Donalies Financial Planning LLC Buys New Position in Tesla, Inc. $TSLA

Posted by Geri Gentry on Jun 17th, 2026

Donalies Financial Planning LLC bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,250 shares of the electric vehicle producer’s stock, valued at approximately $562,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Networth Advisors LLC bought a new position in Tesla in the fourth quarter worth approximately $26,000. Chapman Financial Group LLC bought a new position in Tesla in the second quarter worth approximately $26,000. Davidson Capital Management Inc. boosted its holdings in Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer’s stock worth $27,000 after acquiring an additional 27 shares in the last quarter. Prism Advisors Inc. bought a new position in Tesla in the fourth quarter worth approximately $30,000. Finally, Turning Point Benefit Group Inc. bought a new position in Tesla in the third quarter worth approximately $30,000. Institutional investors own 66.20% of the company’s stock.

Tesla Stock Performance

Shares of Tesla stock opened at $404.66 on Wednesday. The company has a market cap of $1.52 trillion, a PE ratio of 371.25, a price-to-earnings-growth ratio of 16.44 and a beta of 1.80. Tesla, Inc. has a 52 week low of $288.77 and a 52 week high of $498.83. The business has a 50 day moving average price of $400.24 and a 200-day moving average price of $415.78. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09.

Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. The firm had revenue of $22.39 billion during the quarter, compared to the consensus estimate of $22.96 billion. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the prior year, the business posted $0.27 earnings per share. Equities analysts anticipate that Tesla, Inc. will post 1.19 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

TSLA has been the topic of several recent research reports. DZ Bank upgraded Tesla from a “sell” rating to a “hold” rating and set a $385.00 price target on the stock in a report on Friday, April 24th. Mizuho cut their price target on Tesla from $540.00 to $480.00 and set an “outperform” rating on the stock in a report on Thursday, April 23rd. Roth Mkm reiterated a “buy” rating on shares of Tesla in a report on Thursday, April 23rd. Sanford C. Bernstein raised Tesla from an “underperform” rating to an “outperform” rating in a research note on Friday, June 5th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research note on Thursday, April 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $404.37.

Read Our Latest Report on TSLA

Key Tesla News

Here are the key news stories impacting Tesla this week:

Positive Sentiment: Goldman Sachs raised its Q2 delivery forecast for Tesla, saying shipments appear to be tracking ahead of consensus, which supports the case for stronger near-term fundamentals. Tesla Q2 deliveries “likely tracking ahead of consensus”: Goldman
Positive Sentiment: Tesla’s AI5 chip reportedly completed tape-out, reinforcing the company’s push into AI, autonomy, and custom hardware beyond its core EV business. Tesla’s AI5 Chip Recently Completed Tape-Out
Neutral Sentiment: Investors are still speculating about a Tesla-SpaceX merger, but it remains unconfirmed and faces major regulatory and execution hurdles, so it is more a valuation narrative than an immediate business catalyst. Could a Tesla-SpaceX Merger Be Closer Than Investors Think?
Negative Sentiment: U.S. senators are urging a review of Tesla’s FSD safety data after Reuters reporting questioned the accuracy of Tesla’s self-published crash statistics, increasing regulatory and reputational risk around autonomy. US senators ask for review of Tesla’s ‘Full Self-Driving’ safety data
Negative Sentiment: Reuters also reported that regulators in Sweden and the Netherlands believe Tesla presented misleading FSD safety data, adding to concerns that could slow European approval efforts and weigh on sentiment. Exclusive: Tesla presented misleading ‘Full Self-Driving’ safety data to European regulators

Insider Buying and Selling

In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total transaction of $9,985,506.99. Following the completion of the sale, the director directly owned 48,399 shares of the company’s stock, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the sale, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 57,824 shares of company stock valued at $21,657,588 over the last ninety days. 19.90% of the stock is currently owned by company insiders.

Tesla Company Profile

(Free Report)

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.