Compound Planning Inc. Has $18.54 Million Holdings in Tesla, Inc. $TSLA

Compound Planning Inc. trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA) by 9.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 41,684 shares of the electric vehicle producer’s stock after selling 4,467 shares during the quarter. Compound Planning Inc.’s holdings in Tesla were worth $18,538,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of TSLA. Norges Bank bought a new position in shares of Tesla in the second quarter valued at about $11,839,824,000. Vanguard Group Inc. boosted its stake in shares of Tesla by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer’s stock valued at $79,856,764,000 after purchasing an additional 4,502,976 shares during the last quarter. Amundi grew its holdings in Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock worth $6,374,284,000 after acquiring an additional 3,422,270 shares during the period. Jennison Associates LLC boosted its holdings in Tesla by 38.3% during 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 buying an additional 3,021,550 shares during the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of Tesla by 2.0% during the second 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. Institutional investors own 66.20% of the company’s stock.

Insider Activity

In related news, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the completion of 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. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Vaibhav Taneja sold 2,637 shares of the business’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 directly owned 13,757 shares in the company, valued at approximately $6,107,145.01. This trade represents a 16.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 119,457 shares of company stock valued at $53,501,145 in the last quarter. Company insiders own 19.90% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Analyst estimate upgrade: Erste Group raised earnings estimates for Tesla, signaling at least some investor confidence that company fundamentals may beat current weak sentiment. Higher estimates can support the stock if confirmed. Erste Group Bank Increases Earnings Estimates for Tesla
• Positive Sentiment: Model Y six-seater approval in Australia: regulatory approvals and product tweaks that broaden appeal (family demand) are constructive for volume growth outside the U.S. if rolled out widely. Model Y Six-Seater Approval in Australia
• Neutral Sentiment: Cybertruck price action: Elon Musk signaled a short (10-day) promotional window and hinted future pricing will depend on demand — this could boost near-term orders but risks margin erosion if deeper cuts are needed. Watch deliveries and margin guidance. Tesla Cybertruck Deal May Last Only 10 Days
• Neutral Sentiment: EV price/demand dynamics: U.S. EV sales and average selling prices are down — a near-term revenue headwind — but some analysts note Tesla could gain share amid industry price cuts (a mixed revenue vs. share trade-off). Tesla EV Sales Crater, Stock Drops. There’s a Silver Lining.
• Negative Sentiment: Regulatory/legal escalation in California: the DMV ruled Tesla used deceptive marketing around automated driving; Tesla has sued to overturn that ruling. This raises regulatory and reputational risk that could limit FSD commercialization and invite further enforcement. Tesla’s battle with the California DMV Tesla sues California DMV (CNBC)
• Negative Sentiment: FSD/robotaxi setbacks: multiple reports of robotaxi collisions, FSD data issues, and investor skepticism are undermining the high-growth autonomous narrative that underpins much of Tesla’s valuation. Continued operational problems would pressure sentiment and long-term upside assumptions. Tesla Has a Robotaxi Problem (Fool) FSD Data Issues (TipRanks)
• Negative Sentiment: Legal judgment and liability concerns: a judge ruled Tesla still must pay $243M related to a 2019 Autopilot fatality — a reminder of liability exposure that can amplify regulatory scrutiny and affect costs/insurance. Tesla must pay $243M over Autopilot crash

Tesla Stock Down 2.9%

TSLA stock opened at $399.83 on Tuesday. The company has a market cap of $1.50 trillion, a price-to-earnings ratio of 370.21, a P/E/G ratio of 14.50 and a beta of 1.86. Tesla, Inc. has a twelve month low of $214.25 and a twelve month high of $498.83. The business has a 50 day moving average price of $439.14 and a two-hundred day moving average price of $419.52. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. The company had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The firm’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.73 EPS. Analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. TD Cowen raised their price target on Tesla from $509.00 to $519.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Tesla from $500.00 to $480.00 and set a “buy” rating on the stock in a report on Friday, January 30th. William Blair reiterated a “market perform” rating on shares of Tesla in a report on Friday, January 2nd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $510.00 price objective on shares of Tesla in a research report on Thursday, January 29th. Finally, Dbs Bank upgraded Tesla to a “hold” rating in a report on Wednesday, November 5th. Eighteen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and nine have given a Sell rating to the company. Based on data from MarketBeat, Tesla currently has an average rating of “Hold” and a consensus target price of $408.09.

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.