Image from MarketBeat Media, LLC. Key Points Bank of New York Mellon trimmed its Tesla stake by 1.9% in Q3, selling 298,018 shares and ending the quarter with 15,257,573 shares worth about $6.79 billion (1.2% of its portfolio). Tesla beat Q4 revenue and EPS estimates but posted its first full-year revenue decline and falling vehicle deliveries, while announcing a ~$2 billion investment in xAI and plans for more than $20 billion in 2026 capex—moves that increase long-term optionality but raise near-term execution and cash‑burn risk. Insiders have sold 119,457 shares (~$53.5 million) over the last 90 days (including sales by Kimbal Musk and James Murdoch); institutional investors own about 66.2% of Tesla and insiders hold roughly 19.9%. Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move In related news, Director Kimbal Musk sold 56,820 shares of Tesla stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total value of $25,606,501.20. Following the transaction, the director owned 1,391,615 shares in the company, valued at $627,145,215.90. This trade represents a 3.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director James R. Murdoch sold 60,000 shares of the company's stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the sale, the director owned 577,031 shares of the company's stock, valued at $257,009,607.40. This trade represents a 9.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 119,457 shares of company stock worth $53,501,145 over the last 90 days. Insiders own 19.90% of the company's stock. Wall Street Analysts Forecast Growth A number of analysts have recently issued reports on the company. Glj Research restated a "sell" rating on shares of Tesla in a report on Thursday. Roth Mkm set a $505.00 price objective on Tesla and gave the stock a "buy" rating in a research note on Thursday, October 23rd. New Street Research lifted their target price on Tesla from $520.00 to $600.00 and gave the company a "buy" rating in a research note on Tuesday, January 6th. Dbs Bank upgraded Tesla to a "hold" rating in a report on Wednesday, November 5th. Finally, Royal Bank Of Canada restated an "outperform" rating and set a $500.00 price target on shares of Tesla in a report on Thursday. Seventeen research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and eight have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $410.86.