Lee Financial Co Raises Position in Tesla, Inc. $TSLA

Lee Financial Co lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA) by 255.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,999 shares of the electric vehicle producer’s stock after buying an additional 3,593 shares during the quarter. Lee Financial Co’s holdings in Tesla were worth $2,223,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after purchasing an additional 9,293 shares during the period. Revolve Wealth Partners LLC boosted its position 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 valued at $2,147,000 after buying an additional 931 shares during the last quarter. Bison Wealth LLC grew its stake in shares of Tesla by 52.2% during the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after acquiring an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Tesla by 9.1% during the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after acquiring an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC lifted its stake in shares of Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after acquiring an additional 851 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: SpaceX merger talk fuels optimism that Elon Musk could further consolidate his tech assets, a scenario investors view as value-accretive for Tesla (merger talk helped push TSLA higher). Tesla jumps as SpaceX merger talks fuel Musk empire consolidation hopes (Reuters)
• Positive Sentiment: Q4 beats and clear robotaxi/FSD progress: Tesla topped EPS and revenue estimates, disclosed 1.1M active FSD subs and reiterated Cybercab/robotaxi production targets — evidence that software and services can offset weaker vehicle volume. Could Tesla’s Q4 Earnings Fuel the Next Rally? (MarketBeat)
• Positive Sentiment: Investment in xAI and AI positioning: Tesla disclosed a multi‑billion involvement with Musk’s xAI and is pushing chip/TeraFab plans — reinforcing the market view of Tesla as a “physical AI” play rather than a pure auto OEM. Tesla reveals $2 billion investment in Elon Musk’s xAI (Fortune)
• Neutral Sentiment: Model S/X discontinuation and factory retooling — strategic for long‑term robotics capacity but implies short-term restructuring and transition risk; impact depends on execution and timing. Tesla Kills Legacy Models: Analyst Response Is Meh (MarketBeat)
• Neutral Sentiment: Mixed analyst reactions and target churn — some firms raised targets on the AI/robotics story while others trimmed them, leaving consensus sentiment split and volatility likely to persist.
• Negative Sentiment: Massive capex and cash‑burn risk: management guided to >$20B capex to reshuffle factories for robots, Cybercab and batteries — a heavy near‑term cash demand that could pressure margins and free cash flow. Tesla plans $20 billion capital spending spree (Reuters)
• Negative Sentiment: First annual revenue decline and softer vehicle deliveries raise near‑term execution concerns — investors worry Optimus/robotaxi revenue is far out and that margins could be pressured during the transition.
• Negative Sentiment: Notable bearish analyst moves (e.g., JPMorgan cut to underweight with a $145 target) increase downside headline risk and may cap rallies until clarity on capex pacing and robot/robotaxi ramps arrives.

Tesla Stock Performance

Shares of NASDAQ TSLA opened at $430.41 on Friday. The company has a quick ratio of 1.67, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The firm’s 50-day moving average price is $447.69 and its two-hundred day moving average price is $408.17. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The stock has a market capitalization of $1.43 trillion, a P/E ratio of 398.53, a P/E/G ratio of 7.11 and a beta of 1.83.

Tesla (NASDAQ:TSLA) last posted its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. The company had revenue of $24.90 billion during 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 revenue was down 3.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.73 earnings per share. As a group, sell-side analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on TSLA. Bank of America raised their price objective on Tesla from $341.00 to $471.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. William Blair reissued a “market perform” rating on shares of Tesla in a research report on Friday, January 2nd. CICC Research upped their price target on shares of Tesla from $450.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Truist Financial reduced their price objective on shares of Tesla from $439.00 to $438.00 and set a “hold” rating on the stock in a research note on Thursday. Finally, Wall Street Zen raised shares of Tesla from a “sell” rating to a “hold” rating in a research report on Saturday, October 25th. Seventeen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and eight have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $409.58.

Insider Buying and Selling at Tesla

In other news, Director Kimbal Musk sold 56,820 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total transaction of $25,606,501.20. Following the completion of the transaction, the director owned 1,391,615 shares of the company’s stock, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director James R. Murdoch sold 60,000 shares of the 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 sale, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 119,457 shares of company stock worth $53,501,145. 19.90% of the stock is owned by insiders.

About Tesla

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.