Blair William & Co. IL Acquires 20,689 Shares of Oklo Inc. $OKLO

Blair William & Co. IL grew its holdings in shares of Oklo Inc. (NYSE:OKLO) by 49.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,229 shares of the company’s stock after acquiring an additional 20,689 shares during the period. Blair William & Co. IL’s holdings in Oklo were worth $6,947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of OKLO. Armstrong Advisory Group Inc. bought a new stake in Oklo during the third quarter valued at about $27,000. Elevation Point Wealth Partners LLC bought a new position in shares of Oklo in the second quarter worth about $28,000. Gables Capital Management Inc. purchased a new position in shares of Oklo during the 3rd quarter valued at about $28,000. Whittier Trust Co. of Nevada Inc. purchased a new position in shares of Oklo during the 3rd quarter valued at about $33,000. Finally, CI Investments Inc. grew its stake in shares of Oklo by 153.0% during the 3rd quarter. CI Investments Inc. now owns 296 shares of the company’s stock valued at $33,000 after acquiring an additional 179 shares during the period. 85.03% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Oklo

Here are the key news stories impacting Oklo this week:

• Positive Sentiment: Oklo announced it is pursuing a joint venture with Centrus to provide HALEU deconversion services at Centrus’ Piketon, Ohio site — a move that aims to shore up a key fuel-supply bottleneck for advanced reactors and could materially support Oklo’s fuel needs near its planned 1.2 GW campus. Oklo, Centrus Announce Planned Joint Venture
• Positive Sentiment: Multiple outlets (Zacks, Yahoo, Benzinga, PR Newswire, BusinessWire) reinforced the JV story, highlighting potential to strengthen domestic HALEU infrastructure and reduce a major supply-chain risk for Oklo and other advanced reactor developers. These confirmations help validate the strategic rationale. How OKLO and Centrus Aim to Fix the Nuclear Fuel Bottleneck
• Neutral Sentiment: Oklo set a near-term catalyst — a full-year results release and company update on March 17 — which creates event risk: good results could re-rate the stock, while any guidance/updates that disappoint or remain vague could amplify selling. Dear Oklo Stock Fans, Mark Your Calendars for March 17
• Neutral Sentiment: Retail/investor commentary pieces (e.g., The Motley Fool) tout upside potential and long-term wealth narratives, but are speculative and do not change near-term fundamentals. Treat media hype as a sentiment driver rather than proof of execution. Is Oklo Stock Your Ticket to Becoming a Millionaire?
• Negative Sentiment: Despite positive JV news, shares are trading below the 50- and 200-day moving averages and the company remains unprofitable (negative P/E), leaving valuation and execution concerns. Investors may be taking profits after prior run-ups or awaiting clearer timelines for HALEU commercialization. (MarketBeat price/moving-average data referenced.)
• Negative Sentiment: Trading volume was below average today, suggesting lighter, possibly targeted selling rather than broad conviction — but the combination of event risk (Mar. 17) and long development timelines for nuclear projects creates downside risk if updates fall short.

Insider Transactions at Oklo

In other Oklo news, CEO Jacob Dewitte sold 60,001 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $62.60, for a total transaction of $3,756,062.60. Following the completion of the transaction, the chief executive officer owned 688,196 shares in the company, valued at $43,081,069.60. This trade represents a 8.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider William Carroll Murphy Goodwin sold 2,820 shares of Oklo stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $56.69, for a total value of $159,865.80. Following the completion of the sale, the insider directly owned 15,991 shares in the company, valued at approximately $906,529.79. The trade was a 14.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,947,546 shares of company stock valued at $164,368,254. 18.90% of the stock is currently owned by insiders.

Oklo Stock Down 0.6%

Shares of OKLO stock opened at $61.42 on Wednesday. The stock has a market cap of $9.60 billion, a P/E ratio of -113.73 and a beta of 0.80. Oklo Inc. has a 52 week low of $17.42 and a 52 week high of $193.84. The company’s fifty day simple moving average is $77.16 and its two-hundred day simple moving average is $95.76.

Analysts Set New Price Targets

OKLO has been the subject of several analyst reports. UBS Group reissued a “neutral” rating on shares of Oklo in a report on Monday, January 12th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $122.00 price target on shares of Oklo in a research report on Wednesday, November 12th. Texas Capital raised shares of Oklo to a “strong-buy” rating in a research note on Tuesday, January 27th. Needham & Company LLC restated a “buy” rating on shares of Oklo in a research report on Friday, January 9th. Finally, Citigroup restated a “neutral” rating on shares of Oklo in a research note on Monday, November 24th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $98.93.

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.