— Know what they know.
Not Investment Advice
Also trades as: EFR.TO (TSX) · $vol 7M · 0UU0.L (LSE) · $vol 0M

UUUU Smart Money

Energy Fuels Inc.
1W: +0.2% 1M: -25.4% 3M: -23.4% YTD: -50.7% 1Y: -61.5% 3Y: +7.2% 5Y: -0.5%
$8.23
+0.67 (+8.86%)
 
Weekly Expected Move ±7.9%
$6 $7 $8 $8 $9
AMEX · Energy · Uranium · Tech Score Strong Sell · Power 35 · $2.2B mcap · 248M float · 3.22% daily turnover · Short 62% of daily vol
Credit Risk of going bust: higher than 82% of companies Debt: 23.8% of company value Bonds: $35.7M held by 17 funds → details ▾
Of US companies ranked in the second-riskiest tenth, about 1 in 87 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.39 (down 95%), Energy Fuels Inc. would be worth roughly what it owes.
Total debt $681.9M against a stock market value of $2.18B.
Distance to default 2.39 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $342.8M (short-term plus half of long-term), stock volatility 84.8%; Altman Z'' 3.90. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
404
Institutions Holding
+2 vs prior
115.0%
Ownership
-6.04%
64 New
138 Increased
142 Reduced
46 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-05 Bhappu Ross R. officer: president and ceo F-Tax Withholding 14,375 $12.44 $179K Filing
2026-08-04 Duvenhage Werner officer: evp heavy mineral sands A-Grant/Award 10,796 $— $0 Filing
2026-07-08 HANSEN BRUCE D director P-Purchase 4,000 $12.70 $51K Filing
2026-07-07 Bhappu Ross R. officer: president and ceo P-Purchase 74,000 $13.08 $968K Filing
2026-06-29 Sullivan Scott Edward officer: svp integrity & compliance A-Grant/Award 8,176 $— $0 Filing
2026-06-24 LONGENECKER NATHAN officer: clo & evp, global gov relation A-Grant/Award 981 $— $0 Filing
2026-06-24 German Oscar Armando officer: evp & chro A-Grant/Award 6,630 $— $0 Filing
2026-06-24 VAN AKKOOI MICHIEL officer: evp, metals, alloys & magnets A-Grant/Award 1,889 $— $0 Filing
2026-06-24 KAPOSTASY DANIEL officer: svp & chief technical officer A-Grant/Award 3,621 $— $0 Filing
2026-04-10 KAPOSTASY DANIEL officer: vp, technical services S-Sale 15,000 $18.71 $281K Filing
2026-03-18 KAPOSTASY DANIEL officer: vp technical services S-Sale 25,000 $18.84 $471K Filing
2026-03-02 Moore Curtis officer: svp, marketing & corp. develop M-Option Exercise 15,478 $21.32 $330K Filing
2026-03-02 Moore Curtis officer: senior vp, marketing & S-Sale 10,000 $23.12 $231K Filing
2026-03-02 Moore Curtis officer: svp, marketing & corp. develop D-Sale to Issuer 15,478 $21.32 $330K Filing
2026-03-02 Moore Curtis officer: svp, marketing & corp. develop M-Option Exercise 8,288 $21.32 $177K Filing
2026-03-02 Moore Curtis officer: svp, marketing & corp. develop D-Sale to Issuer 8,288 $21.32 $177K Filing
2026-01-27 Filas Barbara Appelin director A-Grant/Award 5,039 $— $0 Filing
2026-01-27 HIGGS DENNIS LYLE director F-Tax Withholding 7,575 $24.16 $183K Filing
2026-01-27 DRERA SALEEM officer: vp radioisotopes, radiological F-Tax Withholding 5,287 $24.16 $128K Filing
2026-01-27 Cabrera Misael officer: svp regulatory, environmental A-Grant/Award 10,443 $— $0 Filing
2026-01-27 Bovaird J. Birks director A-Grant/Award 4,409 $— $0 Filing
2026-01-27 Bhappu Ross R. officer: president - 32,583 $— $0 Filing
2026-01-27 Bennett Nathan Reed officer: cfo F-Tax Withholding 5,657 $24.16 $137K Filing
2026-01-27 Bennett Nathan Reed officer: cfo A-Grant/Award 10,922 $— $0 Filing
2026-01-27 BENNETHUM DEBRA officer: vp critical minerals/strategic F-Tax Withholding 2,278 $24.16 $55K Filing

🏛️ Congressional Trades

2 records
Date Politician Chamber Type Amount Filing
2022-06-16 Chris Jacobs House Sell $1,001 - $15,000 Filing
2022-04-11 Chris Jacobs House Buy $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
VAN ECK ASSOCIATES CORP 19,495,526 $283M +3,912,973 2026-06-30 Filing
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 17,148,614 $249M +280,556 2026-06-30 Filing
BlackRock, Inc. 15,665,570 $227M +1,267,610 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 14,884,021 $216M +415,079 2026-06-30 Filing
ALPS ADVISORS INC 9,710,888 $141M +1,411,062 2026-06-30 Filing
MORGAN STANLEY 8,830,755 $128M +2,559,086 2026-06-30 Filing
AMERIPRISE FINANCIAL INC 8,631,120 $125M +2,887,443 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 6,414,737 $93M +666,672 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 4,226,355 $61M +3,927,725 2026-06-30 Filing
STATE STREET CORP 4,142,952 $60M +312,331 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,928,418 $60M +759,776 2026-06-30 Filing
NORGES BANK 3,256,725 $47M +3,256,725 2026-06-30 Filing
BARCLAYS PLC 2,957,772 $43M +978,666 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 2,597,887 $38M +239,457 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 1,964,101 $28M -583,927 2026-06-30 Filing
Marex Group Ltd 1,665,909 $24M +429,273 2026-06-30 Filing
Goehring & Rozencwajg Associates, LLC 1,590,170 $23M +105,268 2026-06-30 Filing
NORTHERN TRUST CORP 1,472,928 $21M +206,336 2026-06-30 Filing
Vident Advisory, LLC 1,429,835 $21M +34,909 2026-06-30 Filing
UBS Group AG 1,278,694 $19M +116,093 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms