Whittier Trust Co. Increases Holdings in Tesla, Inc. $TSLA

Key Points

• Whittier Trust increased its Tesla stake by 28.8%, buying an additional 45,828 shares to hold 204,841 shares valued at about $88.69 million, making TSLA 1.0% of its portfolio and its 16th largest position.
• Corporate insiders sold a total of 53,804 shares (~$20.9M) over the last quarter—including Director Kathleen Wilson‑Thompson and CFO Vaibhav Taneja—while insiders still own 19.9% and hedge funds/institutions hold 66.2% of the stock.
• Tesla trades with a market cap of about $1.50 trillion after a Q4 EPS beat ($0.50 vs. $0.45) despite revenue down 3.1% YoY; analysts' consensus is a "Hold" with a $398.61 target, and near‑term sentiment is driven by AI chip progress and earnings positioning amid ongoing legal and related‑party risks.

Whittier Trust Co. lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 28.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 204,841 shares of the electric vehicle producer's stock after buying an additional 45,828 shares during the period. Tesla comprises 1.0% of Whittier Trust Co.'s investment portfolio, making the stock its 16th largest position. Whittier Trust Co.'s holdings in Tesla were worth $88,688,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of TSLA. Brighton Jones LLC raised its holdings in shares of Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock valued at $35,509,000 after buying an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after purchasing an additional 931 shares during the period. Bison Wealth LLC increased its stake in Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after purchasing an additional 3,558 shares during the period. Sivia Capital Partners LLC increased its stake in Tesla by 9.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC increased its stake in Tesla by 21.2% in the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock worth $1,544,000 after purchasing an additional 851 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.

Tesla Price Performance

Shares of TSLA stock opened at $400.62 on Friday. The firm has a market cap of $1.50 trillion, a P/E ratio of 370.94, a P/E/G ratio of 12.15 and a beta of 1.91. Tesla, Inc. has a fifty-two week low of $222.79 and a fifty-two week high of $498.83. The business's 50 day moving average price is $389.71 and its 200-day moving average price is $422.89. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16.

Tesla (NASDAQ:TSLA - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping analysts' consensus estimates of $0.45 by $0.05. The firm had revenue of $24.90 billion for the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The business's quarterly revenue was down 3.1% compared to the same quarter last year. During the same period last year, the company earned $0.73 EPS. On average, equities research analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of Tesla stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $359.33, for a total value of $9,273,947.97. Following the sale, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. This trade represents a 43.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of Tesla stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares in the company, valued at approximately $7,188,625.18. This represents a 11.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 53,804 shares of company stock worth $20,865,598. Corporate insiders own 19.90% of the company's stock.

Wall Street Analysts Forecast Growth

TSLA has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft decreased their price target on Tesla from $480.00 to $465.00 and set a "buy" rating on the stock in a research note on Thursday, April 9th. Bank of America initiated coverage on Tesla in a research note on Wednesday, March 4th. They issued a "buy" rating and a $460.00 price target on the stock. Royal Bank Of Canada decreased their price target on Tesla from $500.00 to $480.00 and set an "outperform" rating on the stock in a research note on Monday, April 13th. Needham & Company LLC reaffirmed a "hold" rating on shares of Tesla in a research note on Thursday, January 29th. Finally, China Renaissance lifted their price target on Tesla from $380.00 to $382.00 and gave the stock a "hold" rating in a research note on Monday, February 2nd. Nineteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $398.61.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: AI chip progress and analyst lift are boosting sentiment — Elon Musk and company updates about the AI5 chip tape‑out/physical chip drew strong investor attention and were cited as a primary reason for recent gains. Blockonomi reports the AI5 tape‑out and a UBS upgrade helped the rally. Tesla Stock Surges on AI5 Chip News and UBS Rating Boost
• Positive Sentiment: Short‑term technical and market drivers — several outlets point to a trading “buy” signal and broader tech rally (S&P/ Nasdaq strength, easing Middle East tensions) that have lifted TSLA into a rebound ahead of earnings. S&P 500 Posts Weekly Gain
• Positive Sentiment: Buy positioning into Q1 earnings — Wall Street positioning and upbeat profit‑surge estimates ahead of Tesla’s April 22 report are driving flows into the stock as investors bet on margin improvement and AI commentary. Tesla Rallies 5% as Q1 Earnings Loom
• Neutral Sentiment: Terafab recruiting and longer‑term chip ambitions — Tesla is hiring chip engineers in Taiwan for its Terafab project, underlining its long‑term AI/semiconductor push but implying heavy CAPEX and execution risk over years, not an immediate earnings driver. Tesla seeks Taiwan chip engineers for Terafab project
• Neutral Sentiment: Product/branding teasers (Cybercab/“golden era”) and Optimus hints keep excitement high but are speculative — social teasers can lift sentiment but may not translate into near‑term revenue. Tesla Signals 'Golden Era' In Mysterious Video
• Neutral Sentiment: High‑profile buys by prominent investors (e.g., Cathie Wood) add credibility but don’t remove underlying execution questions — they can support flows but aren’t a fundamental fix. Cathie Wood Just Bought 81,000 Shares of Tesla Stock
• Negative Sentiment: Legal exposure headline: potential multi‑billion dollar liabilities — reporting on >$14B in possible costs from active lawsuits is a material risk that could pressure sentiment and valuation if confirmed or escalates. “$14.5 Billion in Lawsuits”
• Negative Sentiment: Related‑party Cybertruck purchases and disclosure concerns — reporting that SpaceX bought a meaningful share of Cybertruck registrations raises governance and organic demand questions; investors worry about transparency and true end‑market strength. SpaceX Was Buying Cybertrucks in Bulk

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.

Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.