8,491 Shares in Tesla, Inc. $TSLA Bought by Eagle Wealth Advisors LLC

Key Points

• Eagle Wealth Advisors LLC opened a new position in Tesla, buying 8,491 shares (≈$3.82M), which represents about 3.3% of the firm's holdings and is its eighth-largest holding.
• Tesla reported Q1 earnings of $0.41 EPS (beating the $0.39 consensus) but revenue of $22.39B missed estimates; the stock has a market cap of about $1.42T and a consensus analyst rating of “Hold” with a $398.42 target.
• Institutional ownership is high at 66.2% (Vanguard holds 258.9M shares), while insiders sold roughly 53,804 shares (~$20.9M) recently and the registration of 304M Musk-related shares raises dilution and selling-pressure concerns.

Eagle Wealth Advisors LLC acquired a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 8,491 shares of the electric vehicle producer's stock, valued at approximately $3,819,000. Tesla makes up 3.3% of Eagle Wealth Advisors LLC's holdings, making the stock its 8th largest holding.

A number of other institutional investors have also added to or reduced their stakes in TSLA. Vanguard Group Inc. increased its stake in Tesla by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock valued at $116,443,762,000 after acquiring an additional 6,538,720 shares during the last quarter. Holocene Advisors LP increased its stake in Tesla by 132.2% in the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after acquiring an additional 3,505,000 shares during the last quarter. Jennison Associates LLC increased its stake in Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after acquiring an additional 3,021,550 shares during the last quarter. Capital World Investors increased its stake in Tesla by 5.8% in the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in Tesla by 788.2% in the fourth quarter. SG Americas Securities LLC now owns 1,226,536 shares of the electric vehicle producer's stock valued at $551,598,000 after acquiring an additional 1,088,437 shares during the last quarter. Institutional investors own 66.20% of the company's stock.

Tesla Stock Up 0.6%

Shares of NASDAQ:TSLA opened at $378.67 on Tuesday. The stock's 50-day moving average price is $385.16 and its 200-day moving average price is $420.14. Tesla, Inc. has a 12-month low of $270.78 and a 12-month high of $498.83. The stock has a market capitalization of $1.42 trillion, a P/E ratio of 347.40, a price-to-earnings-growth ratio of 13.29 and a beta of 1.91. The company has a current ratio of 2.04, a quick ratio of 1.62 and a debt-to-equity ratio of 0.09.

Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The electric vehicle producer reported $0.41 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.39 by $0.02. The firm had revenue of $22.39 billion for the quarter, compared to analysts' expectations of $22.96 billion. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period last year, the firm earned $0.27 earnings per share. On average, equities analysts anticipate that Tesla, Inc. will post 1.35 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms recently commented on TSLA. Zacks Research cut Tesla from a "hold" rating to a "strong sell" rating in a research note on Monday, March 30th. Glj Research reissued a "sell" rating on shares of Tesla in a research note on Tuesday, April 21st. Tigress Financial started coverage on Tesla in a research note on Monday. They set a "buy" rating on the stock. William Blair reaffirmed a "market perform" rating on shares of Tesla in a research note on Friday, January 2nd. Finally, Roth Mkm reaffirmed a "buy" rating on shares of Tesla in a research note on Thursday. Nineteen analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and six have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $398.42.

Insider Activity

In related news, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $397.03, for a total value of $898,875.92. Following the sale, the chief financial officer directly owned 18,106 shares of the company's stock, valued at $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the firm's stock in a transaction dated Monday, March 30th. The stock was 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 directly owned 33,860 shares in the company, valued at $12,166,913.80. The trade was a 43.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 53,804 shares of company stock worth $20,865,598 over the last three months. 19.90% of the stock is owned by insiders.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Bullish technical trigger and momentum trade lifted shares intraday — a key trading signal near $366.53 preceded a sharp rally. Tesla Shares Rise 4% After Key Trading Signal
• Positive Sentiment: Investor thesis still anchored on Tesla’s AI/robotics and chip investments as long‑term value drivers — increased R&D/capex is framed as positioning Tesla for “physical AI” leadership. TESLA (TSLA) To Boost Investments in AI, Robotics and Chips
• Positive Sentiment: Product execution milestones (Optimus/robotaxi/Cybercab entering production) remain potential multi‑year catalysts if commercialization timelines hold. Better Later Than Never? Tesla Stock Hangs in the Crosshairs as Cybercab Finally Enters Production
• Neutral Sentiment: Elon Musk’s plan to roll out X Money could create new revenue streams but faces regulatory hurdles and is a longer‑term unknown. Tesla CEO Musk Nears Launch of X Money
• Neutral Sentiment: Wall Street is deeply split on valuation — new analyst targets range from $220 to $428, which increases short‑term volatility. Wall Street Can’t Agree on Tesla: New Analyst Targets Range From $220 to $428
• Negative Sentiment: Investors alarmed by a ~$25B 2026 capex plan (near‑term free cash flow headwind) — that spending outlook is a core reason shares fell despite a Q1 EPS beat. Investors Are Panicking About $25 Billion in Spending at Tesla, but the SpaceX IPO Could Mean It Doesn’t Even Matter
• Negative Sentiment: 304 million shares from Musk’s 2018 compensation are now registered — the block’s availability raises dilution/selling‑pressure concerns. Elon Musk is about to get a lot richer, as Tesla fulfills 2018 compensation plan
• Negative Sentiment: Self‑driving (FSD) setbacks and negative owner reactions are a reputational and regulatory risk that undercut a key high‑margin future revenue narrative. Tesla: What Most Don't Know About FSD

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.

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