UniSuper Management Pty Ltd Grows Stock Holdings in Tesla, Inc. $TSLA

UniSuper Management Pty Ltd lifted its stake in shares of Tesla, Inc. (NASDAQ:TSLA) by 12.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 293,415 shares of the electric vehicle producer’s stock after acquiring an additional 33,030 shares during the quarter. Tesla makes up approximately 0.8% of UniSuper Management Pty Ltd’s holdings, making the stock its 18th biggest holding. UniSuper Management Pty Ltd’s holdings in Tesla were worth $130,488,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Drive Wealth Management LLC grew its stake in Tesla by 1.5% in the third quarter. Drive Wealth Management LLC now owns 12,379 shares of the electric vehicle producer’s stock worth $5,505,000 after purchasing an additional 184 shares in the last quarter. Jennison Associates LLC lifted its holdings in shares of Tesla by 38.3% in the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock worth $4,851,747,000 after buying an additional 3,021,550 shares during the period. Westfuller Advisors LLC bought a new position in shares of Tesla during the 3rd quarter worth $60,000. Rossmore Private Capital increased its stake in shares of Tesla by 17.3% during the third quarter. Rossmore Private Capital now owns 10,350 shares of the electric vehicle producer’s stock valued at $4,603,000 after buying an additional 1,525 shares during the period. Finally, Envestnet Portfolio Solutions Inc. raised its holdings in shares of Tesla by 3.4% in the third quarter. Envestnet Portfolio Solutions Inc. now owns 101,283 shares of the electric vehicle producer’s stock valued at $45,043,000 after acquiring an additional 3,357 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Tesla Stock Performance

Shares of TSLA stock opened at $449.06 on Friday. Tesla, Inc. has a 12-month low of $214.25 and a 12-month high of $498.83. The business’s fifty day simple moving average is $444.81 and its 200-day simple moving average is $403.99. The company has a current ratio of 2.07, a quick ratio of 1.67 and a debt-to-equity ratio of 0.07. The company has a market cap of $1.49 trillion, a PE ratio of 299.37, a PEG ratio of 7.66 and a beta of 1.83.

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

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla has begun offering unsupervised robotaxi rides in Austin and removed in‑car safety monitors for some vehicles — a tangible execution milestone that supports the long‑term robotaxi revenue and AI thesis. Tesla starts robotaxi rides without safety monitors in Austin
• Positive Sentiment: A partnership with Lemonade to offer steep insurance discounts for FSD miles gives third‑party validation to Tesla’s safety claims and could accelerate FSD adoption and monetization via subscriptions/licensing. Lemonade’s Tesla Deal Could Rewrite How Auto Insurance Is Priced
• Positive Sentiment: Operational proof points: a Tesla Model S reportedly completed a ~3,000‑mile trip using FSD without human intervention — a concrete data point investors cite when pricing in FSD upside. Tesla Model S Completes 3000-Mile Journey Using FSD without Human Intervention
• Neutral Sentiment: Tesla will report Q4 and full‑year 2025 results on Jan. 28; the company released an analyst consensus estimate of roughly $24.5B in revenue — earnings and margins (not top‑line) are likely to drive the next big move. Tesla Releases Analyst Estimates Ahead Of Q4 Earnings Call, Touts $24.5 Billion Revenue
• Neutral Sentiment: Options traders have priced attractive out‑of‑the‑money put premiums ahead of earnings — this implies market participants expect volatility or are hedging; it can amplify moves around the report. Tesla Inc Put Options Still Look Attractive To Short-Sellers Before Earnings Next Week
• Negative Sentiment: Tesla discontinued its basic Autopilot offering in the U.S. and Canada to steer customers to paid FSD (Musk says FSD prices will rise) — that could spur short‑term consumer pushback and slow new‑car demand while FSD adoption shifts to a subscription/higher‑price model. Tesla drops Autopilot feature in US and Canada
• Negative Sentiment: Product demand concerns: Cybertruck sales reportedly plunged ~48% in 2025, highlighting ongoing vehicle demand softness for a marquee product. Tesla Saw Cybertruck Sales Plunge 48% In 2025
• Negative Sentiment: Analyst stance remains mixed: Barclays reaffirmed an equal‑weight/neutral view and set a $360 target — a signal that some institutional coverage still views downside risk vs. current valuation. Barclays sticks with neutral/equal-weight on TSLA

Insiders Place Their Bets

In other news, Director Kimbal Musk sold 56,820 shares of the business’s 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 owned 1,391,615 shares in the company, 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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 approximately $6,107,145.01. This trade represents a 16.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 119,457 shares of company stock valued at $53,501,145. 19.90% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on TSLA. Cantor Fitzgerald set a $510.00 target price on shares of Tesla and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Mizuho lifted their price objective on shares of Tesla from $475.00 to $530.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. HSBC reissued a “reduce” rating on shares of Tesla in a research note on Monday, November 17th. UBS Group reaffirmed a “sell” rating and set a $307.00 target price (up previously from $247.00) on shares of Tesla in a research report on Wednesday, January 14th. Finally, Glj Research reissued a “sell” rating and issued a $25.28 price target (up from $19.05) on shares of Tesla in a research report on Wednesday, January 7th. Eighteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and eight have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $410.77.

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.