AE Wealth Management LLC boosted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 246,414 shares of the electric vehicle producer’s stock after acquiring an additional 9,586 shares during the period. Tesla accounts for 0.7% of AE Wealth Management LLC’s investment portfolio, making the stock its 25th biggest position. AE Wealth Management LLC’s holdings in Tesla were worth $109,585,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently modified their holdings of TSLA. Norges Bank bought a new position in Tesla during the 2nd quarter valued at approximately $11,839,824,000. Vanguard Group Inc. increased its stake in shares of Tesla by 1.8% during the second quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer’s stock valued at $79,856,764,000 after buying an additional 4,502,976 shares during the period. Amundi raised its holdings in shares of Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock valued at $6,374,284,000 after acquiring an additional 3,422,270 shares in the last quarter. Jennison Associates LLC lifted its stake in Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock worth $4,851,747,000 after acquiring an additional 3,021,550 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in Tesla by 2.0% in the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer’s stock valued at $20,480,477,000 after acquiring an additional 1,269,304 shares in the last quarter. 66.20% of the stock is owned by institutional investors.
Trending Headlines about Tesla
Here are the key news stories impacting Tesla this week:
- Positive Sentiment: Tesla beat Q4 revenue and EPS expectations and showed growth in energy-storage revenue, which supports near-term cash flow and offsets auto weakness. Reuters: Tesla revenue beats estimates
- Positive Sentiment: Tesla disclosed a ~$2B investment in Elon Musk’s xAI and reiterated plans to expand robotaxi/Optimus initiatives — a narrative that could re-rate Tesla if the “physical AI” story delivers substantial recurring software or robot revenue. CNBC: Tesla to invest $2B in xAI
- Positive Sentiment: Late-session headlines that SpaceX is exploring a merger or tie‑up with Tesla buoyed sentiment and drove short-term buying interest tied to consolidation/speculation. Reuters: SpaceX said to consider merger with Tesla
- Neutral Sentiment: Analyst reactions are mixed — some firms raised targets (TD Cowen, Cantor Fitzgerald), others trimmed them or kept conservative ratings — adding dispersion to near-term price targets and investor guidance expectations. MarketScreener: TD Cowen raises target
- Neutral Sentiment: Tesla disclosed 1.1M active FSD subscriptions and emphasized robotaxi rollout — useful long-term optionality but uncertain timing and monetization scale. Benzinga: FSD subscriptions revealed
- Negative Sentiment: Tesla reported its first full-year revenue decline and falling vehicle deliveries, and profitability was pressured — fundamentals that justify caution for investors focused on the traditional auto business. FT: Tesla suffers first annual drop in revenue
- Negative Sentiment: Management guided capex to more than $20B for 2026 to fund robots, chips and factories — a major increase that raises cash‑burn and execution risk until those investments prove revenue-generating. Reuters: Tesla plans $20B capex
- Negative Sentiment: Ending Model S and Model X production and converting lines for Optimus is disruptive operationally and removes legacy revenue lines while new businesses scale — a near-term headwind with uncertain payback timing. CNBC: Tesla ending Model S and X production
Tesla Stock Performance
Tesla (NASDAQ:TSLA – Get Free Report) last issued its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to analysts’ expectations of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.93%. The business’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.73 earnings per share. Sell-side analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.
Analyst Ratings Changes
TSLA has been the subject of several research reports. Mizuho set a $540.00 price objective on shares of Tesla and gave the stock an “outperform” rating in a report on Thursday. Industrial Alliance Securities set a $300.00 price target on shares of Tesla in a research note on Monday, October 13th. UBS Group lifted their price objective on Tesla from $307.00 to $352.00 and gave the company a “sell” rating in a research report on Thursday. Melius Research set a $520.00 target price on Tesla and gave the stock a “buy” rating in a report on Monday, October 13th. Finally, Roth Mkm set a $505.00 target price on Tesla and gave the company a “buy” rating in a research note on Thursday, October 23rd. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and eight have given a Sell rating to the stock. According to data from MarketBeat.com, Tesla presently has a consensus rating of “Hold” and an average target price of $410.86.
Check Out Our Latest Stock Analysis on Tesla
Insider Buying and Selling
In related news, Director James R. Murdoch sold 60,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 577,031 shares in the company, valued at $257,009,607.40. The trade was a 9.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Vaibhav Taneja sold 2,637 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the sale, the chief financial officer owned 13,757 shares in the company, valued at approximately $6,107,145.01. This represents a 16.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 119,457 shares of company stock worth $53,501,145 in the last three months. Insiders own 19.90% of the company’s stock.
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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