Vista Capital Partners Inc. Takes Position in Cameco Corporation $CCJ

Vista Capital Partners Inc. purchased a new stake in Cameco Corporation (NYSE:CCJ) (TSE:CCO) during the third quarter, Holdings Channel reports. The institutional investor purchased 6,515 shares of the basic materials company’s stock, valued at approximately $546,000.

A number of other large investors also recently added to or reduced their stakes in the stock. Norges Bank acquired a new stake in shares of Cameco in the second quarter valued at about $341,736,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Cameco by 41.4% during the 2nd 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 purchasing an additional 2,071,373 shares during the last quarter. Acadian Asset Management LLC lifted its stake in Cameco by 1,428.6% in the 2nd quarter. Acadian Asset Management LLC now owns 978,300 shares of the basic materials company’s stock valued at $72,505,000 after buying an additional 914,300 shares in the last quarter. Encompass Capital Advisors LLC acquired a new stake in Cameco in the 2nd quarter worth about $66,781,000. Finally, Fullerton Fund Management Co Ltd. increased its stake in Cameco by 3,586.0% during the 2nd quarter. Fullerton Fund Management Co Ltd. now owns 762,380 shares of the basic materials company’s stock worth $56,591,000 after buying an additional 741,697 shares in the last quarter. 70.21% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CCJ has been the topic of several research reports. Sanford C. Bernstein restated an “outperform” rating and issued a $147.00 target price on shares of Cameco in a research report on Thursday, February 5th. Weiss Ratings reissued a “hold (c-)” rating on shares of Cameco in a research note on Monday, December 29th. Scotiabank reaffirmed an “outperform” rating on shares of Cameco in a research note on Wednesday, October 29th. Royal Bank Of Canada dropped their target price on shares of Cameco from $160.00 to $150.00 and set an “outperform” rating for the company in a report on Thursday, November 13th. Finally, UBS Group initiated coverage on shares of Cameco in a research note on Monday, November 10th. They issued a “neutral” rating and a $140.00 price target on the stock. Two equities research 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. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $131.39.

Cameco Trading Down 2.8%

Shares of CCJ stock opened at $113.10 on Friday. The company has a current ratio of 2.99, a quick ratio of 1.85 and a debt-to-equity ratio of 0.15. Cameco Corporation has a twelve month low of $35.00 and a twelve month high of $135.24. The company’s 50-day moving average price is $106.43 and its 200-day moving average price is $91.85. The stock has a market cap of $49.25 billion, a price-to-earnings ratio of 131.52 and a beta of 0.99.

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, topping the consensus estimate 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 net margin of 15.24% and a return on equity of 8.58%. Cameco’s revenue was up 1.5% compared to the same quarter last year. During the same period last year, the business earned $0.36 earnings per share. As a group, equities analysts predict that Cameco Corporation will post 1.27 earnings per share for the current year.

Key Stories Impacting Cameco

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 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.