Octavia Wealth Advisors LLC Has $3.97 Million Stock Position in Tesla, Inc. $TSLA

Octavia Wealth Advisors LLC increased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 18.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,932 shares of the electric vehicle producer’s stock after acquiring an additional 1,362 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Tesla were worth $3,972,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Procyon Advisors LLC boosted its position in Tesla by 35.2% during the third quarter. Procyon Advisors LLC now owns 13,642 shares of the electric vehicle producer’s stock worth $6,067,000 after purchasing an additional 3,549 shares during the period. Roberts Financial LLC bought a new stake in shares of Tesla during the 3rd quarter worth about $356,000. BostonPremier Wealth LLC grew its stake in Tesla by 11.8% in the 3rd quarter. BostonPremier Wealth LLC now owns 3,163 shares of the electric vehicle producer’s stock valued at $1,407,000 after buying an additional 333 shares during the last quarter. First National Corp MA ADV raised its holdings in Tesla by 7.5% in the 3rd quarter. First National Corp MA ADV now owns 2,358 shares of the electric vehicle producer’s stock valued at $1,083,000 after acquiring an additional 164 shares during the period. Finally, Udine Wealth Management Inc. lifted its position in Tesla by 1.2% during the third quarter. Udine Wealth Management Inc. now owns 10,813 shares of the electric vehicle producer’s stock worth $4,809,000 after acquiring an additional 123 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: U.S. regulators gave Tesla a five‑week extension to respond to the NHTSA probe into Full Self‑Driving traffic violations, reducing immediate regulatory pressure and buying time ahead of earnings. Read More.
• Positive Sentiment: Data on owner loyalty and recent loyalty awards suggest strong repeat purchase behavior among Tesla drivers, supporting recurring vehicle demand and aftermarket revenue stability. Read More.
• Positive Sentiment: Tesla highlighted a new lithium refinery in Texas aimed at strengthening its U.S. battery supply chain, which can help margin and production resilience long term. Read More.
• Neutral Sentiment: Investors are trimming positions and booking profits ahead of the Jan. 28 Q4 earnings report, creating short‑term volatility but reflecting a defensive positioning rather than new fundamental news. Read More.
• Neutral Sentiment: Analysts remain split: several firms still bullish on Tesla’s AI/robotics/energy potential while others flag valuation and delivery risks — leaving little margin for error into earnings. Read More.
• Neutral Sentiment: Hyundai appointed a former Tesla humanoid‑robot lead as an adviser, highlighting industry talent movement in robotics — a sign of both sector interest and rising competition for talent. Read More.
• Negative Sentiment: Commentary that a Ford‑BYD battery tie‑up could make Tesla “a footnote” underscores fears of intensified competition on cost and scale that could pressure volumes and margins. Read More.
• Negative Sentiment: Robotaxi rivals are accelerating — WeRide reports >1,000 AVs and Waymo/NVIDIA remain strong competitors — raising doubts about Tesla’s robotaxi lead and timing for autonomous revenue. Read More.
• Negative Sentiment: Tesla’s decision to end one‑time Full Self‑Driving purchases and shift to subscription has prompted customer backlash, prompted sales by large holders (eg., ARK) and prompted commentary that Tesla’s perceived software edge may be fading — a near‑term reputational and revenue mix risk. Read More.
• Negative Sentiment: Analysts and commentators are flagging valuation and slowing deliveries (Q4 deliveries missed estimates), with some downgrades and low price targets that could amplify sell pressure if earnings disappoint. Read More.

Insider Buying and Selling

In other news, Director James R. Murdoch sold 60,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the transaction, the director owned 577,031 shares of the company’s stock, valued at $257,009,607.40. This represents a 9.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the transaction, the director directly owned 1,391,615 shares of the company’s stock, valued at $627,145,215.90. The trade was a 3.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 119,457 shares of company stock worth $53,501,145 in the last 90 days. Insiders own 19.90% of the company’s stock.

Tesla Price Performance

TSLA stock opened at $437.50 on Friday. The company’s 50-day moving average price is $443.51 and its two-hundred day moving average price is $398.75. The firm has a market cap of $1.46 trillion, a P/E ratio of 291.67, a P/E/G ratio of 7.29 and a beta of 1.83. The company has a quick ratio of 1.67, a current ratio of 2.07 and a debt-to-equity ratio of 0.07. Tesla, Inc. has a 12 month low of $214.25 and a 12 month high of $498.83.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.48 by $0.02. The business had revenue of $28.10 billion for the quarter, compared to analyst estimates of $24.98 billion. Tesla had a return on equity of 6.61% and a net margin of 5.51%.Tesla’s revenue was up 11.6% compared to the same quarter last year. During the same period last year, the firm posted $0.72 earnings per share. On average, analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

TSLA has been the topic of a number of recent research reports. Glj Research reiterated a “sell” rating and set a $25.28 target price (up previously from $19.05) on shares of Tesla in a research note on Wednesday, January 7th. BNP Paribas Exane assumed coverage on Tesla in a research report on Thursday, October 16th. They set an “underperform” rating and a $307.00 price objective on the stock. DZ Bank reissued a “sell” rating on shares of Tesla in a report on Tuesday, January 6th. Wells Fargo & Company restated an “underweight” rating and issued a $130.00 price target (up from $120.00) on shares of Tesla in a research note on Monday. Finally, Cowen reiterated a “buy” rating on shares of Tesla in a research note on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have issued a Hold rating and nine have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $410.20.

About Tesla

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.