Uranium & Vanadium Stock Rallies: Analyst Price Target Surges 10% as Major Funds Adjust Holdings

gas_fee_therapy · 2025-12-26T05:13:20+00:00

Analyst sentiment on Western Uranium & Vanadium is bullish, with a price target increase to $3.21, suggesting a 139.41% upside. Institutional holdings show mixed trends, with some funds rebalancing while others increase their positions, reflecting varied strategies in the sector.

gas_fee_therapy

2025-12-26 05:13:20

Abstract generation in progress

Analyst consensus on Western Uranium & Vanadium (OTCPK:WSTRF) has turned notably bullish, with the one-year average price target climbing to $3.21 per share. This latest revision represents a significant 10.09% jump from the previous target of $2.91 set in early December 2025. The updated estimate suggests potential upside of 139.41% from the current trading level of $1.34 per share, though individual analyst forecasts vary between $3.18 and $3.30 per share.

Institutional Players Making Strategic Moves

The vanadium-focused company has attracted scrutiny from six major funds and institutions, though this count remains flat quarter-over-quarter. What’s catching attention is the shift in positioning: total institutional ownership dipped slightly by 0.30% to 9.63 million shares, while average portfolio allocation reached 0.13%—up 4.71% from prior quarters.

Among the key players, Sprott Uranium Miners ETF (managed by Sprott Funds Trust) maintains the largest stake at 5.23 million shares, representing 7.27% ownership. However, the fund trimmed its position by 1.47% sequentially and cut overall portfolio weight by 53.74%, suggesting a rebalancing strategy. Similarly, Global X Uranium ETF (URA) holds 2.78 million shares (3.86% ownership), down 1.25% from its previous filing, with a 40.14% reduction in portfolio allocation over the quarter.

Mixed Signals From Smaller Holders

Not all institutional moves point downward. Sprott Junior Uranium Miners ETF increased its share count from 1.57 million to 1.60 million shares (2.22% ownership), a 1.97% gain, though it still reduced portfolio weight by 53.70%. Meanwhile, Stanley-Laman Group bucked the trend by expanding its position from 23K to 29K shares—a 21.30% increase—and boosted allocation by 61.72%.

These diverging strategies paint a picture of institutional reassessment around the uranium and vanadium sector, with some funds consolidating while others see opportunity in the pullback and analyst upgrades targeting higher valuations.

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