Cameco Corporation $CCJ Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC lifted its position in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 839.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 230,259 shares of the basic materials company’s stock after purchasing an additional 205,761 shares during the quarter. SG Americas Securities LLC owned about 0.05% of Cameco worth $21,066,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of CCJ. Norges Bank purchased a new stake in shares of Cameco in the 2nd quarter valued at $341,736,000. TD Asset Management Inc raised its holdings in shares of Cameco by 116.7% during the third quarter. TD Asset Management Inc now owns 4,622,932 shares of the basic materials company’s stock worth $388,068,000 after purchasing an additional 2,489,207 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in shares of Cameco by 41.4% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 7,076,815 shares of the basic materials company’s stock worth $524,988,000 after purchasing an additional 2,071,373 shares during the last quarter. Van ECK Associates Corp lifted its position in Cameco by 43.3% during the third quarter. Van ECK Associates Corp now owns 5,443,807 shares of the basic materials company’s stock valued at $456,530,000 after purchasing an additional 1,644,061 shares during the period. Finally, Mizuho Markets Cayman LP acquired a new position in Cameco during the third quarter valued at $128,370,000. Institutional investors and hedge funds own 70.21% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Sanford C. Bernstein reissued an “outperform” rating and issued a $147.00 price objective on shares of Cameco in a report on Thursday, February 5th. Zacks Research lowered Cameco from a “strong-buy” rating to a “hold” rating in a report on Wednesday, February 18th. Raymond James Financial reissued an “outperform” rating on shares of Cameco in a report on Wednesday, January 14th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $131.00 price objective on shares of Cameco in a research note on Wednesday, February 4th. Finally, Glj Research reiterated a “buy” rating and issued a $171.20 target price (up from $100.00) on shares of Cameco in a research note on Wednesday, February 18th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $150.40.

Cameco Stock Down 0.8%

NYSE CCJ opened at $103.84 on Friday. The business has a fifty day moving average price of $116.40 and a 200 day moving average price of $99.74. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.68 and a current ratio of 2.47. The company has a market cap of $45.23 billion, a P/E 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 announced its earnings results on Friday, February 13th. The basic materials company reported $0.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.29 by $0.07. Cameco had a net margin of 17.00% and a return on equity of 9.35%. The company had revenue of $874.57 million for the quarter, compared to analysts’ expectations of $782.13 million. During the same quarter in the previous year, the company posted $0.36 EPS. The firm’s quarterly revenue was up 1.5% on a year-over-year basis. Research analysts anticipate that Cameco Corporation will post 1.27 EPS for the current fiscal year.

Key Cameco News

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 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.