Navigation Group LLC Makes New Investment in Tesla, Inc. $TSLA

Posted by Francis Steltz on Jul 16th, 2026

Navigation Group LLC purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 40,800 shares of the electric vehicle producer’s stock, valued at approximately $15,167,000. Tesla comprises 3.5% of Navigation Group LLC’s portfolio, making the stock its 8th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Beaumont Financial Advisors LLC lifted its holdings in shares of Tesla by 2.3% in the 1st quarter. Beaumont Financial Advisors LLC now owns 4,073 shares of the electric vehicle producer’s stock worth $1,514,000 after acquiring an additional 92 shares during the last quarter. Illinois Municipal Retirement Fund increased its holdings in Tesla by 13.7% in the 1st quarter. Illinois Municipal Retirement Fund now owns 147,340 shares of the electric vehicle producer’s stock valued at $54,774,000 after purchasing an additional 17,713 shares during the last quarter. Gentry Private Wealth LLC raised its position in Tesla by 5.3% in the first quarter. Gentry Private Wealth LLC now owns 2,574 shares of the electric vehicle producer’s stock valued at $957,000 after purchasing an additional 130 shares during the period. Harmony Asset Management LLC raised its position in Tesla by 5.1% in the first quarter. Harmony Asset Management LLC now owns 805 shares of the electric vehicle producer’s stock valued at $299,000 after purchasing an additional 39 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. lifted its stake in Tesla by 137.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 27,246 shares of the electric vehicle producer’s stock worth $10,129,000 after purchasing an additional 15,790 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

Positive Sentiment: Wall Street analysts have raised Tesla price targets ahead of Q2 earnings, signaling improved near-term expectations and supporting the stock. Three Price Target Boosts Can’t Help Tesla Stock
Positive Sentiment: Multiple previews say Tesla could beat Q2 earnings estimates, helped by stronger deliveries and energy storage momentum. TSLA Q2 Earnings Beat Likely: Why the Stock Still Isn’t a Buy
Positive Sentiment: Retail investors are buying TSLA ahead of earnings, and options traders expect a meaningful post-results move, which can lift trading interest. Retail Investors Charge Into Tesla Stock (TSLA) Ahead of Q2 Earnings
Positive Sentiment: New operational stories, including a Tesla Semi evaluation partnership and a “Guaranteed Future Value” buying program, suggest ongoing product and demand support. Tesla, Paper Transport partner on electric semi evaluation in Chicago
Neutral Sentiment: Investors are also watching Tesla’s AI, robotaxi, and robotics ambitions, which could matter more than near-term EV sales if management gives credible updates. Tesla (TSLA) Stock: Analysts Eye July 22 Q2 Earnings as AI Ambitions Overshadow EV Sales
Negative Sentiment: Wells Fargo kept a bearish tone despite lifting its target, warning Tesla’s valuation could fall sharply if growth disappoints. Wells Fargo Raised Its Tesla Stock Target, but Still Sees a 67% Drop
Negative Sentiment: The NTSB confirmed a fatal crash involved the driver pressing the accelerator fully, a reminder that safety and Full Self-Driving scrutiny remain headline risks for TSLA. Tesla driver in fatal Texas crash pressed accelerator 100%, NTSB confirms

Tesla Stock Down 0.5%

TSLA stock opened at $394.35 on Thursday. The company’s 50 day moving average price is $410.77 and its 200 day moving average price is $406.77. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.62 and a current ratio of 2.04. Tesla, Inc. has a fifty-two week low of $297.82 and a fifty-two week high of $498.83. The firm has a market capitalization of $1.48 trillion, a price-to-earnings ratio of 361.79, a PEG ratio of 14.51 and a beta of 1.80.

Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The company had revenue of $22.39 billion during the quarter, compared to the consensus estimate of $22.96 billion. During the same quarter in the previous year, the firm earned $0.27 earnings per share. The firm’s quarterly revenue was up 15.8% on a year-over-year basis. On average, equities research analysts anticipate that Tesla, Inc. will post 1.3 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Zacks Research raised Tesla from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 28th. President Capital raised their target price on Tesla from $424.00 to $428.00 and gave the company a “buy” rating in a report on Monday, April 27th. Erste Group Bank raised Tesla from a “sell” rating to a “hold” rating in a research report on Friday, June 5th. Citizens Jmp began coverage on shares of Tesla in a research note on Thursday, July 9th. They set a “market perform” rating on the stock. Finally, Jefferies Financial Group set a $400.00 price objective on shares of Tesla and gave the company a “hold” rating in a research note on Monday. Twenty-one analysts have rated the stock with a Buy rating, twenty-one have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Tesla currently has a consensus rating of “Hold” and a consensus price target of $408.07.

Read Our Latest Analysis on TSLA

Insiders Place Their Bets

In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of the stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following the transaction, the director owned 48,399 shares of the company’s stock, valued at $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the firm’s stock in a transaction 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 completion of the sale, the chief financial officer owned 22,039 shares in the company, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 32,015 shares of company stock worth $12,383,640 over the last 90 days. Company insiders own 19.90% of the company’s stock.

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.