Consolidated Portfolio Review Corp Trims Stake in Tesla, Inc. $TSLA

Key Points

• Consolidated Portfolio Review Corp trimmed its Tesla stake by 28.5% in Q4, selling 2,132 shares and leaving the fund with 5,355 shares valued at about $2.408 million.
• Significant insider and institutional activity: insiders sold 53,804 shares totaling roughly $20.87 million last quarter (insiders own 19.90%), while hedge funds and institutions hold 66.20% of the stock.
• Mixed fundamentals and catalysts: Tesla beat Q4 EPS expectations ($0.50 vs. $0.45) but revenue fell 3.1% YoY to $24.90 billion; the stock trades at a high valuation (market cap ~$1.47T, P/E ~363) amid positive AI/FSD developments (AI5 chip tape‑out, software updates) and mixed analyst moves (UBS upgrade, TD Cowen cut target).

Consolidated Portfolio Review Corp reduced its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 28.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 5,355 shares of the electric vehicle producer's stock after selling 2,132 shares during the period. Consolidated Portfolio Review Corp's holdings in Tesla were worth $2,408,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Networth Advisors LLC purchased a new stake in shares of Tesla in the 4th quarter valued at about $26,000. Chapman Financial Group LLC purchased a new stake in shares of Tesla in the 2nd quarter valued at about $26,000. Manning & Napier Advisors LLC purchased a new stake in shares of Tesla in the 3rd quarter valued at about $29,000. Prism Advisors Inc. purchased a new stake in shares of Tesla in the 4th quarter valued at about $30,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla in the 3rd quarter valued at about $30,000. 66.20% of the stock is owned by hedge funds and other institutional investors.

Tesla Stock Performance

NASDAQ TSLA opened at $391.95 on Thursday. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The business's 50 day moving average is $390.09 and its two-hundred day moving average is $423.42. Tesla, Inc. has a 12-month low of $222.79 and a 12-month high of $498.83. The stock has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 362.92, a PEG ratio of 11.32 and a beta of 1.91.

Tesla (NASDAQ:TSLA - Get Free Report) last released its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company had revenue of $24.90 billion for the quarter, compared to analysts' expectations of $24.75 billion. During the same quarter in the previous year, the firm posted $0.73 EPS. The firm's quarterly revenue was down 3.1% on a year-over-year basis. Research analysts expect that Tesla, Inc. will post 2.56 EPS for the current year.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: UBS upgraded TSLA to Neutral from Sell, reframing the risk/reward and prompting short‑term buying interest as investors reprice exposure to Tesla's long‑term "physical AI" opportunity. CNBC: Tesla shares climb more than 6% after analyst upgrade, software updates
• Positive Sentiment: Elon Musk announced a tape‑out milestone for Tesla’s AI5 chip (with AI6 teased), a meaningful technical step that supports Tesla’s autonomy/robotics roadmap and lifted investor sentiment on the company's semiconductor and AI capabilities. Yahoo Finance: Tesla Tapes Out AI5 Self-Driving Chip
• Positive Sentiment: Tesla rolled out software updates (Spring Update) and new FSD engagement features like "FSD streaks" and insurance incentives tied to Safety Score v3.0 — moves that can increase FSD usage, recurring revenue and user stickiness if adoption rises. Benzinga: Tesla Launches FSD Streaks
• Positive Sentiment: Dutch regulators approved Tesla’s FSD Supervised program in Europe — a regulatory foothold that supports FSD commercialization outside the U.S. if adoption follows. Barchart: Tesla Just Scored an FSD Win in Europe
• Neutral Sentiment: TD Cowen trimmed its price target (from $519 to $490) but kept a Buy rating — a signal that analysts still see upside but expect slower near‑term progress; this tempers enthusiasm versus a clean upgrade. MarketScreener: TD Cowen adjusts price target on Tesla
• Neutral Sentiment: Notable buyers (e.g., Cathie Wood/ARK) have increased exposure, which can amplify momentum flows but also concentrates retail-driven volatility. Barchart: Cathie Wood Just Bought Nearly 80,000 Shares of Tesla
• Negative Sentiment: Investors still face near‑term risks: the April 22 earnings call should clarify Terafab capex, margin headwinds and delivery/mix trends — any disappointment could reverse gains. Blockonomi: 3 Critical Issues Investors Must Watch on April 22
• Negative Sentiment: Rivalry in robotics and autonomy is heating up (Unitree, BYD and others), increasing competitive risk to Tesla’s Optimus/robotaxi ambitions and potentially pressuring timelines and margins. Financial Post: Tesla’s Chinese robot rival ramps up global push
• Negative Sentiment: Operational/safety headlines persist: reports of another near‑miss under supervised FSD remind investors that adoption and regulatory/legal risk remain unresolved. TipRanks: Near-miss for FSD supervised

Insider Activity at Tesla

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 transaction of $898,875.92. Following the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the business's stock in a transaction that occurred on 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 transaction, the director owned 33,860 shares in the company, valued at $12,166,913.80. The trade was a 43.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,804 shares of company stock worth $20,865,598 in the last quarter. 19.90% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

TSLA has been the topic of several recent research reports. Morgan Stanley set a $415.00 price target on Tesla and gave the company an "equal weight" rating in a research report on Thursday, January 29th. TD Cowen dropped their price target on Tesla from $519.00 to $490.00 and set a "buy" rating on the stock in a research report on Wednesday. William Blair restated a "market perform" rating on shares of Tesla in a research report on Friday, January 2nd. Barclays restated a "neutral" rating on shares of Tesla in a research report on Wednesday. Finally, UBS Group upgraded Tesla from a "sell" rating to a "neutral" rating and set a $352.00 price target on the stock in a research report on Tuesday. Nineteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have issued a Sell rating to the company. According to data from MarketBeat.com, Tesla has a consensus rating of "Hold" and a consensus target price of $398.61.

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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