Northland Securities Estimates Centrus Energy Q2 Earnings

Centrus Energy Corp. (NYSE:LEU) – Research analysts at Northland Securities decreased their Q2 2026 earnings estimates for Centrus Energy in a research report issued on Thursday, February 12th. Northland Securities analyst J. Grampp now forecasts that the company will post earnings of $1.40 per share for the quarter, down from their prior forecast of $2.56. The consensus estimate for Centrus Energy’s current full-year earnings is $2.63 per share. Northland Securities also issued estimates for Centrus Energy’s Q3 2026 earnings at $0.10 EPS, Q4 2026 earnings at $1.27 EPS and FY2026 earnings at $2.86 EPS.

Other equities analysts have also issued reports about the stock. Stifel Nicolaus set a $246.00 price target on shares of Centrus Energy in a research report on Thursday. William Blair reissued an “outperform” rating on shares of Centrus Energy in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Centrus Energy in a report on Monday, December 29th. JPMorgan Chase & Co. cut their price target on Centrus Energy from $245.00 to $242.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $357.00 price objective on shares of Centrus Energy in a report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Centrus Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $252.92.

Centrus Energy Trading Up 7.2%

Centrus Energy stock opened at $198.59 on Monday. The stock has a 50-day moving average price of $272.52 and a 200 day moving average price of $273.60. The company has a market capitalization of $3.62 billion, a price-to-earnings ratio of 47.62 and a beta of 1.21. Centrus Energy has a 52 week low of $49.40 and a 52 week high of $464.25. The company has a quick ratio of 4.83, a current ratio of 5.59 and a debt-to-equity ratio of 1.54.

Centrus Energy (NYSE:LEU) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.79 earnings per share for the quarter, missing the consensus estimate of $1.42 by ($0.63). The firm had revenue of $146.20 million for the quarter, compared to analysts’ expectations of $145.40 million. Centrus Energy had a net margin of 17.34% and a return on equity of 15.52%. The company’s revenue was down 3.6% on a year-over-year basis.

Institutional Investors Weigh In On Centrus Energy

Hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Centrus Energy by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 1,086,443 shares of the company’s stock valued at $263,745,000 after purchasing an additional 14,325 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Centrus Energy by 6.7% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 936,477 shares of the company’s stock valued at $290,376,000 after purchasing an additional 58,634 shares during the period. Van ECK Associates Corp increased its position in shares of Centrus Energy by 14.7% in the fourth quarter. Van ECK Associates Corp now owns 895,867 shares of the company’s stock valued at $217,481,000 after buying an additional 114,881 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of Centrus Energy by 43.3% during the 4th quarter. Bank of New York Mellon Corp now owns 473,145 shares of the company’s stock worth $114,861,000 after buying an additional 143,069 shares during the period. Finally, American Century Companies Inc. lifted its position 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 valued at $137,132,000 after buying an additional 194,909 shares in the last quarter. 49.96% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Centrus Energy

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

• Positive Sentiment: HC Wainwright published quarterly EPS forecasts that imply a strong seasonal cadence for 2026 (Q1 $0.59, Q2 $1.70, Q3 $0.44, Q4 $1.49) and support a full‑year consensus view (~$2.63). Those refreshed estimates can lend confidence to near‑term earnings visibility and helped underpin buying interest. MarketBeat Centrus Energy Page
• Neutral Sentiment: Northland Securities published FY‑2027 EPS modeling (FY2027 $2.12) and reiterated a Q1 estimate ($0.63); the multi‑year model adds context to longer‑term expectations but doesn’t sharply change the consensus picture.
• Neutral Sentiment: Analyst/coverage pieces weighing valuation after the pullback (e.g., “Is Centrus Energy Still Attractively Priced…”) provide investor perspective but are interpretive rather than news‑driving. Is Centrus Energy Still Attractively Priced
• Negative Sentiment: Market reaction earlier in the week showed the stock down after Centrus announced a large $900M HALEU award alongside an updated 2026 outlook; investors appeared to focus on near‑term outlook items and execution/timing risks. That headline pressure has weighed on sentiment. Centrus Energy Is Down After HALEU Award & Outlook Update
• Negative Sentiment: Recent quarterly results disappointed consensus on EPS (miss) and triggered short‑term selling, which commentators noted as a primary reason for the prior pullback. Here is Why Centrus Energy Fell This Week

About Centrus Energy

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.