SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Decreases Holdings in Tesla, Inc. $TSLA

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co decreased its stake in Tesla, Inc. (NASDAQ:TSLA) by 30.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,900 shares of the electric vehicle producer’s stock after selling 8,977 shares during the quarter. Tesla makes up 7.9% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s portfolio, making the stock its 4th biggest holding. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Tesla were worth $9,144,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in TSLA. Narwhal Capital Management grew its holdings in Tesla by 32.8% during the 3rd quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer’s stock valued at $4,232,000 after buying an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL grew its stake in Tesla by 29.6% during the third quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer’s stock valued at $14,487,000 after acquiring an additional 7,446 shares in the last quarter. China Universal Asset Management Co. Ltd. lifted its stake in Tesla by 8.8% in the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer’s stock worth $21,571,000 after purchasing an additional 3,935 shares in the last quarter. Ashton Thomas Private Wealth LLC boosted its holdings in shares of Tesla by 26.0% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer’s stock valued at $8,019,000 after purchasing an additional 3,724 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV grew its position in shares of Tesla by 20.0% during the third quarter. Nations Financial Group Inc. IA ADV now owns 16,565 shares of the electric vehicle producer’s stock valued at $7,367,000 after purchasing an additional 2,765 shares in the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors.

Tesla Stock Performance

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

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on TSLA shares. Tigress Financial assumed coverage on Tesla in a research report on Thursday, February 12th. They issued a “buy” rating and a $550.00 target price on the stock. Bank of America started coverage on Tesla in a report on Wednesday, March 4th. They set a “buy” rating and a $460.00 price target for the company. Benchmark reaffirmed a “buy” rating on shares of Tesla in a report on Wednesday, February 11th. Wedbush reiterated an “outperform” rating and set a $600.00 target price on shares of Tesla in a research report on Friday, March 27th. Finally, Glj Research reissued a “sell” rating on shares of Tesla in a report on Monday, March 30th. Nineteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and ten have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $402.61.

Insiders Place Their Bets

In other Tesla news, CFO Vaibhav Taneja sold 2,264 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer owned 18,106 shares in the company, valued at $7,188,625.18. The trade was a 11.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Kathleen Wilson-Thompson sold 25,809 shares of the stock in a transaction on Monday, March 30th. The shares were sold at an average price of $359.33, for a total transaction of $9,273,947.97. Following the completion of the sale, the director directly owned 33,860 shares in the company, valued at approximately $12,166,913.80. This represents a 43.25% decrease in their position. The SEC filing for this sale provides additional information. Over 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 corporate insiders.

More Tesla News

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.

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.