Octavia Wealth Advisors LLC Has $3.97 Million Stock Position in Tesla, Inc. $TSLA

Octavia Wealth Advisors LLC raised its holdings in Tesla, Inc. (NASDAQ:TSLA) by 18.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,932 shares of the electric vehicle producer’s stock after buying an additional 1,362 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in Tesla were worth $3,972,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Manning & Napier Advisors LLC acquired a new stake in Tesla in the third quarter worth $29,000. Westend Capital Management LLC bought a new position in shares of Tesla during the 3rd quarter worth about $32,000. Chapman Financial Group LLC acquired a new stake in shares of Tesla in the 2nd quarter valued at about $26,000. LGT Financial Advisors LLC acquired a new position in Tesla during the 2nd quarter worth approximately $29,000. Finally, CoreFirst Bank & Trust bought a new stake in shares of Tesla during the second quarter valued at approximately $30,000. Institutional investors own 66.20% of the company’s stock.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: U.S. regulators gave Tesla a five‑week extension to respond to the NHTSA probe into Full Self‑Driving traffic violations, reducing immediate regulatory pressure and buying time ahead of earnings. Read More.
• Positive Sentiment: Data on owner loyalty and recent loyalty awards suggest strong repeat purchase behavior among Tesla drivers, supporting recurring vehicle demand and aftermarket revenue stability. Read More.
• Positive Sentiment: Tesla highlighted a new lithium refinery in Texas aimed at strengthening its U.S. battery supply chain, which can help margin and production resilience long term. Read More.
• Neutral Sentiment: Investors are trimming positions and booking profits ahead of the Jan. 28 Q4 earnings report, creating short‑term volatility but reflecting a defensive positioning rather than new fundamental news. Read More.
• Neutral Sentiment: Analysts remain split: several firms still bullish on Tesla’s AI/robotics/energy potential while others flag valuation and delivery risks — leaving little margin for error into earnings. Read More.
• Neutral Sentiment: Hyundai appointed a former Tesla humanoid‑robot lead as an adviser, highlighting industry talent movement in robotics — a sign of both sector interest and rising competition for talent. Read More.
• Negative Sentiment: Commentary that a Ford‑BYD battery tie‑up could make Tesla “a footnote” underscores fears of intensified competition on cost and scale that could pressure volumes and margins. Read More.
• Negative Sentiment: Robotaxi rivals are accelerating — WeRide reports >1,000 AVs and Waymo/NVIDIA remain strong competitors — raising doubts about Tesla’s robotaxi lead and timing for autonomous revenue. Read More.
• Negative Sentiment: Tesla’s decision to end one‑time Full Self‑Driving purchases and shift to subscription has prompted customer backlash, prompted sales by large holders (eg., ARK) and prompted commentary that Tesla’s perceived software edge may be fading — a near‑term reputational and revenue mix risk. Read More.
• Negative Sentiment: Analysts and commentators are flagging valuation and slowing deliveries (Q4 deliveries missed estimates), with some downgrades and low price targets that could amplify sell pressure if earnings disappoint. Read More.

Insider Transactions at Tesla

In other Tesla news, Director Kimbal Musk sold 56,820 shares of Tesla stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total transaction 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director James R. Murdoch sold 60,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total value of $26,724,000.00. Following the completion of the sale, the director directly owned 577,031 shares of the company’s stock, valued at approximately $257,009,607.40. This represents a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 119,457 shares of company stock valued at $53,501,145. 19.90% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts recently issued reports on TSLA shares. Benchmark reissued a “buy” rating on shares of Tesla in a research report on Thursday, October 23rd. President Capital lowered their target price on shares of Tesla from $529.00 to $517.00 and set a “buy” rating on the stock in a report on Tuesday, January 6th. BNP Paribas Exane began coverage on Tesla in a report on Thursday, October 16th. They set an “underperform” rating and a $307.00 price objective for the company. Bank of America upped their price target on Tesla from $341.00 to $471.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Finally, Cantor Fitzgerald set a $510.00 target price on shares of Tesla and gave the company an “overweight” rating in a report on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the stock. According to data from MarketBeat.com, Tesla currently has an average rating of “Hold” and an average price target of $410.20.

Tesla Trading Down 0.2%

Shares of Tesla stock opened at $437.50 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.67 and a current ratio of 2.07. The stock has a market capitalization of $1.46 trillion, a P/E ratio of 291.67, a P/E/G ratio of 7.29 and a beta of 1.83. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The stock’s 50-day simple moving average is $443.51 and its 200 day simple moving average is $398.75.

Tesla (NASDAQ:TSLA) last issued its quarterly earnings data on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. Tesla had a return on equity of 6.61% and a net margin of 5.51%.The business had revenue of $28.10 billion for the quarter, compared to analysts’ expectations of $24.98 billion. During the same quarter in the prior year, the firm posted $0.72 EPS. The firm’s quarterly revenue was up 11.6% on a year-over-year basis. As a group, research analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current 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.