Cameco (NYSE:CCJ) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Cameco Corporation (NYSE:CCJ). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Cameco stock on January 9th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Cameco Stock Performance

Shares of NYSE CCJ opened at $121.16 on Friday. The stock has a market cap of $52.77 billion, a price-to-earnings ratio of 124.91 and a beta of 0.99. Cameco Corporation has a 12 month low of $35.00 and a 12 month high of $135.24. The company has a 50 day simple moving average of $108.78 and a two-hundred day simple moving average of $93.40. The company has a current ratio of 2.47, a quick ratio of 1.85 and a debt-to-equity ratio of 0.14.

Cameco (NYSE:CCJ) (TSE:CCO) last issued its earnings results on Friday, February 13th. The basic materials company reported $0.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.29 by $0.07. Cameco had a net margin of 17.00% and a return on equity of 9.35%. The firm had revenue of $874.57 million during the quarter, compared to analysts’ expectations of $782.13 million. During the same quarter last year, the company posted $0.36 earnings per share. The firm’s revenue was up 1.5% compared to the same quarter last year. As a group, analysts predict that Cameco Corporation will post 1.27 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in CCJ. Clearstead Advisors LLC raised its position in Cameco by 0.8% during the fourth quarter. Clearstead Advisors LLC now owns 10,158 shares of the basic materials company’s stock worth $929,000 after acquiring an additional 85 shares during the period. Legacy Bridge LLC raised its position in shares of Cameco by 0.9% during the 4th quarter. Legacy Bridge LLC now owns 11,508 shares of the basic materials company’s stock worth $1,053,000 after purchasing an additional 100 shares during the last quarter. S.A. Mason LLC raised its position in shares of Cameco by 4.8% during the 4th quarter. S.A. Mason LLC now owns 2,436 shares of the basic materials company’s stock worth $223,000 after purchasing an additional 111 shares during the last quarter. GAMMA Investing LLC lifted its stake in Cameco by 19.9% in the 4th quarter. GAMMA Investing LLC now owns 676 shares of the basic materials company’s stock valued at $62,000 after buying an additional 112 shares in the last quarter. Finally, Kingsview Wealth Management LLC boosted its holdings in Cameco by 3.4% in the 4th quarter. Kingsview Wealth Management LLC now owns 3,435 shares of the basic materials company’s stock worth $314,000 after buying an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 70.21% of the company’s stock.

Key Stories Impacting Cameco

Here are the key news stories impacting Cameco this week:

• Positive Sentiment: GLJ Research reiterated a buy rating on Cameco, supporting upside sentiment from some sell‑side firms that expect continued strength in uranium demand. GLJ Research Reiterates Buy for Cameco (NYSE:CCJ)
• Positive Sentiment: MarketBeat highlighted a bullish, longer-term case that global adoption of nuclear power could keep demand for uranium—and Cameco’s revenues—elevated, a thematic driver that has helped CCJ’s recent run. Can Cameco Continue Its Run?
• Neutral Sentiment: Scotiabank trimmed its FY2027 EPS forecast for Cameco slightly (from $1.53 to $1.48) but left an Outperform rating in place—this is a modest earnings haircut rather than a full-scale outlook change, so the impact may be limited unless revisions accelerate. MarketBeat: Cameco / Scotiabank Note
• Negative Sentiment: Zacks Research downgraded Cameco from “strong-buy” to “hold,” which can pressure momentum players and reduce near-term buying conviction. Zacks.com
• Negative Sentiment: There was unusually large put option activity—roughly 28,210 puts (about a 942% increase vs. average)—indicating elevated hedging or speculative bearish positioning that can amplify intraday volatility and signal downside risk if sentiment shifts. Investors Buy High Volume of Cameco Put Options

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on CCJ shares. National Bank Financial reissued an “outperform” rating on shares of Cameco in a report on Thursday, November 6th. UBS Group started coverage on Cameco in a research report on Monday, November 10th. They set a “neutral” rating and a $140.00 price target for the company. Scotiabank restated an “outperform” rating on shares of Cameco in a research report on Wednesday, October 29th. Raymond James Financial reaffirmed an “outperform” rating on shares of Cameco in a research note on Wednesday, January 14th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $147.00 target price on shares of Cameco in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Cameco has a consensus rating of “Moderate Buy” and a consensus target price of $143.03.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Cameco

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.