Whalen Wealth Management Inc. Trims Stock Holdings in Tesla, Inc. $TSLA

Whalen Wealth Management Inc. lowered its stake in Tesla, Inc. (NASDAQ:TSLA) by 71.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,222 shares of the electric vehicle producer’s stock after selling 3,103 shares during the quarter. Whalen Wealth Management Inc.’s holdings in Tesla were worth $543,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Riversedge Advisors LLC raised its stake in Tesla by 34.5% during the 3rd quarter. Riversedge Advisors LLC now owns 3,499 shares of the electric vehicle producer’s stock worth $1,556,000 after acquiring an additional 897 shares during the period. Genesis Private Wealth LLC purchased a new stake in shares of Tesla in the third quarter worth $230,000. Rise Advisors LLC raised its position in shares of Tesla by 2.3% during the 3rd quarter. Rise Advisors LLC now owns 2,947 shares of the electric vehicle producer’s stock valued at $1,311,000 after purchasing an additional 65 shares during the period. Osprey Private Wealth LLC purchased a new position in shares of Tesla during the 3rd quarter valued at $289,000. Finally, Fiduciary Alliance LLC boosted its holdings in Tesla by 9.0% in the 3rd quarter. Fiduciary Alliance LLC now owns 28,665 shares of the electric vehicle producer’s stock worth $12,748,000 after buying an additional 2,358 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Kimbal Musk sold 56,820 shares of the company’s stock in a transaction dated 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 transaction, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Vaibhav Taneja sold 2,637 shares of the firm’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the completion of the sale, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. The trade was a 16.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.90% of the company’s stock.

Tesla Trading Down 0.4%

TSLA opened at $481.20 on Friday. The stock has a 50-day moving average of $439.98 and a 200 day moving average of $380.55. 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 12 month low of $214.25 and a 12 month high of $495.28. The firm has a market cap of $1.60 trillion, a P/E ratio of 320.80, a P/E/G ratio of 12.08 and a beta of 1.87.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.48 by $0.02. The business had revenue of $28.10 billion during the quarter, compared to analyst estimates of $24.98 billion. Tesla had a return on equity of 6.61% and a net margin of 5.51%.The company’s revenue for the quarter was up 11.6% on a year-over-year basis. During the same period last year, the company earned $0.72 EPS. As a group, research analysts forecast that Tesla, Inc. will post 2.56 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have commented on TSLA. Dbs Bank raised Tesla to a “hold” rating in a report on Wednesday, November 5th. Wall Street Zen raised Tesla from a “sell” rating to a “hold” rating in a research note on Saturday, October 25th. Melius started coverage on Tesla in a research note on Monday, October 13th. They issued a “buy” rating and a $520.00 price target for the company. Cantor Fitzgerald set a $510.00 price objective on shares of Tesla and gave the company an “overweight” rating in a research report on Thursday, October 23rd. Finally, Industrial Alliance Securities set a $300.00 target price on shares of Tesla in a research report on Monday, October 13th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have assigned a Hold rating and nine have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $404.14.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Analysts are lifting targets and reiterating bullish views, providing near‑term support for the rally — Deutsche Bank bumped its target to $500 and other firms (Mizuho, CICC, Truist) have issued bullish notes. Article
• Positive Sentiment: Tesla committed ~$1.2B to battery cell production in Germany (8 GWh target from 2027), a strategic capex that supports localization, margin improvement and long‑term EV supply. Article
• Positive Sentiment: Robotaxi and Cybercab testing appears to be accelerating (production‑ready units seen in streets), keeping momentum behind Tesla’s high‑value autonomy thesis that investors are pricing in. Article
• Positive Sentiment: Tesla avoided a potential ~€11M fine in Italy over range claims, removing a modest legal overhang. Article
• Neutral Sentiment: The Delaware Supreme Court reinstated Musk’s 2018 pay package, ending a years‑long legal dispute and removing uncertainty — but the scale of the award (now valued far higher) raises governance and dilution debates. Article
• Neutral Sentiment: Large institutional repositioning: ARK/active managers have trimmed holdings recently (profit‑taking), which can amplify intraday volatility but doesn’t necessarily change the structural bull case. Article
• Negative Sentiment: Regulatory and safety pressure persists: California actions on Autopilot/FSD marketing, a proposed federal/state focus on autonomy rules, and consumer safety complaints (e.g., door‑handle issues) keep legal/regulatory risk elevated. Article
• Negative Sentiment: Core EV metrics remain mixed: U.S. vehicle sales have softened and operating expenses have risen as Tesla spends on autonomy/robotics — analysts warn near‑term margins and volumes could pressure sentiment if growth stalls. Article

Tesla 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.