Strategic Planning Group LLC Has $30.02 Million Stock Position in Tesla, Inc. $TSLA

Strategic Planning Group LLC raised its position in Tesla, Inc. (NASDAQ:TSLA) by 25.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 67,507 shares of the electric vehicle producer’s stock after buying an additional 13,702 shares during the period. Tesla accounts for 4.1% of Strategic Planning Group LLC’s investment portfolio, making the stock its 6th biggest holding. Strategic Planning Group LLC’s holdings in Tesla were worth $30,022,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Relyea Zuckerberg Hanson LLC lifted its holdings in Tesla by 0.4% during the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer’s stock worth $2,916,000 after acquiring an additional 23 shares during the period. Chesley Taft & Associates LLC increased its position in shares of Tesla by 0.8% during the 3rd quarter. Chesley Taft & Associates LLC now owns 3,118 shares of the electric vehicle producer’s stock valued at $1,387,000 after purchasing an additional 25 shares during the last quarter. KRS Capital Management LLC raised its stake in shares of Tesla by 1.2% during the 3rd quarter. KRS Capital Management LLC now owns 2,035 shares of the electric vehicle producer’s stock worth $905,000 after purchasing an additional 25 shares during the period. DecisionMap Wealth Management LLC boosted its holdings in shares of Tesla by 1.0% in the 3rd quarter. DecisionMap Wealth Management LLC now owns 2,533 shares of the electric vehicle producer’s stock worth $1,126,000 after buying an additional 25 shares during the last quarter. Finally, Lakeridge Wealth Management LLC grew its position in Tesla by 1.0% during the third quarter. Lakeridge Wealth Management LLC now owns 2,585 shares of the electric vehicle producer’s stock valued at $1,149,000 after buying an additional 25 shares during the period. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Tesla Price Performance

Tesla stock opened at $445.01 on Friday. The firm has a market capitalization of $1.48 trillion, a P/E ratio of 296.67, a PEG ratio of 7.15 and a beta of 1.83. Tesla, Inc. has a one year low of $214.25 and a one year high of $498.83. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.07 and a quick ratio of 1.67. The business has a fifty day moving average price of $444.28 and a 200-day moving average price of $395.12.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. Tesla had a return on equity of 6.61% and a net margin of 5.51%.The company had revenue of $28.10 billion for the quarter, compared to analyst estimates of $24.98 billion. During the same period in the previous year, the company posted $0.72 EPS. The firm’s revenue for the quarter was up 11.6% compared to the same quarter last year. As a group, equities research analysts forecast that Tesla, Inc. will post 2.56 EPS for the current year.

Insider Activity

In other news, CFO Vaibhav Taneja sold 2,637 shares of the stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the sale, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. This represents a 16.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the completion of the transaction, the director owned 577,031 shares of the company’s stock, valued at $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 119,457 shares of company stock worth $53,501,145 over the last ninety days. Company insiders own 19.90% of the company’s stock.

Analyst Upgrades and Downgrades

TSLA has been the topic of several research reports. President Capital lowered their price objective on shares of Tesla from $529.00 to $517.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a report on Thursday, October 23rd. DZ Bank reissued a “sell” rating on shares of Tesla in a report on Tuesday, January 6th. Dbs Bank raised Tesla to a “hold” rating in a research report on Wednesday, November 5th. Finally, Benchmark reaffirmed a “buy” rating on shares of Tesla in a research report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, fourteen have issued a Hold rating and nine have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $408.54.

More Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Early rollout of the promised FSD “reasoning” upgrade gives the autonomy thesis credibility and supports upside for TSLA if wider software adoption follows. The ‘Reasoning’ Upgrade Tesla (TSLA) Promised Is Already Partly Here
• Positive Sentiment: Elon Musk’s public explanation for a sizable Nvidia hardware spend helped reframe Tesla as an AI/autonomy play rather than just an automaker, boosting investor confidence in the robo-taxi/AI optionality. Tesla Stock (NASDAQ:TSLA) Gains as Elon Musk Explains Nvidia Buy
• Positive Sentiment: Analyst and media narratives linking Tesla to broader AI/autonomy upside (Cybercab timelines, FSD progress) have traders pricing more optionality into TSLA and boosting short-term momentum. Tesla stock surges nearly 2% today: here’s why analysts see more upside
• Positive Sentiment: China deliveries showed healthy growth in December (best month ever claims), helping offset broader delivery concerns and supporting revenue momentum in Tesla’s largest market. Tesla China Sales Rise 13.2% In December To Clock Best Month Ever
• Neutral Sentiment: High options activity and volatility ahead of Tesla’s late-January earnings suggest traders are positioning for a big post-earnings move, which can amplify intraday swings. Tesla stock: what’s driving the spike in January options volume?
• Neutral Sentiment: Commentators (e.g., Jim Cramer) describe Tesla as an “enigma” — reflecting mixed sentiment that can sustain volatility but not necessarily a directional catalyst by itself. Jim Cramer Calls Tesla an “Enigma”
• Negative Sentiment: Q4/2025 delivery declines and repeated misses remain a concrete headwind to the core auto growth story, keeping some investors skeptical about near-term revenue and margin expansion. Tesla Stock (TSLA) Opinions on Q4 2025 Delivery Decline
• Negative Sentiment: Rising competition in autonomy from Nvidia and others is prompting skepticism about Tesla’s FSD monopoly and valuation premium; several pieces highlight this risk and pressuring analyst views. Tesla Adds Nvidia To Its Enemy List
• Negative Sentiment: Wall Street pushback—analyst downgrades/reiterated sells (e.g., UBS, Truist PT cut) and high-profile bearish takes—adds selling pressure and keeps the valuation debate alive. UBS Sticks With Sell on Tesla (TSLA) as AI Optimism Runs Ahead of Fundamentals
• Negative Sentiment: Recent insider selling (a director sale disclosed) and headline legal/exec controversies (Musk vs OpenAI dispute) can weigh on sentiment during volatile stretches. Insider Selling: Tesla (NASDAQ:TSLA) Director Sells $26,724,000.00 in Stock

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.