Goelzer Investment Management Inc. Trims Stake in Tesla, Inc. $TSLA

Goelzer Investment Management Inc. reduced its holdings in Tesla, Inc. (NASDAQ:TSLA) by 30.6% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,560 shares of the electric vehicle producer’s stock after selling 2,898 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Tesla were worth $2,950,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC raised its stake in Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock valued at $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock worth $2,147,000 after buying an additional 931 shares in the last quarter. Bison Wealth LLC increased its holdings in shares of Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock worth $4,187,000 after buying an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Tesla by 9.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock worth $3,855,000 after buying an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC raised its position in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock valued at $1,544,000 after buying an additional 851 shares in the last quarter. Institutional investors own 66.20% of the company’s stock.

Tesla News Roundup

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Wedbush reaffirmed an “outperform” rating and keeps a $600 price target on TSLA, giving bulls a high‑conviction upside case that supports long‑term holders. Wedbush $600 PT
• Positive Sentiment: Some data suggest Tesla is relatively resilient within a weak EV market — one headline calls Tesla a “big winner” amid a steep 28% U.S. EV sales slump, which could mean share gains if Tesla maintains share vs. peers. Tesla winner in EV slump
• Neutral Sentiment: Analysts and strategists note deliveries will be the key catalyst next week — Gene Munster says delivery figures could move broader equities, so TSLA may swing sharply on the print. Gene Munster on deliveries
• Neutral Sentiment: Market participants are watching Tesla’s Q1 delivery release scheduled for April 2 as the near‑term event that will likely determine whether the stock stabilizes or sells off further. Mark calendars for April 2
• Negative Sentiment: Delivery fears and downward revisions are pressuring the stock: Tesla‑published and independent consensus for Q1 deliveries sits near ~365k and Tesla recently trimmed its 2026 delivery outlook to ~1.69M, prompting analyst cuts and delta‑sized positioning. Q1 delivery consensus Tesla cuts 2026 delivery outlook
• Negative Sentiment: Macro and geopolitical risk (Iran war → rising oil) have knocked broader tech and auto stocks lower; headlines pushing oil toward $100 are creating rate/inflation fear that amplifies selling in TSLA. Oil near $100, markets slide Tech stocks suffer worst week
• Negative Sentiment: Competitive pressure in China and Canada (BYD expansion and record orders) plus weakening brand perception and higher EV prices/borrowing costs are weighing on demand expectations for Tesla. BYD moving into Canada

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Bank of America initiated coverage on shares of Tesla in a research report on Wednesday, March 4th. They issued a “buy” rating and a $460.00 target price for the company. Morgan Stanley set a $415.00 price target on Tesla and gave the stock an “equal weight” rating in a research note on Thursday, January 29th. Mizuho set a $540.00 target price on Tesla and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Truist Financial reduced their price target on shares of Tesla from $439.00 to $438.00 and set a “hold” rating on the stock in a research report on Thursday, January 29th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Tesla in a report on Tuesday, January 27th. Nineteen equities research 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 presently has an average rating of “Hold” and an average target price of $406.84.

Tesla Price Performance

TSLA opened at $361.83 on Monday. The stock’s 50 day simple moving average is $408.20 and its 200 day simple moving average is $428.92. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The firm has a market cap of $1.36 trillion, a price-to-earnings ratio of 335.03, a PEG ratio of 10.71 and a beta of 1.89.

Tesla (NASDAQ:TSLA) last announced its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.45 by $0.05. The firm had revenue of $24.90 billion during the quarter, compared to the consensus estimate of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The business’s revenue was down 3.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.73 earnings per share. As a group, 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 company’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total transaction of $10,692,774.36. Following the completion of the sale, the director directly owned 19,669 shares in the company, valued at $8,173,649.64. This represents a 56.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director James R. Murdoch sold 60,000 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the sale, the director directly owned 577,031 shares of the company’s stock, valued at $257,009,607.40. The trade was a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,995 shares of company stock valued at $38,315,650 over the last three months. 19.90% of the stock is owned by company insiders.

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.