Klein Pavlis & Peasley Financial Inc. Cuts Stake in Cameco Corporation $CCJ

Klein Pavlis & Peasley Financial Inc. decreased its position in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 11.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 79,675 shares of the basic materials company’s stock after selling 10,087 shares during the quarter. Cameco makes up 4.3% of Klein Pavlis & Peasley Financial Inc.’s investment portfolio, making the stock its 2nd largest position. Klein Pavlis & Peasley Financial Inc.’s holdings in Cameco were worth $7,289,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. GAMMA Investing LLC boosted its holdings in shares of Cameco by 19.9% during the fourth quarter. GAMMA Investing LLC now owns 676 shares of the basic materials company’s stock worth $62,000 after purchasing an additional 112 shares during the period. International Assets Investment Management LLC increased its holdings in Cameco by 3.1% during the 3rd quarter. International Assets Investment Management LLC now owns 3,938 shares of the basic materials company’s stock valued at $330,000 after purchasing an additional 120 shares during the period. Lee Johnson Capital Management LLC increased its holdings in Cameco by 1.2% during the 3rd quarter. Lee Johnson Capital Management LLC now owns 10,770 shares of the basic materials company’s stock valued at $903,000 after purchasing an additional 127 shares during the period. MassMutual Private Wealth & Trust FSB raised its position in Cameco by 9.4% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 1,691 shares of the basic materials company’s stock valued at $155,000 after purchasing an additional 145 shares during the last quarter. Finally, Delos Wealth Advisors LLC raised its position in Cameco by 60.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 400 shares of the basic materials company’s stock valued at $34,000 after purchasing an additional 150 shares during the last quarter. 70.21% of the stock is owned by institutional investors.

Cameco News Summary

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 Stock Performance

Shares of CCJ opened at $103.84 on Friday. The company has a 50-day simple moving average of $116.40 and a two-hundred day simple moving average of $99.89. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.47 and a quick ratio of 1.68. The firm has a market capitalization of $45.22 billion, a PE ratio of 107.05 and a beta of 0.98. Cameco Corporation has a one year low of $35.00 and a one year high of $135.24.

Cameco (NYSE:CCJ) (TSE:CCO) last posted its earnings results on Friday, February 13th. The basic materials company reported $0.36 earnings per share for the quarter, topping analysts’ consensus estimates of $0.29 by $0.07. Cameco had a return on equity of 9.35% and a net margin of 17.00%.The firm had revenue of $874.57 million for the quarter, compared to the consensus estimate of $782.13 million. During the same quarter in the prior year, the business earned $0.36 EPS. The business’s revenue for the quarter was up 1.5% on a year-over-year basis. On average, analysts anticipate that Cameco Corporation will post 1.27 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Sanford C. Bernstein reiterated an “outperform” rating and issued a $147.00 price objective on shares of Cameco in a report on Thursday, February 5th. The Goldman Sachs Group restated a “buy” rating and set a $131.00 target price on shares of Cameco in a report on Wednesday, February 4th. Canadian Imperial Bank of Commerce raised their price target on Cameco to $202.00 in a research note on Monday, March 9th. Royal Bank Of Canada lifted their price target on shares of Cameco from $150.00 to $160.00 and gave the company an “outperform” rating in a report on Tuesday, February 17th. Finally, Zacks Research downgraded shares of Cameco from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $150.40.

Cameco 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.