Savant Capital LLC raised its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 22.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 56,842 shares of the electric vehicle producer’s stock after purchasing an additional 10,312 shares during the period. Savant Capital LLC’s holdings in Tesla were worth $25,279,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in TSLA. Vanguard Group Inc. grew its position in Tesla by 1.8% in the second quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer’s stock worth $79,856,764,000 after acquiring an additional 4,502,976 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Tesla by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer’s stock worth $20,480,477,000 after purchasing an additional 1,269,304 shares in the last quarter. Norges Bank bought a new position in shares of Tesla during the 2nd quarter valued at about $11,839,824,000. Legal & General Group Plc raised its holdings in shares of Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer’s stock valued at $6,424,705,000 after buying an additional 1,134,678 shares in the last quarter. Finally, Amundi lifted its position in Tesla by 20.4% in the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock worth $6,374,284,000 after buying an additional 3,422,270 shares during the last quarter. Institutional investors own 66.20% of the company’s stock.
Trending Headlines about Tesla
Here are the key news stories impacting Tesla this week:
- Positive Sentiment: Q4 earnings topped expectations and Tesla is getting credit for record energy-storage deployments and resilient automotive margins — a near-term catalyst that supports the stock’s rally narrative. Read More.
- Positive Sentiment: Tesla launched a lower‑priced Model Y AWD at $41,990 to try to stabilize demand and compete on pricing — a tactical move that could help near-term deliveries if uptake is strong. Read More.
- Positive Sentiment: Tesla’s energy business is showing momentum (record Megapack deployments, improving margins) and is repeatedly cited as a material growth pillar beyond cars. That helps justify some bullish analyst views. Read More.
- Neutral Sentiment: Near-term option market: 1‑month put sellers can harvest ~2.5% yield after earnings — attractive income for some investors but also signals elevated implied volatility. Read More.
- Neutral Sentiment: Elon Musk’s SpaceX–xAI merger is prompting speculation about “cross‑pollination” with Tesla (AI, communications, satellites). Potential upside is speculative and timing/structure remain unclear, so impact on TSLA is uncertain. Read More.
- Neutral Sentiment: Tesla plans aggressive 2026 capex (>$20B) to scale factories, AI compute and robotaxis — this supports long‑term growth but raises short‑term execution and free‑cash‑flow questions. Read More.
- Negative Sentiment: China — a key market — will ban hidden/popup door handles starting in 2027 after safety incidents; regulatory changes could force costly vehicle redesigns or slow sales in China. Read More.
- Negative Sentiment: European registrations showed little recovery in January (falls in France and Norway), reinforcing concerns that EV demand softness is weighing on near‑term delivery trends. Read More.
- Negative Sentiment: Competitive threat: Waymo/Alphabet and others are plowing capital into robotaxis (large recent fundraises), increasing the risk Tesla faces in autonomy — a core part of the company’s long‑term valuation. Read More.
- Negative Sentiment: Valuation and analyst divergence: Tesla’s post‑earnings P/E (~400) leaves little margin for error; some firms cut targets (Phillip Securities, JPMorgan), increasing downside risk if execution or growth disappoints. Read More.
Tesla Price Performance
Tesla (NASDAQ:TSLA – Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. The company had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm’s revenue was down 3.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.73 earnings per share. On average, equities research analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current year.
Analysts Set New Price Targets
A number of research analysts have commented on the stock. Truist Financial reduced their price target on shares of Tesla from $439.00 to $438.00 and set a “hold” rating on the stock in a research report on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $405.00 target price on shares of Tesla in a report on Thursday, January 29th. Glj Research reissued a “sell” rating on shares of Tesla in a research note on Thursday, January 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Tesla in a research note on Thursday, January 29th. Finally, Mizuho set a $540.00 target price on Tesla and gave the company an “outperform” rating in a research note on Thursday, January 29th. Seventeen investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and nine have assigned a Sell rating to the company. According to data from MarketBeat.com, Tesla has a consensus rating of “Hold” and a consensus price target of $403.92.
View Our Latest Analysis on TSLA
Insider Activity
In other Tesla news, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were 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 trade represents a 3.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Vaibhav Taneja sold 2,637 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $443.93, for a total value of $1,170,643.41. Following the transaction, the chief financial officer owned 13,757 shares in the company, valued at $6,107,145.01. This trade represents a 16.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 119,457 shares of company stock valued at $53,501,145. Corporate insiders own 19.90% of the company’s stock.
About Tesla
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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