AE Wealth Management LLC Grows Stock Holdings in Tesla, Inc. $TSLA

AE Wealth Management LLC boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLAFree Report) by 4.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 246,414 shares of the electric vehicle producer’s stock after purchasing an additional 9,586 shares during the period. Tesla comprises 0.7% of AE Wealth Management LLC’s portfolio, making the stock its 25th largest holding. AE Wealth Management LLC’s holdings in Tesla were worth $109,585,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Manning & Napier Advisors LLC bought a new stake in shares of Tesla in the third quarter worth $29,000. Westend Capital Management LLC purchased a new position in Tesla in the third quarter worth about $32,000. Chapman Financial Group LLC bought a new stake in shares of Tesla during the 2nd quarter valued at about $26,000. LGT Financial Advisors LLC purchased a new stake in shares of Tesla during the 2nd quarter valued at about $29,000. Finally, CoreFirst Bank & Trust bought a new position in shares of Tesla in the 2nd quarter worth approximately $30,000. Institutional investors own 66.20% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on TSLA. Melius Research set a $520.00 target price on shares of Tesla and gave the company a “buy” rating in a report on Monday, October 13th. Wells Fargo & Company reduced their price objective on Tesla from $130.00 to $125.00 and set an “underweight” rating for the company in a research note on Thursday. Needham & Company LLC reiterated a “hold” rating on shares of Tesla in a research report on Thursday. DZ Bank reissued a “sell” rating on shares of Tesla in a report on Thursday. Finally, Dbs Bank raised Tesla to a “hold” rating in a research note on Wednesday, November 5th. Seventeen equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and eight have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $410.86.

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Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

  • Positive Sentiment: Tesla beat Q4 revenue and EPS expectations and showed growth in energy-storage revenue, which supports near-term cash flow and offsets auto weakness. Reuters: Tesla revenue beats estimates
  • Positive Sentiment: Tesla disclosed a ~$2B investment in Elon Musk’s xAI and reiterated plans to expand robotaxi/Optimus initiatives — a narrative that could re-rate Tesla if the “physical AI” story delivers substantial recurring software or robot revenue. CNBC: Tesla to invest $2B in xAI
  • Positive Sentiment: Late-session headlines that SpaceX is exploring a merger or tie‑up with Tesla buoyed sentiment and drove short-term buying interest tied to consolidation/speculation. Reuters: SpaceX said to consider merger with Tesla
  • Neutral Sentiment: Analyst reactions are mixed — some firms raised targets (TD Cowen, Cantor Fitzgerald), others trimmed them or kept conservative ratings — adding dispersion to near-term price targets and investor guidance expectations. MarketScreener: TD Cowen raises target
  • Neutral Sentiment: Tesla disclosed 1.1M active FSD subscriptions and emphasized robotaxi rollout — useful long-term optionality but uncertain timing and monetization scale. Benzinga: FSD subscriptions revealed
  • Negative Sentiment: Tesla reported its first full-year revenue decline and falling vehicle deliveries, and profitability was pressured — fundamentals that justify caution for investors focused on the traditional auto business. FT: Tesla suffers first annual drop in revenue
  • Negative Sentiment: Management guided capex to more than $20B for 2026 to fund robots, chips and factories — a major increase that raises cash‑burn and execution risk until those investments prove revenue-generating. Reuters: Tesla plans $20B capex
  • Negative Sentiment: Ending Model S and Model X production and converting lines for Optimus is disruptive operationally and removes legacy revenue lines while new businesses scale — a near-term headwind with uncertain payback timing. CNBC: Tesla ending Model S and X production

Tesla Trading Down 3.5%

TSLA stock opened at $416.56 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 2.07 and a quick ratio of 1.67. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $498.83. The business has a 50 day simple moving average of $446.91 and a two-hundred day simple moving average of $406.71. The company has a market capitalization of $1.39 trillion, a price-to-earnings ratio of 385.70, a PEG ratio of 7.36 and a beta of 1.83.

Tesla (NASDAQ:TSLAGet Free Report) last released its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.93%. The firm had revenue of $24.90 billion for the quarter, compared to the consensus estimate of $24.75 billion. During the same quarter in the previous year, the firm earned $0.73 earnings per share. The company’s quarterly revenue was down 3.1% compared to the same quarter last year. Research analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director James R. Murdoch sold 60,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was 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 in the company, valued at $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the business’s 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 completion of the sale, the director owned 1,391,615 shares in the company, valued at $627,145,215.90. This represents a 3.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 119,457 shares of company stock worth $53,501,145 in the last 90 days. 19.90% of the stock is currently owned by corporate insiders.

Tesla Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Tesla (NASDAQ:TSLA)

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