Oklo Inc. $OKLO Shares Bought by Sei Investments Co.

Sei Investments Co. lifted its stake in shares of Oklo Inc. (NYSE:OKLO) by 344.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 50,096 shares of the company’s stock after purchasing an additional 38,829 shares during the quarter. Sei Investments Co.’s holdings in Oklo were worth $2,484,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in OKLO. State Street Corp lifted its stake 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 purchasing an additional 1,752,946 shares during the period. Norges Bank purchased a new position in Oklo in the fourth quarter valued at about $73,786,000. Millennium Management LLC increased its holdings in Oklo by 4,974.1% in 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 in the last quarter. Van ECK Associates Corp lifted its position in shares of Oklo by 13.9% during the 4th quarter. Van ECK Associates Corp now owns 3,956,281 shares of the company’s stock valued at $283,902,000 after acquiring an additional 481,288 shares during the period. Finally, Clear Street Group Inc. lifted its position in shares of Oklo by 110.5% during the 4th quarter. Clear Street Group Inc. now owns 842,172 shares of the company’s stock valued at $60,434,000 after acquiring an additional 442,172 shares during the period. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Analyst Ratings Changes

OKLO has been the topic of a number of research reports. JPMorgan Chase & Co. began coverage on Oklo in a report on Monday, May 11th. They issued a “neutral” rating and a $83.00 price target on the stock. Wedbush reaffirmed an “outperform” rating and set a $110.00 price objective on shares of Oklo in a report on Tuesday, May 26th. Wolfe Research started coverage on Oklo in a research report on Tuesday, May 19th. They set a “peer perform” rating on the stock. Weiss Ratings raised Oklo from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, May 13th. Finally, Tigress Financial began coverage on Oklo in a research report on Monday, April 27th. They issued a “buy” rating and a $130.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $88.00.

Oklo Price Performance

OKLO stock opened at $48.38 on Friday. The company’s 50 day simple moving average is $50.88 and its 200-day simple moving average is $60.58. Oklo Inc. has a 12 month low of $36.61 and a 12 month high of $193.84. The firm has a market capitalization of $8.42 billion, a PE ratio of -51.47 and a beta of 1.17.

Oklo (NYSE:OKLO) last issued its quarterly earnings data on Friday, August 7th. The company reported ($0.28) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.16) by ($0.12). The company had revenue of $1.21 million during the quarter, compared to analysts’ expectations of $0.09 million. During the same period in the prior year, the company earned ($0.18) EPS. Oklo’s revenue was up 11900.0% on a year-over-year basis. As a group, sell-side analysts anticipate that Oklo Inc. will post -0.74 earnings per share for the current year.

Oklo News Roundup

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: First quarterly revenue beat expectations. Oklo reported Q2 revenue of $1.21 million, far above the approximately $90,000 consensus estimate and up sharply year over year. The result provided an early indication of potential commercial activity, despite revenue remaining very small. Oklo Publishes Second Quarter 2026 Financial Results and Business Update
• Positive Sentiment: Groves reactor reached first criticality. Oklo’s Groves Isotope Test Reactor in Texas achieved a controlled, self-sustaining chain reaction at low power less than a year after groundbreaking. The DOE-authorized milestone supports initial isotope-production testing and strengthens the company’s technical and execution case for future reactor projects, including potential data-center power applications. Oklo’s Groves Reactor Achieves First Criticality in Under a Year
• Neutral Sentiment: Investors still face a long commercialization timeline. Management and market commentary indicate that meaningful power-generation revenue may not arrive until 2027–2028. Oklo’s substantial cash reserves provide funding for licensing, development and construction, but the stock’s valuation remains dependent on successful regulatory approvals and project execution. Oklo Q2 2026 Earnings Call Transcript
• Negative Sentiment: Quarterly losses were wider than expected. Oklo reported an adjusted loss of $0.28 per share versus the $0.16 consensus estimate, reflecting continued heavy development spending. The company remains unprofitable, making future financing needs and execution particularly important for shareholders. Oklo Quarterly Earnings Results
• Negative Sentiment: Insider selling remains a risk signal. Reported open-market activity over the past six months showed numerous insider sales and no purchases, including substantial sales by co-founders Jacob DeWitte and Caroline Cochran. This may weigh on sentiment, even though sales can also reflect scheduled transactions or diversification. Oklo Stock Opinions on Reactor Criticality Milestone

Insiders Place Their Bets

In other Oklo news, CFO Richard Craig Bealmear sold 73,081 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $68.42, for a total transaction of $5,000,202.02. Following the completion of the transaction, the chief financial officer owned 397,642 shares of the company’s stock, valued at approximately $27,206,665.64. This trade represents a 15.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William Carroll Murphy Goodwin sold 10,548 shares of the business’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $58.04, for a total value of $612,205.92. Following the completion of the transaction, the insider directly owned 36,175 shares of the company’s stock, valued at approximately $2,099,597. This trade represents a 22.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 483,629 shares of company stock valued at $29,855,608. Corporate insiders own 12.70% 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.