Northland Capmk Predicts Reduced Earnings for Centrus Energy

Key Points

• Northland Capital Markets has revised its Q3 2025 EPS estimate for Centrus Energy Corp. from $0.22 to $0.14, maintaining a "Strong-Buy" rating on the stock.
• Analysts from JPMorgan and Evercore ISI have increased their price targets for Centrus Energy, with JPMorgan raising it from $150 to $164 and Evercore mustering it to $252.
• Centrus Energy reported Q2 earnings of $1.59 per share, surpassing analyst expectations, despite a 18.3% decline in revenue year-over-year.

Centrus Energy Corp. (NYSE:LEU - Free Report) - Equities researchers at Northland Capmk reduced their Q3 2025 EPS estimates for shares of Centrus Energy in a research report issued on Wednesday, August 6th. Northland Capmk analyst J. Grampp now expects that the company will post earnings of $0.14 per share for the quarter, down from their previous forecast of $0.22. Northland Capmk currently has a "Strong-Buy" rating on the stock. The consensus estimate for Centrus Energy's current full-year earnings is $2.63 per share. Northland Capmk also issued estimates for Centrus Energy's Q4 2025 earnings at $0.94 EPS, Q1 2026 earnings at $0.32 EPS, Q3 2026 earnings at $0.53 EPS and FY2026 earnings at $3.63 EPS.

Other equities research analysts also recently issued research reports about the stock. JPMorgan Chase & Co. increased their price objective on shares of Centrus Energy from $150.00 to $164.00 and gave the stock a "neutral" rating in a research report on Thursday. Evercore ISI increased their target price on Centrus Energy from $251.00 to $252.00 and gave the stock an "outperform" rating in a report on Friday. Northland Securities initiated coverage on Centrus Energy in a research report on Monday, July 7th. They set an "outperform" rating and a $205.00 price objective for the company. B. Riley reissued a "buy" rating and issued a $221.00 target price (up previously from $134.00) on shares of Centrus Energy in a research report on Monday, June 23rd. Finally, Stifel Nicolaus initiated coverage on Centrus Energy in a research report on Friday, July 11th. They set a "buy" rating and a $220.00 price target for the company. One investment analyst has rated the stock with a sell rating, six have given a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, Centrus Energy has an average rating of "Moderate Buy" and a consensus price target of $195.73.

Centrus Energy Price Performance

NYSE LEU opened at $223.15 on Monday. The company has a debt-to-equity ratio of 3.09, a quick ratio of 2.46 and a current ratio of 2.93. The stock has a market cap of $3.80 billion, a price-to-earnings ratio of 50.60 and a beta of 1.35. The business has a 50 day simple moving average of $191.90 and a 200 day simple moving average of $121.26. Centrus Energy has a 52-week low of $34.91 and a 52-week high of $264.90.

Centrus Energy (NYSE:LEU - Get Free Report) last posted its earnings results on Tuesday, August 5th. The company reported $1.59 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.58 by $1.01. Centrus Energy had a return on equity of 84.09% and a net margin of 16.56%. During the same period in the previous year, the business earned $1.89 earnings per share. The company's revenue was down 18.3% compared to the same quarter last year.

Institutional Investors Weigh In On Centrus Energy

Several hedge funds have recently bought and sold shares of LEU. Rockefeller Capital Management L.P. acquired a new position in Centrus Energy during the second quarter worth approximately $4,324,000. Cetera Investment Advisers boosted its stake in shares of Centrus Energy by 39.2% during the 2nd quarter. Cetera Investment Advisers now owns 8,987 shares of the company's stock worth $1,646,000 after acquiring an additional 2,532 shares during the period. Creative Planning bought a new position in shares of Centrus Energy during the 2nd quarter worth approximately $435,000. SG Americas Securities LLC increased its holdings in shares of Centrus Energy by 264.6% during the 2nd quarter. SG Americas Securities LLC now owns 9,865 shares of the company's stock worth $1,807,000 after acquiring an additional 7,159 shares during the last quarter. Finally, Police & Firemen s Retirement System of New Jersey raised its stake in Centrus Energy by 3.7% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 3,294 shares of the company's stock valued at $603,000 after acquiring an additional 119 shares during the period. 49.96% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Centrus Energy

In other Centrus Energy news, CFO Kevin J. Harrill sold 1,728 shares of the stock in a transaction on Friday, May 30th. The shares were sold at an average price of $126.00, for a total value of $217,728.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, SVP John M. A. Donelson sold 3,732 shares of Centrus Energy stock in a transaction dated Tuesday, May 13th. The shares were sold at an average price of $96.31, for a total transaction of $359,428.92. The disclosure for this sale can be found here. Corporate insiders own 1.00% of the company's stock.

About Centrus Energy

Centrus Energy Corp. supplies nuclear fuel components and services for the nuclear power industry in the United States, Belgium, Japan, and internationally. The company operates through two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants.

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