Vanguard Group Inc. Boosts Holdings in Oklo Inc. $OKLO

Vanguard Group Inc. raised its position in Oklo Inc. (NYSE:OKLO) by 33.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 11,593,468 shares of the company’s stock after buying an additional 2,901,909 shares during the quarter. Vanguard Group Inc. owned about 7.85% of Oklo worth $1,294,179,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in OKLO. Armstrong Advisory Group Inc. acquired a new position in shares of Oklo during the third quarter worth about $27,000. Gables Capital Management Inc. acquired a new position in Oklo during the 3rd quarter worth approximately $28,000. Whittier Trust Co. of Nevada Inc. acquired a new position in Oklo during the 3rd quarter worth approximately $33,000. Wilmington Savings Fund Society FSB purchased a new position in shares of Oklo during the 3rd quarter worth approximately $45,000. Finally, Private Trust Co. NA acquired a new stake in shares of Oklo in the 2nd quarter valued at approximately $25,000. Institutional investors and hedge funds own 85.03% of the company’s stock.

Oklo Stock Performance

Oklo stock opened at $63.86 on Friday. The firm has a market capitalization of $9.98 billion, a price-to-earnings ratio of -118.26 and a beta of 0.76. Oklo Inc. has a fifty-two week low of $17.42 and a fifty-two week high of $193.84. The stock’s fifty day moving average is $80.96 and its two-hundred day moving average is $96.30.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo is pursuing a combined NRC licensing approach intended to shorten review timelines and help scale its Aurora fast-fission reactor rollout — a technical/regulatory move that could accelerate commercial launches if accepted. OKLO’s Licensing Approach Aims to Accelerate Reactor Rollout
• Neutral Sentiment: Coverage on Oklo’s role with Orano and plans at Oak Ridge describes project activity and partnerships that validate market interest but don’t yet guarantee revenue or near-term cash flow. Find out more about Orano and Oklo’s nuclear plans for Oak Ridge
• Neutral Sentiment: A local opinion piece supports nuclear investment in Ohio, signaling favorable public/political tone in some regions — helpful for long-term project siting and permitting but not a direct near-term revenue driver. OPINION: Ohio making right choice with nuclear energy
• Negative Sentiment: Executive stock sales were reported, which often spooks investors and can put additional downward pressure on the stock even if sales are routine. Oklo Shares Decline Amid Executive Stock Sales
• Negative Sentiment: Analyst pieces highlight that Oklo’s real revenue depends on NRC approvals and commercial operation of the Aurora reactor in 2027–2028, meaning limited near-term cash flow and milestone-driven risk. OKLO Business Model Explained: When Revenue Could Arrive
• Negative Sentiment: Additional coverage warns of weak near-term momentum, high valuation versus peers and dependence on DOE/fuel outcomes — factors that contribute to a high-risk setup and weigh on the stock. OKLO Stock: What the Near-Term Rating Means for Investors

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. William Blair reaffirmed an “outperform” rating on shares of Oklo in a report on Wednesday, November 12th. UBS Group restated a “neutral” rating on shares of Oklo in a research report on Monday, January 12th. Bank of America raised shares of Oklo from a “neutral” rating to a “buy” rating and upped their price target for the stock from $111.00 to $127.00 in a research note on Wednesday, January 21st. Citigroup reiterated a “neutral” rating on shares of Oklo in a report on Monday, November 24th. Finally, Needham & Company LLC reissued a “buy” rating on shares of Oklo in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $103.20.

Insider Transactions at Oklo

In other Oklo news, CFO Richard Craig Bealmear sold 9,726 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $76.93, for a total transaction of $748,221.18. Following the completion of the transaction, the chief financial officer directly owned 196,913 shares in the company, valued at approximately $15,148,517.09. This trade represents a 4.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Jacob Dewitte sold 60,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $74.45, for a total transaction of $4,467,000.00. Following the completion of the sale, the chief executive officer directly owned 748,197 shares in the company, valued at $55,703,266.65. This trade represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,750,590 shares of company stock worth $152,068,284. 18.90% of the stock is owned by corporate insiders.

Oklo 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.