarment
- Near-term supply risk from China’s 2025 rare-earth export restrictions and licensing requirements
- Financial risk from potential $250 million senior secured term loan, additional leverage, covenants, and debt-service obligations
AI summary of the UUUU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.01: Completion of Acquisition or Disposition of Assets
- Energy Fuels completed its acquisition of ASM on August 28, 2026, adding all outstanding ordinary shares
- Total consideration approximately US$243.4 million, including US$217.2 million in shares and US$26.2 million cash
Item 3.02: Unregistered Sales of Equity Securities
- 14,808,572 Energy Fuels common shares issued on August 28, 2026
- Shares delivered as consideration under the Deed, indicating a non-cash transaction
Item 7.01: Regulation FD Disclosure
- Item 7.01 provides Regulation FD disclosure, but the excerpt contains only a forward-looking non-incorporation disclaimer
- No substantive operating, financial, or strategic information appears in the provided text
Item 8.01: Other Events
- Energy Fuels and subsidiary EFR Critical Minerals legally reaffirmed obligations under the January 21, 2026 Scheme Implementation Deed
- Deed Polls support shareholder protections and completion obligations for the contemplated scheme transaction
Item EX-99.1: Item EX-99.1
- ASM shareholder and optionholder meetings postponed to 12 August 2026, extending the transaction timeline
- Independent Expert continues endorsing both schemes, absent a Superior Proposal
Item 7.01: Regulation FD Disclosure
- Investor presentation covers expansion of Energy Fuels’ critical materials operations
- Exhibit 99.1 contains the substantive investor materials and strategic expansion details
Item EX-99.1: Item EX-99.1
- July 2026 investor presentation positions Energy Fuels as a vertically integrated uranium, rare-earth, heavy-mineral-sands and magnet platform
- Uranium production exceeded 1.5M pounds in H1 2026, with 2026 production targeted at 1.5–2.5M pounds
AI summaries of UUUU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UUUU
Don't miss the next UUUU filing
- Alerts as it files. A push when UUUU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UUUU, by share count.
- Ask anything. An AI agent that reads every UUUU filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bhappu Ross R. | F | Aug 5, 2026 | 14,375 | $12.44 |
| Duvenhage Werner | A | Aug 4, 2026 | 11,830 | - |
| Duvenhage Werner | A | Aug 4, 2026 | 10,796 | - |
| HANSEN BRUCE D | Buy | Jul 8, 2026 | 4,000 | $12.70 |
| Bhappu Ross R. | Buy | Jul 7, 2026 | 74,000 | $13.08 |
| Sullivan Scott Edward | A | Jun 29, 2026 | 8,176 | - |
| Sullivan Scott Edward | A | Jun 29, 2026 | 9,554 | - |
| German Oscar Armando | A | Jun 24, 2026 | 6,630 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $78.1M | $65.9M |
| Operating Income | - | -$47.5M | -$101.2M |
| Net Income | $99.8M | -$47.8M | -$85.6M |
| Op. Margin | - | -60.8% | -153.4% |
| Net Margin | - | -61.1% | -129.9% |
| Balance Sheet | |||
| Total Assets | - | $612.0M | $1.4B |
| Equity | $375.2M | $527.8M | $678.4M |
| ROE | 26.6% | -9.0% | -12.6% |
| Per Share | |||
| EPS | $0.62 | $-0.28 | $-0.38 |
| Cash Flow | |||
| Operating CF | - | -$44.0M | -$89.5M |
| CapEx | $15.4M | $22.2M | $19.3M |
Source: XBRL data in ENERGY FUELS INC (UUUU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UUUU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.17B |
| Q1 2026 | 31 | $1.34B |
| Q4 2025 | 29 | $1.34B |
| Q3 2025 | 32 | $983.0M |
| Q2 2025 | 29 | $311.0M |
| Q1 2025 | 26 | $123.1M |
| Q4 2024 | 21 | $125.9M |
| Q3 2024 | 18 | $82.2M |
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- Vanguard Portfolio Management LLC+666.7K (+12%)
- Two Sigma Investments−1.75M (-87%)
- D.E. Shaw & Co−1.56M (-65%)
- Bank of America Corp−963.6K (-49%)
- Goldman Sachs Group−583.9K (-23%)
- JPMorgan Chase & Co−322.7K (-41%)
- Millennium Management+345.6K
- Bridgewater Associates LP+160.9K
- Renaissance Technologies LLC−637.8K
- Truist Financial−16.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UUUU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | May 15, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 4 | Mar 11, 2026 | - | - | - |
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UUUU SEC filings: frequently asked questions
Which institutions hold UUUU stock?
As of June 30, 2026, the largest ENERGY FUELS INC (UUUU) holders among the 13F filers tracked by SignalX were BlackRock ($227.2 million), Vanguard Capital Management LLC ($216.0 million), Morgan Stanley ($128.0 million), T. Rowe Price Group ($126.7 million), Ameriprise Financial ($125.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UUUU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ENERGY FUELS INC (UUUU) reported revenue of $65.9 million (down 15.6% from FY2024) and a net loss of $85.6 million. Diluted EPS was -$0.38. The figures come from the XBRL data in the 10-K.
What are the main risks in UUUU's latest 10-K?
In the 10-K filed February 26, 2026, ENERGY FUELS INC (UUUU) flagged: Regulatory risk: Madagascar MOU terms and Government approvals delay risk for Vara Mada Project development, impacting $1.8B NPV project and $500M annual EBITDA potential. Geopolitical risk: Donald Project JV in Australia exposed to AUD$520M capex, reliant on conditional AUD$80M senior debt financing from Export Finance Australia. (AI summary of the Risk Factors section.)
What did UUUU report in its latest 8-K?
ENERGY FUELS INC (UUUU) filed an 8-K on August 28, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets) and Item 3.02 (Unregistered Sales of Equity Securities). Energy Fuels completed its acquisition of ASM on August 28, 2026, adding all outstanding ordinary shares.
What are the latest UUUU SEC filings?
ENERGY FUELS INC (UUUU) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 28, 2026 and a Form 4 insider filing on August 12, 2026.
What is UUUU's SEC CIK number?
ENERGY FUELS INC (UUUU)'s SEC Central Index Key (CIK) is 1385849. EDGAR lists every UUUU filing under that number.
Ask anything about UUUU
The research agent reads UUUU's filings, financials, insider trades and 13F holders, then answers with sources.