Vista Capital Partners Inc. purchased a new stake in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 6,515 shares of the basic materials company’s stock, valued at approximately $546,000.
Several other institutional investors and hedge funds have also made changes to their positions in CCJ. Financial Consulate Inc. acquired a new position in shares of Cameco in the 3rd quarter valued at $25,000. Armstrong Advisory Group Inc. grew its stake in Cameco by 110.3% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 347 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 182 shares during the last quarter. Cullen Frost Bankers Inc. acquired a new position in shares of Cameco in the third quarter valued at about $37,000. VSM Wealth Advisory LLC acquired a new position in shares of Cameco in the second quarter valued at about $35,000. Finally, Creative Financial Designs Inc. ADV raised its stake in shares of Cameco by 936.2% in the second quarter. Creative Financial Designs Inc. ADV now owns 487 shares of the basic materials company’s stock worth $36,000 after purchasing an additional 440 shares during the last quarter. 70.21% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of equities research analysts recently commented on the company. Sanford C. Bernstein reiterated an “outperform” rating and issued a $147.00 target price on shares of Cameco in a research report on Thursday, February 5th. UBS Group started coverage on shares of Cameco in a report on Monday, November 10th. They issued a “neutral” rating and a $140.00 price objective on the stock. National Bank Financial reiterated an “outperform” rating on shares of Cameco in a research note on Thursday, November 6th. The Goldman Sachs Group restated a “buy” rating and set a $131.00 target price on shares of Cameco in a research report on Wednesday, February 4th. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Cameco in a research report on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $131.39.
Key Headlines Impacting Cameco
Here are the key news stories impacting Cameco this week:
- Positive Sentiment: Q4 revenue and EPS beat expectations — Cameco reported roughly C$1.2B in Q4 revenue (above consensus) and EPS that topped estimates, highlighting solid execution across uranium, fuel services and Westinghouse segments. Cameco Q4 2025 Earnings Call Highlights
- Positive Sentiment: Quarterly metrics improved vs. prior year — revenue was up year-over-year and net margin/ROE showed profitability gains, supporting the narrative of disciplined supply strategy and operational leverage. Cameco fourth quarter results top analyst estimates
- Positive Sentiment: Heavy call-option buying indicates bullish speculative positioning — unusually large volume (~384,705 calls) was traded, suggesting some investors are positioning for upside after the print. Options Flow Report
- Neutral Sentiment: Full release, slide deck and call available — management provided a slide deck and conference-call materials that detail segment performance and medium-term strategy; useful for investors wanting to dig into guidance assumptions. Press Release / Slide Deck
- Negative Sentiment: FY2026 revenue guidance came in slightly below consensus — the company issued FY2026 revenue guidance around $2.2B–$2.4B (with wording that markets interpreted as cautious), which likely weighed on near-term sentiment despite the quarter beat. Cameco Announces 2025 Results (Business Wire)
- Negative Sentiment: Stock is trading lower with above-average volume — intraday weakness reflects investor caution around guidance and near-term prospects despite strong Q4 execution. Market Data
Cameco Stock Performance
Shares of NYSE CCJ opened at $113.10 on Friday. The company has a market capitalization of $49.25 billion, a PE ratio of 131.52 and a beta of 0.99. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.85 and a current ratio of 2.99. The company’s fifty day moving average price is $106.43 and its 200 day moving average price is $91.85. Cameco Corporation has a 1 year low of $35.00 and a 1 year high of $135.24.
Cameco (NYSE:CCJ – Get Free Report) (TSE:CCO) last issued its quarterly earnings data on Friday, February 13th. The basic materials company reported $0.36 earnings per share for the quarter, topping analysts’ consensus estimates of $0.29 by $0.07. Cameco had a net margin of 15.24% and a return on equity of 8.58%. The business had revenue of $874.57 million during the quarter, compared to the consensus estimate of $782.13 million. During the same quarter in the prior year, the firm posted $0.36 earnings per share. The company’s revenue was up 1.5% compared to the same quarter last year. On average, research analysts predict that Cameco Corporation will post 1.27 earnings per share for the current year.
Cameco Company Profile
Cameco Corporation (NYSE: CCJ) is a leading producer of uranium and a supplier to the global nuclear power industry. Headquartered in Saskatoon, Saskatchewan, Canada, the company is engaged in the exploration, mining, milling and sale of uranium concentrate, commonly known as yellowcake, which is used as fuel for nuclear reactors. Cameco also participates in services and activities that support the front end of the nuclear fuel cycle, including processing and marketing of uranium to utilities under long‑term and spot contracts.
The company’s operations have historically centered in Canada and the United States, where it operates and develops uranium mining and processing properties.
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