Tesla, Inc. $TSLA Shares Acquired by M&G PLC

M&G PLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA) by 66.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,160 shares of the electric vehicle producer’s stock after buying an additional 7,266 shares during the quarter. M&G PLC’s holdings in Tesla were worth $8,081,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TSLA. Brighton Jones LLC raised 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 purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer’s stock valued at $2,147,000 after buying an additional 931 shares during the period. Bison Wealth LLC boosted its stake in shares of Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer’s stock valued at $4,187,000 after buying an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC grew its holdings 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 worth $3,855,000 after acquiring an additional 1,011 shares during the period. Finally, AGP Franklin LLC raised its position in Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer’s stock worth $1,544,000 after acquiring an additional 851 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director James R. Murdoch sold 60,000 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the transaction, the director directly owned 577,031 shares in the company, valued at approximately $257,009,607.40. This represents a 9.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Kimbal Musk sold 56,820 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was 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 directly 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 119,457 shares of company stock valued at $53,501,145. 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: George Soros’s fund materially increased its Tesla position, a high-profile institutional buy that can signal confidence and attract other allocators. Soros Fund Management boosts Tesla stake
• Positive Sentiment: Tesla is rolling xAI’s Grok assistant into vehicles across nine European countries — a product expansion that boosts in‑car AI/service value and recurring‑revenue potential from software. Tesla Adds Grok to Its Vehicles in Nine European Countries
• Positive Sentiment: Tesla is doubling down on autonomy/robotaxis — public filings and reporting show a multi‑billion dollar investment plan (>$20B by 2026) and a shift toward autonomy-as-a-service, which could materially expand long‑term TAM and software revenue. Tesla Makes Its Largest Investment Bet Yet in Its Own Vision
• Positive Sentiment: Tesla is expanding AI chip design efforts into South Korea and recruiting engineers — a sign of verticalizing key AI hardware that supports autonomy and in‑vehicle AI differentiation. Tesla Expands AI Chip Design Efforts To South Korea
• Positive Sentiment: High‑profile bull views (Cathie Wood/ARK) on Optimus and robotics remain in the narrative, supporting long‑term upside expectations among growth investors. Cathie Wood says Tesla’s Optimus could transform factory, home life
• Neutral Sentiment: Retail and social chatter highlights five‑year price stagnation around the $414–$420 range; the conversation includes notable insider buys (Elon Musk) and large institutional flows — mixed signals that can keep trading rangebound without a clear catalyst. Tesla Stock Opinions on Five-Year Price Stagnation
• Neutral Sentiment: Elon Musk warned the $25K Cybercab rollout will be “agonizingly slow” at first — tempers expectations for near‑term volume but underscores long‑term robotaxi ambition. Elon Musk Warns Tesla’s $25K Cybercab Will Be ‘Agonizingly Slow’ At First
• Negative Sentiment: Tesla removed the option to buy Full Self‑Driving (FSD) as a one‑time purchase, shifting customers toward subscriptions — a move that may boost recurring revenue long term but risks near‑term unit demand pushback and consumer frustration. Tesla pulls the plug on one-time purchases of FSD
• Negative Sentiment: Rivian’s recent analyst upgrades and momentum (R2 launch/competitive price points) reopen competition concerns in the mass‑market EV segment — a near‑term headwind to Tesla’s market share narrative for affordable models. Rivian Stock Rises 26% Following Multiple Analyst Upgrades
• Negative Sentiment: Large institutional rebalancing (e.g., a big reduction by UBS asset management noted in filings) injects volatility risk — big sell decisions from major holders can pressure price if they continue. Institutional flows and holdings for Tesla

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of Tesla in a research report on Tuesday, January 27th. Piper Sandler reissued an “overweight” rating on shares of Tesla in a report on Thursday, January 29th. Needham & Company LLC reaffirmed a “hold” rating on shares of Tesla in a report on Thursday, January 29th. Roth Mkm set a $505.00 price target on Tesla and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Finally, CICC Research upped their price target on Tesla from $450.00 to $500.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Eighteen research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and nine have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $408.09.

Tesla Trading Up 0.1%

Tesla stock opened at $417.44 on Tuesday. The stock has a market cap of $1.57 trillion, a PE ratio of 386.52, a P/E/G ratio of 14.69 and a beta of 1.86. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The stock has a 50-day moving average price of $443.79 and a 200 day moving average price of $416.12. Tesla, Inc. has a 52 week low of $214.25 and a 52 week high of $498.83.

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

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.