Stonebridge Financial Group LLC MO purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 1,490 shares of the electric vehicle producer’s stock, valued at approximately $670,000.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake in Tesla by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer’s stock valued at $116,443,762,000 after buying an additional 6,538,720 shares in the last quarter. State Street Corp lifted its stake in Tesla by 0.3% in the 3rd quarter. State Street Corp now owns 113,762,849 shares of the electric vehicle producer’s stock valued at $50,592,614,000 after buying an additional 344,162 shares in the last quarter. Capital World Investors lifted its stake in Tesla by 5.8% in the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer’s stock valued at $19,583,547,000 after buying an additional 2,403,019 shares in the last quarter. Jennison Associates LLC lifted its stake in Tesla by 38.3% in the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock worth $4,851,747,000 after purchasing an additional 3,021,550 shares in the last quarter. Finally, Franklin Resources Inc. lifted its stake in Tesla by 5.8% in the 3rd quarter. Franklin Resources Inc. now owns 6,737,089 shares of the electric vehicle producer’s stock worth $2,996,118,000 after purchasing an additional 368,493 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.
Insider Activity at Tesla
In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of Tesla stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,264 shares of Tesla stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares of the company’s stock, valued at $7,188,625.18. This trade represents a 11.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 80,213 shares of company stock valued at $30,851,105 in the last quarter. 19.90% of the stock is owned by insiders.
Tesla Stock Down 2.6%
Tesla (NASDAQ:TSLA – Get Free Report) last posted its earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The firm had revenue of $22.39 billion during the quarter, compared to the consensus estimate of $22.96 billion. During the same quarter last year, the firm earned $0.27 EPS. The firm’s revenue for the quarter was up 15.8% on a year-over-year basis. Research analysts expect that Tesla, Inc. will post 1.23 earnings per share for the current year.
Key Stories Impacting Tesla
Here are the key news stories impacting Tesla this week:
- Positive Sentiment: Analysts and investors continue to argue that Tesla’s value is increasingly tied to long-term upside from Optimus, robotaxis, Full Self-Driving, AI chips, and robotics, with Piper Sandler reiterating a $500 price target and saying investors may be getting Optimus “for free.”
- Positive Sentiment: Tesla said it will invest about $250 million to expand battery-cell production at its factory outside Berlin, which could support stronger European output as sales there improve. Article Title
- Positive Sentiment: Recent commentary also highlighted a rebound in U.S. battery demand for Tesla supplier Panasonic, reinforcing the view that EV and battery-related demand may be stabilizing.
- Positive Sentiment: Ron Baron’s very bullish comments on SpaceX are helping keep attention on Elon Musk’s broader ecosystem, which can spill over into sentiment toward Tesla as investors price in Musk’s future ventures.
- Neutral Sentiment: Tesla is sending Elon Musk to China as part of a U.S. business delegation, with investors watching for progress on FSD approval and other regulatory or market-access issues in the country.
- Neutral Sentiment: Wall Street views remain highly split, with one firm seeing significant upside while another warns of much lower valuation potential, underscoring how dependent TSLA remains on execution in AI and autonomy.
- Neutral Sentiment: A small Cybertruck recall and reports of robotaxi rollout glitches and wait-time problems are adding noise, but the financial impact appears limited so far.
- Negative Sentiment: Several recent reports point to pressure on Tesla’s near-term earnings outlook, including Zacks Research cutting multiple EPS estimates across 2026–2028 while keeping only a Hold rating.
- Negative Sentiment: Articles about slower robotaxi performance, China sales uncertainty, and battery or production delays are weighing on confidence that Tesla can deliver on its autonomy narrative quickly.
- Negative Sentiment: Some analysts also warn that Tesla’s valuation already prices in a very optimistic future, leaving the stock vulnerable if growth or autonomy milestones disappoint.
Analysts Set New Price Targets
TSLA has been the topic of a number of research reports. Bank of America initiated coverage on shares of Tesla in a research note on Wednesday, March 4th. They issued a “buy” rating and a $460.00 target price on the stock. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research note on Thursday, April 23rd. UBS Group reissued a “neutral” rating and issued a $364.00 target price (up from $352.00) on shares of Tesla in a research note on Thursday, April 23rd. Stifel Nicolaus set a $508.00 target price on shares of Tesla in a research note on Thursday, January 29th. Finally, Phillip Securities raised their target price on shares of Tesla from $215.00 to $220.00 and gave the stock a “sell” rating in a research note on Monday, April 27th. Nineteen research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $398.42.
Read Our Latest Stock Report on Tesla
Tesla Profile
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.
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