Capital World Investors Makes New Investment in Oklo Inc. $OKLO

Capital World Investors bought a new stake in shares of Oklo Inc. (NYSE:OKLO) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 481,015 shares of the company’s stock, valued at approximately $53,696,000.

A number of other large investors also recently made changes to their positions in the business. Royal Bank of Canada lifted its position in shares of Oklo by 162.6% in the first quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock worth $2,009,000 after purchasing an additional 57,497 shares in the last quarter. AQR Capital Management LLC purchased a new position in Oklo during the first quarter valued at approximately $519,000. Millennium Management LLC grew its position in Oklo by 4,974.1% during the first quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock valued at $12,589,000 after purchasing an additional 570,532 shares in the last quarter. NewEdge Advisors LLC increased its stake in Oklo by 165.6% in the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock valued at $339,000 after buying an additional 9,772 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Oklo by 90.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock worth $2,439,000 after buying an additional 53,703 shares in the last quarter. Institutional investors and hedge funds own 85.03% of the company’s stock.

Oklo Stock Down 5.0%

OKLO stock opened at $59.63 on Friday. The company has a market capitalization of $9.32 billion, a price-to-earnings ratio of -110.43 and a beta of 0.80. Oklo Inc. has a 12 month low of $17.42 and a 12 month high of $193.84. The firm has a 50 day moving average of $76.75 and a two-hundred day moving average of $95.28.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Citigroup reissued a “neutral” rating on shares of Oklo in a research note on Monday, November 24th. Zacks Research cut shares of Oklo from a “hold” rating to a “strong sell” rating in a report on Friday, January 23rd. The Goldman Sachs Group reiterated a “neutral” rating and set a $106.00 price objective on shares of Oklo in a report on Friday, January 9th. Needham & Company LLC reissued a “buy” rating on shares of Oklo in a research report on Friday, January 9th. Finally, Bank of America upgraded Oklo from a “neutral” rating to a “buy” rating and boosted their target price for the company from $111.00 to $127.00 in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Oklo currently has an average rating of “Moderate Buy” and a consensus price target of $98.93.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo and Centrus are exploring a joint venture to produce low‑enriched uranium for small modular reactors in Pike County — a move that could vertically integrate fuel supply, reduce deployment risk and support Oklo’s reactor roll‑out if approved. Nuclear fuels partnership explored for Pike County operations
• Positive Sentiment: Market momentum has ticked up after the JV discussion and broader geopolitical headlines, boosting short‑term investor interest and sentiment metrics. Oklo Momentum Climbs On Joint Venture With Centrus Energy, US Plans For Iran Nuclear Stockpiles
• Positive Sentiment: Oklo’s balance sheet and strategic partnerships are highlighted as strengths — roughly $922M in cash/short‑term investments, low cash burn, and upside tied to reactor production and a notable Meta power agreement — giving the company runway to develop projects despite being pre‑revenue. Oklo Q4 Earnings Preview: Fairly Valued, Earnings Still Far Out
• Positive Sentiment: Analyst coverage and price‑target moves (including upgraded targets from some brokers) support constructive sentiment around Oklo’s longer‑term valuation if it can execute on builds and PPAs. MarketBeat: Oklo company and analyst coverage summary
• Neutral Sentiment: Industry comparison pieces note strong SMR demand potential (including for AI data‑center power), but these are thematic and don’t change Oklo’s near‑term revenue runway. Better Nuclear Energy Stock: Oklo vs. Nuscale Power
• Neutral Sentiment: Broader comparisons with other energy technology names highlight long‑term growth potential but don’t affect Oklo’s current pre‑revenue profile. Better Energy Stock: Plug Power vs. Oklo Inc.
• Negative Sentiment: An insider (William Carroll Murphy Goodwin) sold 2,820 shares recently; while not large versus institutional ownership, insider selling can weigh on short‑term sentiment. Oklo (NYSE:OKLO) Insider William Carroll Murphy Goodwin Sells 2,820 Shares

Insiders Place Their Bets

In related news, CFO Richard Craig Bealmear sold 69,841 shares of Oklo stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $78.40, for a total value of $5,475,534.40. Following the completion of the sale, the chief financial officer owned 202,072 shares of the company’s stock, valued at approximately $15,842,444.80. The trade was a 25.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Jacob Dewitte sold 840,000 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00. Following the completion of the sale, the chief executive officer owned 1,580,000 shares of the company’s stock, valued at $130,065,600. This represents a 34.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,947,546 shares of company stock worth $164,368,254 in the last 90 days. 18.90% of the stock is owned by insiders.

About Oklo

Oklo, Inc is a California-based energy technology company specializing in the design and development of advanced nuclear microreactors. Headquartered in Fremont, the firm focuses on small modular reactor (SMR) technology that leverages fast-neutron fission and liquid-metal cooling to deliver carbon-free power. Oklo’s core objective is to bring compact, factory-built reactors online within a decade, offering a low-footprint alternative to traditional large nuclear plants.

The company’s flagship product, the Aurora microreactor, is a 1.5-megawatt electric (MWe) fast reactor cooled by a sodium alloy.