enCore Energy Corp. (NASDAQ: EU) reported third-quarter 2026 revenue of $16.7 million, up 88% from $8.9 million a year earlier, as uranium deliveries rose to 200,000 pounds from 130,000 pounds.
The company recorded a net loss attributable to enCore of $33.9 million, or $0.17 per basic and diluted share, compared with a $4.8 million loss in the prior-year quarter.
- Cost of sales was $17.4 million, compared with $5.0 million in the third quarter of 2025.
- Gross loss was $0.8 million, versus gross profit of $3.9 million a year earlier.
- For the first nine months of 2026, revenue totaled $50.7 million and net loss attributable to enCore was $70.0 million.
- Unrestricted cash and cash equivalents were $5.1 million as of September 30, 2026; marketable securities were $33.6 million and working capital was $47.3 million.
- The company said it reduced headcount by approximately 20% in July and expects extraction at Alta Mesa wellfield 3 Extension to begin before year-end, subject to final regulatory approval.
$EU Insider Trading Activity
$EU insiders have traded $EU stock on the open market 14 times in the past 6 months. Of those trades, 13 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EU stock by insiders over the last 6 months:
- WILLIAM M SHERIFF (Executive Chairman) has made 8 purchases buying 400,000 shares for an estimated $397,500 and 0 sales.
- MARK S PELIZZA has made 2 purchases buying 99,905 shares for an estimated $136,884 and 0 sales.
- RICHARD H LITTLE (Chief Executive Officer) has made 2 purchases buying 60,000 shares for an estimated $74,600 and 0 sales.
- WAYNE W. HEILI purchased 35,000 shares for an estimated $50,400
- SUSAN HOXIE-KEY sold 30,648 shares for an estimated $28,809
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.
$EU Hedge Fund Activity
We have seen 68 institutional investors add shares of $EU stock to their portfolio, and 85 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MMCAP INTERNATIONAL INC. SPC removed 2,452,659 shares (-56.8%) from their portfolio in Q2 2026, for an estimated $3,212,983
- DEFIANCE ETFS, LLC added 2,105,572 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,758,299
- TIDAL INVESTMENTS LLC added 2,103,384 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,755,433
- AZARIAS CAPITAL MANAGEMENT, L.P. removed 1,943,413 shares (-47.5%) from their portfolio in Q3 2026, for an estimated $2,098,886
- MORGAN STANLEY removed 1,817,732 shares (-43.0%) from their portfolio in Q2 2026, for an estimated $2,381,228
- PACER ADVISORS, INC. added 1,306,232 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,711,163
- JANE STREET GROUP, LLC removed 1,259,596 shares (-99.2%) from their portfolio in Q2 2026, for an estimated $1,650,070
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.
