Kelleher Financial Advisors Takes Position in Tesla, Inc. $TSLA

Kelleher Financial Advisors bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,069 shares of the electric vehicle producer’s stock, valued at approximately $1,291,000.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC grew its holdings in Tesla by 11.8% during the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer’s stock worth $35,509,000 after acquiring an additional 9,293 shares during the period. Revolve Wealth Partners LLC boosted its position 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 purchasing an additional 931 shares in the last quarter. Bison Wealth LLC increased its holdings in shares of Tesla by 52.2% during the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after purchasing an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC grew its position in Tesla by 9.1% during the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer’s stock valued at $3,855,000 after buying an additional 1,011 shares during the period. Finally, AGP Franklin LLC increased its holdings in Tesla by 21.2% in the second 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. Hedge funds and other institutional investors own 66.20% of the company’s stock.

Tesla Price Performance

NASDAQ:TSLA opened at $348.75 on Friday. Tesla, Inc. has a one year low of $297.38 and a one year high of $498.83. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94. The stock has a 50 day moving average price of $360.33 and a 200 day moving average price of $385.15. The stock has a market cap of $1.38 trillion, a PE ratio of 322.92, a P/E/G ratio of 17.91 and a beta of 1.83.

Tesla (NASDAQ:TSLA) last released its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 EPS for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). The business had revenue of $28.24 billion during the quarter, compared to analyst estimates of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. The company’s revenue was up 25.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.33 earnings per share. Equities research analysts expect that Tesla, Inc. will post 0.88 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Glj Research restated a “sell” rating on shares of Tesla in a research note on Tuesday, August 18th. Canaccord Genuity Group set a $410.00 price objective on Tesla and gave the company a “buy” rating in a research report on Thursday, July 23rd. BMO Capital Markets initiated coverage on Tesla in a research note on Monday, August 17th. They set an “outperform” rating for the company. The Goldman Sachs Group began coverage on Tesla in a research report on Friday, June 5th. They set a “buy” rating on the stock. Finally, Truist Financial set a $370.00 price target on shares of Tesla and gave the stock a “hold” rating in a report on Thursday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, nineteen have issued a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, Tesla has a consensus rating of “Hold” and a consensus price target of $401.74.

Insiders Place Their Bets

In related news, CFO Vaibhav Taneja sold 2,606 shares of Tesla stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares in the company, valued at approximately $8,864,085.80. This trade represents a 10.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 19.90% of the company’s stock.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion
• Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout
• Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production
• Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order
• Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event
• Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall
• Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident
• Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership.

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.