Sei Investments Co. Increases Position in Oklo Inc. $OKLO

Sei Investments Co. increased its position in shares of Oklo Inc. (NYSE:OKLO) by 344.6% during the first quarter, Holdings Channel reports. The fund owned 50,096 shares of the company’s stock after acquiring 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.

Several other hedge funds and other institutional investors have also recently bought and sold shares of OKLO. Cetera Investment Advisers raised its holdings in Oklo by 11.9% in the 1st quarter. Cetera Investment Advisers now owns 143,299 shares of the company’s stock valued at $7,106,000 after acquiring an additional 15,216 shares during the last quarter. Himension Capital Singapore PTE. LTD. boosted its holdings in shares of Oklo by 5.8% during the first quarter. Himension Capital Singapore PTE. LTD. now owns 10,570 shares of the company’s stock worth $524,000 after purchasing an additional 577 shares during the last quarter. ABN Amro Investment Solutions boosted its holdings in shares of Oklo by 199.0% during the first quarter. ABN Amro Investment Solutions now owns 13,738 shares of the company’s stock worth $681,000 after purchasing an additional 9,143 shares during the last quarter. Pacific Sun Financial Corp grew its position in shares of Oklo by 76.3% in the first quarter. Pacific Sun Financial Corp now owns 7,915 shares of the company’s stock valued at $393,000 after purchasing an additional 3,426 shares during the period. Finally, Oslo Pensjonsforsikring AS purchased a new stake in shares of Oklo in the first quarter valued at $83,000. 85.03% of the stock is owned by hedge funds and other institutional investors.

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

Insider Activity

In other news, CEO Jacob Dewitte sold 140,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $68.29, for a total transaction of $9,560,600.00. Following the completion of the sale, the chief executive officer owned 538,039 shares in the company, valued at approximately $36,742,683.31. The trade was a 20.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Richard Craig Bealmear sold 73,081 shares of the 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 sale, the chief financial officer directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 483,629 shares of company stock valued at $29,855,608 in the last three months. Corporate insiders own 12.70% of the company’s stock.

Oklo Trading Up 14.7%

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

Oklo (NYSE:OKLO) last posted its quarterly earnings results on Friday, August 7th. The company reported ($0.28) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.12). The business had revenue of $1.21 million during the quarter, compared to analysts’ expectations of $0.09 million. The company’s revenue for the quarter was up 11900.0% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.18) earnings per share. Sell-side analysts predict that Oklo Inc. will post -0.74 earnings per share for the current year.

Analyst Ratings Changes

OKLO has been the subject of several analyst reports. Citigroup upped their target price on Oklo from $73.50 to $76.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Barclays lowered their price target on Oklo from $82.00 to $76.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Guggenheim initiated coverage on shares of Oklo in a research note on Thursday, June 25th. They set a “neutral” rating for the company. Wolfe Research began coverage on shares of Oklo in a report on Tuesday, May 19th. They set a “peer perform” rating on the stock. Finally, Wedbush reissued an “outperform” rating and issued a $110.00 target price on shares of Oklo in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $88.00.

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.