Metis Global Partners LLC Has $3.96 Million Stock Position in Cameco Corporation $CCJ

Metis Global Partners LLC boosted its stake in shares of Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 93.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 47,201 shares of the basic materials company’s stock after buying an additional 22,847 shares during the quarter. Metis Global Partners LLC’s holdings in Cameco were worth $3,961,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Financial Consulate Inc. bought a new stake in shares of Cameco during the 3rd quarter worth approximately $25,000. Armstrong Advisory Group Inc. increased its holdings in Cameco by 110.3% during the third 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 last quarter. VSM Wealth Advisory LLC bought a new stake in Cameco during the second quarter worth $35,000. Creative Financial Designs Inc. ADV raised its position in Cameco by 936.2% during the second quarter. Creative Financial Designs Inc. ADV now owns 487 shares of the basic materials company’s stock worth $36,000 after acquiring an additional 440 shares in the last quarter. Finally, Cullen Frost Bankers Inc. acquired a new stake in Cameco in the third quarter valued at $37,000. 70.21% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

CCJ has been the topic of several recent analyst reports. Glj Research restated a “buy” rating and set a $99.74 price objective on shares of Cameco in a research note on Wednesday, December 3rd. National Bank Financial reissued an “outperform” rating on shares of Cameco in a research report on Thursday, November 6th. UBS Group began coverage on Cameco in a research report on Monday, November 10th. They issued a “neutral” rating and a $140.00 price objective for the company. Zacks Research upgraded Cameco from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 14th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Cameco in a research note on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average target price of $131.39.

Trending Headlines about 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 Trading Down 2.8%

Shares of NYSE:CCJ opened at $113.10 on Friday. Cameco Corporation has a 12-month low of $35.00 and a 12-month high of $135.24. The business has a 50 day moving average of $106.43 and a 200-day moving average of $91.85. The company has a quick ratio of 1.85, a current ratio of 2.99 and a debt-to-equity ratio of 0.15. The stock has a market cap of $49.25 billion, a PE ratio of 131.52 and a beta of 0.99.

Cameco (NYSE:CCJ) (TSE:CCO) last released its quarterly earnings results on Friday, February 13th. The basic materials company reported $0.36 earnings per share for the quarter, topping the consensus estimate of $0.28 by $0.08. The business had revenue of $874.57 million during the quarter, compared to analysts’ expectations of $782.13 million. Cameco had a return on equity of 8.58% and a net margin of 15.24%.The firm’s revenue for the quarter was up 1.5% compared to the same quarter last year. During the same period last year, the firm posted $0.36 EPS. As a group, equities research analysts forecast that Cameco Corporation will post 1.27 earnings per share for the current year.

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.