Strategic Planning Group LLC Has $14.09 Million Holdings in Tesla, Inc. $TSLA

Key Points

• Strategic Planning Group LLC increased its Tesla stake by 5% in the second quarter, bringing its holdings to 33,508 shares valued at approximately $14.09 million, or 1.5% of its portfolio.
• Institutional investors and hedge funds own 66.2% of Tesla, with major holders including Vanguard, State Street, Geode Capital, Norges Bank and Amundi.
• Tesla’s latest quarterly earnings missed analyst expectations on EPS despite revenue exceeding forecasts and rising 25.5% year over year. Wall Street’s consensus rating is “Hold,” with an average price target of $401.74.

Strategic Planning Group LLC grew its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,508 shares of the electric vehicle producer's stock after purchasing an additional 1,606 shares during the quarter. Tesla comprises approximately 1.5% of Strategic Planning Group LLC's investment portfolio, making the stock its 26th biggest position. Strategic Planning Group LLC's holdings in Tesla were worth $14,094,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock worth $116,443,762,000 after acquiring an additional 6,538,720 shares during the period. State Street Corp boosted its holdings in Tesla by 0.9% in the 4th quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer's stock valued at $51,647,164,000 after purchasing an additional 1,080,085 shares during the period. Geode Capital Management LLC grew its position in shares of Tesla by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer's stock worth $29,426,070,000 after purchasing an additional 375,946 shares in the last quarter. Norges Bank acquired a new position in shares of Tesla during the 4th quarter worth approximately $17,128,100,000. Finally, Amundi increased its holdings in shares of Tesla by 14.0% during the first quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer's stock worth $8,243,513,000 after purchasing an additional 2,727,141 shares during the period. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla Trading Down 0.9%

Shares of Tesla stock opened at $339.30 on Tuesday. The firm's 50 day moving average is $369.38 and its 200 day moving average is $389.21. The firm has a market capitalization of $1.34 trillion, a PE ratio of 314.17, a price-to-earnings-growth ratio of 17.28 and a beta of 1.83. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09.

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

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on TSLA. TD Cowen reiterated a "buy" rating on shares of Tesla in a research note on Friday. BMO Capital Markets began coverage on Tesla in a report on Monday. They issued an "outperform" rating for the company. William Blair reissued a "market perform" rating on shares of Tesla in a report on Thursday, July 2nd. Evercore raised Tesla from a "hold" rating to an "outperform" rating in a research note on Friday, June 5th. Finally, Deutsche Bank Aktiengesellschaft set a $420.00 target price on shares of Tesla in a report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, nineteen have given a Hold rating and four have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $401.74.

Insider Activity at Tesla

In related news, CFO Vaibhav Taneja sold 2,606 shares of the firm's stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the sale, the chief financial officer owned 22,039 shares of the company's stock, valued at $8,864,085.80. This trade represents a 10.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders own 19.90% of the company's stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is preparing to launch its Cybercab robotaxi service in Austin, Texas, potentially beginning with employee rides this month. The rollout could provide an important real-world test of Tesla’s autonomous-driving strategy and create a new growth catalyst. Reuters Cybercab launch report
• Positive Sentiment: Reports and demonstrations indicated Tesla’s FSD Supervised system outperformed Rivian’s Autonomy+ in a real-road comparison, while Tesla’s AI chief promoted improvements in the upcoming FSD V14. These developments support the company’s long-term robotaxi and AI narrative. Tesla-Rivian self-driving test
• Positive Sentiment: Tesla’s possible flying Roadster unveiling and continued association with SpaceX are attracting investor attention and could reinforce enthusiasm around future mobility, although neither is yet a material operating business. Flying Roadster report
• Neutral Sentiment: Wall Street remains sharply divided, with Tesla’s recent record deliveries and revenue growth competing with weaker earnings quality. ARK Invest’s reported purchases of approximately 450,000 shares offer some technical support but do not resolve the fundamental debate.
• Negative Sentiment: Investors remain concerned that operating profit and free cash flow are deteriorating despite strong revenue and deliveries. Tesla’s valuation—supported heavily by future AI and robotaxi growth—leaves limited room for execution setbacks. Tesla profitability analysis
• Negative Sentiment: BYD continues to lead Tesla in the global EV market, while reports of another FSD issue and criticism of Tesla’s camera-only autonomy approach raise questions about safety, regulatory approval, and the timing of robotaxi monetization. FSD setback report

About Tesla

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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