PFG Investments LLC Raises Stock Position in Oklo Inc. $OKLO

PFG Investments LLC raised its stake in shares of Oklo Inc. (NYSE:OKLO) by 11.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 59,663 shares of the company’s stock after buying an additional 6,350 shares during the period. PFG Investments LLC’s holdings in Oklo were worth $6,660,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Black Swift Group LLC bought a new position in Oklo in the 2nd quarter worth approximately $280,000. Prospera Financial Services Inc raised its position in shares of Oklo by 10.0% during the second quarter. Prospera Financial Services Inc now owns 51,435 shares of the company’s stock valued at $2,880,000 after buying an additional 4,678 shares during the last quarter. Wealthedge Investment Advisors LLC purchased a new position in shares of Oklo in the second quarter worth $738,000. Strs Ohio bought a new position in shares of Oklo during the second quarter worth $1,069,000. Finally, Thoroughbred Financial Services LLC bought a new position in shares of Oklo during the second quarter worth $1,833,000. 85.03% of the stock is currently owned by hedge funds and other institutional investors.

Oklo News Summary

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Bank of America upgraded Oklo to a Buy, citing the Meta agreement as a meaningful step forward and prompting renewed analyst attention. Stock Rating Upgraded by Bank of America
• Positive Sentiment: Meta’s deal to advance the Pike County 1.2 GW campus adds a prepay funding mechanism and validates Oklo’s Aurora technology — a credibility boost that underpins recent upgrades. (Long timelines noted.) Oklo: Meta Just Turned A Maybe Into A When
• Positive Sentiment: Positive macro/policy tone for nuclear energy after President Trump praised nuclear at Davos, a tailwind for investor sentiment in the sector that can lift Oklo’s outlook. Trump’s Nuclear Nod: 3 Discounted Stocks Primed for a 2026 Breakout
• Neutral Sentiment: Market reaction included a gap up after the analyst upgrade and an industry consensus moving to a “Moderate Buy,” but that reflects sentiment rather than new revenue or contracts. Shares Gap Up After Analyst Upgrade
• Neutral Sentiment: Commentary and videos note Oklo’s strong year‑over‑year move (+125% Y/Y cited) despite zero current revenue — useful context for momentum traders but not a fundamental shift. Gilland: OKLO’s Stepping Stone with META Needs More AI Support
• Negative Sentiment: Fundamentals still weigh on the stock: no revenue, a recent EPS miss, and very long project timelines (Phase 1 “as early as 2030”, full deployment not until the mid‑2030s) — these increase execution and cash‑flow risk and justify investor caution.

Oklo Trading Down 3.7%

Oklo stock opened at $87.54 on Friday. Oklo Inc. has a 12-month low of $17.42 and a 12-month high of $193.84. The firm has a 50-day moving average price of $90.03 and a 200-day moving average price of $95.45. The firm has a market capitalization of $13.68 billion, a PE ratio of -162.12 and a beta of 0.76.

Oklo (NYSE:OKLO) last posted its quarterly earnings data on Wednesday, November 12th. The company reported ($0.20) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.07). During the same period in the prior year, the firm earned ($0.08) EPS. As a group, sell-side analysts predict that Oklo Inc. will post -8.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have commented on OKLO. Canaccord Genuity Group assumed coverage on shares of Oklo in a research note on Thursday, October 9th. They issued a “buy” rating and a $175.00 price target on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $122.00 target price on shares of Oklo in a report on Wednesday, November 12th. Citigroup reissued a “neutral” rating on shares of Oklo in a research note on Monday, November 24th. Zacks Research upgraded Oklo from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 19th. Finally, Wedbush reaffirmed an “outperform” rating on shares of Oklo in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $103.20.

Insider Buying and Selling

In related news, CEO Jacob Dewitte sold 26,740 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $111.38, for a total value of $2,978,301.20. Following the completion of the sale, the chief executive officer owned 808,197 shares in the company, valued at approximately $90,016,981.86. The trade was a 3.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Richard Craig Bealmear sold 5,159 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $76.97, for a total value of $397,088.23. Following the transaction, the chief financial officer owned 196,913 shares in the company, valued at $15,156,393.61. The trade was a 2.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,552,800 shares of company stock valued at $137,543,426 over the last three months. 18.90% of the stock is owned by corporate insiders.

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.