Cameco Corporation $CCJ Shares Purchased by L & S Advisors Inc

L & S Advisors Inc boosted its position in shares of Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 35.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,674 shares of the basic materials company’s stock after buying an additional 19,292 shares during the period. L & S Advisors Inc’s holdings in Cameco were worth $6,178,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Bison Wealth LLC lifted its position in shares of Cameco by 16.1% in the fourth quarter. Bison Wealth LLC now owns 21,448 shares of the basic materials company’s stock valued at $1,102,000 after acquiring an additional 2,975 shares in the last quarter. AQR Capital Management LLC raised its stake in Cameco by 16.6% in the 1st quarter. AQR Capital Management LLC now owns 9,547 shares of the basic materials company’s stock valued at $393,000 after purchasing an additional 1,361 shares during the last quarter. Integrated Wealth Concepts LLC raised its stake in Cameco by 48.7% in the 1st quarter. Integrated Wealth Concepts LLC now owns 8,485 shares of the basic materials company’s stock valued at $349,000 after purchasing an additional 2,780 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Cameco by 11.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 604,841 shares of the basic materials company’s stock valued at $24,895,000 after purchasing an additional 64,512 shares in the last quarter. Finally, CWM LLC boosted its stake in Cameco by 8.1% during the 2nd quarter. CWM LLC now owns 6,863 shares of the basic materials company’s stock worth $509,000 after purchasing an additional 516 shares during the last quarter. Institutional investors and hedge funds own 70.21% of the company’s stock.

Key Cameco News

Here are the key news stories impacting Cameco this week:

• Positive Sentiment: Q4 results beat expectations — EPS jumped ~38% and revenue topped estimates, giving investors evidence the company’s Fuel Services and Westinghouse businesses are accelerating. Cameco Delivers Earnings Beat in Q4: Here’s How to Play the Stock
• Positive Sentiment: Long-term contracting and disciplined supply strategy: Cameco reported ~230M lbs of long-term commitments (roughly 28M lbs/year for five years) and is deliberately holding some uncommitted supply to capture higher prices — this improves revenue visibility and pricing power. Up 135% in the Past Year, Can Cameco Continue Its Run?
• Positive Sentiment: Westinghouse partnership & U.S. government initiatives are expected to be material in 2026 — Cameco cited a sizeable share of Westinghouse adjusted EBITDA (management’s 2026 estimate ~ $370–$430M), which supports earnings upside. Up 135% in the Past Year, Can Cameco Continue Its Run?
• Positive Sentiment: Analyst momentum and price-target upgrades: GLJ Research reaffirmed a “buy” and raised its target sharply (to $171.20), and CCJ appears on Zacks’ momentum (Rank #1) lists — these signals can drive buying interest. Benzinga Best Momentum Stocks to Buy for February 17th
• Neutral Sentiment: Sector context — Cameco is outperforming many oil/energy names this year amid a broader nuclear revival; investors weighing energy allocations could rotate into or out of CCJ depending on risk appetite. Are Oils-Energy Stocks Lagging Cameco (CCJ) This Year?
• Neutral Sentiment: Broad positive coverage and high institutional ownership are supportive but already priced in by many investors — watch sentiment and flows. Analysts Offer Insights on Energy Companies: ARC Resources and Cameco
• Negative Sentiment: Rich valuation — CCJ’s trailing P/E and extended run (up large % in past year) increase the risk of pullbacks if contract assumptions or uranium price momentum cools.
• Negative Sentiment: Intra-day volume is below average today (lower-than-normal liquidity can amplify price moves and indicates some trading may be driven by headlines rather than broad participation).

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Zacks Research upgraded Cameco from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 14th. Glj Research reissued a “buy” rating and set a $171.20 price target (up previously from $100.00) on shares of Cameco in a research report on Wednesday. National Bank Financial reaffirmed an “outperform” rating on shares of Cameco in a research note on Thursday, November 6th. Wall Street Zen cut shares of Cameco from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Cameco in a report on Monday, December 29th. 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’s stock. Based on data from MarketBeat.com, Cameco has a consensus rating of “Buy” and an average price target of $143.03.

Cameco Price Performance

CCJ stock opened at $116.56 on Thursday. The business’s 50-day moving average is $107.72 and its two-hundred day moving average is $92.76. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.47 and a quick ratio of 1.85. The firm has a market capitalization of $50.77 billion, a P/E ratio of 120.17 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 announced its quarterly earnings data on Friday, February 13th. The basic materials company reported $0.36 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.07. The company had revenue of $874.57 million for the quarter, compared to the consensus estimate of $782.13 million. Cameco had a net margin of 17.00% and a return on equity of 9.35%. The company’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.36 EPS. Analysts anticipate that Cameco Corporation will post 1.27 earnings per share 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.