Swiss Life Asset Management Ltd Raises Holdings in Oklo Inc. $OKLO

Swiss Life Asset Management Ltd lifted its stake in shares of Oklo Inc. (NYSE:OKLO) by 539.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,625 shares of the company’s stock after acquiring an additional 25,832 shares during the period. Swiss Life Asset Management Ltd’s holdings in Oklo were worth $2,198,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in OKLO. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Oklo by 71.8% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,102,234 shares of the company’s stock valued at $792,822,000 after acquiring an additional 2,968,981 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Oklo by 33.4% during the third quarter. Vanguard Group Inc. now owns 11,593,468 shares of the company’s stock valued at $1,294,179,000 after acquiring an additional 2,901,909 shares during the last quarter. State Street Corp lifted its stake in shares of Oklo by 454.5% during the second quarter. State Street Corp now owns 2,138,658 shares of the company’s stock valued at $119,743,000 after buying an additional 1,752,946 shares during the period. Van ECK Associates Corp lifted its stake in shares of Oklo by 61.0% during the third quarter. Van ECK Associates Corp now owns 3,474,993 shares of the company’s stock valued at $387,914,000 after buying an additional 1,316,867 shares during the period. Finally, Millennium Management LLC lifted its stake in shares of 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 buying an additional 570,532 shares during the period. Institutional investors and hedge funds own 85.03% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Wedbush reissued an “outperform” rating and set a $110.00 price objective on shares of Oklo in a research note on Wednesday. HC Wainwright restated a “buy” rating and issued a $90.00 target price on shares of Oklo in a report on Wednesday, March 18th. UBS Group dropped their price target on Oklo from $95.00 to $60.00 and set a “neutral” rating for the company in a research note on Thursday, March 26th. HSBC began coverage on Oklo in a report on Thursday, April 23rd. They issued a “buy” rating and a $96.00 price target for the company. Finally, Texas Capital upgraded Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $85.33.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: HC Wainwright raised its earnings estimates for Oklo across multiple periods and reiterated a Buy rating with a $90 price target, signaling improved expectations for the company’s loss trajectory and future operating outlook. Source article
• Positive Sentiment: Analysts and market commentary continue to point to Oklo’s regulatory progress, including NRC approval of its Principal Design Criteria topical report, which helps de-risk its Aurora powerhouse program and supports the bullish long-term SMR thesis. Source article
• Positive Sentiment: Several recent articles emphasized Oklo’s AI and nuclear commercialization potential, including its partnership with Idaho National Laboratory to use AI tools to accelerate reactor and fuel-system design, reinforcing the growth narrative. Source article
• Neutral Sentiment: Media coverage highlighting Oklo as a “must-watch” nuclear stock and broader bullish themes around decentralized power and data-center energy demand added attention, but did not materially change the company’s near-term fundamentals. Source article
• Negative Sentiment: Investors remain focused on ongoing losses and cash burn after Oklo’s wider-than-expected quarterly loss, and a new $1 billion at-the-market equity offering raised dilution concerns, which weighed on sentiment. Source article

Insider Buying and Selling

In related news, CEO Jacob Dewitte sold 140,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $50.39, for a total value of $7,054,600.00. Following the completion of the transaction, the chief executive officer directly owned 656,483 shares of the company’s stock, valued at $33,080,178.37. This represents a 17.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Richard Craig Bealmear sold 72,090 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $60.00, for a total value of $4,325,400.00. Following the completion of the transaction, the chief financial officer directly owned 386,008 shares of the company’s stock, valued at $23,160,480. This trade represents a 15.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 809,040 shares of company stock valued at $49,162,094 over the last three months. Corporate insiders own 18.90% of the company’s stock.

Oklo Stock Down 7.4%

OKLO stock opened at $62.26 on Friday. Oklo Inc. has a fifty-two week low of $34.88 and a fifty-two week high of $193.84. The firm’s 50-day simple moving average is $60.92 and its 200 day simple moving average is $79.08. The stock has a market cap of $10.83 billion, a PE ratio of -74.12 and a beta of 1.16.

Oklo (NYSE:OKLO) last released its quarterly earnings data on Tuesday, May 12th. The company reported ($0.19) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.20) by $0.01. During the same quarter last year, the firm posted ($0.07) earnings per share. Equities analysts forecast that Oklo Inc. will post -0.77 EPS for the current fiscal year.

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.