Image from MarketBeat Media, LLC. Key Points CapWealth Advisors bought a new Q3 position in Tesla of 1,312 shares valued at approximately $583,000, and institutional investors/hedge funds now own about 66.20% of the stock. Tesla reported Q4 deliveries of roughly 418,000 vehicles, down about 16% year‑over‑year and below expectations, while BYD has overtaken Tesla as the world’s top BEV seller and regional demand softness plus the end of U.S. federal EV tax breaks are weighing on near‑term volumes. Wall Street sentiment is mixed: the consensus rating is "Hold" with a $414.92 target, though several brokers still issue "Buy" ratings and higher price targets (some up to $508–$548) while others have trimmed forecasts. How the Mag 7’s 2025 Laggards Could Turn Into 2026 Winners In other news, CFO Vaibhav Taneja sold 2,637 shares of the company's stock in a transaction on Monday, December 8th. The stock was sold at an average price of $443.93, for a total transaction of $1,170,643.41. Following the completion of the sale, the chief financial officer directly owned 13,757 shares of the company's stock, valued at $6,107,145.01. This represents a 16.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Kimbal Musk sold 56,820 shares of the 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 of the company's stock, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 19.90% of the stock is currently owned by corporate insiders. Wall Street Analyst Weigh In A number of brokerages have recently weighed in on TSLA. Weiss Ratings reiterated a "hold (c-)" rating on shares of Tesla in a research report on Thursday, October 30th. Stifel Nicolaus upped their price objective on Tesla from $483.00 to $508.00 and gave the stock a "buy" rating in a research note on Monday, November 17th. Robert W. Baird upgraded Tesla from a "neutral" rating to an "outperform" rating and raised their target price for the company from $320.00 to $548.00 in a research note on Friday, September 19th. Industrial Alliance Securities set a $300.00 price target on shares of Tesla in a research report on Monday, October 13th. Finally, Benchmark reaffirmed a "buy" rating on shares of Tesla in a report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, fourteen have given a Hold rating and nine have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $414.92.