ZEGA Investments LLC Sells 3,157 Shares of Tesla, Inc. $TSLA

ZEGA Investments LLC lowered its holdings in Tesla, Inc. (NASDAQ:TSLA) by 11.9% in the 3rd quarter, Holdings Channel reports. The firm owned 23,475 shares of the electric vehicle producer’s stock after selling 3,157 shares during the period. Tesla accounts for 1.4% of ZEGA Investments LLC’s portfolio, making the stock its 13th biggest holding. ZEGA Investments LLC’s holdings in Tesla were worth $10,440,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Brighton Jones LLC raised its stake in Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after buying an additional 9,293 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Tesla by 21.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $2,147,000 after acquiring an additional 931 shares during the period. Bison Wealth LLC increased its position in Tesla by 52.2% during the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after acquiring an additional 3,558 shares during the last quarter. Beacon Financial Group lifted its holdings in Tesla by 43.1% in the second quarter. Beacon Financial Group now owns 3,110 shares of the electric vehicle producer’s stock valued at $988,000 after acquiring an additional 937 shares during the period. Finally, Searcy Financial Services Inc. ADV boosted its position in Tesla by 5.8% in the second quarter. Searcy Financial Services Inc. ADV now owns 4,730 shares of the electric vehicle producer’s stock worth $1,503,000 after purchasing an additional 260 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TSLA. UBS Group reissued a “sell” rating and issued a $307.00 price objective (up previously from $247.00) on shares of Tesla in a report on Wednesday. Stifel Nicolaus lifted their price target on shares of Tesla from $483.00 to $508.00 and gave the stock a “buy” rating in a research note on Monday, November 17th. Piper Sandler restated an “overweight” rating and issued a $500.00 price objective on shares of Tesla in a research note on Thursday, January 8th. Wall Street Zen upgraded Tesla from a “sell” rating to a “hold” rating in a research report on Saturday, October 25th. Finally, Cowen restated a “buy” rating on shares of Tesla in a research report on Monday, November 17th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned 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, Tesla currently has an average rating of “Hold” and an average price target of $410.20.

Insider Activity

In other news, Director Kimbal Musk sold 56,820 shares of the stock in a transaction that occurred 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 completion of the transaction, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the business’s stock in a transaction on 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 sale, the director owned 577,031 shares in the company, valued at $257,009,607.40. This represents a 9.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 119,457 shares of company stock worth $53,501,145. 19.90% of the stock is currently owned by insiders.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla opened a U.S. lithium refinery in Texas to bolster battery supply chains and reduce dependence on overseas suppliers, which could improve battery cost structure and margin outlook over time. Tesla Touts First-Of-Its-Kind Lithium Refinery In US — Elon Musk Calls It ‘Largest’ In America
• Positive Sentiment: Tesla released a 7‑seater Model Y in the U.S. and reported improving China sales — product and regional tailwinds that can help near‑term volume recovery. Tesla Releases 7-Seater Model Y In US As Improved China Sales Provide Boost
• Positive Sentiment: Expansion of the “Supercharger for Business” program and safety accolades (two Euro NCAP wins) support Tesla’s charging network strength and brand value — factors that help retention and fleet attractiveness. Tesla Expands Its ‘Supercharger for Business’ Program
• Neutral Sentiment: Earnings risk: Analysts highlight Jan. 28 Q4 results as a high‑stakes event — the stock is in an uptrend but has “little room for error,” so results/guidance could swing sentiment sharply either way. Tesla’s Earnings Loom With Almost No Room for Error
• Neutral Sentiment: Traditional automakers (Ford, GM) are pivoting toward energy storage as EV battery demand softens — this validates the market but also increases competition in Tesla’s adjacent energy/storage businesses. Automakers like Ford and GM are jumping into a whole new business where Tesla is a serious player
• Negative Sentiment: Management moved FSD to subscription‑only (no more one‑time purchases after Feb. 14). Investors reacted to execution/regulatory concerns and questions about whether the change signals a weakening software moat despite potential for recurring revenue. Tesla to offer self-driving software only on monthly basis from Feb 14, Musk says
• Negative Sentiment: Cathie Wood’s ARK sold about $38M of Tesla shares, a high‑profile fund reduction that can pressure sentiment and prompt reassessment by momentum‑sensitive investors. Cathie Wood Sells $38M in Tesla, Buys $50M in Broadcom
• Negative Sentiment: Demand concerns: Cybertruck deliveries and some vehicle volumes have lagged targets and overall deliveries declined in Q4, fueling analyst skepticism about growth sustainability and valuation. Tesla’s Cybertruck is falling far short of Elon Musk’s ambitious sales targets

Tesla Trading Down 1.8%

Tesla stock opened at $439.20 on Thursday. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.07 and a quick ratio of 1.67. The firm’s 50 day moving average price is $443.50 and its 200-day moving average price is $397.63. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The stock has a market cap of $1.46 trillion, a P/E ratio of 292.80, a PEG ratio of 7.43 and a beta of 1.83.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 EPS for the quarter, topping the consensus estimate of $0.48 by $0.02. Tesla had a net margin of 5.51% and a return on equity of 6.61%. The business had revenue of $28.10 billion for the quarter, compared to analysts’ expectations of $24.98 billion. During the same quarter in the previous year, the company earned $0.72 EPS. The business’s quarterly revenue was up 11.6% compared to the same quarter last year. On average, equities analysts predict that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

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.