BLI Banque de Luxembourg Investments Invests $3.73 Million in Oklo Inc. $OKLO

BLI Banque de Luxembourg Investments acquired a new position in shares of Oklo Inc. (NYSE:OKLO) during the 4th quarter, Holdings Channel reports. The fund acquired 52,000 shares of the company’s stock, valued at approximately $3,728,000.

Several other large investors also recently added to or reduced their stakes in OKLO. Royal Bank of Canada increased its stake in Oklo by 162.6% during the first quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock worth $2,009,000 after acquiring an additional 57,497 shares during the last quarter. AQR Capital Management LLC bought a new stake in Oklo during the first quarter worth approximately $519,000. Millennium Management LLC increased its stake in Oklo by 4,974.1% during the first quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock worth $12,589,000 after acquiring an additional 570,532 shares during the last quarter. NewEdge Advisors LLC increased its stake in Oklo by 165.6% during the first quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock worth $339,000 after acquiring an additional 9,772 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Oklo by 90.9% during the first 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 acquiring an additional 53,703 shares during the last quarter. 85.03% of the stock is owned by institutional investors.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo acquired ARMEC, a precision manufacturing and engineering firm, to bring nuclear machining and fabrication in-house, improve design-to-build feedback loops, strengthen supply-chain control, and potentially speed reactor and fuel deployment. Oklo Acquires ARMEC to Expand Vertically Integrated Manufacturing Capabilities for Advanced Reactor and Fuel-Manufacturing Programs
• Positive Sentiment: The U.S. Department of Energy selected Oklo and other nuclear companies for advanced negotiations under the Surplus Plutonium Utilization Program, which could open a path to converting surplus plutonium into advanced-reactor fuel and support future deployment. From Cold War Liability to Advanced Nuclear Fuel
• Neutral Sentiment: Articles highlighted that investors are weighing Oklo’s execution, timing, and supply-chain risks alongside its expansion efforts, suggesting the stock may be reacting to both optimism and concern about how quickly the company can translate strategy into revenue. Why OKLO’s ARMEC Buy Is More Than Just a Manufacturing Deal
• Neutral Sentiment: Oklo also reported routine shareholder approvals for directors and its auditor at the 2026 annual meeting, a governance update with limited near-term impact on the stock. Oklo Shareholders Approve Directors and Auditor at 2026 Meeting
• Negative Sentiment: Despite the acquisition news, reports noted that OKLO shares have been sliding, indicating investors may be questioning near-term commercial execution and valuation even as the company expands its capabilities. Oklo ARMEC Deal Aims To Tighten Execution As Shares Slide

Oklo Price Performance

Shares of NYSE:OKLO opened at $56.52 on Wednesday. Oklo Inc. has a 1 year low of $44.88 and a 1 year high of $193.84. The business has a 50 day simple moving average of $63.16 and a two-hundred day simple moving average of $72.65. The firm has a market capitalization of $9.83 billion, a PE ratio of -67.28 and a beta of 1.10.

Oklo (NYSE:OKLO) last announced its quarterly earnings results on Tuesday, May 12th. The company reported ($0.19) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.20) by $0.01. During the same period in the previous year, the business posted ($0.07) earnings per share. Equities research analysts expect that Oklo Inc. will post -0.78 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have weighed in on OKLO. UBS Group reduced their price objective on Oklo from $95.00 to $60.00 and set a “neutral” rating on the stock in a research note on Thursday, March 26th. B. Riley Financial reduced their price objective on Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Tigress Financial began coverage on Oklo in a research note on Monday, April 27th. They set a “buy” rating and a $130.00 price objective on the stock. Canaccord Genuity Group reduced their price objective on Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Finally, The Goldman Sachs Group reduced their price objective on Oklo from $91.00 to $65.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $83.06.

Insider Activity at Oklo

In other Oklo news, insider William Carroll Murphy Goodwin sold 10,548 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $58.04, for a total transaction of $612,205.92. Following the completion of the sale, the insider owned 36,175 shares in the company, valued at $2,099,597. This represents a 22.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Richard Craig Bealmear sold 73,081 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $68.42, for a total value of $5,000,202.02. Following the sale, the chief financial officer owned 397,642 shares of the company’s stock, valued at approximately $27,206,665.64. This represents a 15.53% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 889,849 shares of company stock worth $55,614,037. Company insiders own 18.90% of the company’s stock.

Oklo Company Profile

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.