Mitsubishi UFJ Trust & Banking Corp Invests $3.80 Million in Oklo Inc. $OKLO

Key Points

• Mitsubishi UFJ Trust & Banking bought a new stake of 52,903 Oklo shares in Q4, valued at about $3.80 million, in a stock that is heavily institutionally held (~85% ownership).
• Significant insider selling: CEO Jacob Dewitte sold 140,000 shares on April 1 for roughly $7.05 million, and insiders have sold 609,040 shares (~$35.1 million) in the past 90 days, leaving insiders with about 18.9% ownership.
• EPS miss and analyst view: Oklo reported a loss of $0.27 per share versus a $0.17 expected, its shares trade around $70.51 (market cap ~$12.26B), and analysts have a consensus "Moderate Buy" with an average target of $87.68.

Mitsubishi UFJ Trust & Banking Corp acquired a new position in shares of Oklo Inc. (NYSE:OKLO - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 52,903 shares of the company's stock, valued at approximately $3,796,000.

Other large investors have also modified their holdings of the company. NBC Securities Inc. increased its position in shares of Oklo by 75.0% during the fourth quarter. NBC Securities Inc. now owns 350 shares of the company's stock worth $25,000 after acquiring an additional 150 shares during the period. GAMMA Investing LLC increased its position in shares of Oklo by 356.3% during the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company's stock worth $26,000 after acquiring an additional 285 shares during the period. Gables Capital Management Inc. purchased a new stake in shares of Oklo during the third quarter worth $28,000. Nemes Rush Group LLC purchased a new stake in shares of Oklo during the third quarter worth $28,000. Finally, Whittier Trust Co. of Nevada Inc. acquired a new position in Oklo during the 3rd quarter worth approximately $33,000. Hedge funds and other institutional investors own 85.03% of the company's stock.

Oklo Price Performance

Shares of NYSE:OKLO opened at $70.51 on Monday. The company's fifty day moving average price is $59.72 and its 200 day moving average price is $83.38. Oklo Inc. has a 12 month low of $24.53 and a 12 month high of $193.84. The firm has a market capitalization of $12.26 billion, a P/E ratio of -97.93 and a beta of 1.16.

Oklo (NYSE:OKLO - Get Free Report) last announced its quarterly earnings results on Tuesday, March 17th. The company reported ($0.27) EPS for the quarter, missing the consensus estimate of ($0.17) by ($0.10). During the same period in the previous year, the business posted ($0.74) EPS. On average, sell-side analysts anticipate that Oklo Inc. will post -0.75 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. HC Wainwright restated a "buy" rating and issued a $90.00 price objective on shares of Oklo in a report on Wednesday, March 18th. Citigroup decreased their price objective on shares of Oklo from $95.00 to $73.50 and set a "neutral" rating for the company in a research report on Wednesday, March 18th. Canaccord Genuity Group decreased 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. UBS Group decreased their price objective on shares of Oklo from $95.00 to $60.00 and set a "neutral" rating for the company in a research report on Thursday, March 26th. Finally, Craig Hallum reaffirmed a "hold" rating on shares of Oklo in a research report on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Oklo currently has a consensus rating of "Moderate Buy" and an average target price of $87.68.

Insider Buying and Selling

In other Oklo news, CEO Jacob Dewitte sold 140,000 shares of Oklo stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $50.39, for a total value of $7,054,600.00. Following the transaction, the chief executive officer directly owned 656,483 shares in the company, valued at approximately $33,080,178.37. The trade was a 17.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction 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 completion of the transaction, the insider owned 15,991 shares in the company, valued at approximately $906,529.79. This represents a 14.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 609,040 shares of company stock worth $35,115,494 in the last ninety days. 18.90% of the stock is owned by corporate insiders.

Key Oklo News

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.)

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.

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