Heritage Oak Wealth Advisors LLC Acquires 1,395 Shares of Tesla, Inc. $TSLA

Heritage Oak Wealth Advisors LLC lifted its stake in Tesla, Inc. (NASDAQ:TSLA) by 112.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,633 shares of the electric vehicle producer’s stock after acquiring an additional 1,395 shares during the period. Heritage Oak Wealth Advisors LLC’s holdings in Tesla were worth $1,171,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TSLA. Nicholas Wealth LLC. lifted its holdings in Tesla by 2.8% during the 3rd quarter. Nicholas Wealth LLC. now owns 16,227 shares of the electric vehicle producer’s stock worth $7,216,000 after purchasing an additional 440 shares in the last quarter. Masso Torrence Wealth Management Inc. increased its position in shares of Tesla by 7.9% during the third quarter. Masso Torrence Wealth Management Inc. now owns 7,019 shares of the electric vehicle producer’s stock valued at $3,121,000 after buying an additional 515 shares during the period. Hartmann Taylor Wealth Management LLC lifted its holdings in shares of Tesla by 6.0% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 800 shares of the electric vehicle producer’s stock worth $356,000 after buying an additional 45 shares in the last quarter. Allspring Global Investments Holdings LLC boosted its position in shares of Tesla by 1.1% in the third quarter. Allspring Global Investments Holdings LLC now owns 264,973 shares of the electric vehicle producer’s stock valued at $121,744,000 after acquiring an additional 2,910 shares during the period. Finally, Mainstream Capital Management LLC grew its stake in Tesla by 10.5% during the third quarter. Mainstream Capital Management LLC now owns 5,803 shares of the electric vehicle producer’s stock valued at $2,581,000 after acquiring an additional 551 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors.

Tesla Price Performance

TSLA opened at $438.07 on Friday. 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 stock has a market capitalization of $1.46 trillion, a P/E ratio of 292.05, a PEG ratio of 7.18 and a beta of 1.83. The stock has a 50-day moving average price of $445.77 and a 200-day moving average price of $390.82. Tesla, Inc. has a 12-month low of $214.25 and a 12-month high of $498.83.

Tesla (NASDAQ:TSLA) last released its earnings results on Thursday, October 23rd. The electric vehicle producer reported $0.50 earnings per share 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 company had revenue of $28.10 billion during the quarter, compared to the consensus estimate of $24.98 billion. During the same quarter in the previous year, the company posted $0.72 EPS. Tesla’s quarterly revenue was up 11.6% compared to the same quarter last year. Equities analysts predict that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Vaibhav Taneja sold 2,637 shares of the company’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $443.93, for a total value of $1,170,643.41. Following the completion of the sale, the chief financial officer owned 13,757 shares of the company’s stock, valued at approximately $6,107,145.01. This represents a 16.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kimbal Musk sold 56,820 shares of Tesla stock in a transaction on 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 transaction, the director owned 1,391,615 shares in the company, valued at approximately $627,145,215.90. The trade was a 3.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 19.90% of the company’s stock.

Tesla News Summary

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: RBC reiterated a “buy” on TSLA with a $500 price target — a signal that some large brokers still see meaningful upside tied to Tesla’s longer‑term story. MarketScreener Latest Ratings
• Positive Sentiment: Dan Ives and other bulls kept high targets and public optimism about Tesla’s valuation if autonomy/robotaxi execution accelerates — a reminder investors are pricing optionality beyond car volumes. Dan Ives Maintains Street-High Tesla Price Target
• Positive Sentiment: Record energy‑storage deployments in Q4 were disclosed alongside vehicle numbers — a business line that can help revenue diversification and offset auto weakness. Benzinga: Tesla Deliveries Slide, Energy Storage Hits Records
• Neutral Sentiment: Some Wall Street coverage and commentators note Tesla can “shake off” the delivery miss because investors are focused on AI/autonomy upside — but that view depends on execution and timing. TSLA: Tesla Stock Rises Despite Missing Q4 Delivery Estimates
• Neutral Sentiment: Canaccord and other sell‑side analysts are discussing CyberCab/robotaxi scale plans for 2026 — bullish if achieved but execution risk remains. Canaccord Genuity on CyberCab Production
• Negative Sentiment: Tesla reported Q4 deliveries (~418k) down ~16% year‑over‑year and full‑year sales declined for a second consecutive year, missing already‑low Street expectations — the direct driver of today’s negative price reaction. Reuters: Tesla’s quarterly deliveries fall
• Negative Sentiment: BYD overtook Tesla as the world’s top battery‑electric seller in 2025 — a strategic and competitive setback that raises pricing and market‑share concerns, especially in China and Europe. MarketWatch: BYD overtakes Tesla
• Negative Sentiment: Regional weakness (sharp registration declines in parts of Europe) and the expiration of U.S. federal EV tax breaks were cited as reasons for demand softness — risks to near‑term volumes. Benzinga: Tesla’s European slump worsens
• Negative Sentiment: Some broker moves trimmed targets/ratings (Truist trimmed price target to $439 and maintained a Hold; other houses remain cautious), adding pressure for disappointed near‑term returns. TickerReport: Truist lowers PT on Tesla

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. DZ Bank reissued a “sell” rating on shares of Tesla in a report on Thursday, October 23rd. Morgan Stanley set a $425.00 price objective on Tesla and gave the stock an “equal weight” rating in a research report on Sunday, December 7th. Melius initiated coverage on Tesla in a research note on Monday, October 13th. They set a “buy” rating and a $520.00 price objective for the company. William Blair restated a “market perform” rating on shares of Tesla in a research note on Friday. Finally, Industrial Alliance Securities set a $300.00 price target on Tesla in a research report on Monday, October 13th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, fourteen have issued a Hold rating and nine have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $414.36.

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.