Tesla, Inc. $TSLA Holdings Raised by Strategic Planning Group LLC

Key Points

• Strategic Planning Group LLC increased its Tesla stake by 8.1% in the third quarter, bringing its holdings to 36,227 shares worth approximately $12.9 million. Institutional investors and hedge funds collectively own 66.2% of Tesla.
• Tesla’s latest quarterly results slightly exceeded earnings expectations, with EPS of $0.48 versus $0.46 expected, while revenue was approximately $28.05 billion and declined marginally year over year. Automotive and energy revenue weakened, and GAAP operating income fell sharply.
• Shares recently traded near $372, at a highly elevated price-to-earnings ratio of about 409; analysts remain divided, with a consensus “Hold” rating and an average price target of $408.61.

Strategic Planning Group LLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 8.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,227 shares of the electric vehicle producer's stock after purchasing an additional 2,719 shares during the quarter. Tesla comprises about 1.3% of Strategic Planning Group LLC's portfolio, making the stock its 26th biggest position. Strategic Planning Group LLC's holdings in Tesla were worth $12,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. State Street Corp boosted its stake in shares of Tesla by 2.4% in the 2nd quarter. State Street Corp now owns 117,456,756 shares of the electric vehicle producer's stock valued at $49,402,312,000 after purchasing an additional 2,761,298 shares during the last quarter. Legal & General Group Plc bought a new stake in shares of Tesla during the second quarter worth approximately $8,535,612,000. Amundi lifted its holdings in Tesla by 14.0% in the first quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer's stock valued at $8,243,513,000 after buying an additional 2,727,141 shares during the period. Bank of New York Mellon Corp bought a new position in Tesla in the second quarter valued at approximately $6,083,630,000. Finally, Bamco Inc. NY boosted its stake in Tesla by 5.0% in the second quarter. Bamco Inc. NY now owns 12,524,752 shares of the electric vehicle producer's stock valued at $5,267,911,000 after acquiring an additional 591,243 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company's stock.

Tesla Trading Down 0.6%

NASDAQ:TSLA traded down $2.36 during trading hours on Friday, hitting $372.22. The stock had a trading volume of 34,679,783 shares, compared to its average volume of 36,818,196. The business's 50 day moving average is $364.01 and its 200-day moving average is $377.22. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.74. The company has a market cap of $1.47 trillion, a price-to-earnings ratio of 409.04, a P/E/G ratio of 23.78 and a beta of 1.92. Tesla, Inc. has a one year low of $297.38 and a one year high of $498.83.

Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings results on Wednesday, October 21st. The electric vehicle producer reported $0.48 earnings per share for the quarter, topping analysts' consensus estimates of $0.46 by $0.02. Tesla had a net margin of 3.11% and a return on equity of 3.03%. The company had revenue of $28.05 billion for the quarter, compared to analysts' expectations of $28.06 billion. During the same period last year, the firm posted $0.50 earnings per share. The business's quarterly revenue was down .2% compared to the same quarter last year. Sell-side analysts anticipate that Tesla, Inc. will post 0.71 EPS for the current fiscal year.

Insider Activity

In other news, CFO Vaibhav Taneja sold 2,606 shares of the firm's stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $360.13, for a total transaction of $938,498.78. Following the sale, the chief financial officer owned 25,972 shares of the company's stock, valued at $9,353,296.36. This trade represents a 9.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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. 19.90% of the stock is owned by company insiders.

More Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla beat third-quarter adjusted earnings expectations, reporting $0.48 per share versus the $0.45 consensus estimate, and generated approximately $1.5 billion in positive free cash flow. Tesla Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Paid Full Self-Driving adoption exceeded 75% of North American deliveries, with subscriptions increasing 67% year over year. Investors view FSD, robotaxis, Optimus robots, and Megapack energy storage as potential long-term growth engines. Tesla’s FSD Subscriptions Surge
• Positive Sentiment: European sales reportedly strengthened, while Tesla is expanding its Cybercab robotaxi program beyond Austin and developing AI-based mapping from fleet data. These developments support the company’s autonomy narrative, although commercialization remains early. Tesla Europe Sales Surge
• Neutral Sentiment: Elon Musk called a SpaceX-Tesla merger a “good idea,” and both companies reportedly formed special committees to study a combination. Potential benefits include shared work in AI, chips, robotics, connectivity, and energy, but no transaction is certain. SpaceX-Tesla Merger Chatter
• Neutral Sentiment: Analysts remain divided: Morgan Stanley raised its target to $410 with an equal-weight rating, while RBC maintained an outperform rating and a $480 target. Bullish forecasts depend heavily on successful autonomy and robotics execution.
• Negative Sentiment: Revenue was essentially flat year over year at about $28 billion, automotive revenue fell 3%, energy-generation and storage revenue declined 16%, and GAAP operating income dropped 56%. Refunds and other factors also clouded the reported margin improvement. Tesla Automotive and Energy Revenue Results
• Negative Sentiment: Tesla reduced its 2026 capital-expenditure outlook from more than $25 billion to approximately $20 billion after third-quarter spending trailed expectations. Investors worry the pullback could delay AI, robotics, and robotaxi ambitions. Tesla Spending Pullback
• Negative Sentiment: Tesla will refund Cybertruck deposits in Australia and New Zealand, signaling reduced regional ambitions for the troubled vehicle. Regulatory scrutiny of the Cybercab and delays in unsupervised FSD add further execution risk.
• Negative Sentiment: The broader Nasdaq sell-off, renewed doubts about AI spending returns, higher oil prices, and geopolitical tensions have pressured high-valuation technology stocks, including TSLA.

Wall Street Analysts Forecast Growth

A number of analysts have commented on TSLA shares. Wall Street Zen lowered shares of Tesla from a "hold" rating to a "sell" rating in a report on Saturday. Yorkville Ives assumed coverage on Tesla in a research note on Wednesday, October 7th. They issued an "outperform" rating and a $500.00 price target on the stock. DZ Bank upgraded Tesla from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 23rd. HSBC reaffirmed a "reduce" rating and set a $157.00 price objective on shares of Tesla in a research note on Monday, October 5th. Finally, BNP Paribas Exane upgraded Tesla from an "underperform" rating to a "neutral" rating and upped their price objective for the company from $266.00 to $420.00 in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, twenty have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $408.61.

Tesla Company Profile

Tesla, Inc is an electric vehicle and clean energy company headquartered in Austin, Texas. Founded in 2003, the company designs, manufactures and sells electric vehicles, including the Model S, Model 3, Model X, Model Y and Cybertruck. Tesla also develops vehicle software, driver-assistance features and related services intended to support the operation and ownership of its vehicles.

Beyond automobiles, Tesla produces energy storage products for residential, commercial and utility-scale applications, including the Powerwall and Megapack.

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