Mitsubishi UFJ Trust & Banking Corp Acquires Shares of 52,903 Oklo Inc. $OKLO

Mitsubishi UFJ Trust & Banking Corp acquired a new stake in Oklo Inc. (NYSE:OKLO) during the fourth quarter, HoldingsChannel reports. The firm acquired 52,903 shares of the company’s stock, valued at approximately $3,796,000.

A number of other institutional investors also recently bought and sold shares of the business. M&T Bank Corp increased its stake in Oklo by 60.5% in the fourth quarter. M&T Bank Corp now owns 4,323 shares of the company’s stock valued at $310,000 after purchasing an additional 1,630 shares during the period. D.A. Davidson & CO. purchased a new stake in shares of Oklo in the fourth quarter valued at about $460,000. Pictet Asset Management Holding SA boosted its holdings in shares of Oklo by 677.8% in the fourth quarter. Pictet Asset Management Holding SA now owns 128,061 shares of the company’s stock valued at $9,192,000 after acquiring an additional 111,596 shares in the last quarter. State of Michigan Retirement System purchased a new stake in shares of Oklo in the fourth quarter valued at about $1,973,000. Finally, Sanctuary Advisors LLC boosted its holdings in shares of Oklo by 3.9% in the fourth quarter. Sanctuary Advisors LLC now owns 35,595 shares of the company’s stock valued at $2,554,000 after acquiring an additional 1,327 shares in the last quarter. 85.03% of the stock is currently owned by institutional investors and hedge funds.

Oklo Stock Performance

Shares of OKLO opened at $70.51 on Monday. The company has a market capitalization of $12.26 billion, a price-to-earnings ratio of -97.93 and a beta of 1.16. The company’s 50 day simple moving average is $59.72 and its 200 day simple moving average is $83.38. Oklo Inc. has a 1 year low of $24.53 and a 1 year high of $193.84.

Oklo (NYSE:OKLO) last announced its quarterly earnings data on Tuesday, March 17th. The company reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same quarter last year, the firm earned ($0.74) EPS. Equities analysts expect that Oklo Inc. will post -0.75 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Wedbush reaffirmed an “outperform” rating on shares of Oklo in a report on Friday, January 9th. Craig Hallum reaffirmed a “hold” rating on shares of Oklo in a report on Wednesday, March 18th. Weiss Ratings downgraded shares of Oklo from a “sell (d-)” rating to a “sell (e+)” rating in a report on Wednesday, April 22nd. Needham & Company LLC lowered their target price on shares of Oklo from $135.00 to $73.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Finally, Texas Capital raised shares of Oklo to a “strong-buy” rating in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $87.68.

Insider Activity at Oklo

In related news, insider William Carroll Murphy Goodwin sold 2,820 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $56.69, for a total transaction of $159,865.80. Following the transaction, the insider owned 15,991 shares of the company’s stock, valued at approximately $906,529.79. This represents a 14.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Richard Craig Bealmear sold 72,090 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $60.00, for a total transaction of $4,325,400.00. Following the transaction, the chief financial officer directly owned 386,008 shares in the company, valued at $23,160,480. The trade was a 15.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 609,040 shares of company stock valued at $35,115,494. Company insiders own 18.90% of the company’s stock.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Blockonomi reports OKLO shares jumped ~12% on intraday buying despite the company missing EPS and insiders selling; the piece highlights investor appetite for Oklo’s narrative and momentum that can drive short‑term rallies. Read More.
• Positive Sentiment: Seeking Alpha notes Oklo leads large‑cap utilities in year‑over‑year CapEx growth — a sign investors may be rewarding visible investment in growth (SMR buildout) and future revenue potential. Higher CapEx can underpin long‑term upside if projects advance on schedule. Read More.
• Positive Sentiment: The Motley Fool publishes a bullish thesis arguing Oklo is deeply undervalued and that its small modular reactor (SMR) technology could deliver outsized returns (the piece frames multi‑hundred to multi‑thousand percent upside scenarios). This type of analyst/promotional coverage can attract speculative buying. Read More.
• Neutral Sentiment: Yahoo Finance analyzes valuation after a ~43% one‑month gain, pointing out strong 1‑year returns but weaker YTD/3‑month performance; the piece is more contextual than a clear buy/sell signal and highlights valuation and momentum tradeoffs. Read More.
• Neutral Sentiment: The Motley Fool follow‑up asks whether OKLO is a buy now, noting the stock lags the market in 2026 and may present a buying window for long‑term bulls — useful perspective but dependent on risk tolerance and timeline. Read More.
• Negative Sentiment: Underlying negatives remain: the company missed quarterly EPS expectations (reported a larger loss than consensus) and there has been notable insider selling reported in recent filings — factors that increase near‑term downside risk and may weigh on investor confidence. (This was covered in the Blockonomi piece above and reflected in recent trading.)

About Oklo

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.