Compound Planning Inc. Raises Position in Tesla, Inc. $TSLA

Key Points

• Compound Planning Inc. increased its Tesla stake by 21.8% in the fourth quarter, ending with 50,757 shares valued at about $22.8 million.
• Several other large institutional investors also raised or added to Tesla positions, and hedge funds and institutions now own 66.2% of the company’s stock.
• Analysts remain mixed on Tesla: the stock currently has a Hold consensus rating with a $404.37 price target, while recent insider sales included moves by a director and the CFO.

Compound Planning Inc. grew its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 21.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,757 shares of the electric vehicle producer's stock after acquiring an additional 9,073 shares during the period. Compound Planning Inc.'s holdings in Tesla were worth $22,827,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Norges Bank acquired a new position in Tesla during the 4th quarter worth $17,128,100,000. Corient Private Wealth LLC raised its position in Tesla by 3,205.5% in the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer's stock valued at $9,650,811,000 after purchasing an additional 20,810,386 shares in the last quarter. Bank of America Corp DE raised its position in Tesla by 56.0% in the 4th quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer's stock valued at $9,334,211,000 after purchasing an additional 7,450,766 shares in the last quarter. Cardano Risk Management B.V. boosted its stake in shares of Tesla by 882.8% in the 4th quarter. Cardano Risk Management B.V. now owns 8,202,060 shares of the electric vehicle producer's stock valued at $3,688,630,000 after buying an additional 7,367,507 shares during the period. Finally, Vanguard Group Inc. grew its position in shares of Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock worth $116,443,762,000 after buying an additional 6,538,720 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Phillip Securities cut their target price on shares of Tesla from $220.00 to $215.00 and set a "sell" rating on the stock in a research note on Wednesday, May 13th. DZ Bank upgraded shares of Tesla from a "sell" rating to a "hold" rating and set a $385.00 price target for the company in a report on Friday, April 24th. The Goldman Sachs Group assumed coverage on shares of Tesla in a research report on Friday, June 5th. They issued a "buy" rating on the stock. Tigress Financial assumed coverage on shares of Tesla in a report on Monday, April 27th. They issued a "buy" rating on the stock. Finally, Erste Group Bank raised shares of Tesla from a "sell" rating to a "hold" rating in a research report on Friday, June 5th. Twenty-one analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, Tesla presently has a consensus rating of "Hold" and a consensus price target of $404.37.

Insider Buying and Selling at Tesla

In other Tesla news, Director Kathleen Wilson-Thompson sold 26,409 shares of the company's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the transaction, the director owned 48,399 shares in the company, valued at $18,300,145.89. This represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the firm's stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the transaction, the chief financial officer directly owned 22,039 shares in the company, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 57,824 shares of company stock worth $21,657,588 over the last quarter. 19.90% of the stock is owned by company insiders.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: A Texas Department of Transportation executive publicly backed Tesla’s robotaxi/Cybercab effort, adding credibility to Elon Musk’s autonomous-driving push and supporting the long-term bull case. Elon Musk's Robotaxi Goals Get A Boost As Texas DOT Official Hails Tesla Cybercab
• Positive Sentiment: BofA’s analysis of Waymo and Tesla safety data suggested serious incidents are very rare, which could help ease investor concerns about Tesla’s autonomous-driving progress. Your Tesla Drives Better Than You Do—and That’s Good News for the Stock
• Positive Sentiment: Elon Musk teased more FSD improvements, including better parking behavior and conversational Grok integration, reinforcing the view that Tesla keeps adding software features that could support future monetization. Elon Musk Says Tesla FSD Will Remember 'Parking Preferences' At Home, Office And School Drop-Off In Upcoming Releases
• Positive Sentiment: Oppenheimer’s higher capex estimate points to Tesla spending heavily on “Physical AI” investments, which bulls view as fuel for robotaxi, Optimus, and broader AI growth. Tesla (TSLA) Stock: Oppenheimer Projects $29.4B Capex — 25% Above Wall Street Consensus
• Neutral Sentiment: Analysts and commentary highlighted Tesla’s AI, robotaxi, and Optimus strategy as the key driver of the stock’s long-term valuation, but these pieces were largely thematic rather than a near-term catalyst. Tesla's $25 Billion Capex Plan Is No Longer About Cars. Here's Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.
• Negative Sentiment: Sweden’s transport authority reportedly urged the EU to reject Tesla’s supervised self-driving rollout unless the company removes the ability to exceed speed limits, adding another regulatory obstacle for FSD adoption in Europe. Exclusive: Sweden may oppose Tesla's supervised self-driving tech in Europe over speeding concerns
• Negative Sentiment: U.S. lawmakers also criticized Tesla’s FSD safety data as misleading, which may increase scrutiny around the company’s autonomy claims and slow sentiment around robotaxi approval. TSLA Stock Falls – Senator Raises Concerns Over Tesla’s ‘Misleading’ FSD Safety Data

Tesla Stock Performance

Shares of TSLA opened at $400.49 on Friday. The company has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 367.42, a price-to-earnings-growth ratio of 15.84 and a beta of 1.80. Tesla, Inc. has a 52-week low of $288.77 and a 52-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. The stock has a 50 day moving average price of $402.19 and a 200 day moving average price of $415.36.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, topping analysts' consensus estimates 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 net margin of 3.95% and a return on equity of 4.89%. The firm's revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the company earned $0.27 earnings per share. Research analysts predict that Tesla, Inc. will post 1.19 EPS for the current fiscal year.

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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