Ur-Energy (URG)
Wyoming ISR producer of uranium concentrate for nuclear-fuel customers.
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Produces yellowcake at Wyoming in-situ recovery sites and sells it through long-term and spot contracts with global nuclear-energy customers. Shirley Basin uses Lost Creek for final processing, concentrating the operating system at the original facility.
Produces uranium concentrate, or yellowcake, through wholly owned in-situ recovery sites in Wyoming. At Lost Creek, uranium-bearing solution is brought to the surface and captured on resin; the facility then finishes, dries, packages, and ships the product to a third-party conversion facility. Shirley Basin has begun limited recovery and sends loaded resin to Lost Creek rather than duplicating its finishing plant.
The sales model combines long-term and spot uranium contracts with global nuclear-energy customers, with revenue recognized when title transfers at the conversion facility. Operations, mineral assets, and revenue are concentrated in the United States. The business depends on uranium recovery and contracting, licensing and environmental compliance, water management, and Lost Creek’s central processing system. Its material properties are reported as mineral resources, not proven or probable reserves.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 11, 2026 | H.C. Wainwright | Target | Target: — | Target: $2.20 |
| Jul 13, 2026 | RBC Capital | Initiate | Rating: —Target: — | Target: $1.75 |
| May 12, 2026 | Roth Capital | Target | Target: — | Target: $2 |
| May 12, 2026 | Northland Securities | Target | Target: — | Target: $2.35 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $95.6M · Total debt $71.2M · Total assets $270.7M · Shareholders' equity $68.9M
- Revenue
- $14.4M
- Operating income
- −$18.4M
- Net income
- −$16.7M
No dividends on record.
| Institutions | ≈ 70.11% | 278.58M shares | |
|---|---|---|---|
| 165 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.97% | 3.85M shares | |
| 9 holders · as of Sep 15, 2026 | |||
| Strategic holders | 5.65% | 22.46M shares | |
| 1 holder · as of Dec 18, 2025 | |||
| Other | ≈ 23.27% | 92.43M shares | |
| remainder | |||
397.33M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Alps Advisors IncInstitution | 13.43% | 53.34M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.21% | 28.63M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.65% | 26.41M | as of Jun 30, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 6.59% | 26.20M | as of Jun 30, 2026 |
Global X Management CO LLCInstitution | 5.98% | 23.77M | filed May 15, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Jade Walle | officer: VICE PRESIDENT FINANCE | +75,581 | $1.29 |
| Aug 25, 2026 | Thomas H. Parker | director | −87,858 | $1.48 |
| Aug 25, 2026 | Gary C. Huber | director | −87,858 | $1.48 |
| Aug 24, 2026 | Roger L. Smith | officer: CHIEF FINANCIAL OFFICER | −103,536 | $1.43 |
| Aug 24, 2026 | Robby Sai Kit Chang | director | −75,588 | $1.41 |
- Uranium Energy
Closest U.S. ISR rival in Wyoming, Texas, and utility uranium supply.
- enCore Energy
Direct U.S. ISR overlap at Alta Mesa and in utility uranium contracts.
- Energy Fuels
Large domestic uranium supplier to U.S. nuclear utilities.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ur-Energy | $1.22 | −1.22% | $488.7M | — | — | 13.9 | +37.7% |
| Uranium Energy | $9.92 | −1.59% | $4.99B | — | — | 246.9 | −59.4% |
| enCore Energy | $1.14 | +8.10% | $203.9M | — | — | 3.7 | +332.2% |
| Energy Fuels | $11.97 | −2.72% | $3.07B | — | — | 29.1 | +496.1% |
| Median | — | — | 29.1 | +332.2% |