Oppenheimer & Co. Inc. Increases Holdings in Tesla, Inc. $TSLA

Oppenheimer & Co. Inc. lifted its position in Tesla, Inc. (NASDAQ:TSLA) by 6.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 146,483 shares of the electric vehicle producer’s stock after buying an additional 8,436 shares during the period. Tesla makes up about 0.8% of Oppenheimer & Co. Inc.’s investment portfolio, making the stock its 16th biggest position. Oppenheimer & Co. Inc.’s holdings in Tesla were worth $65,144,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of TSLA. Vanguard Group Inc. increased its holdings in 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 last quarter. Geode Capital Management LLC grew its position in shares of Tesla by 2.0% during the 2nd 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 during the period. Norges Bank purchased a new stake in shares of Tesla in the 2nd quarter worth $11,839,824,000. Legal & General Group Plc raised its holdings in Tesla by 5.9% in the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer’s stock worth $6,424,705,000 after purchasing an additional 1,134,678 shares during the period. Finally, Amundi lifted its position in 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 purchasing an additional 3,422,270 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Tesla Stock Performance

Shares of NASDAQ TSLA opened at $411.11 on Monday. The firm’s fifty day moving average is $446.45 and its two-hundred day moving average is $411.71. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The company has a market cap of $1.54 trillion, a P/E ratio of 380.66, a P/E/G ratio of 13.77 and a beta of 1.86. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16.

Tesla (NASDAQ:TSLA) last issued its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.05. The firm 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 business’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.73 earnings per share. As a group, analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director James R. Murdoch sold 60,000 shares of the business’s 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 sale, the director owned 577,031 shares in the company, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were 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 in the company, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 119,457 shares of company stock valued at $53,501,145 in the last quarter. 19.90% of the stock is currently owned by insiders.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is hiring to support Elon Musk’s expanded U.S. solar strategy, signaling capital allocation and execution toward scaling rooftop and cell production — a clear revenue diversification play beyond cars. Tesla executives say hiring is ramping up to support Musk’s expanded solar strategy
• Positive Sentiment: Tesla is scouting U.S. sites and pushing to expand solar cell manufacturing with a 100‑GW ambition tied to AI/data center power needs — a strategic commitment that could drive long-term revenue and vertical integration. Tesla Eyes US Solar Cell Expansion, Musk Targets 100-Gigawatt Power Push For AI Data Centers
• Positive Sentiment: Tesla launched a vehicle‑to‑grid pilot in Texas for Cybertruck owners to earn bill credits by sending power back to the grid — commercializing vehicle energy services and improving EV ownership economics. Tesla Lets Cybertruck Owners Earn Bill Credits by Powering the Grid
• Positive Sentiment: Reports show Tesla training AI systems in China and promoting its Optimus robotics/robotaxi initiatives — continued investment in “physical AI” supports the higher‑margin, optionality narrative that bulls cite. Tesla is training its AI technology in China, local media reports
• Neutral Sentiment: Market commentary frames today’s move as a tech‑sector rebound after a volatile week — momentum-driven buying can lift TSLA short-term even if fundamentals remain mixed. Tesla’s stock rallies to end a rough week
• Neutral Sentiment: High‑profile buys (ARK/Cathie Wood) and trademark filings (Roadster hype) add retail and thematic interest but are speculative near-term catalysts. Cathie Wood Doubles Down On Tesla With $14.5 Million Stock Purchase, Ark Invest Pounces On AMD Dip
• Negative Sentiment: Legal risk: a judge indicated Tesla/Musk likely can’t escape a ‘Blade Runner 2049’ lawsuit — ongoing litigation creates headline risk and potential costs. Tesla, Musk likely can’t escape ‘Blade Runner 2049’ lawsuit, judge says
• Negative Sentiment: Competitive pressure: Volkswagen overtook Tesla as Europe’s top EV seller in 2025 and BYD is expanding in key markets — market‑share erosion and intensifying competition could weigh on auto margins. Volkswagen overtook Tesla as Europe’s top EV seller in 2025
• Negative Sentiment: Valuation and sales concerns persist: recent selloffs were driven by a near‑400–plus P/E, mixed sales headlines, and analyst debate over the car business vs. “physical AI” optionality. That makes TSLA sensitive to sentiment shifts. BLBD vs. TSLA: Which Stock Is the Better Value Option?

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TSLA. Morgan Stanley set a $415.00 price objective on Tesla and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. Stifel Nicolaus set a $508.00 target price on shares of Tesla in a research note on Thursday, January 29th. Glj Research reiterated a “sell” rating on shares of Tesla in a research report on Thursday, January 29th. iA Financial set a $300.00 price objective on shares of Tesla in a research report on Monday, October 13th. Finally, China Renaissance upped their target price on shares of Tesla from $380.00 to $382.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Seventeen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tesla has a consensus rating of “Hold” and an average target price of $403.92.

Tesla Company 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.