Compass Wealth Management LLC Makes New $6.73 Million Investment in Tesla, Inc. $TSLA

Compass Wealth Management LLC bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 15,125 shares of the electric vehicle producer’s stock, valued at approximately $6,726,000. Tesla accounts for 1.0% of Compass Wealth Management LLC’s investment portfolio, making the stock its 29th biggest position.

Several other hedge funds and other institutional investors have also modified their holdings of TSLA. Chapman Financial Group LLC purchased a new stake in Tesla in the 2nd quarter worth about $26,000. LGT Financial Advisors LLC purchased a new stake in shares of Tesla in the second quarter worth approximately $29,000. Manning & Napier Advisors LLC acquired a new stake in shares of Tesla during the third quarter worth approximately $29,000. CoreFirst Bank & Trust purchased a new position in Tesla during the second quarter valued at approximately $30,000. Finally, ESL Trust Services LLC increased its stake in Tesla by 1,900.0% in the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer’s stock valued at $32,000 after buying an additional 95 shares during the period. Institutional investors and hedge funds own 66.20% of the company’s stock.

Insider Buying and Selling

In other news, Director Kimbal Musk sold 56,820 shares of Tesla stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total value of $25,606,501.20. Following the transaction, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the sale, the director owned 577,031 shares of the company’s stock, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 119,457 shares of company stock worth $53,501,145 in the last quarter. 19.90% of the stock is currently owned by company insiders.

Tesla Trading Down 1.0%

Shares of TSLA stock opened at $430.90 on Wednesday. Tesla, Inc. has a 12 month low of $214.25 and a 12 month high of $498.83. The company has a market cap of $1.43 trillion, a PE ratio of 287.27, a price-to-earnings-growth ratio of 7.40 and a beta of 1.83. The company has a quick ratio of 1.67, a current ratio of 2.07 and a debt-to-equity ratio of 0.07. The business’s 50 day moving average is $445.92 and its two-hundred day moving average is $406.46.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TSLA. China Renaissance lifted their target price on shares of Tesla from $349.00 to $380.00 and gave the company a “hold” rating in a research note on Friday, October 24th. Evercore ISI lifted their price objective on Tesla from $235.00 to $300.00 and gave the company a “neutral” rating in a research report on Wednesday, October 29th. Benchmark reaffirmed a “buy” rating on shares of Tesla in a research report on Thursday, October 23rd. Needham & Company LLC reiterated a “hold” rating on shares of Tesla in a report on Thursday, October 23rd. Finally, The Goldman Sachs Group lifted their target price on shares of Tesla from $400.00 to $420.00 in a research note on Friday, January 2nd. Eighteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and eight have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $410.77.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Analyst optimism on delivery momentum and energy business — Wedbush reiterates an Outperform and cites stabilizing deliveries plus growth in energy and AI/robotics initiatives as upside drivers into the Q4 report. Tesla Q4 earnings expected to show delivery momentum and energy upside
• Positive Sentiment: Corporate partnership news — Berkshire-linked activity: Buffett’s company will supply powertrains/energy systems for Tesla semis, a commercial win that supports fleet and commercial-vehicle credibility. Buffett Avoided Tesla for Years — But Now His Company Will Power Elon Musk’s Semis
• Positive Sentiment: FSD ecosystem momentum — New insurance products that lower per‑mile costs for FSD-engaged driving support the FSD adoption story and could reduce a friction point for robotaxi/insurance economics. Lemonade’s New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says
• Neutral Sentiment: Forward-looking bullish takes and catalyst calendars — Several opinion pieces highlight potential near-term catalysts (FSD Gen 3, robotaxi rollouts) and argue there are reasons to buy before March, but these are thesis-driven and hinge on execution. 3 Reasons to Buy Tesla Before March 2026
• Neutral Sentiment: New trading products expand market access — Binance will list a TSLA perpetual futures contract, which may boost derivatives liquidity but doesn’t change fundamentals. Binance to launch Tesla-linked perpetual futures contract
• Negative Sentiment: China sales weakness — Reports show Tesla slipping vs. local rivals in China, a key growth market; slowing Chinese demand is pressuring top-line delivery growth expectations. Tesla Stock (NASDAQ:TSLA) Slips as Chinese Sales Falter
• Negative Sentiment: Brand value and sentiment deterioration — Brand Finance and media reports show a ~36% drop (~$15B) in Tesla’s brand value in 2025, attributed in part to CEO political exposure — a reputational headwind for consumer demand. Tesla lost $15 billion in brand value in 2025 as Musk stepped deeper into politics, research shows
• Negative Sentiment: Intensifying competition in Europe — BYD and other rivals sharply grew European registrations while Tesla’s EU sales declined, signaling market-share pressure and pricing/margin risk. Tesla (TSLA) Stock: BYD Triples European Sales While Musk’s Company Stumbles
• Negative Sentiment: Pre-earnings anxiety and autonomy scrutiny — Wall Street is anxious ahead of Q4 results as deliveries sag and AI/autonomy promises face increased regulatory and operational scrutiny; several analysts are cautious or on hold. Wall Street is feeling anxious ahead of Tesla’s Q4 earnings as deliveries sag and AI uncertainty builds

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.