Uranium Royalty
Builds uranium exposure through royalties, investments, and physical uranium holdings.
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Profile
Builds uranium exposure through royalties and streams, uranium-company investments, and physical uranium holdings. The July 2026 Sweetwater transaction added trona royalty and land interests to the new U.S.-domiciled parent.
Builds uranium exposure through royalties and streams, investments in uranium companies, and holdings of physical uranium. The portfolio is intended to be geographically diversified, and the company can buy and sell physical uranium rather than directly operating mines. Its uranium interests can include debt and equity positions.
Following the Sweetwater transaction, the U.S.-domiciled parent also owns trona royalty and land interests in Wyoming, Utah, and Colorado. Results and asset values remain exposed to uranium prices, investment liquidity, and the combined company’s expanded asset base. The transaction changed the issuer’s legal structure and expanded its scope beyond uranium royalties.
Company facts
Key statistics
Year to date +9.6% · Average volume (30d) 3.1M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Mar 10, 2026Q3 FY26 | −$0.01 | $0.01 | +200.0% | $12.2M | $12.2M | +0.1% | −0.26% |
| Sep 11, 2025Q1 FY26 | −$0.01 | $0.01 | +200.0% | — | $24.1M | — | −2.48% |
| Jul 16, 2025Q4 FY25 | −$0.01 | −$0.01 | 0.0% | $9.5M | $3.4M | −64.2% | +2.34% |
| Mar 6, 2025Q3 FY25 | −$0.01 | −$0.01 | 0.0% | $13.1M | $2.7K | −100.0% | −2.26% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.9K | $3.4M | $23.9M | $29.8K | $12.0M | $146.9M | |
| Gross profit | $0 | $128.0K | $3.8M | $8.9K | $3.0M | $48.7M | |
| Operating income | −$1.3M | −$705.0K | $2.2M | — | $2.1M | $47.5M | |
| Net income | −$1.4M | −$832.3K | $1.1M | $1.5M | $1.4M | $35.4M | |
| Diluted EPS | −$0.01 | −$0.01 | $0.01 | $0.01 | $0.01 | $0.25 | |
| Gross margin | 0.0% | 3.8% | 16.0% | 30.0% | 25.1% | 33.2% | |
| Operating margin | -43,705.6% | -20.9% | 9.2% | — | 17.6% | 32.3% |
Fiscal years (4-quarter sums)FY22 $0 · FY23 $10.0M · FY24 $30.7M · FY25 $11.2M · FY26 $182.9M
Balance sheet, Apr 30, 2026Cash & short-term investments $248.6M · Total debt $111.4K · Total assets $364.9M · Shareholders' equity $305.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 146.59M · Float 125.28M · 85.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Uranium Energy Corp | 28.97M | 18.40% | 13D | May 1, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 9.08M | 6.20% | 13F | Aug 14, 2026 |
| Global X Management CO LLC | 8.41M | 5.74% | 13G | May 15, 2026 |
| Centerbook Partners LP | 3.49M | 2.38% | 13F | Aug 11, 2026 |
| Morgan Stanley | 3.27M | 2.23% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- LandBridge
U.S. land, resource and production-royalty platform
- Franco-Nevada
Large global mining royalty and streaming acquirer
- Wheaton Precious Metals
Long-term mine-production streaming and royalty financier
- Royal Gold
Global precious-metals royalty and streaming platform
- Triple Flag Precious Metals
Precious-metals streaming and royalty company
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Uranium Royalty | $4.17 | −1.89% | $623.8M | 15.2 | 82.8 | 2.4 | +450,739.6% |
| LandBridge | $86.94 | −0.03% | $6.70B | 39.3 | 39.7 | 29.7 | +40.5% |
| Franco-Nevada | $272.44 | +2.35% | $51.33B | 34.8 | 29.7 | 22.2 | +57.3% |
| Wheaton Precious Metals | $152.55 | −0.50% | $69.63B | 34.0 | 29.7 | 21.9 | +84.7% |
| Royal Gold | $263.05 | +0.06% | $22.31B | 28.7 | 21.8 | 14.4 | +114.9% |
| Triple Flag Precious Metals | $34.50 | +1.58% | $7.02B | 17.0 | 25.6 | 14.4 | +37.3% |
| Median | 34.0 | 29.7 | 21.9 | +57.3% |