State of New Jersey Common Pension Fund D Trims Position in Centrus Energy Corp. $LEU

State of New Jersey Common Pension Fund D decreased its position in shares of Centrus Energy Corp. (NYSE:LEU) by 26.9% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 8,765 shares of the company’s stock after selling 3,233 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Centrus Energy were worth $2,128,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the company. Farther Finance Advisors LLC lifted its stake in shares of Centrus Energy by 11.0% during the fourth quarter. Farther Finance Advisors LLC now owns 363 shares of the company’s stock valued at $88,000 after buying an additional 36 shares during the period. IFP Advisors Inc lifted its stake in shares of Centrus Energy by 38.3% during the third quarter. IFP Advisors Inc now owns 148 shares of the company’s stock valued at $46,000 after buying an additional 41 shares during the period. Rothschild Investment LLC lifted its stake in shares of Centrus Energy by 54.9% during the third quarter. Rothschild Investment LLC now owns 127 shares of the company’s stock valued at $39,000 after buying an additional 45 shares during the period. Allworth Financial LP lifted its stake in shares of Centrus Energy by 23.2% during the third quarter. Allworth Financial LP now owns 239 shares of the company’s stock valued at $74,000 after buying an additional 45 shares during the period. Finally, Lido Advisors LLC lifted its stake in shares of Centrus Energy by 4.2% during the third quarter. Lido Advisors LLC now owns 1,138 shares of the company’s stock valued at $353,000 after buying an additional 46 shares during the period. Hedge funds and other institutional investors own 49.96% of the company’s stock.

Centrus Energy Stock Performance

NYSE:LEU opened at $208.28 on Friday. The company has a quick ratio of 4.83, a current ratio of 5.72 and a debt-to-equity ratio of 1.52. The company has a market cap of $4.10 billion, a P/E ratio of 68.97, a P/E/G ratio of 20.59 and a beta of 1.43. Centrus Energy Corp. has a fifty-two week low of $88.47 and a fifty-two week high of $464.25. 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 posted its quarterly earnings results on Tuesday, May 5th. The company reported $1.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.72. The company had revenue of $76.70 million for the quarter, compared to the consensus estimate of $76.13 million. Centrus Energy had a net margin of 13.40% and a return on equity of 13.10%. Centrus Energy’s revenue was up 4.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.60 earnings per share. Analysts expect that Centrus Energy Corp. will post 2.71 EPS for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on LEU. Weiss Ratings downgraded shares of Centrus Energy from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday. Citigroup reduced their price objective on shares of Centrus Energy from $224.00 to $218.00 and set a “neutral” rating on the stock in a research note on Friday. UBS Group reduced their price objective on shares of Centrus Energy from $245.00 to $195.00 and set a “neutral” rating on the stock in a research note on Thursday, March 5th. B. Riley Financial reduced their price objective on shares of Centrus Energy from $315.00 to $295.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Finally, Stifel Nicolaus set a $246.00 price objective on shares of Centrus Energy in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $268.18.

Key Headlines Impacting Centrus Energy

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 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.