Caprock Group LLC Invests $1.07 Million in Cameco Corporation $CCJ

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

A number of other hedge funds have also bought and sold shares of CCJ. Stratos Wealth Partners LTD. lifted its stake in Cameco by 1.9% during the third quarter. Stratos Wealth Partners LTD. now owns 41,577 shares of the basic materials company’s stock worth $3,487,000 after purchasing an additional 795 shares during the last quarter. Versor Investments LP bought a new position in shares of Cameco in the 3rd quarter worth about $353,000. Midwest Trust Co bought a new position in shares of Cameco in the 3rd quarter worth about $202,000. Wealthfront Advisers LLC boosted its holdings in shares of Cameco by 11.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 5,131 shares of the basic materials company’s stock valued at $430,000 after buying an additional 543 shares during the period. Finally, Navellier & Associates Inc. bought a new stake in shares of Cameco during the 3rd quarter valued at about $666,000. 70.21% of the stock is currently owned by institutional investors and hedge funds.

Key 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

Analysts Set New Price Targets

CCJ has been the subject of a number of research reports. Weiss Ratings restated a “hold (c-)” rating on shares of Cameco in a research note on Monday, December 29th. The Goldman Sachs Group restated a “buy” rating and set a $131.00 price objective on shares of Cameco in a research note on Wednesday, February 4th. UBS Group began coverage on Cameco in a research note on Monday, November 10th. They issued a “neutral” rating and a $140.00 target price on the stock. Wall Street Zen downgraded shares of Cameco from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Cameco in a report on Wednesday, January 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $131.39.

Cameco Stock Performance

CCJ opened at $113.10 on Monday. The business has a 50 day moving average price of $106.43 and a two-hundred day moving average price of $92.04. The company has a debt-to-equity ratio of 0.15, a current ratio of 2.99 and a quick ratio of 1.85. The company has a market capitalization of $49.25 billion, a price-to-earnings ratio of 116.60 and a beta of 0.99. Cameco Corporation has a 1-year low of $35.00 and a 1-year high of $135.24.

Cameco (NYSE:CCJ) (TSE:CCO) last issued its quarterly earnings results on Friday, February 13th. The basic materials company reported $0.36 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 9.43%. The firm had revenue of $874.57 million for the quarter, compared to analysts’ expectations of $782.13 million. During the same period in the previous year, the business earned $0.36 earnings per share. Cameco’s revenue for the quarter was up 1.5% compared to the same quarter last year. Research analysts predict that Cameco Corporation will post 1.27 EPS for the current fiscal 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.