Metis Global Partners LLC Buys 22,847 Shares of Cameco Corporation $CCJ

Metis Global Partners LLC grew its stake in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 93.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 47,201 shares of the basic materials company’s stock after acquiring an additional 22,847 shares during the quarter. Metis Global Partners LLC’s holdings in Cameco were worth $3,961,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Wedbush Securities Inc. acquired a new position in Cameco during the third quarter valued at approximately $237,000. LSV Asset Management bought a new position in shares of Cameco during the third quarter worth $50,000. Caprock Group LLC acquired a new position in shares of Cameco in the 3rd quarter valued at $1,066,000. Stratos Wealth Partners LTD. increased its position in shares of Cameco by 1.9% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 41,577 shares of the basic materials company’s stock valued at $3,487,000 after buying an additional 795 shares in the last quarter. Finally, Versor Investments LP acquired a new stake in Cameco during the 3rd quarter worth $353,000. 70.21% of the stock is currently owned by institutional investors and hedge funds.

More Cameco News

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%

NYSE CCJ opened at $113.10 on Friday. Cameco Corporation has a 52 week low of $35.00 and a 52 week high of $135.24. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.85 and a current ratio of 2.99. The stock’s 50 day moving average price is $106.43 and its two-hundred day moving average price is $91.85. The stock has a market capitalization of $49.25 billion, a price-to-earnings ratio of 131.52 and a beta of 0.99.

Cameco (NYSE:CCJ) (TSE:CCO) last issued 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 company 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%. The business’s quarterly revenue was up 1.5% on a year-over-year basis. During the same period last year, the business earned $0.36 EPS. As a group, analysts anticipate that Cameco Corporation will post 1.27 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have issued reports on CCJ shares. Zacks Research raised Cameco from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 14th. Sanford C. Bernstein reiterated an “outperform” rating and set a $147.00 price objective on shares of Cameco in a report on Thursday, February 5th. Scotiabank reissued an “outperform” rating on shares of Cameco in a research note on Wednesday, October 29th. National Bank Financial reaffirmed an “outperform” rating on shares of Cameco in a research note on Thursday, November 6th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Cameco in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cameco currently has a consensus rating of “Buy” and an average price target of $131.39.

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.