Dakota Wealth Management Acquires 18,565 Shares of Cameco Corporation $CCJ

Dakota Wealth Management increased its holdings in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 55.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,799 shares of the basic materials company’s stock after purchasing 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 quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CCJ. Financial Consulate Inc. bought a new stake in shares of Cameco in the 3rd quarter valued at approximately $25,000. Strategic Advocates LLC bought a new position in shares of Cameco during the 3rd quarter worth approximately $28,000. Armstrong Advisory Group Inc. lifted its position in shares of Cameco by 110.3% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 347 shares of the basic materials company’s stock worth $29,000 after buying an additional 182 shares during the period. Sunbelt Securities Inc. boosted its stake in Cameco by 928.6% in the 3rd quarter. Sunbelt Securities Inc. now owns 360 shares of the basic materials company’s stock valued at $30,000 after buying an additional 325 shares in the last quarter. Finally, Delos Wealth Advisors LLC boosted its stake in Cameco by 60.0% in the 3rd quarter. Delos Wealth Advisors LLC now owns 400 shares of the basic materials company’s stock valued at $34,000 after buying an additional 150 shares in the last quarter. Institutional investors own 70.21% of the company’s stock.

Key Headlines 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

Cameco Trading Down 0.8%

CCJ stock opened at $103.84 on Friday. The business has a fifty day moving average price of $116.40 and a 200 day moving average price of $99.74. Cameco Corporation has a fifty-two week low of $35.00 and a fifty-two week high of $135.24. The stock has a market capitalization of $45.23 billion, a price-to-earnings ratio of 107.05 and a beta of 0.98. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.47 and a quick ratio of 1.68.

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

Analyst Upgrades and Downgrades

Several research analysts have issued reports on CCJ shares. TD Securities lowered Cameco from a “strong-buy” rating to a “hold” rating in a research note on Thursday. Raymond James Financial restated an “outperform” rating on shares of Cameco in a research note on Wednesday, January 14th. Glj Research reaffirmed a “buy” rating and issued a $171.20 target price (up from $100.00) on shares of Cameco in a report on Wednesday, February 18th. Royal Bank Of Canada increased their target price on shares of Cameco from $150.00 to $160.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 17th. Finally, Weiss Ratings raised shares of Cameco from a “hold (c)” rating to a “buy (b-)” rating in a report on Monday, February 23rd. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Cameco has a consensus rating of “Moderate Buy” and a consensus price target of $150.40.

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.