Xcel Wealth Management LLC Increases Stock Position in Tesla, Inc. $TSLA

Xcel Wealth Management LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA) by 8.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,520 shares of the electric vehicle producer’s stock after acquiring an additional 1,567 shares during the quarter. Tesla makes up about 2.1% of Xcel Wealth Management LLC’s holdings, making the stock its 14th biggest position. Xcel Wealth Management LLC’s holdings in Tesla were worth $8,631,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Crestwood Advisors Group LLC lifted its position in Tesla by 34.7% during the 4th quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock worth $8,799,000 after acquiring an additional 5,039 shares during the period. Private Capital Advisors Inc. increased its holdings in shares of Tesla by 139.3% in the fourth quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock valued at $9,593,000 after purchasing an additional 12,417 shares during the period. Wealthquest Corp purchased a new stake in shares of Tesla during the fourth quarter worth approximately $1,035,000. Knights of Columbus Asset Advisors LLC lifted its holdings in shares of Tesla by 34.8% during the fourth quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after purchasing an additional 16,652 shares during the period. Finally, Varma Mutual Pension Insurance Co lifted its holdings in shares of Tesla by 3.0% during the fourth quarter. Varma Mutual Pension Insurance Co now owns 404,023 shares of the electric vehicle producer’s stock worth $181,697,000 after purchasing an additional 11,900 shares during the period. Institutional investors and hedge funds own 66.20% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on TSLA shares. Roth Capital reissued a “buy” rating and issued a $505.00 price objective on shares of Tesla in a research note on Thursday, July 23rd. Citigroup reaffirmed a “market perform” rating on shares of Tesla in a report on Monday. Erste Group Bank upgraded shares of Tesla from a “sell” rating to a “hold” rating in a research note on Friday, June 5th. Morgan Stanley cut their price target on shares of Tesla from $417.00 to $400.00 and set an “equal weight” rating for the company in a report on Thursday, July 23rd. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $500.00 price objective on shares of Tesla in a research report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, nineteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $401.74.

Tesla Price Performance

Tesla stock opened at $354.81 on Friday. The company has a market cap of $1.40 trillion, a P/E ratio of 328.53, a price-to-earnings-growth ratio of 17.46 and a beta of 1.83. Tesla, Inc. has a one year low of $297.38 and a one year high of $498.83. The business has a fifty day moving average of $361.37 and a two-hundred day moving average of $385.41. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.55 and a current ratio of 1.94.

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

Key Stories Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Tesla’s official Robotaxi account announced longer service hours and a larger unsupervised fleet, with expansion beyond Austin and Miami. Broader deployment would provide evidence that Tesla is moving from autonomous-driving promises toward a commercial network, while the Cybercab remains a potential long-term catalyst. Tesla Stock Is Trending Higher Today: What’s Happening?
• Positive Sentiment: Tesla reportedly began production of Optimus humanoid robots at its Fremont facility. The milestone strengthens the robotics investment case, although meaningful revenue and margin benefits may take time to emerge. Optimus Just Entered Production at Fremont
• Positive Sentiment: Tesla scheduled a September 24 event for the Semi, highlighting autonomous trucking as a potentially significant future sales driver. Tesla Announces Semi Event for September 24
• Positive Sentiment: Strong Nvidia results improved sentiment toward AI-related companies, potentially supporting Tesla’s AI-compute and Full Self-Driving training narrative. Tesla also denied reports that it was scaling back FSD work or shutting its Shanghai data center. Why Nvidia Earnings Matter for Tesla Stock
• Neutral Sentiment: Waymo’s planned robo-taxi expansion into Germany underscores Tesla’s leadership opportunity but also intensifies competition in autonomous driving. Rivian’s driver-assistance system reportedly trails Tesla in point-to-point performance, although the gap is narrowing.
• Negative Sentiment: Tesla discontinued Solar Roof sales, raising fresh concerns about execution and the breadth of its energy strategy. Tesla Quietly Kills Solar Roof Tiles
• Negative Sentiment: Cybertruck prices rose by as much as $5,000 despite sluggish demand. Higher prices could support per-unit profitability but risk further limiting sales. Tesla also lost a senior AI-chip engineer, highlighting competition for specialized talent. Tesla Hikes Cybertruck Prices
• Negative Sentiment: Analysts and commentators continue to flag Tesla’s very high valuation, shrinking margins, negative free cash flow, Chinese competition and reliance on unproven robotaxi and robotics revenue. A large China recall also adds regulatory and product-quality risk.

Insider Buying and Selling

In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the transaction, the chief financial officer directly owned 22,039 shares in the company, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Corporate insiders own 19.90% of the company’s stock.

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.