Centrus Energy Corp.
In the published model solve dated 2026-Q2, anchored at $159.05, Centrus Energy Corp. (LEU) is priced for today's economics sustained for ~17.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Centrus enriches uranium, and its defining bet is HALEU, the high-assay low-enriched fuel that next-generation reactors need and that almost no Western company can currently make at scale. • The price is paying for a future, not a present: at roughly 94 times operating income, today's earnings are a sliver of what the valuation assumes, and the company funds its buildout partly by issuing stock, with the share count up about 11% a year. • The decisive catalysts are government-backed: a roughly
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384 institutional managers reported holding LEU in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 37%. 74 opened new positions that quarter. Held by BlackRock, State Street, Vanguard Group, among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 19% of shares outstanding (4.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LEU's share count grew 47.1% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LEU over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LEU's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +20.9% | +30.6% |
| 2023-11-09 | -9.9% | -0.2% |
| 2024-02-10 | -4.1% | -5.0% |
| 2024-05-09 | -7.7% | +4.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LEU's latest 8-K filings: 2026-07-02 (items 1.01, 9.01); 2026-06-18 (items 1.01, 3.03, 5.02, 5.07, 9.01); 2026-06-18 (items 8.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-20 (items 1.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.