Tesla, Inc. $TSLA Shares Bought by Sowell Financial Services LLC

Sowell Financial Services LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,436 shares of the electric vehicle producer’s stock after purchasing an additional 1,609 shares during the period. Tesla makes up approximately 0.6% of Sowell Financial Services LLC’s investment portfolio, making the stock its 26th largest holding. Sowell Financial Services LLC’s holdings in Tesla were worth $15,936,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. increased its stake in Tesla by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer’s stock valued at $112,241,237,000 after buying an additional 995,623 shares during the period. State Street Corp lifted its stake in shares of Tesla by 0.3% in the 3rd quarter. State Street Corp now owns 113,762,849 shares of the electric vehicle producer’s stock worth $50,592,614,000 after acquiring an additional 344,162 shares during the period. Capital World Investors boosted its holdings in shares of Tesla by 5.8% in the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer’s stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares in the last quarter. Jennison Associates LLC boosted its holdings in shares of Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer’s stock valued at $4,851,747,000 after acquiring an additional 3,021,550 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of Tesla by 5.8% during the third quarter. Franklin Resources Inc. now owns 6,737,089 shares of the electric vehicle producer’s stock valued at $2,996,118,000 after acquiring an additional 368,493 shares during the period. 66.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: China demand pickup — China‑made EV shipments rose ~8.7% in March, signaling improving momentum in Tesla’s largest market. Read More.
• Positive Sentiment: Japan expansion — Tesla plans to double down in Japan (targeting ~60 stores) to chase top imported‑car position, a growth avenue outside core markets. Read More.
• Neutral Sentiment: SpaceX IPO narrative — A potential SpaceX IPO is resurfacing merger/partnership chatter that could influence investor sentiment, but it’s a longer‑dated, narrative‑driven factor rather than an immediate catalyst for Tesla’s fundamentals. Read More.
• Neutral Sentiment: Software/AI progress — FSD v14.3 is in employee beta and Tesla continues to pitch AI/robotics (Optimus/Cybercab) as future growth levers; meaningful monetization remains uncertain and farther out. Read More.
• Negative Sentiment: Delivery miss & inventory build — Q1 deliveries (358,023) missed consensus; production outpaced deliveries by ~50k units, prompting concerns about softer demand, potential markdowns and near‑term margin pressure. This is the primary reason the shares moved lower. Read More.
• Negative Sentiment: Energy storage slowdown — Energy storage deployments (reported 8.8 GWh) fell short of expectations and declined sequentially, testing Tesla’s diversification narrative and cash‑generation hopes. Read More.
• Negative Sentiment: Analyst cuts & sentiment hit — Multiple firms (Goldman, Truist, Baird and others) trimmed price targets and tone after the delivery report, increasing near‑term downside risk as estimates are reworked. Read More.
• Negative Sentiment: Capex & execution concerns — Barclays flagged rising capex needs as Tesla pivots toward AI, robotics and autonomy, which could mean higher capital intensity and pressure on free cash flow. Read More.
• Negative Sentiment: Leases & earnings risk — A returning wave of lease returns and used‑vehicle supply could weigh on used prices and upcoming earnings, per industry commentary. Read More.
• Negative Sentiment: Insider selling & workforce shrink — A Tesla director disclosed a ~$9.27M share sale and reports show the Texas factory workforce shrank ~22% in 2025, both raising questions about demand/execution near term. Read More.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Piper Sandler restated an “overweight” rating on shares of Tesla in a research report on Thursday, January 29th. TD Cowen lifted their price target on Tesla from $509.00 to $519.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $510.00 price objective on shares of Tesla in a report on Thursday, January 29th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Tesla in a research note on Thursday, March 26th. Finally, Phillip Securities lowered their target price on Tesla from $220.00 to $215.00 and set a “sell” rating on the stock in a report on Monday, February 2nd. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and ten have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $402.61.

Tesla Stock Performance

Shares of TSLA opened at $360.59 on Monday. The business’s 50-day moving average price is $401.06 and its 200 day moving average price is $427.56. The company has a current ratio of 2.16, a quick ratio of 1.77 and a debt-to-equity ratio of 0.08. The stock has a market capitalization of $1.35 trillion, a P/E ratio of 333.88, a P/E/G ratio of 10.69 and a beta of 1.91. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $498.83.

Tesla (NASDAQ:TSLA) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. During the same period in the prior year, the firm earned $0.73 earnings per share. The business’s quarterly revenue was down 3.1% on a year-over-year basis. Analysts expect that Tesla, Inc. will post 2.56 earnings per share for the current year.

Insider Activity at Tesla

In related news, CFO Vaibhav Taneja sold 2,264 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $397.03, for a total value of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares in the company, valued at approximately $7,188,625.18. This represents a 11.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the firm’s stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the completion of the transaction, the director directly owned 33,860 shares of the company’s stock, valued at $12,166,913.80. This represents a 43.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 53,804 shares of company stock valued at $20,865,598. 19.90% of the stock is owned by insiders.

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.