Tesla, Inc. $TSLA Shares Acquired by Flagship Wealth Advisors LLC

Key Points

• Flagship Wealth Advisors LLC increased its Tesla stake by 179.5% in the fourth quarter, buying 6,425 more shares and bringing its total to 10,005 shares valued at about $4.5 million.
• Tesla remains widely held by institutions, with about 66.2% of shares owned by institutional investors and hedge funds, while several other funds also made modest additions to their positions.
• Wall Street sentiment is mixed: recent analyst action includes upgrades tied to Tesla’s AI, robotics, and robotaxi prospects, but the stock still carries a consensus rating of Hold and faces valuation and execution concerns.

Flagship Wealth Advisors LLC grew its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 179.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,005 shares of the electric vehicle producer's stock after buying an additional 6,425 shares during the quarter. Tesla accounts for 1.3% of Flagship Wealth Advisors LLC's holdings, making the stock its 24th largest holding. Flagship Wealth Advisors LLC's holdings in Tesla were worth $4,499,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. PFS Partners LLC lifted its holdings in shares of Tesla by 4.2% in the 4th quarter. PFS Partners LLC now owns 590 shares of the electric vehicle producer's stock valued at $265,000 after purchasing an additional 24 shares during the last quarter. Presidio Capital Management LLC lifted its holdings in shares of Tesla by 0.6% in the 3rd quarter. Presidio Capital Management LLC now owns 3,996 shares of the electric vehicle producer's stock valued at $1,777,000 after purchasing an additional 25 shares during the last quarter. Journey Advisory Group LLC lifted its holdings in shares of Tesla by 0.7% in the 3rd quarter. Journey Advisory Group LLC now owns 3,414 shares of the electric vehicle producer's stock valued at $1,518,000 after purchasing an additional 25 shares during the last quarter. Boltwood Capital Management lifted its holdings in shares of Tesla by 1.2% in the 4th quarter. Boltwood Capital Management now owns 2,120 shares of the electric vehicle producer's stock valued at $953,000 after purchasing an additional 25 shares during the last quarter. Finally, Woodmont Investment Counsel LLC raised its stake in Tesla by 1.2% during the 4th quarter. Woodmont Investment Counsel LLC now owns 2,124 shares of the electric vehicle producer's stock valued at $955,000 after acquiring an additional 25 shares during the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: J.P. Morgan upgraded Tesla and said the company’s long-term story is being driven by autonomous driving and robotics, which is a meaningful endorsement from a former bear. JP Morgan upgrades Tesla to 'neutral', sees robotics driving long-term growth
• Positive Sentiment: Broader commentary around Tesla’s AI and robotics ambitions, including Optimus and robotaxi progress, is reinforcing the bullish case that Tesla could be valued more like an AI platform than a carmaker. J.P. Morgan Upgrades Tesla Stock (TSLA) to ‘Neutral,’ Says ‘TSLA Is at the Forefront of Physical AI’
• Positive Sentiment: Some reports point to improving vehicle sales and stronger autonomous-driving momentum, including expansion of Tesla’s robotaxi service in Austin and rising global EV sales led by Tesla. Global Electric Vehicle Sales Rose 16% in April, Led by Tesla (TSLA)
• Neutral Sentiment: SpaceX’s huge IPO and Elon Musk-related headlines are boosting attention on Musk’s broader empire, but they are not direct operating catalysts for Tesla’s core business. SpaceX targets $135 IPO price at valuation of $1.77 trillion
• Negative Sentiment: Tesla remains vulnerable to valuation concerns, with multiple pieces noting that the stock price already reflects a lot of future AI and robotics success before those profits are proven. Buy, Hold, or Sell: Is Tesla Stock a Sell Above $400?
• Negative Sentiment: There are also recurring concerns about competition, robotaxi execution, and softer short-term trading sentiment, which may limit upside even after the upgrade. More Unfortunate News for Tesla Stock Investors

Analyst Upgrades and Downgrades

Several analysts have commented on TSLA shares. President Capital upped their price objective on Tesla from $424.00 to $428.00 and gave the company a "buy" rating in a research note on Monday, April 27th. The Goldman Sachs Group started coverage on Tesla in a research note on Friday. They set a "buy" rating for the company. Jefferies Financial Group reaffirmed a "neutral" rating on shares of Tesla in a research note on Wednesday, April 22nd. Roth Mkm reaffirmed a "buy" rating on shares of Tesla in a research note on Thursday, April 23rd. Finally, Glj Research reaffirmed a "sell" rating on shares of Tesla in a research note on Tuesday, April 21st. Twenty-two analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $404.37.

Tesla Stock Performance

TSLA opened at $391.00 on Friday. The stock has a market cap of $1.47 trillion, a P/E ratio of 358.72, a P/E/G ratio of 16.52 and a beta of 1.80. 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 stock's 50 day simple moving average is $395.33 and its 200 day simple moving average is $416.06. Tesla, Inc. has a 1-year low of $281.85 and a 1-year high of $498.83.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 earnings per share for the quarter, topping analysts' consensus estimates of $0.39 by $0.02. The business had revenue of $22.39 billion for the quarter, compared to analysts' expectations of $22.96 billion. Tesla had a return on equity of 4.89% and a net margin of 3.95%.The company's revenue was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.27 EPS. As a group, equities analysts anticipate that Tesla, Inc. will post 1.2 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CFO Vaibhav Taneja sold 3,000 shares of the company's stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total value of $1,350,000.00. Following the sale, 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. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Kathleen Wilson-Thompson sold 26,409 shares of the company's stock in a transaction that occurred on 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 completion of the sale, the director owned 48,399 shares in the company, valued at approximately $18,300,145.89. This represents a 35.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 55,218 shares of company stock worth $20,609,455. Insiders own 19.90% of the company's stock.

Tesla 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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