Ur-Energy (URG) reported third-quarter 2026 product sales revenue of $12.3 million on sales of 190,000 pounds of U₃O₈ under long-term contracts. The average sales price was $64.95 per pound, compared with $57.48 per pound in the third quarter of 2025.
The company captured 154,667 pounds of U₃O₈ during the quarter, up 47.3% from the second quarter and 73.3% from a year earlier. Shirley Basin began full operations and ramp-up activities during the period.
- Third-quarter pounds sold totaled 190,000, up 72.7% year over year.
- Year-to-date sales reached 460,000 pounds, up 67.3% from 275,000 pounds through the first three quarters of 2025.
- Finished conversion-facility inventory was 233,378 pounds at September 30, 2026.
- Cash cost per produced pound sold was $40.40, compared with $40.20 in the second quarter.
- Ur-Energy expects 2026 sales of 700,000 pounds at an average price of about $67.00 per pound, representing approximately $46.9 million in product sales revenue.
$URG Insider Trading Activity
$URG insiders have traded $URG stock on the open market 11 times in the past 6 months. Of those trades, 4 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $URG stock by insiders over the last 6 months:
- JADE WALLE (VICE PRESIDENT FINANCE) has made 3 purchases buying 172,137 shares for an estimated $207,570 and 0 sales.
- ROGER L. SMITH (CHIEF FINANCIAL OFFICER) sold 103,536 shares for an estimated $148,284
- THOMAS H PARKER sold 87,858 shares for an estimated $130,275
- GARY C HUBER sold 87,858 shares for an estimated $129,941
- STEVEN M. HATTEN (Chief Operating Officer) sold 81,576 shares for an estimated $113,227
- JOHN CASH sold 77,751 shares for an estimated $109,652
- ROBBY SAI KIT CHANG sold 75,588 shares for an estimated $106,503
- KATHY E WALKER sold 72,838 shares for an estimated $100,545
- DAVID A. RITCHIE (GENERAL COUNSEL/CORP SECRETARY) purchased 10,000 shares for an estimated $14,200
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$URG Hedge Fund Activity
We have seen 100 institutional investors add shares of $URG stock to their portfolio, and 76 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAN ECK ASSOCIATES CORP added 23,446,633 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,887,420
- BLACKROCK, INC. added 22,087,068 shares (+337.6%) to their portfolio in Q2 2026, for an estimated $30,038,412
- MARSHALL WACE, LLP removed 13,284,672 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $18,067,153
- MILLENNIUM MANAGEMENT LLC removed 7,873,195 shares (-97.9%) from their portfolio in Q2 2026, for an estimated $10,707,545
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 6,234,841 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,479,383
- QUBE RESEARCH & TECHNOLOGIES LTD removed 2,740,469 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $3,727,037
- NORTHERN TRUST CORP added 2,282,580 shares (+315.4%) to their portfolio in Q2 2026, for an estimated $3,104,308
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.
