3,153 Shares in Tesla, Inc. $TSLA Purchased by Sun Financial Inc

Key Points

• Sun Financial acquired a new position of 3,153 shares of Tesla in Q4, valued at approximately $1.418 million per its Form 13F filing.
• Large institutions shifted stakes—most notably Vanguard added 6,538,720 shares to hold 258,925,024 shares—and overall institutional ownership of Tesla stands at 66.20%.
• Company insiders were net sellers (53,804 shares worth about $20.87 million last quarter), and Tesla disclosed over $500 million in related‑party revenue, raising governance concerns even as progress on robotaxi, Semi and manufacturing initiatives presents both opportunity and cash‑burn risk.

Sun Financial Inc acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,153 shares of the electric vehicle producer's stock, valued at approximately $1,418,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TSLA. Vanguard Group Inc. increased its position in shares of Tesla by 2.6% during the 4th quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock worth $116,443,762,000 after purchasing an additional 6,538,720 shares during the last quarter. Holocene Advisors LP increased its position in shares of Tesla by 132.2% during the 3rd quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock worth $2,738,141,000 after purchasing an additional 3,505,000 shares during the last quarter. Jennison Associates LLC increased its position in shares of Tesla by 38.3% during the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after purchasing an additional 3,021,550 shares during the last quarter. Capital World Investors increased its position in shares of Tesla by 5.8% during the 3rd quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock worth $19,583,547,000 after purchasing an additional 2,403,019 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Tesla during the 4th quarter worth about $748,084,000. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is rolling out more Robotaxi/Cybercab vehicles and expanding unsupervised rides in Texas, a step toward monetizing autonomy that could eventually boost services revenue if regulatory and safety hurdles are cleared. Read More.
• Positive Sentiment: Tesla’s Semi truck program reportedly hit production milestones this week, demonstrating progress on a higher‑margin commercial product line that could improve long‑term mix and profitability if volumes scale. Read More.
• Positive Sentiment: Reports highlight progress on Elon’s “Terafab” manufacturing initiative — faster, lower‑cost fabs could materially reduce vehicle and robot production costs over time if successful. Read More.
• Neutral Sentiment: SpaceX’s planned IPO — potentially raising up to $75 billion — and leaked compensation terms (large milestone bonuses for Elon Musk) are drawing attention; implications for Tesla are indirect but important for governance and Musk’s incentive alignment across his companies. Read More.
• Neutral Sentiment: Details from the SpaceX registration show potential big voting/compensation stakes for Musk tied to long‑term milestones (e.g., population targets for Mars) — these are more relevant to SpaceX governance but feed broader investor scrutiny of Musk‑linked transactions. Read More.
• Neutral Sentiment: Several analyst/roundup pieces revisit valuation and buy/sell views on TSLA; these provide context but contain mixed conclusions, so they’re unlikely to move the stock by themselves. Read More.
• Negative Sentiment: Tesla amended filings disclosed more than $500 million of revenue from transactions with Musk‑controlled firms (xAI, SpaceX), raising related‑party and governance questions that can pressure valuation multiples and investor trust. Read More.
• Negative Sentiment: Coverage highlights that Tesla is spending heavily to build its AI/robotics future (Optimus, robotaxi software/hardware), and that cash burn and margin pressure are tangible near‑term risks until those efforts monetize. Read More.
• Negative Sentiment: Despite rollout progress, Tesla still trails Waymo and other autonomous rivals on fully mature self‑driving commercialization metrics, underscoring competitive and execution risks to the robotaxi thesis. Read More.

Insider Buying and Selling

In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the business's stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the sale, the director owned 33,860 shares of the company's stock, valued at approximately $12,166,913.80. This represents a 43.25% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 53,804 shares of company stock valued at $20,865,598. 19.90% of the stock is owned by company insiders.

Tesla Price Performance

TSLA stock opened at $390.82 on Monday. The business has a 50 day moving average price of $383.09 and a 200 day moving average price of $419.10. The stock has a market cap of $1.47 trillion, a price-to-earnings ratio of 358.55, a PEG ratio of 14.87 and a beta of 1.79. Tesla, Inc. has a fifty-two week low of $271.00 and a fifty-two week high of $498.83. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09.

Tesla (NASDAQ:TSLA - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, beating analysts' consensus estimates of $0.39 by $0.02. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company had revenue of $22.39 billion during the quarter, compared to analysts' expectations of $22.96 billion. During the same quarter in the previous year, the business earned $0.27 earnings per share. The firm's revenue for the quarter was up 15.8% on a year-over-year basis. Equities research analysts anticipate that Tesla, Inc. will post 1.25 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have weighed in on TSLA shares. Phillip Securities lifted their target price on Tesla from $215.00 to $220.00 and gave the company a "sell" rating in a research report on Monday, April 27th. New Street Research lifted their target price on Tesla from $520.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday, January 6th. BNP Paribas Exane raised Tesla from an "underperform" rating to a "neutral" rating in a research report on Monday, April 27th. Piper Sandler reaffirmed an "overweight" rating on shares of Tesla in a research report on Thursday, January 29th. Finally, Stifel Nicolaus set a $508.00 target price on Tesla in a research report on Thursday, January 29th. Nineteen analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and five have issued a Sell rating to the company's stock. According to data from MarketBeat.com, Tesla presently has an average rating of "Hold" and an average target price of $398.42.

Tesla 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.

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