Compass Financial Management LLC Invests $2.49 Million in Tesla, Inc. $TSLA

Key Points

• Compass Financial Management acquired 5,919 Tesla shares worth approximately $2.49 million in the second quarter, while institutional investors collectively own 66.2% of the company.
• Tesla’s analyst consensus remains “Hold,” with an average price target of $414.68; ratings include 22 Buys, 18 Holds, five Sells and one Strong Buy.
• Tesla reported quarterly revenue of $28.24 billion, exceeding estimates, but earnings per share of $0.33 missed the $0.50 consensus forecast. The stock opened at $358.97, with a market capitalization of about $1.42 trillion.

Compass Financial Management LLC acquired a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,919 shares of the electric vehicle producer's stock, valued at approximately $2,490,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. NI Acquisitions Company LLC acquired a new position in Tesla in the second quarter valued at approximately $215,000. NBH Bank acquired a new stake in shares of Tesla during the 2nd quarter worth approximately $1,378,000. AlphaGrep UK Ltd bought a new stake in shares of Tesla in the 2nd quarter valued at $1,160,000. Shah Wealth Advisors LLC acquired a new position in shares of Tesla during the 2nd quarter valued at $12,739,000. Finally, William John Sempolinski acquired a new position in shares of Tesla during the 2nd quarter valued at $261,000. Institutional investors own 66.20% of the company's stock.

Insider Activity

In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of Tesla stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $360.13, for a total transaction of $938,498.78. Following the completion of the transaction, the chief financial officer owned 25,972 shares of the company's stock, valued at $9,353,296.36. The trade was a 9.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 19.90% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on TSLA shares. Sanford C. Bernstein upgraded shares of Tesla from an "underperform" rating to an "outperform" rating in a report on Friday, June 5th. Oppenheimer reaffirmed a "market perform" rating on shares of Tesla in a research report on Thursday, July 23rd. Truist Financial set a $370.00 price target on Tesla and gave the stock a "hold" rating in a research note on Thursday, July 23rd. Citigroup reissued a "market perform" rating on shares of Tesla in a research note on Monday, August 24th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $500.00 target price on shares of Tesla in a research report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, Tesla has an average rating of "Hold" and an average target price of $414.68.

Tesla Price Performance

TSLA opened at $358.97 on Tuesday. The firm has a market cap of $1.42 trillion, a P/E ratio of 332.38, a PEG ratio of 18.45 and a beta of 1.84. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94. Tesla, Inc. has a fifty-two week low of $297.38 and a fifty-two week high of $498.83. The firm has a 50-day moving average of $352.49 and a 200 day moving average of $380.90.

Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). The firm had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. Tesla's revenue for the quarter was up 25.5% on a year-over-year basis. During the same period last year, the company posted $0.33 earnings per share. On average, research analysts expect that Tesla, Inc. will post 0.88 EPS for the current year.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is reportedly preparing to enter Vietnam through a newly registered subsidiary authorized to import, distribute and sell vehicles. The move opens a potential growth market in Southeast Asia. Tesla sets up Vietnam unit, registration filing shows
• Positive Sentiment: Tesla has regained approximately 52% of the U.S. EV market through August as Ford, GM and other traditional automakers scale back their electric-vehicle efforts. However, Tesla’s own sales reportedly remain lower year over year, limiting the significance of the share gain. Tesla Is Reclaiming the U.S. EV Market as Legacy Automakers Retreat
• Positive Sentiment: CEO Elon Musk says Tesla could ship as many as one million Optimus humanoid robots in 2027. Repeat orders from Tesla for Virtuix’s Omni One Enterprise systems, used in the Optimus program, provide some evidence of ongoing development, although revenue estimates remain highly speculative. Elon Musk Says Optimus Will Ship to Customers in 2027
• Positive Sentiment: Tesla confirmed an October 1 unveiling for its long-delayed next-generation Roadster, potentially featuring SpaceX-related thruster technology. The event could renew attention around Tesla’s product pipeline, but investors may want production timing rather than another prototype demonstration. Tesla Roadster reveal date
• Neutral Sentiment: A software update will allow supervised FSD to intervene and steer when an imminent collision is detected, even if the driver has not enabled full self-driving. The feature could improve safety, but expanded vehicle intervention may also increase regulatory and liability scrutiny. Tesla active safety software update
• Negative Sentiment: Musk endorsed Anthropic CEO Dario Amodei’s call for caution or a slowdown in AI development. Investors viewed the comments as complicating Tesla’s narrative that AI, autonomy and robotics will drive substantial future value. Tesla Stock Drops as Musk Adds to the Chorus of AI Concern
• Negative Sentiment: Reports and commentary raised concerns about Cybercab execution, intensifying competition in China, Tesla’s declining quarterly deliveries and alleged lack of transparency surrounding a fatal Arizona crash involving automated-driving technology. These issues add to regulatory, reputational and commercialization risks. Tesla Cybercab analysis

Tesla Company Profile

Tesla, Inc is an American technology and automotive company that designs, develops, manufactures and sells electric vehicles and related energy products. Its vehicle lineup has included the Model S, Model 3, Model X, Model Y and Cybertruck, along with commercial and specialty products such as the Tesla Semi.

The company also develops energy-generation and storage products, including solar panels, solar roofing systems and battery storage solutions for residential, commercial and utility customers.

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