Bank of New York Mellon Corp Has $6.79 Billion Holdings in Tesla, Inc. $TSLA

Bank of New York Mellon Corp trimmed its holdings in Tesla, Inc. (NASDAQ:TSLA) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,257,573 shares of the electric vehicle producer’s stock after selling 298,018 shares during the quarter. Tesla accounts for 1.2% of Bank of New York Mellon Corp’s portfolio, making the stock its 11th largest holding. Bank of New York Mellon Corp’s holdings in Tesla were worth $6,785,348,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Oxler Private Wealth LLC boosted its holdings in Tesla by 1.3% in the 3rd quarter. Oxler Private Wealth LLC now owns 4,022 shares of the electric vehicle producer’s stock valued at $1,789,000 after purchasing an additional 52 shares during the period. Ballentine Partners LLC raised its position in shares of Tesla by 2.9% during the third quarter. Ballentine Partners LLC now owns 45,651 shares of the electric vehicle producer’s stock valued at $20,302,000 after buying an additional 1,292 shares during the last quarter. Rockline Wealth Management LLC lifted its stake in shares of Tesla by 16.9% in the third quarter. Rockline Wealth Management LLC now owns 15,770 shares of the electric vehicle producer’s stock valued at $7,013,000 after buying an additional 2,285 shares during the period. Federated Hermes Inc. raised its holdings in Tesla by 29.7% in the 3rd quarter. Federated Hermes Inc. now owns 331,337 shares of the electric vehicle producer’s stock valued at $147,352,000 after acquiring an additional 75,920 shares in the last quarter. Finally, Tobias Financial Advisors Inc. lifted its position in shares of Tesla by 21.9% in the 3rd quarter. Tobias Financial Advisors Inc. now owns 862 shares of the electric vehicle producer’s stock worth $383,000 after acquiring an additional 155 shares during the period. Institutional investors own 66.20% of the company’s stock.

Tesla News Roundup

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

Insider Activity at Tesla

In related news, CFO Vaibhav Taneja sold 2,637 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the transaction, the chief financial officer owned 13,757 shares in the company, valued at $6,107,145.01. This represents a 16.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the sale, the director directly owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 119,457 shares of company stock valued at $53,501,145 over the last ninety days. 19.90% of the stock is owned by insiders.

Tesla Stock Performance

NASDAQ:TSLA opened at $416.56 on Friday. The stock has a market capitalization of $1.39 trillion, a P/E ratio of 385.70, a price-to-earnings-growth ratio of 7.36 and a beta of 1.83. The company has a current ratio of 2.07, a quick ratio of 1.67 and a debt-to-equity ratio of 0.07. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The firm has a 50 day moving average of $446.91 and a 200-day moving average of $406.71.

Tesla (NASDAQ:TSLA) last released its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. The business had revenue of $24.90 billion for the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.93% and a net margin of 4.00%.Tesla’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.73 EPS. As a group, sell-side analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on TSLA shares. Truist Financial lowered their price objective on Tesla from $439.00 to $438.00 and set a “hold” rating on the stock in a research report on Thursday. Canaccord Genuity Group set a $520.00 price target on shares of Tesla in a report on Thursday. Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a report on Thursday. JPMorgan Chase & Co. reissued a “sell” rating on shares of Tesla in a research note on Monday, January 5th. Finally, The Goldman Sachs Group reissued a “neutral” rating and issued a $405.00 price target on shares of Tesla in a research report on Thursday. Seventeen analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and eight have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $410.86.

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.