MRA Advisory Group reduced its stake in Oklo Inc. (NYSE:OKLO – Free Report) by 56.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,446 shares of the company’s stock after selling 13,699 shares during the quarter. MRA Advisory Group’s holdings in Oklo were worth $547,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Royal Bank of Canada raised its stake in shares of Oklo by 162.6% in the 1st quarter. Royal Bank of Canada now owns 92,850 shares of the company’s stock valued at $2,009,000 after purchasing an additional 57,497 shares during the period. AQR Capital Management LLC bought a new stake in Oklo during the 1st quarter worth about $519,000. Millennium Management LLC boosted its stake in shares of Oklo by 4,974.1% during the 1st quarter. Millennium Management LLC now owns 582,002 shares of the company’s stock worth $12,589,000 after buying an additional 570,532 shares during the last quarter. NewEdge Advisors LLC boosted its stake in shares of Oklo by 165.6% during the 1st quarter. NewEdge Advisors LLC now owns 15,672 shares of the company’s stock worth $339,000 after buying an additional 9,772 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings 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 acquiring an additional 53,703 shares in the last quarter. 85.03% of the stock is owned by institutional investors and hedge funds.
Oklo Price Performance
Shares of OKLO opened at $48.38 on Friday. The company has a market cap of $8.42 billion, a PE ratio of -57.59 and a beta of 1.17. The firm has a 50-day moving average of $50.88 and a 200-day moving average of $60.58. Oklo Inc. has a one year low of $36.61 and a one year high of $193.84.
More Oklo News
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 news, CFO Richard Craig Bealmear sold 73,081 shares of Oklo stock in a transaction that occurred 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 directly owned 397,642 shares in the company, valued at approximately $27,206,665.64. The trade was a 15.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 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 transaction, the insider directly owned 36,175 shares in the company, valued at $2,099,597. The trade was a 22.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 483,629 shares of company stock valued at $29,855,608 over the last 90 days. 12.70% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In
A number of research firms recently issued reports on OKLO. Tigress Financial assumed coverage on Oklo in a research report on Monday, April 27th. They issued a “buy” rating and a $130.00 target price on the stock. Bank of America initiated coverage on Oklo in a research report on Friday, May 22nd. They set a “buy” rating and a $80.00 price target for the company. Royal Bank Of Canada set a $80.00 price target on Oklo in a research note on Friday, May 22nd. Barclays lowered their price target on Oklo from $82.00 to $76.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Finally, Wedbush reiterated an “outperform” rating and set a $110.00 price objective on shares of Oklo in a research note on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $88.00.
Get Our Latest Research Report on OKLO
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.
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