SBI Okasan Asset Management Co.Ltd. Invests $7.34 Million in Tesla, Inc. $TSLA

Key Points

• SBI Okasan Asset Management disclosed a new Tesla stake in Q4, buying 15,974 shares valued at about $7.34 million. Tesla now ranks as the firm’s 8th-largest holding and makes up roughly 0.4% of its portfolio.
• Tesla continues to attract significant institutional investment, with several other funds increasing their positions and institutions holding about 66.2% of the company’s shares.
• The article highlights mixed signals around Tesla: positives include a rebound in European sales and progress on Full Self-Driving in Europe, while concerns remain over insider selling, high valuation, and execution risks tied to its AI and chip ambitions.

SBI Okasan Asset Management Co.Ltd. acquired a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 15,974 shares of the electric vehicle producer's stock, valued at approximately $7,342,000. Tesla accounts for approximately 0.4% of SBI Okasan Asset Management Co.Ltd.'s investment portfolio, making the stock its 8th biggest holding.

Several other institutional investors have also bought and sold shares of the stock. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund lifted its holdings in Tesla by 10,161.5% in the fourth quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 790,135 shares of the electric vehicle producer's stock worth $355,339,000 after purchasing an additional 782,435 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in Tesla by 4.4% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 323,439 shares of the electric vehicle producer's stock worth $145,457,000 after purchasing an additional 13,502 shares during the period. EagleClaw Capital Managment LLC acquired a new stake in Tesla in the fourth quarter worth about $225,000. Intech Investment Management LLC lifted its holdings in Tesla by 14.4% in the fourth quarter. Intech Investment Management LLC now owns 333,496 shares of the electric vehicle producer's stock worth $149,980,000 after purchasing an additional 41,982 shares during the period. Finally, Newport Capital Group LLC lifted its holdings in Tesla by 214.7% in the fourth quarter. Newport Capital Group LLC now owns 2,250 shares of the electric vehicle producer's stock worth $1,012,000 after purchasing an additional 1,535 shares during the period. Institutional investors and hedge funds own 66.20% of the company's stock.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s European sales rebound is providing tangible evidence of improving EV demand and helping restore confidence in the core auto business.
• Positive Sentiment: Approval of Full Self-Driving (Supervised) in Lithuania supports the long-term autonomous-driving narrative and signals continued regulatory expansion in Europe.
• Positive Sentiment: Investor enthusiasm around robotaxi, AI, and Optimus remains a major sentiment tailwind for TSLA, even before new product details are fully released.
• Neutral Sentiment: Reports and commentary about a possible Tesla-SpaceX merger are generating speculation, but the idea is still unconfirmed and mostly affects sentiment rather than current fundamentals.
• Negative Sentiment: Analysts warn that Tesla’s Terafab chip project and broader AI ambitions face execution risks, including talent shortages and tight timelines.
• Negative Sentiment: Some coverage also highlights concerns about insider selling, valuation, and the company’s dependence on future AI monetization to justify the stock’s premium.

Insider Transactions at Tesla

In other news, Director Kathleen Wilson-Thompson sold 26,409 shares of the company's stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $378.11, for a total value of $9,985,506.99. Following 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the company's stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $450.00, for a total value of $1,350,000.00. Following the completion of the transaction, the chief financial officer owned 18,106 shares in the company, valued at $8,147,700. This represents a 14.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 57,482 shares of company stock worth $21,508,331 in the last quarter. 19.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on TSLA. TD Cowen reissued a "buy" rating and issued a $490.00 price target on shares of Tesla in a report on Thursday, April 23rd. Weiss Ratings reissued a "hold (c-)" rating on shares of Tesla in a report on Friday, April 24th. Jefferies Financial Group reissued a "neutral" rating on shares of Tesla in a report on Wednesday, April 22nd. President Capital upped their price target on shares of Tesla from $424.00 to $428.00 and gave the company a "buy" rating in a report on Monday, April 27th. Finally, JPMorgan Chase & Co. reissued a "sell" rating on shares of Tesla in a report on Wednesday, April 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $395.20.

Tesla Price Performance

Shares of TSLA opened at $442.10 on Friday. The company has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 405.60, a P/E/G ratio of 17.39 and a beta of 1.79. Tesla, Inc. has a fifty-two week low of $273.21 and a fifty-two week high of $498.83. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.04 and a quick ratio of 1.62. The business's 50-day moving average is $390.98 and its 200-day moving average is $416.27.

Tesla (NASDAQ:TSLA - Get Free Report) last issued its earnings results 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 company had revenue of $22.39 billion for the quarter, compared to the consensus estimate of $22.96 billion. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The firm's quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.27 EPS. Equities research analysts expect that Tesla, Inc. will post 1.2 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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