Cameco Corporation $CCJ Stock Holdings Boosted by Meitav Investment House Ltd.

Meitav Investment House Ltd. grew its position in shares of Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 44.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 19,751 shares of the basic materials company’s stock after purchasing an additional 6,072 shares during the quarter. Meitav Investment House Ltd.’s holdings in Cameco were worth $1,656,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Bison Wealth LLC grew its holdings in Cameco by 16.1% during the fourth quarter. Bison Wealth LLC now owns 21,448 shares of the basic materials company’s stock worth $1,102,000 after acquiring an additional 2,975 shares during the period. AQR Capital Management LLC boosted its position in shares of Cameco by 16.6% during 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 in the last quarter. Integrated Wealth Concepts LLC grew its stake in shares of Cameco by 48.7% in the 1st quarter. Integrated Wealth Concepts LLC now owns 8,485 shares of the basic materials company’s stock worth $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 grew its stake in shares of 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 worth $24,895,000 after purchasing an additional 64,512 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in shares of Cameco by 74.9% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 14,310 shares of the basic materials company’s stock worth $1,051,000 after purchasing an additional 6,127 shares in the last quarter. Institutional investors and hedge funds own 70.21% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. National Bankshares restated an “outperform” rating on shares of Cameco in a report on Thursday, November 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of Cameco in a research note on Monday, December 29th. President Capital upgraded Cameco from a “neutral” rating to a “buy” rating in a report on Monday, September 22nd. The Goldman Sachs Group upped their target price on Cameco from $95.00 to $109.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Cameco in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Cameco presently has an average rating of “Buy” and a consensus price target of $121.68.

Cameco Price Performance

CCJ opened at $116.50 on Monday. The firm has a market capitalization of $50.73 billion, a P/E ratio of 135.47 and a beta of 1.01. The stock has a fifty day moving average of $93.29 and a 200-day moving average of $85.80. The company has a quick ratio of 1.85, a current ratio of 2.99 and a debt-to-equity ratio of 0.15. Cameco Corporation has a 12-month low of $35.00 and a 12-month high of $118.54.

Cameco (NYSE:CCJ) (TSE:CCO) last posted its quarterly earnings results on Wednesday, November 5th. The basic materials company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.22 by ($0.17). The business had revenue of $313.74 million for the quarter, compared to analyst estimates of $531.72 million. Cameco had a net margin of 15.24% and a return on equity of 8.58%. The firm’s quarterly revenue was down 14.7% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.01) earnings per share. Equities analysts forecast that Cameco Corporation will post 1.27 EPS for the current fiscal year.

Cameco Increases Dividend

The business also recently declared an annual dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 1st were given a $0.24 dividend. This represents a dividend yield of 27.0%. This is a positive change from Cameco’s previous annual dividend of $0.12. The ex-dividend date of this dividend was Monday, December 1st. Cameco’s payout ratio is currently 19.77%.

Cameco News Roundup

Here are the key news stories impacting Cameco this week:

• Positive Sentiment: Zacks upgraded Cameco from Hold to Strong Buy and added CCJ to its Zacks Rank #1 (Strong Buy) and momentum lists, signaling rising analyst optimism about earnings and near-term upside potential. Read More.
• Positive Sentiment: Bank of America included Cameco on a short list of three metals/mining stocks to own in 2026, highlighting uranium’s role in the global nuclear buildout and Cameco’s contract-heavy business model that provides revenue visibility. Read More.
• Positive Sentiment: Unusually large call-option activity: about 384,705 calls were bought on Thursday (~1,490% above normal daily call volume), a flows signal consistent with speculative bullish positioning that can amplify upward price moves. Read More.
• Positive Sentiment: Multiple Zacks items explain why CCJ joined lists of new Strong Buy and momentum picks, reinforcing the narrative that upgrades and positive screen-based coverage are driving investor demand. Read More.
• Neutral Sentiment: A sector comparison article highlights Cameco’s strong year-to-date performance vs. oil/energy peers and another uranium player (UROY), which provides context but is not a direct catalyst. Read More.
• Neutral Sentiment: A Zacks piece on Wall Street optimism reviews analyst sentiment and explains how brokerage ratings can affect price; useful framing but not a new catalyst. Read More.
• Negative Sentiment: Reported insider selling: Rep. Gilbert Ray Cisneros, Jr. reportedly unloaded Cameco shares, which can be viewed negatively by some investors as a signal of reduced insider conviction (though one sale alone is often ambiguous). Read More.

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.