DME Capital Increases Fluor Holdings by 1.69 Million Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
0mins
Should l Buy FLR?
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: 48.800
Low
40.00
Averages
49.25
High
57.00
Current: 48.800
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.
Starboard Value LP Acquires Stake in Fluor Corporation
- New Investment Activity: Starboard Value LP initiated a new position in Fluor Corporation (FLR) by acquiring 5,191,327 shares in Q4 2025, amounting to a total investment of $205.73 million, indicating confidence in Fluor's future growth prospects.
- Ownership Proportion Analysis: This acquisition accounts for 3.9% of Starboard's reportable AUM in its 13F filing, highlighting its significance within a diversified investment portfolio.
- Market Performance Review: As of February 17, 2026, Fluor's shares were priced at $48.57, reflecting a 22.2% increase over the past year, showcasing the company's recovery potential in the engineering and construction sector.
- Strategic Transformation Progress: Fluor has focused on restoring project discipline in recent years, shifting towards projects with more proportional risk structures, and if it can effectively manage project costs, it may enhance its profitability and cash flow stability.
See More
Nuclear Energy Market Recovery and Investment Opportunities
- Market Recovery: The International Atomic Energy Agency (IAEA) forecasts that global nuclear capacity could expand by up to 2.6 times from 2024 to 2050, reflecting a growing demand for reliable and efficient power, which may present a favorable opportunity for investors.
- NuScale Power Development: NuScale Power focuses on small modular reactors (SMRs), with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission in 2023 and 2025, respectively, which is expected to drive future revenue growth.
- GE Vernova Diversification: GE Vernova's Power and Electrification segments benefited from rapid expansion in the cloud and data center markets over the past year, with revenue and adjusted EBITDA projected to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Investment Outlook: Despite NuScale's high market valuation, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, indicating significant future growth potential, making it a compelling stock to consider buying now.
See More
NuScale and GE Vernova's Nuclear Market Prospects
- Nuclear Market Recovery: Following the Fukushima disaster in 2011, the nuclear energy market faced a decade-long decline; however, new decarbonization initiatives and safer reactor technologies are driving a recovery, with global nuclear capacity expected to expand by up to 2.6 times by 2050, indicating strong growth potential.
- NuScale's Technological Edge: NuScale's small modular reactors (SMRs) are designed to be 65 feet high and 9 feet wide, allowing for on-site assembly that significantly reduces construction time and costs for nuclear power plants, with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission.
- GE Vernova's Diversified Strategy: As the energy division of GE, GE Vernova derived over half of its 2025 orders from its Power segment, which includes gas turbines and nuclear services, with analysts projecting revenue and adjusted EBITDA growth rates of 15% and 54% respectively from 2025 to 2028, reflecting robust market demand.
- Investment Outlook: Despite NuScale's market cap of $4 billion and a sales multiple of 45 times, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, highlighting significant future growth potential, suggesting investors consider gradually increasing their holdings in the stock now.
See More
Fluor Corp. Stock Surges 32% Amid Growth Prospects
- Stock Price Surge: Fluor Corp.'s shares jumped 13.2% in February and have surged 32% over the past 12 months, primarily due to strong performance in several growth sectors and a stable business backlog, despite a lackluster fourth-quarter report.
- Nuclear Investment Returns: Fluor is reaping substantial rewards from its investment in modular nuclear reactor startup NuScale Power, having invested approximately $600 million since 2011 and generating $1.35 billion from a share sale in early 2026, with plans to sell the remaining 40 million shares in Q2.
- Enhancing Shareholder Value: Fluor has utilized nearly $700 million for share buybacks, repurchasing about 17 million shares since Q4 2025, and expanded its repurchase program by authorizing an additional 30 million shares, totaling over 20% of outstanding shares.
- Project Growth Outlook: Although the project backlog slightly declined in Q4, Fluor secured a multi-year contract to expand a uranium enrichment facility in Ohio and continues to engage in data center and pharmaceutical expansion projects, which are expected to further boost its project backlog.
