Sumitomo Mitsui DS Asset Management Company Ltd Purchases New Position in Oklo Inc. $OKLO

Sumitomo Mitsui DS Asset Management Company Ltd acquired a new position in Oklo Inc. (NYSE:OKLO) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 11,080 shares of the company’s stock, valued at approximately $795,000.

Several other institutional investors have also recently made changes to their positions in the stock. NBC Securities Inc. grew its position in shares of Oklo by 75.0% in the fourth quarter. NBC Securities Inc. now owns 350 shares of the company’s stock valued at $25,000 after purchasing an additional 150 shares in the last quarter. GAMMA Investing LLC lifted its holdings in Oklo by 356.3% during the 4th quarter. GAMMA Investing LLC now owns 365 shares of the company’s stock worth $26,000 after purchasing an additional 285 shares in the last quarter. Gables Capital Management Inc. purchased a new stake in Oklo during the 3rd quarter worth about $28,000. Nemes Rush Group LLC bought a new position in Oklo in the 3rd quarter worth about $28,000. Finally, Whittier Trust Co. of Nevada Inc. bought a new position in Oklo in the 3rd quarter worth about $33,000. Hedge funds and other institutional investors own 85.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Cantor Fitzgerald reiterated an “overweight” rating and set a $122.00 price target on shares of Oklo in a research report on Wednesday, March 18th. Canaccord Genuity Group cut their price objective on shares of Oklo from $175.00 to $125.00 and set a “buy” rating for the company in a research report on Wednesday, March 18th. Zacks Research raised shares of Oklo from a “strong sell” rating to a “hold” rating in a research note on Thursday, March 19th. Weiss Ratings lowered shares of Oklo from a “sell (d-)” rating to a “sell (e+)” rating in a report on Wednesday, April 22nd. Finally, B. Riley Financial lowered their target price on shares of Oklo from $129.00 to $92.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $87.68.

Oklo Stock Performance

NYSE OKLO opened at $72.81 on Friday. Oklo Inc. has a 52-week low of $26.16 and a 52-week high of $193.84. The company has a fifty day moving average of $60.27 and a 200-day moving average of $81.43. The company has a market capitalization of $12.66 billion, a P/E ratio of -101.12 and a beta of 1.16.

Oklo (NYSE:OKLO) last released its earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing analysts’ consensus estimates of ($0.17) by ($0.10). During the same quarter last year, the company earned ($0.74) earnings per share. As a group, analysts forecast that Oklo Inc. will post -0.75 EPS for the current fiscal year.

Insider Activity

In related news, CEO Jacob Dewitte sold 140,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $50.39, for a total value of $7,054,600.00. Following the completion of the sale, the chief executive officer owned 656,483 shares in the company, valued at $33,080,178.37. The trade was a 17.58% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through 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 stock was sold at an average price of $60.00, for a total value of $4,325,400.00. Following the completion of the sale, the chief financial officer directly owned 386,008 shares of the company’s stock, valued at approximately $23,160,480. This represents a 15.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 809,040 shares of company stock worth $49,162,094 over the last quarter. Corporate insiders own 18.90% of the company’s stock.

More Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo received U.S. Nuclear Regulatory Commission approval of its Principal Design Criteria topical report for the Aurora powerhouse in Idaho, a meaningful step that reduces regulatory uncertainty and supports the timeline for its advanced reactor rollout. Article Title
• Positive Sentiment: Investor enthusiasm also appears to be driven by Oklo’s expanding AI power narrative, including collaboration news tied to NVIDIA and Los Alamos National Laboratory, which strengthens the bull case for future demand for its nuclear power solutions. Article Title
• Positive Sentiment: Analysts and commentators are also highlighting the May 12 Q1 earnings release as a potential inflection point, with some saying confirmation of execution milestones could trigger a further move higher and help unwind the stock’s valuation discount. Article Title
• Positive Sentiment: The company’s large liquidity position and the Meta prepayment deal are seen as reducing financing risk and improving near-term revenue visibility, which supports investor confidence ahead of earnings. Article Title
• Neutral Sentiment: Oklo has also been featured in multiple preview pieces ahead of Q1 results, with analysts warning the company is expected to report wider losses, making the upcoming print a key volatility event rather than a clear near-term fundamental catalyst. Article Title
• Negative Sentiment: Some traders are also pointing to elevated short interest in OKLO, which can create pressure if sentiment weakens even though it also raises the possibility of a short squeeze. Article Title

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.