CX Institutional Sells 3,608 Shares of Tesla, Inc. $TSLA

Key Points

• CX Institutional trimmed its Tesla stake by 5.8% in Q4, selling 3,608 shares and now holding 58,401 shares worth $26.26 million, about 0.8% of its portfolio (its 29th largest position).
• Analysts carry a consensus Hold rating on Tesla with an average price target of $398.42, based on 19 Buy, 17 Hold and 5 Sell opinions.
• Key company developments include >$500M in related‑party sales to Musk‑linked firms and the first Tesla Semi off a high‑volume line—positive near‑term revenue and product milestones—while a reported $158B Musk compensation valuation, regulatory robotaxi risk, rising competition and a planned >$25B 2026 capex program present potential headwinds.

CX Institutional reduced its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 58,401 shares of the electric vehicle producer's stock after selling 3,608 shares during the quarter. Tesla makes up approximately 0.8% of CX Institutional's investment portfolio, making the stock its 29th biggest position. CX Institutional's holdings in Tesla were worth $26,264,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Networth Advisors LLC bought a new position in Tesla in the 4th quarter worth $26,000. Chapman Financial Group LLC bought a new position in Tesla in the 2nd quarter worth $26,000. Davidson Capital Management Inc. raised its holdings in Tesla by 79.4% in the 4th 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 Tesla in the 3rd quarter worth $29,000. Finally, Prism Advisors Inc. bought a new position in Tesla in the 4th quarter worth $30,000. 66.20% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Wells Fargo & Company decreased their target price on Tesla from $130.00 to $125.00 and set an "underweight" rating on the stock in a report on Thursday, January 29th. Morgan Stanley set a $415.00 price target on Tesla and gave the company an "equal weight" rating in a report on Thursday, January 29th. HSBC assumed coverage on Tesla in a report on Monday, April 27th. They set a "buy" rating on the stock. UBS Group reissued a "neutral" rating and set a $364.00 price target (up from $352.00) on shares of Tesla in a report on Thursday, April 23rd. Finally, Needham & Company LLC reissued a "hold" rating on shares of Tesla in a report on Thursday, April 23rd. Nineteen investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and five have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $398.42.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Related-party revenue: Tesla disclosed more than $500M (≈$573M reported) in sales to Elon Musk‑linked companies (xAI, SpaceX), adding near‑term revenue and cash tailwinds. Tesla generates over $500 Million from Musk-linked companies
• Positive Sentiment: Semi milestone: The first Tesla Semi rolled off a high‑volume production line, validating progress on a long‑promised product line that could open a new revenue stream. First Tesla Semi rolls off high volume production line
• Positive Sentiment: European demand rebound: Registrations rose in France, Denmark and the Netherlands in April as higher fuel costs boost EV demand, supporting near‑term volumes. Tesla sales rebound continues in several European markets in April
• Neutral Sentiment: Used‑car strength: The Model X is now among the fastest‑selling used cars, implying stronger residual values and healthier demand in the second‑hand market (supportive but limited impact on near‑term EPS). Why Tesla’s (TSLA) Model X Is Now the Fastest-Selling Used Car
• Negative Sentiment: Musk compensation optics: Tesla reported a $158B accounting valuation for Elon Musk’s 2025 pay package—an enormous headline that raises governance and political scrutiny even though Tesla says realized pay to date is effectively zero. Tesla Reports Musk's $158 Billion Compensation Figure
• Negative Sentiment: Regulatory pressure on robotaxis: New enforcement and local rules (police citations, state actions) increase legal and timeline risk for Tesla’s robotaxi rollout, which investors have been pricing as a long‑term value driver. Waymo, Tesla Vehicles No Longer Off The Hook For Driving Violations
• Negative Sentiment: Competition & execution concerns: Rivian and Chinese OEMs (BYD, others) are chipping away at advantages in software and pricing; analysts note Tesla’s lead is narrowing. Tesla's Lead Is Narrowing—Rivian's Quarter Shows Why
• Negative Sentiment: Capital intensity: Investor concern persists over a >$25B capex backdrop for 2026 (robotaxi, factories, Semi/Optimus scale), which could pressure free cash flow if revenue surprises disappoint. Tesla Stock Climbs Friday Amid Investor Concerns Over $25B Capex Plan

Tesla Trading Up 2.4%

Shares of Tesla stock opened at $390.82 on Friday. The firm has a market cap of $1.47 trillion, a price-to-earnings ratio of 358.55, a PEG ratio of 14.87 and a beta of 1.79. The business has a 50-day moving average price of $383.09 and a 200-day moving average price of $419.17. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a twelve month low of $271.00 and a twelve month high of $498.83.

Tesla (NASDAQ:TSLA - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, beating analysts' consensus estimates of $0.39 by $0.02. The firm had revenue of $22.39 billion during the quarter, compared to analyst estimates 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 quarter last year, the business posted $0.27 earnings per share. Equities research analysts anticipate that Tesla, Inc. will post 1.25 EPS for the current fiscal year.

Insider Transactions at Tesla

In other news, 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 transaction of $9,273,947.97. Following the completion of the transaction, the director owned 33,860 shares in the company, valued at $12,166,913.80. This trade represents a 43.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares of the company's stock, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 53,804 shares of company stock valued at $20,865,598. Company insiders own 19.90% of the company's stock.

Tesla 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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