Dakota Wealth Management Has $4.74 Million Stock Position in Cameco Corporation $CCJ

Dakota Wealth Management increased its position in shares of Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 55.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 51,799 shares of the basic materials company’s stock after buying an additional 18,565 shares during the period. Dakota Wealth Management’s holdings in Cameco were worth $4,739,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. CoreCap Advisors LLC lifted its position in shares of Cameco by 18.0% during the 4th quarter. CoreCap Advisors LLC now owns 1,461 shares of the basic materials company’s stock worth $134,000 after purchasing an additional 223 shares during the last quarter. Synergy Asset Management LLC grew its holdings in Cameco by 21.8% in the 4th quarter. Synergy Asset Management LLC now owns 3,475 shares of the basic materials company’s stock valued at $318,000 after buying an additional 623 shares during the last quarter. Roberts Wealth Advisors LLC grew its holdings in Cameco by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 39,028 shares of the basic materials company’s stock valued at $3,571,000 after buying an additional 202 shares during the last quarter. DAVENPORT & Co LLC increased its position in Cameco by 8.2% in the 4th quarter. DAVENPORT & Co LLC now owns 13,679 shares of the basic materials company’s stock worth $1,251,000 after buying an additional 1,040 shares during the period. Finally, Avanza Fonder AB increased its position in Cameco by 20.5% in the 4th quarter. Avanza Fonder AB now owns 39,389 shares of the basic materials company’s stock worth $3,604,000 after buying an additional 6,689 shares during the period. 70.21% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cameco

Here are the key news stories impacting Cameco this week:

• Positive Sentiment: Cameco cited as well-positioned for long-term nuclear expansion — analysts and investor writeups point to tightening uranium supply/demand fundamentals and strong long-term demand from global reactor builds, supporting a bullish structural outlook. Cameco (CCJ) Gains on Long-Term Nuclear Energy Expansion
• Positive Sentiment: Industry and company-level catalysts highlighted (supply deals and reactor technology exposure) that could lift long-term demand for uranium and benefit Cameco as a major producer. Global Demand for This Industrial Stock May Be About to Soar
• Neutral Sentiment: Unusually large call-option activity — traders bought roughly 384,705 call options (a ~1,490% jump over average), which signals speculative bullish positioning but is ambiguous for the stock’s near-term direction. This flow can amplify intraday moves but doesn’t guarantee sustained gains. Traders Purchase Large Volume of Cameco Call Options (NYSE:CCJ)
• Negative Sentiment: TD Securities downgraded Cameco from “strong-buy” to “hold”, reducing a major source of buy-side conviction and likely contributing to selling pressure. Zacks: TD Securities Downgrade
• Negative Sentiment: Shares recently pulled back more steeply than the market (near a ~4% decline on the latest session), reflecting profit-taking/rotation and reaction to the downgrade; that drop is the proximate cause of today’s weaker price action. Cameco (CCJ) Falls More Steeply Than Broader Market

Analyst Ratings Changes

CCJ has been the subject of several research reports. Royal Bank Of Canada increased their price objective on Cameco from $150.00 to $160.00 and gave the company an “outperform” rating in a research report on Tuesday, February 17th. TD Securities lowered shares of Cameco from a “strong-buy” rating to a “hold” rating in a research report on Thursday. Glj Research reissued a “buy” rating and issued a $171.20 price target (up from $100.00) on shares of Cameco in a report on Wednesday, February 18th. Weiss Ratings upgraded shares of Cameco from a “hold (c)” rating to a “buy (b-)” rating in a research report on Monday, February 23rd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $131.00 price objective on shares of Cameco in a report on Wednesday, February 4th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Cameco has a consensus rating of “Moderate Buy” and an average target price of $150.40.

Cameco Price Performance

Shares of CCJ stock opened at $103.84 on Friday. Cameco Corporation has a 12 month low of $35.00 and a 12 month high of $135.24. The company has a market capitalization of $45.23 billion, a P/E ratio of 107.05 and a beta of 0.98. The stock has a 50 day moving average of $116.40 and a two-hundred day moving average of $99.74. The company has a current ratio of 2.47, a quick ratio of 1.68 and a debt-to-equity ratio of 0.14.

Cameco (NYSE:CCJ) (TSE:CCO) last released its quarterly earnings data on Friday, February 13th. The basic materials company reported $0.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.07. The business had revenue of $874.57 million for the quarter, compared to analysts’ expectations of $782.13 million. Cameco had a return on equity of 9.35% and a net margin of 17.00%.Cameco’s quarterly revenue was up 1.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.36 earnings per share. As a group, equities analysts expect that Cameco Corporation will post 1.27 EPS for the current year.

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.