NTV Asset Management 13F: Adds $624K to Cameco (CCJ) Stake

NTV Asset Management boosted its holdings in Cameco Corporation CCJ by 15.8%, adding 7,195 shares during the period. The institutional investor revealed the portfolio update in a Form 13F filing with the Securities and Exchange Commission filed on October 23, 2026.

CCJ Cameco Corporation

$78.06 ▼ -20.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's Cameco Position

According to the regulatory filing, NTV Asset Management ended the quarter with 52,747 shares of the uranium producer. That total marked an increase from its previous holding of 45,552 shares. The reported value of the stake reached $4,571,582 at the time of the filing.

Other Institutional Activity in Cameco

Other large institutional investors adjusted their positions in Cameco during recent reporting periods with mixed approaches. Intech Investment Management reduced its holdings by 159,512 shares, ending with 202,308 shares worth about $20,607,093. Brevan Howard Capital Management grew its holdings by 66,320 shares, ending with 162,545 shares worth about $16,556,833. Driehaus Capital Management cut its stake by 510,038 shares, finishing with 1,012,600 shares valued at about $103,143,436. Montrusco Bolton Investments reduced its position by 64,248 shares to hold 26,119 shares worth about $2,269,810. Meanwhile, DAVENPORT expanded its holdings significantly by 519,373 shares, ending with 533,117 shares worth about $46,235,567.

Cameco Corporation Stock Down 4.1%

Cameco Corporation closed at $78.60 on October 23, 2026, and recently traded around $78.62. The stock trades near its 52-week low of $77.70, down from its 52-week high of $135.24.

Recent Earnings

Cameco reported trailing twelve month revenue of $3.47 billion and earnings per share of $0.59. The company operates with a net profit margin of 10.2% and a return on equity of 5.1%. Its next quarterly earnings update is scheduled for October 30, 2026.

Dividend

Cameco pays an annual dividend rate of $0.17 per share, yielding 0.22%. The company's dividend payout ratio sits at 29.6%.

Analysts Set New Price Targets

Wall Street analysts have updated their outlooks on the stock ahead of its upcoming financial results. Barclays maintained its Equal-Weight rating while lowering its price target from $97.00 to $95.00 on October 19, 2026. Truist Securities maintained a Buy rating while trimming its price target from $130.00 to $125.00 on October 22, 2026. The stock currently holds a consensus recommendation key of buy with a mean price target of $125.53 across 10 analyst opinions.

About Cameco Corporation

Based in Saskatoon, Saskatchewan, Cameco Corporation supplies uranium for nuclear power generation across the Americas, Europe, and Asia. The company mines and refines uranium concentrate while providing key conversion and fuel services essential for clean energy production.

Bottom Line

Investors are keeping a close watch on the upcoming earnings report on October 30, 2026, for fresh details on operational performance. Future regulatory filings will show whether institutional sentiment toward the uranium producer stabilizes after recent quarterly shifts.