CFC Planning Co LLC Has $1.05 Million Stock Position in Tesla, Inc. $TSLA

Key Points

• CFC Planning Co LLC boosted its Tesla stake by 2,588.5% in Q4 to 2,339 shares, worth about $1.05 million on its latest 13F filing.
• Tesla’s latest quarter showed an EPS beat ($0.41 vs. $0.39) but revenue missed ($22.39B vs. $22.96B); analysts remain split with a consensus price target of $398.42 (19 Buys, 16 Holds, 6 Sells).
• Investors face near‑term risks from a planned ~$25 billion 2026 capex program and the registration of ~304 million shares tied to Musk’s 2018 compensation, while insiders have sold ~53,804 shares (~$20.9M) in the past 90 days.

CFC Planning Co LLC increased its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2,588.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,339 shares of the electric vehicle producer's stock after purchasing an additional 2,252 shares during the period. CFC Planning Co LLC's holdings in Tesla were worth $1,052,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of TSLA. Networth Advisors LLC bought a new position in shares of Tesla in the fourth quarter worth $26,000. Chapman Financial Group LLC bought a new position in shares of Tesla in the second quarter worth $26,000. Davidson Capital Management Inc. increased its position in shares of Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock worth $27,000 after purchasing an additional 27 shares during the period. Manning & Napier Advisors LLC bought a new position in shares of Tesla in the third quarter worth $29,000. Finally, Prism Advisors Inc. bought a new position in shares of Tesla in the fourth quarter worth $30,000. Institutional investors own 66.20% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Benchmark restated a "buy" rating on shares of Tesla in a research report on Wednesday, February 11th. China Renaissance decreased their price target on Tesla from $382.00 to $372.00 and set a "hold" rating on the stock in a research report on Monday. Morgan Stanley set a $415.00 price target on Tesla and gave the stock an "equal weight" rating in a research report on Thursday, January 29th. Bank of America assumed coverage on Tesla in a research report on Wednesday, March 4th. They issued a "buy" rating and a $460.00 target price on the stock. Finally, Royal Bank Of Canada reiterated a "buy" rating on shares of Tesla in a research report on Monday. Nineteen investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and six have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $398.42.

Tesla Stock Performance

Tesla stock opened at $378.67 on Tuesday. Tesla, Inc. has a 12-month low of $270.78 and a 12-month 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. The business's 50-day moving average price is $385.16 and its two-hundred day moving average price is $420.14. The stock has a market cap of $1.42 trillion, a PE ratio of 347.40, a P/E/G ratio of 13.29 and a beta of 1.91.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The electric vehicle producer reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.02. The company 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 business's quarterly revenue was up 15.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.27 earnings per share. As a group, analysts expect that Tesla, Inc. will post 1.35 earnings per share for the current fiscal year.

Key Tesla News

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

Insider Activity

In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of the business's stock in a transaction dated Monday, March 30th. The stock was sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the sale, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. The trade was a 43.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the business'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 owned 18,106 shares in the company, valued at approximately $7,188,625.18. This trade represents a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 53,804 shares of company stock worth $20,865,598. Company insiders own 19.90% of the company's stock.

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.

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