Schroder Investment Management Group Raises Stake in Tesla, Inc. $TSLA

Schroder Investment Management Group raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA) by 3.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,642,893 shares of the electric vehicle producer’s stock after buying an additional 58,732 shares during the quarter. Schroder Investment Management Group’s holdings in Tesla were worth $730,627,000 at the end of the most recent reporting period.

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

Wall Street Analysts Forecast Growth

TSLA has been the topic of several research analyst reports. HSBC restated a “reduce” rating on shares of Tesla in a research report on Monday, November 17th. Glj Research reissued a “sell” rating on shares of Tesla in a report on Tuesday, February 24th. Tigress Financial began coverage on shares of Tesla in a report on Thursday, February 12th. They set a “buy” rating and a $550.00 price objective for the company. Barclays reiterated a “neutral” rating on shares of Tesla in a research report on Wednesday, March 4th. Finally, Truist Financial lowered their price target on Tesla from $439.00 to $438.00 and set a “hold” rating on the stock in a research report on Thursday, January 29th. Nineteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $406.84.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Bank of America resumed coverage and upgraded TSLA to a Buy with a $460 price target, citing improving fundamentals and upside versus recent trading — this provides a credible analyst catalyst that can support buyers. Article Title
• Positive Sentiment: Higher gasoline prices in California have renewed retail interest in EVs; commentators (e.g., Ross Gerber) say rising pump costs could boost EV demand and long‑term sales for Tesla and other EV makers. This is a cyclical demand tailwind for the EV story. Article Title
• Neutral Sentiment: Tesla’s historical Bitcoin moves and current holdings (now ~11,509 BTC) remain a balance‑sheet line item; on‑chain analyses recap past buys/sales but offer limited immediate impact on core auto earnings. Useful for macro/asset‑value context rather than near‑term price driver. Article Title
• Neutral Sentiment: Put option premiums for TSLA are elevated, signaling higher implied volatility and attractive income for option sellers — this highlights rising trader interest but is agnostic on direction. Article Title
• Negative Sentiment: Surging oil prices (above $100) tied to geopolitical tensions are pressuring auto and EV stocks broadly; higher fuel costs can hurt consumer sentiment and near‑term vehicle purchases, contributing to the stock’s downward move. Article Title
• Negative Sentiment: Tesla reported a year‑over‑year drop in annual deliveries, which is an immediate fundamental negative for revenue growth expectations and helps explain recent share weakness. Article Title
• Negative Sentiment: Competition and execution risk in autonomy intensify — critics note firms like Waymo expanding fast and argue Tesla may not be the only company to achieve unsupervised autonomy; this raises execution uncertainty for Tesla’s robotaxi/Full Self‑Driving revenue path. Article Title

Tesla Price Performance

TSLA stock opened at $396.73 on Monday. The firm has a market cap of $1.49 trillion, a P/E ratio of 367.34, a P/E/G ratio of 11.73 and a beta of 1.89. The firm’s fifty day moving average is $425.17 and its 200 day moving average is $424.02. Tesla, Inc. has a 52 week low of $214.25 and a 52 week high of $498.83. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The business had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the previous year, the firm posted $0.73 earnings per share. The firm’s revenue for the quarter was down 3.1% on a year-over-year basis. Research analysts predict that Tesla, Inc. will post 2.56 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Kathleen Wilson-Thompson sold 25,731 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $415.56, for a total transaction of $10,692,774.36. Following the transaction, the director directly owned 19,669 shares in the company, valued at $8,173,649.64. This trade represents a 56.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total value of $25,606,501.20. Following the completion of the sale, the director owned 1,391,615 shares of the company’s stock, valued at $627,145,215.90. The trade was a 3.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 142,551 shares of company stock worth $63,023,276 in the last ninety days. 19.90% of the stock is owned by insiders.

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.