See More
FBS Global Secures $78.5 Million Construction Project Pipeline
- Project Pipeline Expansion: FBS Global announced the securing of a $78.5 million construction project pipeline covering eight public and commercial infrastructure contracts, showcasing the company's strong competitive position and growth potential in the market.
- Government Infrastructure Projects: Approximately $34.6 million of the contracts are allocated to government infrastructure projects, where FBS Global serves as a subcontractor, further solidifying its position in public sector construction.
- Demonstration of Technical Capabilities: CEO Kelvin Ang emphasized that the project pipeline reflects the company's ability to handle technically demanding construction work, particularly in regulatory compliance and coordinated multi-system execution, indicating prospects for sustained growth.
- Nasdaq Compliance Restored: FBS Global also reported regaining full compliance with Nasdaq's minimum bid price requirement, having closed at or above $1 for 10 consecutive trading days, which enhances investor confidence.
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NovaGold Resources Advances Donlin Project with Feasibility Study
- Project Milestone: NovaGold Resources and Donlin Gold Holdings have selected Fluor Corporation to lead the Bankable Feasibility Study for the Donlin Gold Project in Alaska, marking a significant milestone in project advancement, as Fluor is renowned for delivering complex projects on time and within budget, expected to provide a high-quality integrated study.
- Successful Fundraising: On February 5, NovaGold raised $310 million through a private placement of 31.02 million common shares, with net proceeds earmarked for advancing the Donlin Gold project and for prepaying or issuing a promissory note to Barrick Mining Corporation, ensuring stable funding for the project.
- Significant Resource Reserves: The Donlin Gold project is considered NovaGold's flagship project, boasting approximately 40 million ounces of gold in measured and indicated mineral resources, and its development will further solidify the company's position in the global gold market while laying the groundwork for future growth.
- Strategic Partnership: NovaGold's collaboration with Barrick Gold Corporation will facilitate the project's permitting, engineering, and environmental studies, and while other investment opportunities exist, NovaGold's pure-play gold development model continues to attract investor interest.
See More
Starboard Value LP Acquires Stake in Fluor Corporation
- New Investment Activity: Starboard Value LP initiated a new position in Fluor Corporation (FLR) by acquiring 5,191,327 shares in Q4 2025, amounting to a total investment of $205.73 million, indicating confidence in Fluor's future growth prospects.
- Ownership Proportion Analysis: This acquisition accounts for 3.9% of Starboard's reportable AUM in its 13F filing, highlighting its significance within a diversified investment portfolio.
- Market Performance Review: As of February 17, 2026, Fluor's shares were priced at $48.57, reflecting a 22.2% increase over the past year, showcasing the company's recovery potential in the engineering and construction sector.
- Strategic Transformation Progress: Fluor has focused on restoring project discipline in recent years, shifting towards projects with more proportional risk structures, and if it can effectively manage project costs, it may enhance its profitability and cash flow stability.
See More
Nuclear Energy Market Recovery and Investment Opportunities
- Market Recovery: The International Atomic Energy Agency (IAEA) forecasts that global nuclear capacity could expand by up to 2.6 times from 2024 to 2050, reflecting a growing demand for reliable and efficient power, which may present a favorable opportunity for investors.
- NuScale Power Development: NuScale Power focuses on small modular reactors (SMRs), with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission in 2023 and 2025, respectively, which is expected to drive future revenue growth.
- GE Vernova Diversification: GE Vernova's Power and Electrification segments benefited from rapid expansion in the cloud and data center markets over the past year, with revenue and adjusted EBITDA projected to grow at CAGRs of 15% and 54% from 2025 to 2028.
- Investment Outlook: Despite NuScale's high market valuation, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, indicating significant future growth potential, making it a compelling stock to consider buying now.
See More
NuScale and GE Vernova's Nuclear Market Prospects
- Nuclear Market Recovery: Following the Fukushima disaster in 2011, the nuclear energy market faced a decade-long decline; however, new decarbonization initiatives and safer reactor technologies are driving a recovery, with global nuclear capacity expected to expand by up to 2.6 times by 2050, indicating strong growth potential.
