UP Strategic Wealth Investment Advisors LLC Makes New $911,000 Investment in Tesla, Inc. $TSLA

Key Points

• UP Strategic Wealth Investment Advisors LLC acquired 2,833 Tesla shares worth approximately $911,000 in the second quarter, representing about 0.5% of its portfolio. Institutional investors collectively own 66.2% of Tesla.
• Tesla reported quarterly revenue of $28.24 billion, up 25.5% year over year and above estimates, but earnings per share of $0.33 missed the $0.50 consensus forecast. CFO Vaibhav Taneja also sold shares to cover tax obligations tied to vested equity awards.
• Analyst sentiment remains mixed, with Tesla carrying a consensus “Hold” rating and an average price target of $401.74. The stock’s valuation remains a concern, with a P/E ratio above 300 despite potential catalysts from robotaxis, Cybercab, Optimus and Tesla Semi initiatives.

UP Strategic Wealth Investment Advisors LLC bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,833 shares of the electric vehicle producer's stock, valued at approximately $911,000. Tesla accounts for about 0.5% of UP Strategic Wealth Investment Advisors LLC's portfolio, making the stock its 29th largest holding.

Other large investors also recently modified their holdings of the company. Norges Bank bought a new position in Tesla during the fourth quarter valued at $17,128,100,000. Corient Private Wealth LLC raised its stake in shares of Tesla by 3,205.5% in the fourth quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer's stock valued at $9,650,811,000 after buying an additional 20,810,386 shares during the period. Bank of New York Mellon Corp purchased a new position in shares of Tesla during the 2nd quarter valued at $6,083,630,000. Bank of America Corp DE grew its stake in shares of Tesla by 56.0% during the 4th quarter. Bank of America Corp DE now owns 20,755,605 shares of the electric vehicle producer's stock worth $9,334,211,000 after acquiring an additional 7,450,766 shares during the period. Finally, Cardano Risk Management B.V. increased its holdings in Tesla by 882.8% in the 4th quarter. Cardano Risk Management B.V. now owns 8,202,060 shares of the electric vehicle producer's stock worth $3,688,630,000 after acquiring an additional 7,367,507 shares during the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock.

Insider Activity

In related news, CFO Vaibhav Taneja sold 2,606 shares of Tesla 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 completion of the sale, the chief financial officer owned 22,039 shares of the company's stock, valued at approximately $8,864,085.80. This trade represents a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 19.90% of the company's stock.

Tesla Price Performance

TSLA stock opened at $348.75 on Monday. The firm has a 50 day moving average of $360.33 and a 200-day moving average of $384.92. The firm has a market capitalization of $1.38 trillion, a P/E ratio of 322.92, a price-to-earnings-growth ratio of 17.61 and a beta of 1.83. Tesla, Inc. has a 12 month low of $297.38 and a 12 month 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 posted its earnings results on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts' consensus estimates of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The firm had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. During the same period last year, the company posted $0.33 EPS. The business's revenue was up 25.5% on a year-over-year basis. As a group, sell-side analysts predict that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on TSLA. Barclays boosted their price objective on Tesla from $360.00 to $370.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 14th. JPMorgan Chase & Co. reduced their target price on shares of Tesla from $475.00 to $445.00 and set a "neutral" rating for the company in a research note on Thursday, July 23rd. Mizuho set a $450.00 price target on shares of Tesla and gave the company an "outperform" rating in a research report on Thursday, July 23rd. William Blair reaffirmed a "market perform" rating on shares of Tesla in a report on Thursday, July 2nd. Finally, Citizens Jmp began coverage on shares of Tesla in a research note on Thursday, July 9th. They issued a "market perform" rating for the company. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, nineteen have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Tesla currently has a consensus rating of "Hold" and a consensus price target of $401.74.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion
• Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout
• Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production
• Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order
• Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event
• Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall
• Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident
• Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership.

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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