Diversified Management Inc. Lowers Stock Holdings in Tesla, Inc. $TSLA

Key Points

• Diversified Management Inc. cut its Tesla position by 68.2% in the second quarter, selling 1,911 shares and retaining 890 shares valued at approximately $374,000.
• Other institutional investors increased their Tesla holdings, while hedge funds and institutional investors collectively own 66.2% of the company. Tesla CFO Vaibhav Taneja also sold shares to cover tax obligations tied to vested equity awards.
• Tesla reported quarterly revenue of $28.24 billion, exceeding estimates, but missed earnings expectations with $0.33 per share. Analysts’ consensus rating remains Hold, with a target price of $401.74, amid concerns over valuation, weak margins and execution risks.

Diversified Management Inc. lowered its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 68.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 890 shares of the electric vehicle producer's stock after selling 1,911 shares during the period. Diversified Management Inc.'s holdings in Tesla were worth $374,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Crestwood Advisors Group LLC boosted its stake in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer's stock valued at $8,799,000 after buying an additional 5,039 shares during the last quarter. Calamos Wealth Management LLC increased its stake in Tesla by 5.9% in the 4th quarter. Calamos Wealth Management LLC now owns 41,907 shares of the electric vehicle producer's stock worth $18,846,000 after acquiring an additional 2,341 shares during the last quarter. Private Capital Advisors Inc. increased its stake in Tesla by 139.3% in the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer's stock worth $9,593,000 after acquiring an additional 12,417 shares during the last quarter. Wealthquest Corp purchased a new stake in shares of Tesla during the 4th quarter worth approximately $1,035,000. Finally, Knights of Columbus Asset Advisors LLC boosted its position in shares of Tesla by 34.8% during the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer's stock valued at $28,998,000 after acquiring an additional 16,652 shares during the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock.

Insider Activity at Tesla

In related news, CFO Vaibhav Taneja sold 2,606 shares of Tesla stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the transaction, the chief financial officer directly owned 22,039 shares of the company's stock, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 19.90% of the company's stock.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Retail investors reportedly returned to Tesla, while enthusiasm surrounding humanoid robotics and physical-AI stocks supported the broader investment narrative around Tesla’s Optimus and Robotaxi ambitions. Tesla Stock Is on a Roll as Retail Traders Buy In
• Positive Sentiment: Tesla and SpaceX’s planned $16.8 billion Terafab semiconductor project in Texas reinforced expectations that Tesla is building infrastructure for AI, autonomy and robotics. The scale of the investment is substantial, however, relative to Tesla’s roughly $3.8 billion trailing annual profit. Tesla and SpaceX Committed $16.8 Billion to One Chip Plant
• Positive Sentiment: New technology catalysts included built-in SpaceX Starlink connectivity for Cybercab robotaxis and the emergence of an FSD v14.1 Lite version. Tesla’s design chief also said the next-generation Roadster reveal is coming soon. Tesla Built a Starlink Internet Dish Into Its Cybercab Robotaxi
• Positive Sentiment: Energy storage provided an additional growth story: SpaceX reportedly purchased nearly $300 million of Tesla Megapacks for AI data-center infrastructure, highlighting potential demand beyond vehicle sales. Tesla’s Energy Business Just Got a SpaceX Demand Signal
• Neutral Sentiment: Morgan Stanley maintained a Hold rating and a $400 price target, saying Tesla needs measurable Robotaxi scaling, more driverless miles and evidence of attractive unit economics before its premium valuation can be justified. Tesla Physical AI Prospects Balanced by Execution Risks
• Negative Sentiment: Tesla recalled 20,349 U.S. Model 3 and Model Y vehicles because excessively bright low-beam headlights could impair oncoming drivers. Regulators have not finalized a repair plan, adding to existing safety scrutiny. Tesla to Recall Over 20,000 U.S. Vehicles
• Negative Sentiment: China retail sales fell 32% even as the broader battery-EV market grew 6%, signaling competitive and demand pressure in a key market. Robotaxi paid miles also reportedly declined about 36% sequentially in the second quarter. Tesla Retail Sales in China Drop 32%
• Negative Sentiment: The investment case remains highly execution-dependent. Tesla recently missed earnings expectations, operating margins fell to about 1.4%, free cash flow turned negative and capital expenditures are tracking above $25 billion. With a valuation above 300 times earnings, disappointing autonomy or software progress could trigger a sharp re-rating.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Barclays raised their target price on shares of Tesla from $360.00 to $370.00 and gave the company an "equal weight" rating in a report on Tuesday, July 14th. Cantor Fitzgerald reiterated an "overweight" rating and set a $485.00 price objective (down from $510.00) on shares of Tesla in a research report on Thursday, July 23rd. Guggenheim assumed coverage on shares of Tesla in a report on Monday, June 29th. They issued a "neutral" rating on the stock. TD Cowen restated a "buy" rating and set a $460.00 target price (down from $490.00) on shares of Tesla in a research report on Thursday, July 23rd. Finally, William Blair reaffirmed a "market perform" rating on shares of Tesla in a report on Thursday, July 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, nineteen have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $401.74.

Tesla Stock Up 0.6%

Shares of TSLA opened at $332.81 on Wednesday. The company has a quick ratio of 1.55, a current ratio of 1.94 and a debt-to-equity ratio of 0.09. The business has a fifty day moving average of $375.24 and a 200 day moving average of $392.14. The company has a market cap of $1.31 trillion, a PE ratio of 308.16, a P/E/G ratio of 16.71 and a beta of 1.83. Tesla, Inc. has a 52-week low of $297.38 and a 52-week high of $498.83.

Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts' consensus estimates of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. During the same quarter last year, the firm earned $0.33 EPS. The company's revenue was up 25.5% on a year-over-year basis. On average, sell-side analysts expect that Tesla, Inc. will post 0.88 EPS for the current year.

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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