Uranium Royalty Corp. (UROY) Stock Price & Analysis
Uranium Royalty Corp. (UROY) closed at USD 3.38 on Thursday, October 22, 2026, down 1.17% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 3.42; the Oct 22, 2026 session ranged USD 3.33–3.42 on volume of 1,991,851 shares. Market capitalization is $1.29B, with a 52-week range of USD 2.56–5.52 (NCM). Source: Nexqual, retrieved October 23, 2026 at 09:58 UTC.
Also available as compact Markdown for AI agents: nexqual.com/UROY.md
Key facts (UROY)
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $43K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.60 on a 1–5 scale) (5 analysts), mean target USD 4.38 (range 4.02–4.58).
- Total return with dividends: 1Y -15.5% vs S&P 500 +14.9%; 5Y -39.6% vs S&P 500 +80.3%.
- Next earnings: 2026-12-11, EPS estimate USD -0.01, revenue estimate $0K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (UROY)
| USD | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|
| Revenue | $31.2M | $11.2M | $187M | — |
| Operating income | $5.1M | -$3.4M | $48.3M | — |
| Net income | $13.7M | -$4.5M | $40.2M | — |
| EPS (diluted) | $0.12 | -$0.04 | $0.29 | — |
| Operating margin | 16.3% | -30.7% | 25.9% | — |
| Net margin | 43.9% | -40.2% | 21.5% | — |
| Revenue growth | — | -64.1% | +1566.0% | — |
| Cash + short-term investments | $15.4M | $9.4M | $242M | — |
| Total debt | — | — | $0K | — |
Fiscal years end Apr. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (UROY)
P/B 1.3x · Net debt $499M · EV $1.79B
P/E at fiscal year-ends: Apr 2026 13.5x, Apr 2024 19.2x.
Insider purchases (SEC Form 4, open-market, last ~7 months) (UROY)
1 purchase, $43K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-07-30 | Melbye Scott | Chief Executive Officer | 13,850 | $43K | 3.13 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (UROY)
Consensus Buy (mean 1.60 on a 1–5 scale), 5 analysts; mean target USD 4.38 (low 4.02, high 4.58).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | HC Wainwright & Co. | Reiterated | Buy | $4.5 |
| 2026-07-16 | HC Wainwright & Co. | Reiterated | Buy | $4.5 |
Total return (dividends reinvested) (UROY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -15.5% | -39.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -15.6% | -9.6% |
| Volatility (annualized) | 69.2% | 60.2% |
| Max drawdown | -52.2% (Jan 2026→Jul 2026) | -71.4% (Oct 2021→Mar 2025) |
UROY suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Yellow Cake | “Pursuant to the Yellow Cake Agreement, the Company may acquire between US$2.5 million and US$10 million of U3O8 per year from Yellow Cake under its supply agreement that will expire on January 1, 2028, up to a maximum aggregate amount of US$21.25 million worth of U3O8.” |
| Customer | Sweetwater Royalties | “In addition to our soda ash royalty interests, the Sweetwater Entities generate, and may seek to generate, ancillary revenue from surface uses, renewable energy development, grazing, easements and other land-based opportunities.” |
| Related party | URANIUM ENERGY CORP (UEC) | “During the year ended April 30, 2024, Uranium Energy Corp. ("UEC"), a shareholder and related party of the Company, purchased 2,978,364 common shares in public offerings.” |
Quoted from the company's 10-K filed Jul 28, 2026.
UROY company outlook (results filed Sep 15, 2026)
- “Cameco Corporation (“Cameco”) reiterated its 2026 production guidance at both Cigar Lake (17.5-18.0 million lbs, unchanged despite temporary disruptions) and McArthur River/Key Lake (14.0-16.5 million lbs, maintained), while Paladin Energy Ltd.”
- “(“Paladin”) announced that Langer Heinrich exceeded its production guidance for its fiscal year 2026 (4.82 million lbs vs guidance of 4.5-4.8 million lbs) and outlined further growth into 2027.”
- “(1) Collectively, this underscores the resilient operating performance and expected positive growth for the Company's portfolio. ● Soda ash production underpinned by low-cost operator positioning: Operators across the Company's Wyoming-based soda ash assets continue to demonstrate resilient performance and expansion potential.”
- “By monetizing physical uranium at a realized price above the market average, we funded the Sweetwater acquisition while delivering record net income of $16.3 million, and our uranium royalty counterparties, including Cameco at McArthur River and Cigar Lake, have largely maintained production guidance, reinforcing the stability and visibility of our core portfolio.”
Quoted word-for-word from the SEC 8-K results press release.
