13,777 Shares in Cameco Corporation $CCJ Bought by Caprock Group LLC

Caprock Group LLC bought a new stake in Cameco Corporation (NYSE:CCJ) (TSE:CCO) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,777 shares of the basic materials company’s stock, valued at approximately $1,066,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in shares of Cameco in the second quarter valued at approximately $341,736,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Cameco by 41.4% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,076,815 shares of the basic materials company’s stock worth $524,988,000 after buying an additional 2,071,373 shares in the last quarter. Acadian Asset Management LLC raised its holdings in shares of Cameco by 1,428.6% in the second quarter. Acadian Asset Management LLC now owns 978,300 shares of the basic materials company’s stock worth $72,505,000 after acquiring an additional 914,300 shares during the last quarter. Encompass Capital Advisors LLC acquired a new position in shares of Cameco in the second quarter worth $66,781,000. Finally, Fullerton Fund Management Co Ltd. lifted its position in shares of Cameco by 3,586.0% in the second quarter. Fullerton Fund Management Co Ltd. now owns 762,380 shares of the basic materials company’s stock valued at $56,591,000 after acquiring an additional 741,697 shares in the last quarter. Institutional investors and hedge funds own 70.21% of the company’s stock.

Cameco Price Performance

CCJ stock opened at $113.10 on Monday. The firm has a market cap of $49.25 billion, a P/E ratio of 116.60 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. Cameco Corporation has a 1 year low of $35.00 and a 1 year high of $135.24. The stock has a 50-day simple moving average of $106.43 and a 200-day simple moving average of $92.04.

Cameco (NYSE:CCJ) (TSE:CCO) last released its quarterly earnings results 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. The firm had revenue of $874.57 million during the quarter, compared to analysts’ expectations of $782.13 million. Cameco had a return on equity of 9.43% and a net margin of 17.00%.Cameco’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.36 EPS. On average, equities analysts predict that Cameco Corporation will post 1.27 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Glj Research reiterated a “buy” rating and set a $99.74 price target on shares of Cameco in a report on Wednesday, December 3rd. National Bank Financial restated an “outperform” rating on shares of Cameco in a report on Thursday, November 6th. Zacks Research upgraded Cameco from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 14th. Weiss Ratings reissued a “hold (c-)” rating on shares of Cameco in a research report on Monday, December 29th. Finally, Royal Bank Of Canada cut their price objective on Cameco from $160.00 to $150.00 and set an “outperform” rating on the stock in a report on Thursday, November 13th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $131.39.

More Cameco News

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 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.