SHP Wealth Management Acquires New Stake in Tesla, Inc. $TSLA

Key Points

• SHP Wealth Management opened a new position in Tesla during the fourth quarter, buying 8,280 shares valued at about $3.7 million. Tesla now ranks as the fund’s 29th-largest holding and makes up roughly 0.3% of its portfolio.
• Institutional interest in Tesla remains high, with 66.2% of shares owned by institutions and hedge funds. The article also notes several other funds added or initiated TSLA stakes in recent quarters.
• Tesla has seen a mix of bullish and bearish developments: several analysts upgraded or initiated positive ratings, but insiders also sold shares and European FSD regulatory hurdles remain a concern. The stock was trading around $400.49, below its 200-day average of $415.26.

SHP Wealth Management bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 8,280 shares of the electric vehicle producer's stock, valued at approximately $3,724,000. Tesla comprises approximately 0.3% of SHP Wealth Management's investment portfolio, making the stock its 29th biggest position.

A number of other hedge funds have also modified their holdings of TSLA. Networth Advisors LLC acquired a new position in Tesla during the fourth quarter worth about $26,000. Chapman Financial Group LLC acquired a new stake in Tesla in the 2nd quarter valued at about $26,000. Davidson Capital Management Inc. lifted its stake 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 in the last quarter. Prism Advisors Inc. acquired a new position in shares of Tesla during the 4th quarter worth approximately $30,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla in the third quarter valued at approximately $30,000. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Elon Musk exercised stock options that lifted his Tesla ownership to 19.9%, reinforcing alignment with shareholders and signaling confidence in the company’s long-term strategy.
• Positive Sentiment: ARK Invest, led by Cathie Wood, bought more Tesla shares, adding to a broader bullish narrative around TSLA as an AI and autonomous-driving leader. Article Title
• Positive Sentiment: Analysts and commentary continue to frame Tesla as more than an EV maker, highlighting its AI, robotaxi, and robotics ambitions, which supports the stock’s premium valuation.
• Neutral Sentiment: Tesla received approval for supervised FSD in Denmark, a modest positive for its European rollout, but the approval is still limited and does not remove broader regulatory hurdles.
• Negative Sentiment: Reuters reported that Sweden may push back against Tesla’s supervised self-driving rollout in Europe unless speed-limit behavior is changed, creating a potential roadblock for FSD expansion. Article Title
• Negative Sentiment: Additional reports flagged “fresh FSD roadblock” concerns in Europe, keeping investor focus on regulatory risk rather than near-term software monetization.

Insider Buying and Selling

In related news, Director Kathleen Wilson-Thompson sold 26,409 shares of Tesla stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 2,606 shares of the business's stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer directly owned 22,039 shares in the company, valued at approximately $8,864,085.80. The trade was a 10.57% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 57,824 shares of company stock worth $21,657,588 over the last three months. Insiders own 19.90% of the company's stock.

Tesla Stock Performance

NASDAQ TSLA opened at $400.49 on Friday. The stock has a fifty day simple moving average of $403.33 and a 200-day simple moving average of $415.26. The company has a current ratio of 2.04, a quick ratio of 1.62 and a debt-to-equity ratio of 0.09. The stock has a market cap of $1.50 trillion, a PE ratio of 367.42, a P/E/G ratio of 16.01 and a beta of 1.80. Tesla, Inc. has a twelve month low of $288.77 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 (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The firm had revenue of $22.39 billion for the quarter, compared to analyst estimates of $22.96 billion. During the same period in the previous year, the firm earned $0.27 EPS. Tesla's revenue was up 15.8% on a year-over-year basis. Equities analysts anticipate that Tesla, Inc. will post 1.19 earnings per share for the current year.

Analyst Ratings Changes

TSLA has been the topic of a number of analyst reports. Sanford C. Bernstein upgraded Tesla from an "underperform" rating to an "outperform" rating in a research report on Friday, June 5th. Tigress Financial began coverage on Tesla in a research note on Monday, April 27th. They issued a "buy" rating for the company. The Goldman Sachs Group assumed coverage on Tesla in a report on Friday, June 5th. They set a "buy" rating on the stock. Royal Bank Of Canada reissued a "buy" rating on shares of Tesla in a research report on Monday, April 27th. Finally, BNP Paribas Exane lowered shares of Tesla from a "hold" rating to an "underperform" rating in a report on Friday, June 5th. Twenty-one investment analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat.com, Tesla presently has a consensus rating of "Hold" and a consensus target price of $404.37.

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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