Cameco (CCJ)
Mines uranium, supplies reactor fuel, and shares ownership of Westinghouse.
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Supplies uranium, refining, conversion, CANDU fuel, and reactor services through three segments: Uranium, Fuel Services, and Westinghouse. Long-term utility contracts support sales across international markets, while output depends on mine and mill performance, nuclear regulation, supply access, and Westinghouse execution.
Spans three reportable segments: Uranium, Fuel Services, and Westinghouse. Uranium comes from tier-one Canadian operations and JV Inkai, while Fuel Services covers refining, conversion, and CANDU fuel manufacturing.
Extends into light-water-reactor fuel, services, engineering, components, and reactor technology through the Westinghouse investment. Long-term contracts connect this integrated portfolio with utilities across international markets; laser enrichment remains a development-stage investment rather than a commercial segment.
Operating results depend on mine and mill performance, uranium prices, nuclear regulation, geopolitical access to supply, and service and project execution at Westinghouse. Safe and responsible operation and Indigenous employment are stated operating commitments, while the business remains exposed to long-cycle utility contracting and uranium-market shutdowns.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 3, 2026 | Jefferies | Initiate | Rating: —Target: — | Target: $138 |
| Aug 12, 2026 | Truist Financial | Target | Target: $129 | Target: $130 |
| Aug 4, 2026 | Barclays | Reiterate | Rating: —Target: $104 | Target: $97 |
| Jul 15, 2026 | Barclays | Target | Target: $108 | Target: $104 |
| Jul 13, 2026 | Truist Financial | Target | Target: — | Target: $129 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $791.9M · Total debt $718.0M · Total assets $7.33B · Shareholders' equity $5.08B
- Revenue
- $579.1M
- Operating income
- $60.3M
- Net income
- $17.9M
Reported in CAD, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | 63.36% | 275.89M ADS | |
|---|---|---|---|
| 1,113 holders · as of Jun 30, 2026 | |||
| Other | 36.64% | 159.57M ADS | |
| remainder | |||
435.46M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Mirae Asset Global Etfs Holdings Ltd.Institution | 3.57% | 15.55M ADS | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 3.07% | 13.37M ADS | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.76% | 12.02M ADS | as of Jun 30, 2026 |
Royal Bank of CanadaInstitution | 2.51% | 10.91M ADS | as of Jun 30, 2026 |
FIL LtdInstitution | 1.94% | 8.43M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- BWX Technologies
Direct rival in CANDU fuel, components, and nuclear services
- Uranium Energy
Expanding US uranium producer and physical-inventory seller
- Energy Fuels
US uranium producer with mill capacity and utility contracts
- Denison Mines
Athabasca producer and developer building a utility sales book
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cameco | $92.72 | −0.55% | $40.60B | 160.1 | 67.5 | 16.4 | −11.0% |
| BWX Technologies | $144.21 | −2.21% | $13.51B | 38.0 | 28.9 | 3.8 | +18.0% |
| Uranium Energy | $9.92 | −1.59% | $4.99B | — | — | 246.9 | −59.4% |
| Energy Fuels | $11.97 | −2.72% | $3.07B | — | — | 29.1 | +496.1% |
| Denison Mines | $2.87 | −0.69% | $2.62B | — | — | 897.0 | −45.9% |
| Median | 38.0 | 28.9 | 138.0 | −14.0% |