AIA Group Ltd Buys 43,022 Shares of Tesla, Inc. $TSLA

AIA Group Ltd boosted its position in shares of Tesla, Inc. (NASDAQ:TSLA) by 35.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 165,316 shares of the electric vehicle producer’s stock after purchasing an additional 43,022 shares during the quarter. Tesla accounts for about 1.3% of AIA Group Ltd’s investment portfolio, making the stock its 12th biggest holding. AIA Group Ltd’s holdings in Tesla were worth $73,519,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of TSLA. Norges Bank bought a new position in shares of Tesla during the second quarter worth $11,839,824,000. Holocene Advisors LP raised its stake in Tesla by 132.2% during the 3rd quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer’s stock worth $2,738,141,000 after buying an additional 3,505,000 shares during the period. Amundi raised its stake in Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer’s stock worth $6,374,284,000 after buying an additional 3,422,270 shares during the period. Jennison Associates LLC lifted its holdings in Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock worth $4,851,747,000 after acquiring an additional 3,021,550 shares in the last quarter. Finally, Capital World Investors grew its stake in Tesla by 5.8% in the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer’s stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares during the period. Institutional investors own 66.20% of the company’s stock.

Insider Transactions at Tesla

In other news, Director Kathleen Wilson-Thompson sold 25,731 shares of Tesla stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total value of $10,692,774.36. Following the completion of the transaction, the director owned 19,669 shares of the company’s stock, valued at $8,173,649.64. This trade represents a 56.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares in the company, valued at $7,188,625.18. This represents a 11.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,995 shares of company stock worth $38,315,650 in the last 90 days. Corporate insiders own 19.90% of the company’s stock.

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s new Class 8 Semi is getting strong early reviews from truckers for range (~500 miles), fast charging and a centered driving position — a positive commercial‑vehicle validation that could expand revenue beyond consumer EVs. Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers
• Positive Sentiment: Elon Musk reiterated plans around in‑house AI chips (AI5/AI6) and Tesla’s Terafab chip project with a target tape‑out window, and Samsung is slated to manufacture Tesla chips — this supports Tesla’s self‑driving and Optimus plans and reduces some supplier risk. Tesla targets December 2026 for next-generation AI6 chip tape-out
• Positive Sentiment: Tesla and LG Energy confirmed a $4.3B U.S. battery plant for Megapack/energy storage — strengthens domestic supply for high‑margin energy products and supports revenue diversification. Tesla, LG Bet on U.S. Batteries With $4.3 Billion Plant
• Neutral Sentiment: Operational bright spots: Model Y remains a top global seller, and Tesla’s multiple chip and fab announcements keep a long‑term optionality narrative intact — but these are longer‑dated drivers. Tesla Model Y Emerges As World’s Best-Selling Car
• Negative Sentiment: The biggest near‑term negative: U.S. safety regulators (NHTSA) escalated the FSD probe to an engineering analysis covering millions of vehicles — this raises recall/enforcement risk and hits the core autonomy narrative that supports TSLA’s valuation. US auto safety regulator intensifies probe in Tesla vehicles with FSD
• Negative Sentiment: Analyst/investor concerns: UBS cut Q1 delivery estimates and reiterated skepticism about the robotaxi upside; some analysts warn the probe could lead to a costly recall — increasing downside risk if delivery momentum disappoints. UBS cuts Tesla Q1 delivery estimate and questions robotaxi upside
• Negative Sentiment: Legal and safety headlines (lawsuit from a Cybertruck crash survivor, recurring criticism that FSD may not perform reliably) add reputational and potential liability pressure that can amplify selling during risk‑off sessions. Survivor of deadly Cybertruck crash in the Bay Area is suing Tesla

Tesla Price Performance

Shares of TSLA opened at $380.24 on Friday. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. Tesla, Inc. has a twelve month low of $214.25 and a twelve month high of $498.83. The stock has a market capitalization of $1.43 trillion, a P/E ratio of 352.07, a P/E/G ratio of 11.61 and a beta of 1.89. The company has a 50 day moving average of $416.30 and a 200-day moving average of $426.27.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data 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 company had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company’s quarterly revenue was down 3.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.73 EPS. As a group, equities research analysts forecast that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms recently issued reports on TSLA. Bank of America began coverage on Tesla in a research note on Wednesday, March 4th. They set a “buy” rating and a $460.00 target price for the company. Mizuho set a $540.00 price target on shares of Tesla and gave the company an “outperform” rating in a report on Thursday, January 29th. TD Cowen increased their price objective on shares of Tesla from $509.00 to $519.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Wedbush restated an “outperform” rating and set a $600.00 price objective on shares of Tesla in a report on Thursday, January 29th. Finally, Canaccord Genuity Group set a $520.00 target price on shares of Tesla in a research note on Thursday, January 29th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have given a Sell rating to the company. According to data from MarketBeat, Tesla currently has an average rating of “Hold” and an average price target of $406.84.

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.