Kesler Norman & Wride LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 90.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,180 shares of the electric vehicle producer’s stock after buying an additional 1,511 shares during the period. Kesler Norman & Wride LLC’s holdings in Tesla were worth $1,414,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also made changes to their positions in TSLA. Brighton Jones LLC raised its holdings in shares of Tesla by 11.8% during the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after purchasing an additional 9,293 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Tesla by 21.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock valued at $2,147,000 after buying an additional 931 shares during the last quarter. Bison Wealth LLC raised its stake in Tesla by 52.2% during the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock worth $4,187,000 after acquiring an additional 3,558 shares during the period. Jones Financial Companies Lllp lifted its holdings in Tesla by 55.3% in the first quarter. Jones Financial Companies Lllp now owns 239,337 shares of the electric vehicle producer’s stock worth $63,064,000 after acquiring an additional 85,208 shares during the last quarter. Finally, Kera Capital Partners Inc. acquired a new position in Tesla in the second quarter valued at approximately $282,000. 66.20% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other Tesla news, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total value of $25,606,501.20. Following the completion of the sale, the director directly owned 1,391,615 shares in the company, valued at $627,145,215.90. This represents a 3.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the transaction, the director owned 577,031 shares in the company, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 119,457 shares of company stock worth $53,501,145 over the last ninety days. Company insiders own 19.90% of the company’s stock.
Tesla Stock Performance
Tesla (NASDAQ:TSLA – Get Free Report) last released its quarterly earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. The company had revenue of $28.10 billion for the quarter, compared to the consensus estimate of $24.98 billion. Tesla had a net margin of 5.51% and a return on equity of 6.61%. Tesla’s revenue was up 11.6% on a year-over-year basis. During the same period in the previous year, the firm earned $0.72 EPS. On average, sell-side analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.
Key Stories Impacting Tesla
Here are the key news stories impacting Tesla this week:
- Positive Sentiment: Early rollout of the promised FSD “reasoning” upgrade gives the autonomy thesis credibility and supports upside for TSLA if wider software adoption follows. The ‘Reasoning’ Upgrade Tesla (TSLA) Promised Is Already Partly Here
- Positive Sentiment: Elon Musk’s public explanation for a sizable Nvidia hardware spend helped reframe Tesla as an AI/autonomy play rather than just an automaker, boosting investor confidence in the robo-taxi/AI optionality. Tesla Stock (NASDAQ:TSLA) Gains as Elon Musk Explains Nvidia Buy
- Positive Sentiment: Analyst and media narratives linking Tesla to broader AI/autonomy upside (Cybercab timelines, FSD progress) have traders pricing more optionality into TSLA and boosting short-term momentum. Tesla stock surges nearly 2% today: here’s why analysts see more upside
- Positive Sentiment: China deliveries showed healthy growth in December (best month ever claims), helping offset broader delivery concerns and supporting revenue momentum in Tesla’s largest market. Tesla China Sales Rise 13.2% In December To Clock Best Month Ever
- Neutral Sentiment: High options activity and volatility ahead of Tesla’s late-January earnings suggest traders are positioning for a big post-earnings move, which can amplify intraday swings. Tesla stock: what’s driving the spike in January options volume?
- Neutral Sentiment: Commentators (e.g., Jim Cramer) describe Tesla as an “enigma” — reflecting mixed sentiment that can sustain volatility but not necessarily a directional catalyst by itself. Jim Cramer Calls Tesla an “Enigma”
- Negative Sentiment: Q4/2025 delivery declines and repeated misses remain a concrete headwind to the core auto growth story, keeping some investors skeptical about near-term revenue and margin expansion. Tesla Stock (TSLA) Opinions on Q4 2025 Delivery Decline
- Negative Sentiment: Rising competition in autonomy from Nvidia and others is prompting skepticism about Tesla’s FSD monopoly and valuation premium; several pieces highlight this risk and pressuring analyst views. Tesla Adds Nvidia To Its Enemy List
- Negative Sentiment: Wall Street pushback—analyst downgrades/reiterated sells (e.g., UBS, Truist PT cut) and high-profile bearish takes—adds selling pressure and keeps the valuation debate alive. UBS Sticks With Sell on Tesla (TSLA) as AI Optimism Runs Ahead of Fundamentals
- Negative Sentiment: Recent insider selling (a director sale disclosed) and headline legal/exec controversies (Musk vs OpenAI dispute) can weigh on sentiment during volatile stretches. Insider Selling: Tesla (NASDAQ:TSLA) Director Sells $26,724,000.00 in Stock
Analyst Ratings Changes
A number of analysts have recently weighed in on TSLA shares. Canaccord Genuity Group increased their price target on Tesla from $482.00 to $551.00 and gave the stock a “buy” rating in a research report on Tuesday, December 23rd. Needham & Company LLC reiterated a “hold” rating on shares of Tesla in a research note on Thursday, October 23rd. DZ Bank restated a “sell” rating on shares of Tesla in a research report on Tuesday, January 6th. President Capital cut their price objective on shares of Tesla from $529.00 to $517.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Finally, Melius assumed coverage on shares of Tesla in a research note on Monday, October 13th. They set a “buy” rating and a $520.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $408.54.
Check Out Our Latest 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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