Handelsbanken Fonder AB Takes Position in Oklo Inc. $OKLO

Handelsbanken Fonder AB bought a new stake in shares of Oklo Inc. (NYSE:OKLO) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 35,600 shares of the company’s stock, valued at approximately $2,555,000.

Several other hedge funds and other institutional investors have also made changes to their positions in OKLO. NBC Securities Inc. boosted its position in shares of Oklo by 75.0% during the fourth quarter. NBC Securities Inc. now owns 350 shares of the company’s stock worth $25,000 after buying an additional 150 shares during the period. GAMMA Investing LLC boosted its position in shares of Oklo by 356.3% during the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after buying an additional 285 shares during the period. Gables Capital Management Inc. acquired a new position in shares of Oklo during the third quarter worth approximately $28,000. Nemes Rush Group LLC acquired a new position in shares of Oklo during the third quarter worth approximately $28,000. Finally, Whittier Trust Co. of Nevada Inc. acquired a new position in shares of Oklo during the third quarter worth approximately $33,000. 85.03% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Craig Hallum reiterated a “hold” rating on shares of Oklo in a research report on Wednesday, March 18th. HSBC assumed coverage on Oklo in a research report on Thursday, April 23rd. They set a “buy” rating and a $96.00 price objective for the company. Bank of America assumed coverage on Oklo in a research report on Friday. They set a “buy” rating and a $80.00 price objective for the company. Canaccord Genuity Group reduced their price objective on Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a research report on Wednesday, March 18th. Finally, Citigroup boosted their price objective on Oklo from $73.50 to $76.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Oklo presently has an average rating of “Moderate Buy” and a consensus target price of $82.58.

Insiders Place Their Bets

In other Oklo news, CEO Jacob Dewitte sold 140,000 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $70.50, for a total value of $9,870,000.00. Following the completion of the sale, the chief executive officer directly owned 598,039 shares in the company, valued at $42,161,749.50. This represents a 18.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 company’s stock in a transaction that occurred 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 sale, the insider owned 36,175 shares of the company’s stock, valued at $2,099,597. This trade represents a 22.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 819,588 shares of company stock worth $49,774,300 over the last ninety days. Company insiders own 18.90% of the company’s stock.

Key Stories Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Bank of America initiated coverage on Oklo with a Buy rating and an $80 price target, signaling meaningful upside from recent trading levels and helping support bullish sentiment. Oklo coverage and analyst target
• Positive Sentiment: Oklo’s partnership with Idaho National Laboratory to apply AI tools to advanced reactor and fuel-system design is reinforcing the company’s long-term growth narrative, especially around faster development of its Aurora and Pluto reactor concepts. Oklo AI Lab Partnership Adds New Angle To Volatile Valuation Story
• Positive Sentiment: Fresh bullish commentary calling for large upside in Oklo stock and highlighting its fuel-recycling strategy is adding to speculative interest in the name. Prediction: Oklo Stock Will Surge 75% This Year
• Neutral Sentiment: An insider sale by William Carroll Murphy Goodwin was disclosed, but the filing says it was tied to tax withholding on vested equity awards, which makes it less concerning than a discretionary insider exit. SEC Form 4 filing
• Neutral Sentiment: Broader enthusiasm around AI-driven electricity demand and the nuclear renaissance continues to support the sector, though this is more of a thematic tailwind than a direct Oklo-specific event. AI Provides Tailwind for the Next Phase of the Nuclear Renaissance
• Negative Sentiment: Some recent analysis continues to warn that Oklo remains a highly volatile, execution-dependent story, which may temper enthusiasm after the rally. The Big Question You Need to Ask Yourself Before Buying Oklo Stock

Oklo Price Performance

OKLO opened at $65.76 on Monday. The company has a market capitalization of $11.44 billion, a price-to-earnings ratio of -78.28 and a beta of 1.16. Oklo Inc. has a 1-year low of $43.63 and a 1-year high of $193.84. The business has a 50 day moving average price of $60.96 and a two-hundred day moving average price of $76.11.

Oklo (NYSE:OKLO) last released its earnings results 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 period last year, the company earned ($0.07) earnings per share. Equities analysts expect that Oklo Inc. will post -0.8 EPS for the current fiscal year.

Oklo Company 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.