Oklo Inc. $OKLO Position Increased by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. raised its stake in Oklo Inc. (NYSE:OKLO) by 427.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 171,128 shares of the company’s stock after buying an additional 138,659 shares during the period. Rockefeller Capital Management L.P.’s holdings in Oklo were worth $12,280,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Royal Bank of Canada boosted its stake in shares of Oklo by 162.6% during the 1st 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 in the last quarter. AQR Capital Management LLC acquired a new stake in shares of Oklo during the first quarter worth $519,000. Millennium Management LLC raised its position 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 worth $12,589,000 after purchasing an additional 570,532 shares during the period. NewEdge Advisors LLC boosted its position in shares of Oklo by 165.6% in the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock valued at $339,000 after purchasing an additional 9,772 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Oklo by 90.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 112,772 shares of the company’s stock valued at $2,439,000 after purchasing an additional 53,703 shares during the period. Institutional investors and hedge funds own 85.03% of the company’s stock.

Insiders Place Their Bets

In other Oklo news, CFO Richard Craig Bealmear sold 73,081 shares of Oklo stock in a transaction on Monday, June 1st. The shares were sold at an average price of $68.42, for a total transaction of $5,000,202.02. Following the completion of the sale, the chief financial officer owned 397,642 shares of the company’s stock, valued at $27,206,665.64. This trade represents a 15.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jacob Dewitte sold 140,000 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $68.29, for a total transaction of $9,560,600.00. Following the transaction, the chief executive officer owned 538,039 shares in the company, valued at approximately $36,742,683.31. This represents a 20.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 699,971 shares of company stock worth $44,221,357 in the last quarter. 18.90% of the stock is currently owned by corporate insiders.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo’s licensing strategy is being viewed as a key de-risking step, with DOE milestones and NRC progress potentially supporting a repeatable reactor rollout and reducing regulatory uncertainty. OKLO’s Licensing Strategy Aims to Support Reactor Rollout
• Positive Sentiment: Investor attention remains on Oklo’s nuclear growth story, including a recent LOI tied to Aurora nuclear fuel supply and CEO comments that the company is targeting power production in about two years, which supports the long-term bull case. As Centrus Order Backlog Swells, Growth Acceleration Can Trigger Stock Upside
• Neutral Sentiment: Commentary highlighting America’s accelerating nuclear buildout, stronger fuel supply, and AI-driven electricity demand continues to keep Oklo in the center of the clean-power and data-center energy trade. America’s Nuclear Buildout Gains Speed
• Negative Sentiment: One article argues Oklo is falling because momentum is shifting toward large nuclear reactors rather than small modular ones, raising concerns that investor enthusiasm for OKLO’s core business model may be cooling. Why Oklo Stock Keeps Going Down

Oklo Price Performance

NYSE:OKLO opened at $53.91 on Thursday. The stock has a market cap of $9.38 billion, a PE ratio of -64.18 and a beta of 1.10. Oklo Inc. has a fifty-two week low of $44.88 and a fifty-two week high of $193.84. The stock’s 50-day moving average is $65.19 and its two-hundred day moving average is $70.05.

Oklo (NYSE:OKLO) last posted its quarterly earnings results on Tuesday, May 12th. The company reported ($0.19) EPS for the quarter, topping the consensus estimate of ($0.20) by $0.01. During the same quarter last year, the firm earned ($0.07) EPS. On average, equities research analysts anticipate that Oklo Inc. will post -0.78 earnings per share for the current year.

Analyst Upgrades and Downgrades

OKLO has been the topic of several recent analyst reports. Royal Bank Of Canada set a $80.00 price objective on Oklo in a report on Friday, May 22nd. Citigroup raised their target price on shares of Oklo from $73.50 to $76.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Needham & Company LLC dropped their target price on shares of Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday, March 18th. Wedbush restated an “outperform” rating and set a $110.00 price target on shares of Oklo in a report on Tuesday, May 26th. Finally, Wolfe Research started coverage on shares of Oklo in a research report on Tuesday, May 19th. They issued a “peer perform” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $84.18.

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.