Analyst IMS Investment Management Services Ltd. Has $2.88 Million Stake in Tesla, Inc. $TSLA

Key Points

• Analyst IMS Investment Management Services Ltd. cut its Tesla stake by 18.9% in Q4, selling 1,494 shares and now holds 6,395 shares valued at about $2.88 million.
• Insiders sold a total of 53,804 shares worth roughly $20.87 million last quarter (including a director sale of 25,809 shares), even as institutional ownership remains high at 66.2% and large funds like Holocene, Amundi and Capital World Investors added significant positions.
• Tesla posted a Q1 delivery miss and weaker energy storage results, triggering analyst downgrades and price‑target cuts; the consensus rating is "Hold" with a consensus target near $402.61.

Analyst IMS Investment Management Services Ltd. lowered its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 18.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,395 shares of the electric vehicle producer's stock after selling 1,494 shares during the quarter. Analyst IMS Investment Management Services Ltd.'s holdings in Tesla were worth $2,876,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Holocene Advisors LP boosted its holdings in shares of Tesla by 132.2% in the third quarter. Holocene Advisors LP now owns 6,157,000 shares of the electric vehicle producer's stock valued at $2,738,141,000 after buying an additional 3,505,000 shares during the period. Amundi raised its holdings in shares of Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after acquiring an additional 3,422,270 shares during the period. Jennison Associates LLC raised its holdings in shares of Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after acquiring an additional 3,021,550 shares during the period. Capital World Investors lifted its position in Tesla by 5.8% in the 3rd 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. Finally, SG Americas Securities LLC lifted its position in Tesla by 788.2% in the 4th quarter. SG Americas Securities LLC now owns 1,226,536 shares of the electric vehicle producer's stock valued at $551,598,000 after acquiring an additional 1,088,437 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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.

Insider Activity

In related news, Director Kathleen Wilson-Thompson sold 25,809 shares of the stock in a transaction on Monday, March 30th. The stock was sold at an average price of $359.33, for a total value of $9,273,947.97. Following the sale, the director owned 33,860 shares in the company, valued at approximately $12,166,913.80. This represents a 43.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction 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 sale, the chief financial officer directly owned 18,106 shares of the company's stock, valued at $7,188,625.18. This represents a 11.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 53,804 shares of company stock valued at $20,865,598 over the last quarter. 19.90% of the stock is currently owned by company insiders.

Tesla Price Performance

Shares of TSLA opened at $360.59 on Friday. 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 company's fifty day simple moving average is $401.06 and its 200 day simple moving average is $427.51. Tesla, Inc. has a 1-year low of $214.25 and a 1-year high of $498.83. The company has a market cap of $1.35 trillion, a price-to-earnings ratio of 333.88, a PEG ratio of 10.69 and a beta of 1.91.

Tesla (NASDAQ:TSLA - Get Free Report) last announced its quarterly earnings results 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. The firm had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company's revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.73 earnings per share. On average, research analysts forecast that Tesla, Inc. will post 2.56 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on TSLA shares. BNP Paribas Exane lowered their target price on Tesla from $313.00 to $280.00 and set an "underperform" rating for the company in a report on Monday, March 2nd. Glj Research reaffirmed a "sell" rating on shares of Tesla in a research report on Monday, March 30th. JPMorgan Chase & Co. decreased their price objective on Tesla from $150.00 to $145.00 and set an "underweight" rating for the company in a report on Friday, January 30th. Zacks Research lowered Tesla from a "hold" rating to a "strong sell" rating in a research report on Monday, March 30th. Finally, DZ Bank reaffirmed a "sell" rating on shares of Tesla in a research report on Thursday, January 29th. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and ten have given a Sell rating to the company. According to data from MarketBeat.com, Tesla has a consensus rating of "Hold" and a consensus target price of $402.61.

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.

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