Vanguard Group Inc. Raises Stock Holdings in Oklo Inc. $OKLO

Vanguard Group Inc. lifted its stake in shares of Oklo Inc. (NYSE:OKLO) by 33.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,593,468 shares of the company’s stock after acquiring an additional 2,901,909 shares during the period. Vanguard Group Inc. owned 0.08% of Oklo worth $1,294,179,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. MRA Advisory Group lifted its holdings in Oklo by 83.2% in the 3rd quarter. MRA Advisory Group now owns 17,896 shares of the company’s stock valued at $1,998,000 after purchasing an additional 8,126 shares in the last quarter. State of New Jersey Common Pension Fund D acquired a new position in shares of Oklo in the third quarter valued at approximately $4,162,000. PNC Financial Services Group Inc. raised its position in shares of Oklo by 64.7% in the third quarter. PNC Financial Services Group Inc. now owns 15,490 shares of the company’s stock valued at $1,729,000 after buying an additional 6,085 shares during the last quarter. HighTower Advisors LLC lifted its stake in shares of Oklo by 25.7% during the third quarter. HighTower Advisors LLC now owns 29,443 shares of the company’s stock valued at $3,287,000 after buying an additional 6,025 shares during the period. Finally, Florida Financial Advisors LLC acquired a new stake in Oklo during the third quarter worth approximately $1,122,000. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Key Headlines Impacting Oklo

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

Insider Transactions at Oklo

In other news, CEO Jacob Dewitte sold 60,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was 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 owned 748,197 shares in the company, valued at approximately $55,703,266.65. The trade was a 7.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Richard Craig Bealmear sold 9,726 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $76.93, for a total transaction of $748,221.18. Following the sale, the chief financial officer directly owned 196,913 shares of the company’s stock, valued at approximately $15,148,517.09. This trade represents a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,750,590 shares of company stock valued at $152,068,284. 18.90% of the stock is owned by company insiders.

Oklo Stock Down 5.6%

Shares of NYSE OKLO opened at $63.86 on Friday. The stock has a market capitalization of $9.98 billion, a PE ratio of -118.26 and a beta of 0.76. The firm has a fifty day moving average of $80.96 and a 200-day moving average of $96.30. Oklo Inc. has a 52-week low of $17.42 and a 52-week high of $193.84.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. UBS Group reaffirmed a “neutral” rating on shares of Oklo in a research note on Monday, January 12th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $122.00 price objective on shares of Oklo in a research report on Wednesday, November 12th. Weiss Ratings reiterated a “sell (d)” rating on shares of Oklo in a research note on Thursday, January 22nd. Zacks Research downgraded Oklo from a “hold” rating to a “strong sell” rating in a research report on Friday, January 23rd. Finally, Texas Capital upgraded Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $103.20.

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.