Uranium Energy SEC Filings

Uranium Energy Corp furnished an 8-K with a news release describing operational and regulatory advances in its U.S. uranium business. The company has secured state approval and begun uranium extraction at three additional header houses in wellfield 11 at its Christensen Ranch in-situ recovery operation in Wyoming, with one more header house awaiting approval and three under construction in adjacent wellfields. The release notes that these new header houses, along with continued wellfield development, are expected to increase production capacity in Wyoming, while the Burke Hollow mine in South Texas is built and ready to start once it receives final approval from the Texas Commission on Environmental Quality. The filing also highlights a licensing milestone for United States Uranium Refining & Conversion Corp, a wholly owned subsidiary, which received a docket number from the U.S. Nuclear Regulatory Commission for its planned uranium conversion facility, allowing it to move into pre-application engagement and continue site selection and engineering work.

Uranium Energy Corp reported its fiscal Q2 2026 results and detailed major operational progress across its U.S. and Canadian uranium assets. The company highlighted completion of construction at the Burke Hollow ISR mine in South Texas and continued capacity expansion at its Christensen Ranch and Irigaray facilities in Wyoming.

At Christensen Ranch, accumulated production reached approximately 244,000 pounds of uranium as of January 31, 2026, with a Total Cost per Pound of $37.28 and Cash Cost per Pound of $30.52. The company reported $818 million in liquid assets and no debt, supporting its unhedged uranium strategy and growth plans.

UEC advanced the Sweetwater ISR development through FAST-41 milestones, progressed a large conversion drilling program and PFS work at the Roughrider Project in Saskatchewan, and moved feasibility and siting studies forward for its United States Uranium Refining & Conversion Corp refining and conversion initiative.

Uranium Energy Corp. reported quarterly sales of $20,200 from purchased uranium inventory, generating gross profit of $10,028 but a net loss of $13,937 or $0.03 per share for the three months ended January 31, 2026.

For the six-month period, revenue was $20,200 with a net loss of $24,278, narrower than a year earlier. The company significantly strengthened its balance sheet, ending with cash and cash equivalents of $486,347, working capital of $576,846, and total stockholders’ equity of $1,412,961, after raising $448,853 net from equity issuances. Uranium production ramp-up continued, with 114,355 pounds of precipitated and dried U₃O₈ produced and mineral property expenditures of $44,600 focused on permitting, exploration and development.

Global X Management Company LLC, a Delaware-based investment adviser, reported beneficial ownership of 29,330,327 shares of ENERGY CORP common stock, representing 5.99% of the outstanding class as of the event date.

Global X has sole voting and dispositive power over these shares. The filing notes that certain registered investment companies it manages, including Global X Uranium ETF, have the right to receive dividends and sale proceeds, with the ETF’s interest relating to more than 5% of the class. The position is certified as being held in the ordinary course, without the purpose of changing or influencing control.

The Vanguard Group has filed an amended Schedule 13G/A reporting a passive ownership stake in Uranium Energy Corp common stock. Vanguard reports beneficial ownership of 47,247,813 shares, representing 9.77% of the class as of the event date. It has shared voting power over 3,931,365 shares and shared dispositive power over all 47,247,813 shares, with no sole voting or dispositive authority. The filing states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Uranium Energy. Vanguard notes an internal realignment effective January 12, 2026, after which certain subsidiaries or business divisions are expected to report beneficial ownership separately while pursuing the same investment strategies as before.

Uranium Energy Corp. and its subsidiary UEC Energy Corp. report a 36.8% beneficial ownership stake in Anfield Energy Inc., totaling 7,159,377 common shares. This amount includes 4,978,877 common shares currently held, plus 1,283,639 shares issuable upon warrants and 896,861 shares issuable upon subscription receipts that may be acquired within 60 days. The stake calculation is based on 17,288,115 Anfield common shares outstanding as of January 12, 2026, along with these potential issuances.

The position arose from a series of financing and debt-settlement transactions, including an $18,342,000 debt settlement partly paid in cash and partly in units with attached warrants, and subsequent share subscriptions and private purchases. Uranium Energy also holds an indemnification support agreement that allows it to designate board members and receive anti-dilution and top-up rights while it and its affiliates own at least 9.99% of Anfield’s outstanding common shares on a partially diluted basis.

Uranium Energy Corp. (UEC) filed its Form 10-Q for the quarter ended October 31, 2025 and released a detailed operational update. The company highlighted the launch of United States Uranium Refining & Conversion Corp, a new wholly owned subsidiary intended to develop an American uranium refining and conversion facility, aiming to combine U.S. uranium mining with future UF₆ production under one platform.

Management noted a stronger balance sheet with no debt and over $698 million in cash, uranium inventory and equities at market prices. In Wyoming’s Powder River Basin, accumulated production from Christensen Ranch reached about 199,000 pounds of uranium as of October 31, 2025, supported by wellfield expansion and process upgrades at the Irigaray central processing plant. UEC is also advancing the fully permitted Ludeman project and growing its Wyoming workforce.

In South Texas, construction of the Burke Hollow processing plant and first production area is progressing with facilities energized and staffing ramping up. The company reported permitting and engineering milestones at the Sweetwater complex and continued de-risking work at the Roughrider Project in Saskatchewan. During the quarter, UEC completed a $234 million public offering to advance the proposed U.S. refining and conversion facility.

Uranium Energy Corp. reported a net loss of $10.34M, or $0.02 per share, for the three months ended October 31, 2025, compared with a loss of $20.16M, or $0.05 per share, a year earlier. The company generated no revenue this quarter versus $17.09M of sales from purchased uranium inventory in the prior-year period.

Operating costs rose as Uranium Energy advanced its development pipeline, with mineral property expenditures of $20.92M and general and administrative costs of $7.42M. Results were helped by a fair value gain on equity securities of $16.02M and $2.76M of interest income, narrowing the net loss despite higher operating spending.

Liquidity improved significantly. At October 31, 2025, the company held cash and cash equivalents of $454.72M and working capital of $523.42M, up from $148.93M and $207.58M at July 31, 2025. The stronger balance sheet reflects a public offering, at-the-market share sales and a Canadian flow-through private placement, which together increased common shares issued and outstanding to 483.21M at quarter-end.

Uranium Energy Corp (UEC) reported an insider equity transaction by an executive vice president. On 11/20/2025, the officer exercised stock options to acquire 125,000 common shares at a price of $0.9421 per share under the company’s stock incentive plan. After this transaction, the reporting person beneficially owned 1,166,536 common shares directly.

The options exercised were originally granted on 10/30/2019 and are scheduled to expire on 07/30/2029, and the reported option line shows 125,000 derivative securities tied to 125,000 underlying common shares.