DME Capital Increases Fluor Holdings by 1.69 Million Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
0mins
Source: Yahoo Finance
- Increased Stake: DME Capital acquired an additional 1,694,100 shares of Fluor in Q3 2025, boosting its total holdings by 44.3% to 5,513,680 shares, representing an investment of approximately $36.13 million, which positions Fluor as the fund's second-largest holding and reflects confidence in its future potential.
- Stock Price Volatility: Fluor's stock has fallen 19% in 2025, currently priced at $42.39, highlighting market concerns over its financial performance, particularly following a significant drop in revenue and earnings, prompting investors to carefully assess its investment value.
- New Project Awards: In Q3, Fluor secured new contracts worth $3.3 billion, indicating its competitive strength and project execution capabilities, which may support future revenue growth amidst a challenging market environment.
- Nuclear Investment Returns: Fluor generated $605 million in net proceeds from selling its stake in NuScale Power, with plans to divest the remaining shares in Q2 2026, a strategic move that will provide financial support and enhance its market position in the nuclear energy sector.
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Analyst Views on FLR
Wall Street analysts forecast FLR stock price to rise
6 Analyst Rating
3 Buy
3 Hold
0 Sell
Moderate Buy
Current: 43.480
Low
40.00
Averages
49.25
High
57.00
Current: 43.480
Low
40.00
Averages
49.25
High
57.00
About FLR
Fluor Corporation is a holding company that provides engineering, procurement, construction (EPC), fabrication and modularization, and project management services. The Company's segments include Energy Solutions, Urban Solutions and Mission Solutions. The Energy Solutions segment provides EPC services for traditional oil and gas markets, including the production and fuels, chemicals, LNG and power markets. The segment serves these industries with comprehensive project life-cycle services. The Urban Solutions segment provides EPC and project management services to the advanced technologies and manufacturing, life sciences, mining and metals, infrastructure industries and professional staffing services. The Mission Solutions segment provides high-end technical solutions to the United States and other governments. These include, among others, the DOE, the Department of Defense, FEMA and intelligence agencies. The segment also provides services to commercial nuclear clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NuScale Power Stock Plummets Amid Project Delays
- Stock Performance: NuScale Power's stock has declined nearly 20% year-to-date, trading almost 80% below its record high of $53.43 from last October, indicating market concerns about its future prospects.
- Project Cancellation Impact: The ambitious plan to deploy a 462 MWe nuclear plant in Idaho was scrapped due to skyrocketing costs, leading the company to work as a subcontractor for Fluor on a similar project in Romania, generating most of its revenue from front-end engineering and design (FEED) studies.
- Future Revenue Expectations: Analysts project NuScale's revenue to surge from $31.5 million to $286.8 million between 2025 and 2028, driven by rapid growth in the power-hungry cloud, AI, and data center markets, yet its market cap of $3.75 billion reflects a valuation of 13 times its projected 2028 revenue.
- Increasing Market Challenges: As military conflicts in the Middle East intensify, inflation, and other macroeconomic pressures mount, investors are rotating away from speculative stocks like NuScale towards more conservative investments, which could exert continued downward pressure on NuScale's volatile stock.
See More
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- Project Setbacks: The ambitious plan to deploy a 462 MWe nuclear plant in Idaho was scrapped due to skyrocketing costs, and NuScale is now working as a subcontractor for Fluor (NYSE: FLR) to build a similar plant for Romania's RoPower, which recently received its final investment decision, but the first reactors are not expected until the early 2030s.
- Revenue Shift: Currently, NuScale generates most of its revenue from front-end engineering and design (FEED) studies for the Romanian project, with analysts projecting revenue to surge from $31.5 million to $286.8 million from 2025 to 2028, driven by rapid growth in the cloud, AI, and data center markets.
- Increased Market Pressure: As military conflicts in the Middle East escalate and inflation rises, investors are rotating towards more conservative investments, which could continue to weigh down NuScale's stock, despite the potential for premium valuation if it successfully deploys reactors in the early 2030s.
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See More
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- Stock Performance: NuScale Power's stock has declined nearly 20% year-to-date, trading almost 80% below its record high of $53.43 from last October, indicating market concerns about its future prospects.
- Project Cancellation Impact: The ambitious plan to deploy a 462 MWe nuclear plant in Idaho was scrapped due to skyrocketing costs, leading the company to work as a subcontractor for Fluor on a similar project in Romania, generating most of its revenue from front-end engineering and design (FEED) studies.
- Future Revenue Expectations: Analysts project NuScale's revenue to surge from $31.5 million to $286.8 million between 2025 and 2028, driven by rapid growth in the power-hungry cloud, AI, and data center markets, yet its market cap of $3.75 billion reflects a valuation of 13 times its projected 2028 revenue.
