Mitsubishi UFJ Asset Management Co. Ltd. Increases Stock Position in Oklo Inc. $OKLO

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Oklo Inc. (NYSE:OKLO) by 675.5% in the fourth quarter, HoldingsChannel reports. The firm owned 151,226 shares of the company’s stock after acquiring an additional 131,726 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Oklo were worth $11,765,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Oklo by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 11,637,504 shares of the company’s stock valued at $835,107,000 after buying an additional 44,036 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Oklo by 71.8% in the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock worth $792,822,000 after acquiring an additional 2,968,981 shares during the last quarter. Van ECK Associates Corp raised its holdings in shares of Oklo by 61.0% in the third quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock worth $387,914,000 after acquiring an additional 1,316,867 shares during the last quarter. State Street Corp lifted its position in shares of Oklo by 454.5% in the second quarter. State Street Corp now owns 2,138,658 shares of the company’s stock valued at $119,743,000 after acquiring an additional 1,752,946 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in shares of Oklo by 18.9% during the third quarter. Northern Trust Corp now owns 966,459 shares of the company’s stock valued at $107,886,000 after acquiring an additional 153,288 shares during the last quarter. 85.03% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

OKLO has been the subject of a number of recent research reports. The Goldman Sachs Group dropped their price objective on Oklo from $91.00 to $65.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Canaccord Genuity Group reduced their target price on shares of Oklo from $175.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. HC Wainwright reaffirmed a “buy” rating and set a $90.00 price target on shares of Oklo in a research note on Wednesday, March 18th. Barclays cut their price objective on shares of Oklo from $146.00 to $82.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. Finally, Weiss Ratings downgraded shares of Oklo from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $87.68.

Oklo Trading Up 0.4%

Oklo stock opened at $72.81 on Monday. The stock has a fifty day moving average price of $60.27 and a 200 day moving average price of $81.43. Oklo Inc. has a 52 week low of $26.16 and a 52 week high of $193.84. The firm has a market capitalization of $12.66 billion, a P/E ratio of -101.12 and a beta of 1.16.

Oklo (NYSE:OKLO) last issued its quarterly earnings results on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same period in the previous year, the business earned ($0.74) earnings per share. As a group, equities analysts predict that Oklo Inc. will post -0.75 EPS for the current year.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo received U.S. Nuclear Regulatory Commission approval of its Principal Design Criteria topical report for the Aurora powerhouse in Idaho, a meaningful step that reduces regulatory uncertainty and supports the timeline for its advanced reactor rollout. Article Title
• Positive Sentiment: Investor enthusiasm also appears to be driven by Oklo’s expanding AI power narrative, including collaboration news tied to NVIDIA and Los Alamos National Laboratory, which strengthens the bull case for future demand for its nuclear power solutions. Article Title
• Positive Sentiment: Analysts and commentators are also highlighting the May 12 Q1 earnings release as a potential inflection point, with some saying confirmation of execution milestones could trigger a further move higher and help unwind the stock’s valuation discount. Article Title
• Positive Sentiment: The company’s large liquidity position and the Meta prepayment deal are seen as reducing financing risk and improving near-term revenue visibility, which supports investor confidence ahead of earnings. Article Title
• Neutral Sentiment: Oklo has also been featured in multiple preview pieces ahead of Q1 results, with analysts warning the company is expected to report wider losses, making the upcoming print a key volatility event rather than a clear near-term fundamental catalyst. Article Title
• Negative Sentiment: Some traders are also pointing to elevated short interest in OKLO, which can create pressure if sentiment weakens even though it also raises the possibility of a short squeeze. Article Title

Insider Activity

In related news, CEO Jacob Dewitte sold 140,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $50.39, for a total value of $7,054,600.00. Following the sale, the chief executive officer directly owned 656,483 shares of the company’s stock, valued at approximately $33,080,178.37. This trade represents a 17.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Richard Craig Bealmear sold 72,090 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the completion of the sale, the chief financial officer owned 386,008 shares of the company’s stock, valued at approximately $23,160,480. The trade was a 15.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 809,040 shares of company stock worth $49,162,094. Insiders own 18.90% of the company’s stock.

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.