Diversify Advisory Services LLC Boosts Position in Tesla, Inc. $TSLA

Key Points

• Diversify Advisory Services LLC increased its stake in Tesla by 9.1% in Q3, buying 2,672 shares to hold 31,936 shares worth $14,958,000 at quarter-end.
• Insider selling has been sizable: directors James R. Murdoch and Kimbal Musk sold 60,000 and 56,820 shares respectively, and insiders sold 142,551 shares worth $63,023,276 in the last 90 days (insiders own 19.90% of the stock).
• Tesla beat Q4 EPS estimates ($0.50 vs. $0.45) but revenue fell 3.1% YoY to $24.90 billion; the company has a market cap of $1.49 trillion, a P/E of ~367, and a consensus analyst rating of "Hold" with an average price target of $406.84.

Diversify Advisory Services LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 9.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,936 shares of the electric vehicle producer's stock after buying an additional 2,672 shares during the quarter. Diversify Advisory Services LLC's holdings in Tesla were worth $14,958,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Chapman Financial Group LLC acquired a new stake in Tesla in the 2nd quarter valued at $26,000. Manning & Napier Advisors LLC acquired a new position in shares of Tesla during the third quarter worth about $29,000. CoreFirst Bank & Trust acquired a new position in shares of Tesla during the second quarter worth about $30,000. ESL Trust Services LLC boosted its position in shares of Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after buying an additional 95 shares during the period. Finally, Delos Wealth Advisors LLC acquired a new stake in shares of Tesla in the second quarter valued at about $32,000. Institutional investors and hedge funds own 66.20% of the company's stock.

Tesla Stock Performance

Shares of TSLA opened at $396.73 on Monday. The firm has a market cap of $1.49 trillion, a price-to-earnings ratio of 367.34, a PEG ratio of 11.73 and a beta of 1.89. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The business's 50 day moving average is $425.17 and its two-hundred day moving average is $424.02. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83.

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

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Higher oil/gas prices make EV ownership relatively more attractive, which could support Tesla vehicle demand and margins in coming months. Oil prices are surging. Will that help Tesla and others sell more EVs?
• Positive Sentiment: February Europe registrations rose ~10% for Tesla in some reporting, showing pockets of demand resilience despite competitive pressure. Tesla's Europe registrations rise 10% in February despite sales drops in key markets
• Positive Sentiment: Bank of America issued a buy/upgrade view on Tesla (along with legacy automakers), citing opportunities such as robotaxi upside that could support a longer‑term recovery in sentiment. BofA Upgrades Ford (F), Tesla (TSLA), and GM (GM) Stock: What Investors Need to Know
• Neutral Sentiment: Tesla filed a new patent suggesting a bold seat design for the next‑gen Roadster — an innovation signal but not an immediate revenue driver. Tesla Patent Points to Bold New Seat Design for Next-Gen Roadster
• Negative Sentiment: BYD unveiled ultra‑fast charging tech (claims of near‑full in ~9 minutes), which threatens Tesla’s Supercharger competitive edge and raises execution/market‑share risk. BYD Needs Just 9 Minutes To Challenge Tesla's Last Great Advantage
• Negative Sentiment: UK sales plunged ~37% year‑over‑year in February, underscoring uneven regional recovery and intensifying competitive pressure from Chinese EV makers. Tesla UK car sales drop 37% as Chinese competition heightens, SMMT data shows
• Negative Sentiment: Analyst action and option‑market signals are bearish: BNP Paribas/Exane cut TSLA targets and near‑term put premiums are elevated, implying hedging/short interest and potential selling pressure. BNP Paribas Exane Cuts Tesla NASDAQ: TSLA Price Target to $280.00

Insider Buying and Selling at Tesla

In other Tesla news, Director James R. Murdoch sold 60,000 shares of the firm's stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the completion of the transaction, the director directly owned 577,031 shares of the company's stock, valued at $257,009,607.40. This trade represents a 9.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the business's stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the completion of the sale, the director directly owned 1,391,615 shares of the company's stock, valued at $627,145,215.90. The trade was a 3.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 142,551 shares of company stock worth $63,023,276 in the last ninety days. 19.90% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts recently commented on TSLA shares. Wedbush reiterated an "outperform" rating and set a $600.00 target price on shares of Tesla in a report on Thursday, January 29th. Wells Fargo & Company lowered their price objective on shares of Tesla from $130.00 to $125.00 and set an "underweight" rating for the company in a research report on Thursday, January 29th. Glj Research reiterated a "sell" rating on shares of Tesla in a research note on Tuesday, February 24th. Cantor Fitzgerald reissued an "overweight" rating and set a $510.00 target price on shares of Tesla in a research report on Thursday, January 29th. Finally, UBS Group upped their target price on shares of Tesla from $307.00 to $352.00 and gave the company a "sell" rating in a research note on Thursday, January 29th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average price target of $406.84.

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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