Aristotle Capital Management Adds $288M in Cameco Corporation ($CCJ)
The fund added 2.7 million shares of Cameco, raising its position by nearly 87%.
Key Points
- Aristotle Capital Management boosted its stake in Cameco by 87%, adding 2.7 million shares to hold a total of 5.8 million shares valued at $618.7 million.
- Cameco's stock trades near $106.49 with a market cap of $46.38 billion and a P/E ratio of 99.52.
- Recent insider selling involved Cameco's CEO Timothy Gitzel, who sold shares on multiple occasions, while analysts have set varied price targets.
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Aristotle Capital Management has significantly boosted its investment in Cameco Corporation (NYSE:CCJ), according to its latest filing with the SEC. The firm increased its holdings by 2,702,083 shares, an 87% rise, bringing its total to 5,809,808 shares valued at approximately $618.7 million as of the reporting period.
Aristotle Capital Management vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Aristotle Capital Management's Cameco Position
Aristotle Capital Management's decision to add 2.7 million shares to its portfolio reflects a substantial increase in its investment in Cameco. The firm's stake now stands at 5,809,808 shares, up from the previous 3,107,725 shares. This move, reported as of the latest filing, represents an 87% increase in its position, valued at around $618.7 million.
Other Institutional Activity in Cameco
Other notable institutional moves in Cameco include Mirae Asset Global ETFs Holdings Ltd., which grew its holdings by 843,250 shares, reaching a total of 15,373,206 shares valued at approximately $1.67 billion. Meanwhile, Capital World Investors slightly reduced its stake by 282,437 shares, leaving it with 13,262,917 shares worth about $1.44 billion. Vanguard Capital Management LLC entered the scene with a new position of 11,861,339 shares valued at around $1.29 billion. The Royal Bank of Canada also increased its holdings by 429,737 shares, totaling 9,598,933 shares valued at $1.04 billion. Conversely, FMR LLC significantly cut its position by 5,861,426 shares, now holding 9,239,264 shares worth $1 billion.
Cameco Corporation Stock Up 8.0%
Shares of Cameco Corporation (NYSE:CCJ) are trading around $106.49. The company boasts a market cap of approximately $46.38 billion and has a P/E ratio of 99.52, with a forward P/E of 55.94. Its beta is 0.983, indicating moderate volatility compared to the market. The stock has ranged from a 52-week low of $67.60 to a high of $135.24. Cameco's 50-day moving average is $113.11, while the 200-day moving average is $102.97.
$CCJ stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Cameco reported revenues of $3.54 billion with a revenue growth of 7.1%. The company's net margin stands at 18.39%, and its return on equity is 9.6%. Earnings per share (EPS) are reported at $1.07. The next earnings release is scheduled for July 31, 2026.
Insider Buying and Selling at Cameco Corporation
Recent insider activity at Cameco includes several sales by CEO Timothy Gitzel. On January 7, 2026, Gitzel sold 25,000 shares at an average price of $103.94. Earlier, he sold 50,000 shares on January 2, 2026, at $98.56, and another 50,000 shares on December 19, 2025, at $89.99. Other insiders, such as Ronald Liam Mooney and Lisa Lorene Aitken, also sold shares in early January.
Analysts Set New Price Targets
Analyst activity includes Barclays initiating coverage on May 22, 2026, with a 'hold' rating and a $108 price target. GLJ Research reiterated its 'buy' rating with a target of $171.20 on February 18, 2026. RBC Capital maintained its 'buy' rating with a $160 target on February 17, 2026. Overall, the consensus among analysts is a 'buy' recommendation, with a mean target price of $132.28.
About Cameco Corporation
Cameco Corporation, headquartered in Saskatoon, Canada, is a leading provider of uranium, which is used to generate electricity across the Americas, Europe, and Asia. The company operates through three main segments: Uranium, Fuel Services, and Westinghouse. The Uranium segment focuses on the exploration, mining, and milling of uranium concentrate. Fuel Services involves refining and conversion of uranium, while the Westinghouse segment provides nuclear reactor technology and related services. Cameco is led by CEO Timothy S. Gitzel.
Bottom Line
Aristotle Capital Management's significant increase in its Cameco holdings is a notable development in the institutional landscape. With its substantial market cap and a broad range of operations, Cameco remains a key player in the uranium industry. Investors and analysts continue to keep a close watch on the company's financial performance and strategic moves. It's important to remember that 13F filings reflect historical positions and may not indicate current investments.
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