M&G PLC Cuts Stock Holdings in Cameco Corporation $CCJ

M&G PLC lowered its stake in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 4.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 920,490 shares of the basic materials company’s stock after selling 42,713 shares during the quarter. M&G PLC owned 0.21% of Cameco worth $77,368,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Financial Consulate Inc. bought a new stake in shares of Cameco during the 3rd quarter valued at about $25,000. Armstrong Advisory Group Inc. grew its position in Cameco by 110.3% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 347 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 182 shares during the last quarter. Cullen Frost Bankers Inc. purchased a new position in Cameco in the third quarter worth about $37,000. Tobam raised its holdings in Cameco by 389.1% in the 3rd quarter. Tobam now owns 450 shares of the basic materials company’s stock worth $38,000 after acquiring an additional 358 shares during the last quarter. Finally, VSM Wealth Advisory LLC purchased a new position in shares of Cameco in the second quarter worth $35,000. 70.21% of the stock is owned by institutional investors.

Analyst Ratings Changes

CCJ has been the topic of several research reports. Sanford C. Bernstein restated an “outperform” rating and issued a $147.00 target price on shares of Cameco in a report on Thursday, February 5th. Royal Bank Of Canada dropped their price objective on shares of Cameco from $160.00 to $150.00 and set an “outperform” rating on the stock in a report on Thursday, November 13th. National Bank Financial reaffirmed an “outperform” rating on shares of Cameco in a report on Thursday, November 6th. Wall Street Zen cut shares of Cameco from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Glj Research restated a “buy” rating and issued a $99.74 price objective on shares of Cameco in a research note on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target 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 Cameco stock opened at $113.10 on Monday. 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 firm has a market cap of $49.25 billion, a price-to-earnings ratio of 116.60 and a beta of 0.99. Cameco Corporation has a twelve month low of $35.00 and a twelve month high of $135.24. The business has a 50-day moving average price of $106.43 and a 200-day moving average price of $92.04.

Cameco (NYSE:CCJ) (TSE:CCO) last issued its quarterly earnings data 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 return on equity of 9.43% and a net margin of 17.00%.The business had revenue of $874.57 million for the quarter, compared to analysts’ expectations of $782.13 million. During the same period in the prior year, the firm earned $0.36 EPS. The company’s revenue for the quarter was up 1.5% on a year-over-year basis. Equities research analysts anticipate that Cameco Corporation will post 1.27 EPS for the current fiscal year.

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.