- NuScale's Technological Edge: NuScale's small modular reactors (SMRs) are designed to be 65 feet high and 9 feet wide, allowing for on-site assembly that significantly reduces construction time and costs for nuclear power plants, with its 50 MWe and 77 MWe designs receiving Standard Design Approvals from the U.S. Nuclear Regulatory Commission.
- GE Vernova's Diversified Strategy: As the energy division of GE, GE Vernova derived over half of its 2025 orders from its Power segment, which includes gas turbines and nuclear services, with analysts projecting revenue and adjusted EBITDA growth rates of 15% and 54% respectively from 2025 to 2028, reflecting robust market demand.
- Investment Outlook: Despite NuScale's market cap of $4 billion and a sales multiple of 45 times, analysts expect its annual revenue to triple from $88 million in 2026 to $287 million in 2028, highlighting significant future growth potential, suggesting investors consider gradually increasing their holdings in the stock now.
See More
Fluor Corp. Stock Surges 32% Amid Growth Prospects
- Stock Price Surge: Fluor Corp.'s shares jumped 13.2% in February and have surged 32% over the past 12 months, primarily due to strong performance in several growth sectors and a stable business backlog, despite a lackluster fourth-quarter report.
- Nuclear Investment Returns: Fluor is reaping substantial rewards from its investment in modular nuclear reactor startup NuScale Power, having invested approximately $600 million since 2011 and generating $1.35 billion from a share sale in early 2026, with plans to sell the remaining 40 million shares in Q2.
- Enhancing Shareholder Value: Fluor has utilized nearly $700 million for share buybacks, repurchasing about 17 million shares since Q4 2025, and expanded its repurchase program by authorizing an additional 30 million shares, totaling over 20% of outstanding shares.
- Project Growth Outlook: Although the project backlog slightly declined in Q4, Fluor secured a multi-year contract to expand a uranium enrichment facility in Ohio and continues to engage in data center and pharmaceutical expansion projects, which are expected to further boost its project backlog.
See More
FBS Global Secures $78.5 Million Construction Project Pipeline
- Project Pipeline Expansion: FBS Global announced the securing of a $78.5 million construction project pipeline covering eight public and commercial infrastructure contracts, showcasing the company's strong competitive position and growth potential in the market.
- Government Infrastructure Projects: Approximately $34.6 million of the contracts are allocated to government infrastructure projects, where FBS Global serves as a subcontractor, further solidifying its position in public sector construction.
- Demonstration of Technical Capabilities: CEO Kelvin Ang emphasized that the project pipeline reflects the company's ability to handle technically demanding construction work, particularly in regulatory compliance and coordinated multi-system execution, indicating prospects for sustained growth.
- Nasdaq Compliance Restored: FBS Global also reported regaining full compliance with Nasdaq's minimum bid price requirement, having closed at or above $1 for 10 consecutive trading days, which enhances investor confidence.
See More
NovaGold Resources Advances Donlin Project with Feasibility Study
- Project Milestone: NovaGold Resources and Donlin Gold Holdings have selected Fluor Corporation to lead the Bankable Feasibility Study for the Donlin Gold Project in Alaska, marking a significant milestone in project advancement, as Fluor is renowned for delivering complex projects on time and within budget, expected to provide a high-quality integrated study.
- Successful Fundraising: On February 5, NovaGold raised $310 million through a private placement of 31.02 million common shares, with net proceeds earmarked for advancing the Donlin Gold project and for prepaying or issuing a promissory note to Barrick Mining Corporation, ensuring stable funding for the project.
- Significant Resource Reserves: The Donlin Gold project is considered NovaGold's flagship project, boasting approximately 40 million ounces of gold in measured and indicated mineral resources, and its development will further solidify the company's position in the global gold market while laying the groundwork for future growth.
- Strategic Partnership: NovaGold's collaboration with Barrick Gold Corporation will facilitate the project's permitting, engineering, and environmental studies, and while other investment opportunities exist, NovaGold's pure-play gold development model continues to attract investor interest.
See More
