Oklo (NYSE:OKLO) CEO Jacob Dewitte Sells 200,000 Shares

Key Points

• CEO Jacob Dewitte sold 200,000 shares on Jan. 5 at an average of $90.29 for $18.06M; combined with a Dec. 22 sale of 840,000 shares at $82.32, his holdings fell 11.9% but he still directly owns 1,480,000 shares (~$133.63M).
• Market reaction and valuation: OKLO rose about 6.5% to $95.18 on heavy volume, has a market cap of $14.87B, negative EPS (missed recent quarter), and a consensus analyst target near $102.87 with mixed ratings.
• Macro drivers and risks: U.S. policy tailwinds (including a $2.7B push for uranium enrichment) and an AI-SMR narrative have boosted optimism, but a prolonged NRC regulatory timeline raises execution risk.

Oklo Inc. (NYSE:OKLO - Get Free Report) CEO Jacob Dewitte sold 200,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $90.29, for a total transaction of $18,058,000.00. Following the transaction, the chief executive officer directly owned 1,480,000 shares of the company's stock, valued at $133,629,200. This represents a 11.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Jacob Dewitte also recently made the following trade(s):

• On Monday, December 22nd, Jacob Dewitte sold 840,000 shares of Oklo stock. The stock was sold at an average price of $82.32, for a total transaction of $69,148,800.00.

Oklo Stock Up 6.5%

Oklo stock traded up $5.84 during trading on Tuesday, hitting $95.18. The stock had a trading volume of 20,060,459 shares, compared to its average volume of 16,671,131. The stock's 50 day moving average is $96.42 and its two-hundred day moving average is $92.09. Oklo Inc. has a 1 year low of $17.42 and a 1 year high of $193.84. The stock has a market cap of $14.87 billion, a price-to-earnings ratio of -176.25 and a beta of 0.76.

Oklo (NYSE:OKLO - Get Free Report) last issued its earnings results on Wednesday, November 12th. The company reported ($0.20) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.13) by ($0.07). During the same quarter in the previous year, the company posted ($0.08) earnings per share. As a group, equities research analysts anticipate that Oklo Inc. will post -8.2 EPS for the current fiscal year.

Key Oklo News

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: U.S. policy focus on nuclear helped spark the rally — coverage notes the administration is putting nuclear back in the spotlight, driving renewed investor interest in Oklo and peers. Oklo Inc. (OKLO) climbs 14.8% as govt. puts nuclear back in spotlight
• Positive Sentiment: The U.S. announced a $2.7 billion program to expand domestic uranium-enrichment capacity — a supply-chain move investors view as supportive for U.S. reactor developers like Oklo. Oklo shares advance on US commitment to uranium enrichment
• Positive Sentiment: Analysts argue SMRs could be central to an "AI supercycle" because large-scale AI workloads drive demand for dense, reliable power — a narrative that benefits Oklo's SMR-focused investment story. Why SMRs will Play a Key Role in the AI Supercycle
• Positive Sentiment: Market write-ups and sentiment pieces point to renewed optimism and near-term momentum after recent multi-day gains, which can attract momentum traders and amplify volume. OKLO Stock Surges 15% – What Investors Should Expect in 2026
• Neutral Sentiment: Corporate visibility continues via events — Oklo is participating in CES/JobsOhio panels, which raises profile but is unlikely to drive fundamentals immediately. Join JobsOhio for CES 2026 Panels with Joby Aviation, Oklo, Atomic Industries and The Ohio State University
• Neutral Sentiment: Oklo has been featured among trending tickers and market commentary, which can sustain attention but does not change project timelines or financials. Trending tickers: Nvidia, Novo Nordisk, Oklo, Next and Prudential
• Negative Sentiment: A separate report highlights a prolonged NRC (regulatory) timeline that could reshape Oklo’s AI-facing investment story—regulatory delays increase execution risk and could push back revenue milestones. Is Oklo’s (OKLO) Prolonged NRC Timeline Reshaping Its AI-Focused Nuclear Power Investment Story?

Institutional Investors Weigh In On Oklo

Large investors have recently added to or reduced their stakes in the business. Caldwell Sutter Capital Inc. purchased a new stake in shares of Oklo in the 2nd quarter valued at about $25,000. Private Trust Co. NA bought a new position in shares of Oklo in the second quarter worth approximately $25,000. Fourth Dimension Wealth LLC raised its stake in Oklo by 125.0% in the second quarter. Fourth Dimension Wealth LLC now owns 450 shares of the company's stock valued at $25,000 after purchasing an additional 250 shares in the last quarter. GAMMA Investing LLC lifted its position in Oklo by 356.3% during the fourth quarter. GAMMA Investing LLC now owns 365 shares of the company's stock valued at $26,000 after purchasing an additional 285 shares during the last quarter. Finally, Armstrong Advisory Group Inc. bought a new stake in Oklo during the third quarter valued at approximately $27,000. Institutional investors own 85.03% of the company's stock.

Analyst Ratings Changes

Several research firms have recently weighed in on OKLO. B. Riley lifted their target price on shares of Oklo from $58.00 to $129.00 and gave the stock a "buy" rating in a research note on Wednesday, November 12th. William Blair reiterated an "outperform" rating on shares of Oklo in a research note on Wednesday, November 12th. The Goldman Sachs Group started coverage on Oklo in a research report on Thursday, September 25th. They set a "neutral" rating and a $117.00 target price on the stock. Needham & Company LLC assumed coverage on Oklo in a report on Friday, December 5th. They issued a "buy" rating and a $135.00 price target for the company. Finally, Seaport Res Ptn upgraded Oklo from a "hold" rating to a "strong-buy" rating in a research note on Monday, December 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $102.87.

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.

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