Uranium Energy Corp (UEC) reported fiscal 2026 revenue of $37.3 million after selling 400,000 pounds of uranium from inventory at a weighted average realized price of $93.13 per pound. The company ended the fiscal year July 31, 2026, with $753 million in liquid assets, including $495 million in cash, and no debt.
Fiscal 2026 production totaled 229,294 pounds of precipitated uranium and dried and drummed U3O8. Fourth-quarter output reached 82,744 pounds, up 157% from the prior quarter, as production continued at Christensen Ranch and Burke Hollow.
- Fiscal 2026 gross profit was $16.9 million.
- Fourth-quarter production at Christensen Ranch totaled 65,392 pounds, while Burke Hollow produced 17,352 pounds.
- Combined fiscal 2026 total cash cost was $34.24 per pound and total cost was $39.94 per pound.
- UEC held 1.256 million pounds of U3O8 inventory valued at $109 million as of July 31, 2026.
- The company said its UR&C conversion project is targeting completion of a Class IV cost estimate by mid-2027.
$UEC Hedge Fund Activity
We have seen 211 institutional investors add shares of $UEC stock to their portfolio, and 220 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALPS ADVISORS INC removed 7,632,955 shares (-43.7%) from their portfolio in Q2 2026, for an estimated $81,367,300
- NORGES BANK added 7,395,241 shares (+73.2%) to their portfolio in Q2 2026, for an estimated $78,833,269
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 5,416,033 shares (-65.0%) from their portfolio in Q2 2026, for an estimated $57,734,911
- VAN ECK ASSOCIATES CORP added 5,191,738 shares (+21.8%) to their portfolio in Q2 2026, for an estimated $55,343,927
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,108,928 shares (+inf%) to their portfolio in Q2 2026, for an estimated $43,801,172
- BLACKROCK, INC. added 3,081,664 shares (+8.2%) to their portfolio in Q2 2026, for an estimated $32,850,538
- ENCOMPASS CAPITAL ADVISORS LLC removed 3,000,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $31,980,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
