Compass Wealth Management LLC Takes $6.73 Million Position in Tesla, Inc. $TSLA

Compass Wealth Management LLC purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 15,125 shares of the electric vehicle producer’s stock, valued at approximately $6,726,000. Tesla comprises about 1.0% of Compass Wealth Management LLC’s portfolio, making the stock its 29th largest position.

Several other hedge funds have also recently bought and sold shares of the company. Chapman Financial Group LLC acquired a new stake in shares of Tesla in the second quarter valued at approximately $26,000. LGT Financial Advisors LLC bought a new position in Tesla in the 2nd quarter worth approximately $29,000. Manning & Napier Advisors LLC acquired a new stake in Tesla in the 3rd quarter valued at approximately $29,000. CoreFirst Bank & Trust bought a new stake in Tesla during the 2nd quarter valued at $30,000. Finally, ESL Trust Services LLC boosted its position in Tesla by 1,900.0% during the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer’s stock worth $32,000 after acquiring an additional 95 shares during the period. 66.20% of the stock is currently owned by institutional investors.

Tesla Trading Down 1.0%

Shares of NASDAQ:TSLA opened at $430.90 on Wednesday. The stock has a market capitalization of $1.43 trillion, a price-to-earnings ratio of 287.27, a PEG ratio of 7.40 and a beta of 1.83. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $498.83. The company has a 50 day moving average price of $445.92 and a 200 day moving average price of $406.46. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.67 and a current ratio of 2.07.

Analyst Ratings Changes

TSLA has been the topic of a number of research analyst reports. Piper Sandler reissued an “overweight” rating and set a $500.00 price target on shares of Tesla in a report on Thursday, January 8th. The Goldman Sachs Group raised their target price on shares of Tesla from $400.00 to $420.00 in a research note on Friday, January 2nd. Melius Research set a $520.00 price target on shares of Tesla and gave the stock a “buy” rating in a research note on Monday, October 13th. Wells Fargo & Company reiterated an “underweight” rating and set a $130.00 price objective (up previously from $120.00) on shares of Tesla in a research note on Monday, January 12th. Finally, China Renaissance boosted their target price on Tesla from $349.00 to $380.00 and gave the stock a “hold” rating in a report on Friday, October 24th. Eighteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and eight have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $410.77.

Insider Buying and Selling

In other news, Director Kimbal Musk sold 56,820 shares of the business’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares of the company’s stock, valued at $627,145,215.90. The trade was a 3.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Vaibhav Taneja sold 2,637 shares of the company’s 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 directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. This represents a 16.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 119,457 shares of company stock worth $53,501,145 in the last three months. 19.90% of the stock is currently owned by insiders.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Analyst optimism on delivery momentum and energy business — Wedbush reiterates an Outperform and cites stabilizing deliveries plus growth in energy and AI/robotics initiatives as upside drivers into the Q4 report. Tesla Q4 earnings expected to show delivery momentum and energy upside
• Positive Sentiment: Corporate partnership news — Berkshire-linked activity: Buffett’s company will supply powertrains/energy systems for Tesla semis, a commercial win that supports fleet and commercial-vehicle credibility. Buffett Avoided Tesla for Years — But Now His Company Will Power Elon Musk’s Semis
• Positive Sentiment: FSD ecosystem momentum — New insurance products that lower per‑mile costs for FSD-engaged driving support the FSD adoption story and could reduce a friction point for robotaxi/insurance economics. Lemonade’s New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says
• Neutral Sentiment: Forward-looking bullish takes and catalyst calendars — Several opinion pieces highlight potential near-term catalysts (FSD Gen 3, robotaxi rollouts) and argue there are reasons to buy before March, but these are thesis-driven and hinge on execution. 3 Reasons to Buy Tesla Before March 2026
• Neutral Sentiment: New trading products expand market access — Binance will list a TSLA perpetual futures contract, which may boost derivatives liquidity but doesn’t change fundamentals. Binance to launch Tesla-linked perpetual futures contract
• Negative Sentiment: China sales weakness — Reports show Tesla slipping vs. local rivals in China, a key growth market; slowing Chinese demand is pressuring top-line delivery growth expectations. Tesla Stock (NASDAQ:TSLA) Slips as Chinese Sales Falter
• Negative Sentiment: Brand value and sentiment deterioration — Brand Finance and media reports show a ~36% drop (~$15B) in Tesla’s brand value in 2025, attributed in part to CEO political exposure — a reputational headwind for consumer demand. Tesla lost $15 billion in brand value in 2025 as Musk stepped deeper into politics, research shows
• Negative Sentiment: Intensifying competition in Europe — BYD and other rivals sharply grew European registrations while Tesla’s EU sales declined, signaling market-share pressure and pricing/margin risk. Tesla (TSLA) Stock: BYD Triples European Sales While Musk’s Company Stumbles
• Negative Sentiment: Pre-earnings anxiety and autonomy scrutiny — Wall Street is anxious ahead of Q4 results as deliveries sag and AI/autonomy promises face increased regulatory and operational scrutiny; several analysts are cautious or on hold. Wall Street is feeling anxious ahead of Tesla’s Q4 earnings as deliveries sag and AI uncertainty builds

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.