ZEGA Investments LLC Sells 3,157 Shares of Tesla, Inc. $TSLA

ZEGA Investments LLC lowered its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 11.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 23,475 shares of the electric vehicle producer’s stock after selling 3,157 shares during the period. Tesla comprises about 1.4% of ZEGA Investments LLC’s investment portfolio, making the stock its 13th biggest position. ZEGA Investments LLC’s holdings in Tesla were worth $10,440,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Chapman Financial Group LLC purchased a new stake in Tesla during the 2nd quarter valued at about $26,000. LGT Financial Advisors LLC bought a new stake in Tesla in the second quarter valued at approximately $29,000. CoreFirst Bank & Trust purchased a new stake in shares of Tesla during the second quarter valued at approximately $30,000. ESL Trust Services LLC grew its holdings in shares of Tesla by 1,900.0% in 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 during the last quarter. Finally, Delos Wealth Advisors LLC bought a new stake in Tesla during the 2nd quarter valued at $32,000. 66.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla opened a U.S. lithium refinery in Texas to bolster battery supply chains and reduce dependence on overseas suppliers, which could improve battery cost structure and margin outlook over time. Tesla Touts First-Of-Its-Kind Lithium Refinery In US — Elon Musk Calls It ‘Largest’ In America
• Positive Sentiment: Tesla released a 7‑seater Model Y in the U.S. and reported improving China sales — product and regional tailwinds that can help near‑term volume recovery. Tesla Releases 7-Seater Model Y In US As Improved China Sales Provide Boost
• Positive Sentiment: Expansion of the “Supercharger for Business” program and safety accolades (two Euro NCAP wins) support Tesla’s charging network strength and brand value — factors that help retention and fleet attractiveness. Tesla Expands Its ‘Supercharger for Business’ Program
• Neutral Sentiment: Earnings risk: Analysts highlight Jan. 28 Q4 results as a high‑stakes event — the stock is in an uptrend but has “little room for error,” so results/guidance could swing sentiment sharply either way. Tesla’s Earnings Loom With Almost No Room for Error
• Neutral Sentiment: Traditional automakers (Ford, GM) are pivoting toward energy storage as EV battery demand softens — this validates the market but also increases competition in Tesla’s adjacent energy/storage businesses. Automakers like Ford and GM are jumping into a whole new business where Tesla is a serious player
• Negative Sentiment: Management moved FSD to subscription‑only (no more one‑time purchases after Feb. 14). Investors reacted to execution/regulatory concerns and questions about whether the change signals a weakening software moat despite potential for recurring revenue. Tesla to offer self-driving software only on monthly basis from Feb 14, Musk says
• Negative Sentiment: Cathie Wood’s ARK sold about $38M of Tesla shares, a high‑profile fund reduction that can pressure sentiment and prompt reassessment by momentum‑sensitive investors. Cathie Wood Sells $38M in Tesla, Buys $50M in Broadcom
• Negative Sentiment: Demand concerns: Cybertruck deliveries and some vehicle volumes have lagged targets and overall deliveries declined in Q4, fueling analyst skepticism about growth sustainability and valuation. Tesla’s Cybertruck is falling far short of Elon Musk’s ambitious sales targets

Insider Transactions at Tesla

In other news, CFO Vaibhav Taneja sold 2,637 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $443.93, for a total value of $1,170,643.41. Following the sale, the chief financial officer directly owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. This represents a 16.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction 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 transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 119,457 shares of company stock valued at $53,501,145 in the last ninety days. 19.90% of the stock is currently owned by corporate insiders.

Tesla Stock Performance

Shares of Tesla stock opened at $439.20 on Thursday. Tesla, Inc. has a 12 month low of $214.25 and a 12 month high of $498.83. The firm has a market capitalization of $1.46 trillion, a P/E ratio of 292.80, a P/E/G ratio of 7.43 and a beta of 1.83. 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 business has a fifty day simple moving average of $443.50 and a two-hundred day simple moving average of $397.63.

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

Analysts Set New Price Targets

A number of brokerages have issued reports on TSLA. Wedbush reissued an “outperform” rating and issued a $600.00 price target on shares of Tesla in a report on Monday, December 15th. Glj Research reissued 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. Deutsche Bank Aktiengesellschaft upped their price target on Tesla from $470.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Baird R W upgraded Tesla from a “hold” rating to a “strong-buy” rating in a research report on Friday, September 19th. Finally, Wells Fargo & Company restated an “underweight” rating and set a $130.00 target price (up previously from $120.00) on shares of Tesla in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, fourteen have given a Hold rating and nine have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $410.20.

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.