UROY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $-0.01 | $0.01 | -240.0% | $0 | 1 |
| Next quarter (ends Jan 2027) | $-0.01 | $0.01 | -240.0% | $0 | 1 |
| Current fiscal year (ends Apr 2027) | $0.11 | $0.04 | +185.0% | $147.6M | 1 |
| Next fiscal year (ends Apr 2028) | $0.01 | $0.00 | — | $0 | 1 |
UROY options: expected move
Options price a move of about ±32.6% (±$1.10) by Jan 15, 2027, which includes earnings on Dec 11, 2026; the earnings reaction alone is priced at about ±22.5%. Over the last 1 reports the stock moved ±3.5% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 60.2% | ±14.1% |
| Jan 15, 2027 | 84 | 83.8% | ±32.6% |
| Apr 16, 2027 | 175 | 76.4% | ±42.3% |
30-day implied volatility 58.1% vs 49% realized over the last 30 trading days. Put/call ratio (volume) 0.13. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:58 UTC)
| Price | USD 3.38 |
|---|---|
| Change | ▼ 1.17% (down) |
| Previous Close | USD 3.42 |
| Open | USD 3.36 |
| Day Range | USD 3.33 – 3.42 |
| 52-Week Range | USD 2.56 – 5.52 |
| Volume | 1,991,851 shares |
| Market Cap | $1.29B |
| Exchange | NCM |
Technical Analysis (UROY)
Nexqual's technical model rates UROY "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:58 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 30.62 (neutral) |
| vs SMA50 | Below (USD 4.15) |
| MACD | -0.2 (negative) |
Analyst Ratings (UROY)
Wall Street analysts rate UROY "Buy" based on 5 analysts, with a mean price target of USD 4.38 (range USD 4.02–4.58), per Nexqual as of October 23, 2026 at 09:58 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 4.38 |
| High Target | USD 4.58 |
| Low Target | USD 4.02 |
| Buy / Hold / Sell | 5 / 0 / 0 |
Earnings (UROY)
| Next Earnings Date | 2026-12-11 |
|---|---|
| EPS Estimate | USD -0.01 |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.06 vs est 0.07 ▼ miss |
| 2026-01-31 | USD 0.01 vs est -0.01 ▲ beat |
| 2025-10-31 | USD 0.02 vs est -0.01 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financials & Fundamentals (UROY)
| Total Revenue | $214.36M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +112.90% |
| Gross Margin | +33.10% |
| Operating Margin | +31.74% |
| Profit Margin | +25.88% |
| ROE | +8.49% |
| Debt / Equity | 0.56 |
| Current Ratio | 0.88 |
| Total Cash | $65.07M |
| Total Debt | $615.46M |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financial Health Score (UROY)
Nexqual rates Uranium Royalty Corp.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:58 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Solid — Gross margin 33%, operating 32% (last 12 months) |
| Balance Sheet | Mixed — $54M cash and investments vs $553M debt (Jul 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $178M (FY ended Apr 2026, 10-K) |
| Efficiency | Mixed — ROE 8%, ROA 3.8% |
Ownership (UROY)
| Insider Ownership | +8.23% |
|---|---|
| Institutional Ownership | +33.15% |
| Shares Outstanding | 377.21M |
| Float | 374.01M |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Leadership (UROY)
Uranium Royalty Corp. is led by Scott Eric Melbye, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:58 UTC.
| CEO, President & Director | Scott Eric Melbye |
|---|---|
| Interim Chief Financial Officer | Cong Chen C.A., C.P.A. |
| Vice President of Capital Markets & IR | Katherine Arblaster |
Major Backers & Investors (UROY)
Notable institutional backers of Uranium Royalty Corp. include Fidelity, GLOBAL X FUNDS-Global X Uranium ETF, Simcoe Capital LLC, according to Nexqual as of October 23, 2026 at 09:58 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Fidelity | 3.2% |
| GLOBAL X FUNDS-Global X Uranium ETF | 1.97% |
| Simcoe Capital LLC | 0.32% |
| Variable Insurance Products Fund III-Balanced Portfolio | 0.18% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
From Uranium Royalty Corp.'s Latest SEC 10-K Filing (filed 2026-07-28)
Key Strengths & Strategy (as disclosed to the SEC)
- We are one of the largest public company landowners in the United States (excluding real estate investment trusts) and one of the largest landowners in Wyoming with approximately 850,000 acres of fee surface rights.
- We are one of the largest landowners in the State of Wyoming, encompassing approximately 850,000 fee surface acres.
Partnerships
- On May 18, 2018, Yellow Cake entered into a framework agreement with Kazatomprom, in relation to the long-term sale and purchase of uranium (the "Kazatomprom Agreement").
- On February 1, 2019, the Company entered into a transfer and storage account agreement with Cameco, with provisions substantially the same as those described above.
Legal & Regulatory Risks (Item 1A, quoted)
- Regulations and political or economic developments in jurisdictions where the Company holds or may hold royalties, streams or other interests may adversely affect the Company.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DNN | Denison Mines Corp | USD 2.16 | ▼ 7.3% |
| UUUU | Energy Fuels Inc | USD 7.69 | ▼ 6.22% |
| LEU | Centrus Energy Corp. | USD 104.15 | ▼ 4.37% |
| ISOU | IsoEnergy Ltd. | USD 8.02 | ▼ 5.87% |
| UEC | Uranium Energy Corp. | USD 7.48 | ▼ 5.32% |
| URG | Ur Energy Inc | USD 0.82 | ▼ 7.32% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:58 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt