M&G PLC Grows Holdings in Tesla, Inc. $TSLA

M&G PLC lifted its stake in Tesla, Inc. (NASDAQ:TSLA) by 66.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 18,160 shares of the electric vehicle producer’s stock after acquiring an additional 7,266 shares during the quarter. M&G PLC’s holdings in Tesla were worth $8,081,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Chapman Financial Group LLC acquired a new position in Tesla during the 2nd quarter worth about $26,000. LGT Financial Advisors LLC acquired a new stake in shares of Tesla during the second quarter worth about $29,000. Manning & Napier Advisors LLC purchased a new position in shares of Tesla in the third quarter valued at approximately $29,000. CoreFirst Bank & Trust acquired a new position in shares of Tesla in the second quarter valued at approximately $30,000. Finally, ESL Trust Services LLC increased its stake 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 buying an additional 95 shares during the period. Institutional investors and hedge funds own 66.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on TSLA shares. China Renaissance boosted their price target on shares of Tesla from $380.00 to $382.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. Roth Mkm set a $505.00 target price on Tesla and gave the company a “buy” rating in a report on Thursday, October 23rd. Weiss Ratings restated a “hold (c-)” rating on shares of Tesla in a report on Tuesday, January 27th. Evercore lifted their price objective on Tesla from $235.00 to $300.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Finally, Mizuho set a $540.00 price objective on Tesla and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Eighteen equities 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. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $408.09.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: George Soros’s fund materially increased its Tesla position, a high-profile institutional buy that can signal confidence and attract other allocators. Soros Fund Management boosts Tesla stake
• Positive Sentiment: Tesla is rolling xAI’s Grok assistant into vehicles across nine European countries — a product expansion that boosts in‑car AI/service value and recurring‑revenue potential from software. Tesla Adds Grok to Its Vehicles in Nine European Countries
• Positive Sentiment: Tesla is doubling down on autonomy/robotaxis — public filings and reporting show a multi‑billion dollar investment plan (>$20B by 2026) and a shift toward autonomy-as-a-service, which could materially expand long‑term TAM and software revenue. Tesla Makes Its Largest Investment Bet Yet in Its Own Vision
• Positive Sentiment: Tesla is expanding AI chip design efforts into South Korea and recruiting engineers — a sign of verticalizing key AI hardware that supports autonomy and in‑vehicle AI differentiation. Tesla Expands AI Chip Design Efforts To South Korea
• Positive Sentiment: High‑profile bull views (Cathie Wood/ARK) on Optimus and robotics remain in the narrative, supporting long‑term upside expectations among growth investors. Cathie Wood says Tesla’s Optimus could transform factory, home life
• Neutral Sentiment: Retail and social chatter highlights five‑year price stagnation around the $414–$420 range; the conversation includes notable insider buys (Elon Musk) and large institutional flows — mixed signals that can keep trading rangebound without a clear catalyst. Tesla Stock Opinions on Five-Year Price Stagnation
• Neutral Sentiment: Elon Musk warned the $25K Cybercab rollout will be “agonizingly slow” at first — tempers expectations for near‑term volume but underscores long‑term robotaxi ambition. Elon Musk Warns Tesla’s $25K Cybercab Will Be ‘Agonizingly Slow’ At First
• Negative Sentiment: Tesla removed the option to buy Full Self‑Driving (FSD) as a one‑time purchase, shifting customers toward subscriptions — a move that may boost recurring revenue long term but risks near‑term unit demand pushback and consumer frustration. Tesla pulls the plug on one-time purchases of FSD
• Negative Sentiment: Rivian’s recent analyst upgrades and momentum (R2 launch/competitive price points) reopen competition concerns in the mass‑market EV segment — a near‑term headwind to Tesla’s market share narrative for affordable models. Rivian Stock Rises 26% Following Multiple Analyst Upgrades
• Negative Sentiment: Large institutional rebalancing (e.g., a big reduction by UBS asset management noted in filings) injects volatility risk — big sell decisions from major holders can pressure price if they continue. Institutional flows and holdings for Tesla

Tesla Price Performance

TSLA stock opened at $417.44 on Tuesday. The business has a 50 day moving average price of $443.79 and a 200 day moving average price of $416.12. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The stock has a market cap of $1.57 trillion, a price-to-earnings ratio of 386.52, a PEG ratio of 14.69 and a beta of 1.86. Tesla, Inc. has a fifty-two week low of $214.25 and a fifty-two week high of $498.83.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company had revenue of $24.90 billion for the quarter, compared to analysts’ expectations of $24.75 billion. During the same quarter last year, the company earned $0.73 earnings per share. The firm’s revenue for the quarter was down 3.1% on a year-over-year basis. Equities research analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Vaibhav Taneja sold 2,637 shares of Tesla stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the sale, the chief financial officer owned 13,757 shares in the company, valued at approximately $6,107,145.01. The trade was a 16.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director James R. Murdoch sold 60,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the director directly owned 577,031 shares of the company’s stock, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 119,457 shares of company stock valued at $53,501,145. 19.90% of the stock is currently owned by insiders.

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.