- Increasing Market Challenges: As military conflicts in the Middle East intensify, inflation, and other macroeconomic pressures mount, investors are rotating away from speculative stocks like NuScale towards more conservative investments, which could exert continued downward pressure on NuScale's volatile stock.
See More
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- Stock Performance Decline: NuScale Power (NYSE: SMR) has seen its stock decline nearly 20% this year, trading almost 80% below its record high of $53.43 from last October, indicating market concerns about its future prospects.
- Project Setbacks: The ambitious plan to deploy a 462 MWe nuclear plant in Idaho was scrapped due to skyrocketing costs, and NuScale is now working as a subcontractor for Fluor (NYSE: FLR) to build a similar plant for Romania's RoPower, which recently received its final investment decision, but the first reactors are not expected until the early 2030s.
- Revenue Shift: Currently, NuScale generates most of its revenue from front-end engineering and design (FEED) studies for the Romanian project, with analysts projecting revenue to surge from $31.5 million to $286.8 million from 2025 to 2028, driven by rapid growth in the cloud, AI, and data center markets.
- Increased Market Pressure: As military conflicts in the Middle East escalate and inflation rises, investors are rotating towards more conservative investments, which could continue to weigh down NuScale's stock, despite the potential for premium valuation if it successfully deploys reactors in the early 2030s.
See More
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- Complete Exit: DME Capital Management disclosed in a February 17 SEC filing that it has fully exited its position in Seadrill by selling 1,588,828 shares, which previously accounted for approximately 1.9% of the fund's AUM, indicating a loss of confidence in the company's prospects.
- Impact of Share Changes: Following this transaction, DME's stake in Seadrill is now zero, reflecting a cautious outlook on the company's future, especially after a significant 11.1% drop in share price in 2025, despite a rebound of 21.7% in 2026 through March 12.
- Market Performance Comparison: Seadrill's stock has shown strong performance in 2026, contrasting sharply with the S&P 500's 2.3% decline, highlighting the company's recovery potential amid rising energy prices, although its revenue remains sensitive to commodity price fluctuations.
- Revenue Volatility Risk: Seadrill reported fourth-quarter contract revenue of $273 million, down 2.5% from the previous quarter, indicating that its business is highly dependent on the energy sector's market dynamics, necessitating a long-term investment perspective to manage revenue volatility.
See More
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- Share Sale Details: DME Capital has fully exited its position in Seadrill by selling approximately 1.6 million shares, which previously represented about 1.9% of the fund's AUM, indicating a cautious market stance.
- Market Performance Analysis: Although DME Capital sold early, Seadrill's stock rebounded by 21.7% from March 12, 2026, while the S&P 500 index fell by 2.3%, highlighting market volatility and unpredictability.
- Revenue Dependency: Seadrill's contract revenue for the latest quarter was $273 million, down 2.5% from the previous quarter, illustrating the company's high dependence on fluctuating energy sector prices, necessitating a long-term investment perspective from investors.
- Investment Advice: Despite Seadrill's recent stock recovery, it was not included in The Motley Fool's current list of top investment stocks, advising investors to carefully assess its investment potential.
See More
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- Office Opening: Fluor Corporation celebrated the opening of its new office in the Avantgarde Office Building in Bucharest, Romania, marking its expansion in Europe and aiming to enhance its capacity to deliver advanced nuclear energy projects in the region.
- Government Support: U.S. Ambassador to Romania, Darryl Nirenberg, stated that the U.S. is committed to supporting Romania's development of safe and sustainable nuclear power, with Fluor's involvement helping to achieve energy security goals.
- Strategic Location Advantages: The new office's proximity to two major nuclear projects, an experienced nuclear regulator, and a skilled workforce positions Fluor to enhance project execution capabilities and support Romania's long-term energy objectives.
- Commitment to Clean Energy: Pierre Bechelany, Fluor's Business Group President, emphasized the company's commitment to supporting Romania in expanding access to clean and reliable nuclear power to achieve future economic and manufacturing goals.
See More
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- Earnings Meet Expectations: Uranium Energy reported a fiscal Q2 2026 loss of $0.03 per share, aligning with analyst forecasts, which led to a 6.6% stock price increase, reflecting market confidence in its future profitability.
- Sales Revenue Performance: The company generated $20.2 million in uranium sales at an average price of $101 per pound, exceeding the average spot price of $80.76, indicating effective sales strategies.
- Cost Production Advantage: Uranium Energy's production cost stands at $44.14 per pound, with 45,743 pounds produced last quarter, and as production ramps up, costs are expected to decrease, enhancing profit potential.
- Expansion Plans: The company is collaborating with Fluor Corporation to build a new refining and conversion plant and has completed four new header houses while working on three more, which is anticipated to drive future production growth and profitability.
See More
