TLW Wealth Management LLC Lowers Stake in Tesla, Inc. $TSLA

TLW Wealth Management LLC cut its stake in Tesla, Inc. (NASDAQ:TSLA) by 30.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,016 shares of the electric vehicle producer’s stock after selling 4,848 shares during the quarter. Tesla comprises about 2.8% of TLW Wealth Management LLC’s portfolio, making the stock its 13th biggest position. TLW Wealth Management LLC’s holdings in Tesla were worth $4,899,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Chapman Financial Group LLC bought a new stake in shares of Tesla in the 2nd quarter valued at about $26,000. LGT Financial Advisors LLC purchased a new stake in Tesla during the second quarter valued at approximately $29,000. Manning & Napier Advisors LLC acquired a new stake in Tesla in the third quarter valued at approximately $29,000. CoreFirst Bank & Trust purchased a new position in Tesla in the second quarter worth $30,000. Finally, ESL Trust Services LLC increased its position in shares of Tesla by 1,900.0% during the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer’s stock worth $32,000 after purchasing an additional 95 shares in the last quarter. 66.20% of the stock is currently owned by hedge funds and other institutional investors.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: U.S. regulators gave Tesla a five‑week extension to respond to the NHTSA probe into Full Self‑Driving traffic violations, reducing immediate regulatory pressure and buying time ahead of earnings. Read More.
• Positive Sentiment: Data on owner loyalty and recent loyalty awards suggest strong repeat purchase behavior among Tesla drivers, supporting recurring vehicle demand and aftermarket revenue stability. Read More.
• Positive Sentiment: Tesla highlighted a new lithium refinery in Texas aimed at strengthening its U.S. battery supply chain, which can help margin and production resilience long term. Read More.
• Neutral Sentiment: Investors are trimming positions and booking profits ahead of the Jan. 28 Q4 earnings report, creating short‑term volatility but reflecting a defensive positioning rather than new fundamental news. Read More.
• Neutral Sentiment: Analysts remain split: several firms still bullish on Tesla’s AI/robotics/energy potential while others flag valuation and delivery risks — leaving little margin for error into earnings. Read More.
• Neutral Sentiment: Hyundai appointed a former Tesla humanoid‑robot lead as an adviser, highlighting industry talent movement in robotics — a sign of both sector interest and rising competition for talent. Read More.
• Negative Sentiment: Commentary that a Ford‑BYD battery tie‑up could make Tesla “a footnote” underscores fears of intensified competition on cost and scale that could pressure volumes and margins. Read More.
• Negative Sentiment: Robotaxi rivals are accelerating — WeRide reports >1,000 AVs and Waymo/NVIDIA remain strong competitors — raising doubts about Tesla’s robotaxi lead and timing for autonomous revenue. Read More.
• Negative Sentiment: Tesla’s decision to end one‑time Full Self‑Driving purchases and shift to subscription has prompted customer backlash, prompted sales by large holders (eg., ARK) and prompted commentary that Tesla’s perceived software edge may be fading — a near‑term reputational and revenue mix risk. Read More.
• Negative Sentiment: Analysts and commentators are flagging valuation and slowing deliveries (Q4 deliveries missed estimates), with some downgrades and low price targets that could amplify sell pressure if earnings disappoint. Read More.

Insider Activity at Tesla

In related news, Director Kimbal Musk sold 56,820 shares of the company’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 transaction, the director owned 1,391,615 shares of the company’s stock, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the transaction, the director owned 577,031 shares in the company, valued at $257,009,607.40. This represents a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 119,457 shares of company stock worth $53,501,145 in the last 90 days. Corporate insiders own 19.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Truist Financial dropped their target price on Tesla from $444.00 to $439.00 and set a “hold” rating on the stock in a research note on Friday, January 2nd. Evercore ISI boosted their price target on Tesla from $235.00 to $300.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. New Street Research increased their price objective on shares of Tesla from $520.00 to $600.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Glj Research reiterated a “sell” rating and issued a $25.28 target price (up from $19.05) on shares of Tesla in a research note on Wednesday, January 7th. Finally, HSBC reiterated a “reduce” rating on shares of Tesla in a research note on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, fourteen have issued a Hold rating and nine have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $410.20.

Tesla Price Performance

Shares of NASDAQ TSLA opened at $437.50 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. The firm’s 50 day simple moving average is $443.51 and its 200-day simple moving average is $399.43. Tesla, Inc. has a 12 month low of $214.25 and a 12 month high of $498.83. The stock has a market capitalization of $1.46 trillion, a price-to-earnings ratio of 291.67, a PEG ratio of 7.27 and a beta of 1.83.

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

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.