# Cameco Corporation (CCJ)

> Source: Nexqual · https://nexqual.com/CCJ · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Cameco Corporation (CCJ), nexqual.com/CCJ" · informational, not investment advice.

**Price:** USD 78.93 (-3.77% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 82.02 · day 78.27–80.46 · 52w 77.7–135.24 · market cap $34.4B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold CCJ (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y -8.4% vs S&P 500 +14.9%; 5Y +208.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 0.27, revenue estimate $754M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold CCJ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.06% | $7.0M | Added +241.3% |

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Truist Securities | Target lowered | Buy | $130 → $125 |
| 2026-10-19 | Barclays | Target lowered | Equal-Weight | $97 → $95 |
| 2026-08-12 | Truist Securities | Target raised | Buy | $129 → $130 |
| 2026-08-04 | Barclays | Target lowered | Equal-Weight | $104 → $97 |
| 2026-07-16 | Barclays | Target lowered | Equal-Weight | $108 → $104 |
| 2026-07-14 | Truist Securities | Initiated | Buy | $129 |
| 2026-07-09 | B of A Securities | Target lowered | Buy | $143 → $140 |
| 2026-06-29 | RBC Capital | Target raised | Outperform | $160 → $175 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -8.4% | +208.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -8.4% | +25.2% |
| Volatility (annualized) | 54.5% | 46.0% |
| Max drawdown | -41.1% (Jan 2026→Oct 2026) | -38.0% (Dec 2024→Mar 2025) |

## Peers (Uranium)
NXE (Nexgen Energy Ltd.) USD 8.1 -5.04% · UEC (Uranium Energy Corp.) USD 7.48 -5.32% · LEU (Centrus Energy Corp.) USD 104.15 -4.37% · UUUU (Energy Fuels Inc) USD 7.69 -6.22% · DNN (Denison Mines Corp) USD 2.16 -7.30% · UROY (Uranium Royalty Corp.) USD 3.38 -1.17%

## More
Full page: https://nexqual.com/CCJ · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name CCJ in their own reports (relationship from CCJ's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | URANIUM ENERGY CORP (UEC) | 10-K 2026-09-29 | "In 1983, the Saskatchewan Mining and Development Corporation ("SMDC"), predecessor to Cameco, became the operator of the Dawn Lake Joint Venture." |
| partner | enCore Energy Corp. (EU) | 10-K 2026-03-31 | "•Westinghouse Electric Company, Cameco Corporation, and Brookfield Asset Management have announced that the U.S. Government has entered into a strategic partnership to accelerate the deployment of nuc…" |
| related | Brookfield Business Partners L.P. (BBUC) | 20-F 2026-03-31 | "In November 7, 2023, the partnership completed the sale of its nuclear technology services operation to a strategic consortium led by Cameco Corporation and Brookfield Renewable Partners, a related pa…" |
| partner | Brookfield Renewable Partners L.P. (BEPI) | 20-F 2026-02-27 | "Some of our investments and operations are structured as joint ventures, partnerships and consortium arrangements, including our investment in Isagen, our joint venture with Cameco for Westinghouse an…" |
| partner | Brookfield Renewable Corp (BEPC) | 20-F 2026-02-27 | "Some of our group's investments and operations are structured as joint ventures, partnerships and consortium arrangements, including its interest in Isagen, its joint venture with Cameco for Westingho…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.27 | $0.35 | -22.6% | $753.9M | 13 |
| Next quarter (ends 2026-12-31) | $0.56 | $0.53 | +6.3% | $1.09B | 9 |
| Current fiscal year (ends 2026-12-31) | $1.45 | $1.67 | -13.6% | $3.48B | 18 |
| Next fiscal year (ends 2027-12-31) | $2.66 | $2.69 | -1.1% | $4.02B | 17 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-10-30 (includes earnings 2026-10-30): ±6.7%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 56.4% | ±6.7% |
| 2026-11-06 | 14 | 52.8% | ±8.6% |
| 2026-11-13 | 21 | 53.9% | ±10.6% |
| 2026-11-20 | 28 | 48.4% | ±10.9% |
| 2026-11-27 | 35 | 46.8% | ±11.8% |
| 2026-12-04 | 42 | 43.6% | ±12.0% |
| 2026-12-18 | 56 | 45.1% | ±14.4% |
| 2027-01-15 | 84 | 45.8% | ±17.5% |