John Jansen Sells 6,354 Shares of Oklo (NYSE:OKLO) Stock

Oklo Inc. (NYSE:OKLO) Director John Jansen sold 6,354 shares of the stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $36.67, for a total transaction of $233,001.18. Following the sale, the director directly owned 6,000 shares in the company, valued at approximately $220,020. The trade was a 51.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Oklo Stock Down 1.1%

NYSE:OKLO opened at $35.58 on Thursday. Oklo Inc. has a 52 week low of $34.38 and a 52 week high of $193.84. The stock’s 50-day moving average price is $42.18 and its 200-day moving average price is $53.88. The stock has a market capitalization of $6.62 billion, a PE ratio of -37.85 and a beta of 1.18.

Oklo (NYSE:OKLO) last released its quarterly earnings results on Friday, August 7th. The company reported ($0.28) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.12). The company had revenue of $1.21 million during the quarter, compared to the consensus estimate of $0.09 million. During the same period last year, the firm earned ($0.18) earnings per share. The company’s revenue for the quarter was up 11900.0% compared to the same quarter last year. Sell-side analysts expect that Oklo Inc. will post -0.96 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Oklo

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Van ECK Associates Corp boosted 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 last quarter. Geode Capital Management LLC boosted its holdings in Oklo by 7.0% in the 4th quarter. Geode Capital Management LLC now owns 2,816,007 shares of the company’s stock valued at $201,671,000 after purchasing an additional 185,265 shares during the last quarter. Norges Bank purchased a new stake in shares of Oklo in the 4th quarter valued at approximately $73,786,000. Clear Street Group Inc. increased its holdings 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 worth $60,434,000 after buying an additional 442,172 shares during the last quarter. Finally, Capital World Investors raised its position in shares of Oklo by 5.2% during the 4th quarter. Capital World Investors now owns 505,938 shares of the company’s stock valued at $36,306,000 after buying an additional 24,923 shares during the period. Institutional investors and hedge funds own 85.03% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on OKLO shares. Barclays dropped their price target on shares of Oklo from $82.00 to $76.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 22nd. Bank of America initiated coverage on shares of Oklo in a research report on Friday, May 22nd. They set a “buy” rating and a $80.00 price objective for the company. Truist Financial dropped their target price on shares of Oklo from $55.00 to $51.00 and set a “hold” rating on the stock in a research report on Monday, August 10th. Royal Bank Of Canada set a $80.00 target price on shares of Oklo in a research note on Friday, May 22nd. Finally, Guggenheim assumed coverage on shares of Oklo in a research report on Thursday, June 25th. They set a “neutral” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $83.26.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: European government support for SMRs is improving the industry’s long-term outlook. A €40 million European Investment Bank loan to an SMR developer could be the first step toward broader public-sector investment, potentially expanding the market for Oklo’s advanced nuclear systems, although the financing is not a contract for Oklo. Europe Bets Big on Small Modular Reactors
• Neutral Sentiment: Investors are watching execution at Oklo’s Aurora project, the Idaho-based Grove facility and its Ohio strategy involving Meta and Centrus. Progress could validate the company’s commercialization path, but meaningful revenue and profitability may still be several years away. Three Tests for Oklo Investors
• Neutral Sentiment: Oklo’s customer pipeline remains attractive, particularly for data centers and other users seeking reliable low-carbon power. However, analysts note that real-world SMR adoption remains unproven, making project milestones and regulatory progress more important than the pipeline alone. Catalyst for Oklo Investors
• Negative Sentiment: Oklo’s planned $1 billion stock sale has heightened dilution concerns and reinforced worries that the company will need substantial capital before reaching commercial operations. Investors are increasingly focused on whether its go-to-market timeline can justify the funding needs. Oklo Stock and the $1 Billion Share Sale
• Negative Sentiment: Director John M. Jansen sold 6,354 shares for approximately $233,000, reducing his direct ownership by 51.43%. While one insider sale does not establish a broader trend, it can weigh on investor sentiment. SEC Insider Sale Filing

Oklo Company Profile

Oklo Inc is an advanced nuclear technology company focused on developing and commercializing small-scale fission power plants. The company’s flagship product, the Aurora powerhouse, is designed to provide reliable, long-term electricity and heat using advanced nuclear reactor technology. Oklo is targeting applications such as industrial operations, data centers, defense facilities and other customers that require dependable, low-carbon energy.

Oklo is also developing fuel-recycling capabilities intended to use certain forms of nuclear fuel more efficiently and reduce the volume of nuclear waste requiring disposal.