Lee Financial Co Has $461,000 Stock Holdings in Tesla, Inc. $TSLA

Key Points

• Lee Financial Co. cut its holdings by 79.5% in Q4, selling 3,975 Tesla shares and retaining 1,024 shares valued at about $461,000 at quarter‑end.
• Institutional investors own roughly 66.2% of TSLA, and analysts are divided—19 Buys, 13 Holds and 10 Sells—resulting in an overall average rating of "Hold" with a consensus price target of $400.01.
• Near‑term catalysts are mixed: Dutch regulators approved Tesla’s driver‑assistance system (positive), but Tesla missed Q1 delivery/production expectations and saw a ~16% drop in China retail sales (negative); Q1 earnings on April 22 are the next major event.

Lee Financial Co cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 79.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,024 shares of the electric vehicle producer's stock after selling 3,975 shares during the period. Lee Financial Co's holdings in Tesla were worth $461,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in TSLA. Brighton Jones LLC boosted its position in Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after buying an additional 9,293 shares during the period. Revolve Wealth Partners LLC boosted its position in Tesla by 21.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after buying an additional 931 shares during the period. Bison Wealth LLC boosted its position in Tesla by 52.2% during the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after buying an additional 3,558 shares during the period. Sivia Capital Partners LLC raised its holdings in Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC raised its holdings in Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock worth $1,544,000 after purchasing an additional 851 shares during the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TSLA. Royal Bank Of Canada restated a "buy" rating on shares of Tesla in a report on Thursday, March 26th. Piper Sandler restated an "overweight" rating on shares of Tesla in a report on Thursday, January 29th. Needham & Company LLC restated a "hold" rating on shares of Tesla in a report on Thursday, January 29th. China Renaissance raised their price target on shares of Tesla from $380.00 to $382.00 and gave the stock a "hold" rating in a report on Monday, February 2nd. Finally, William Blair restated a "market perform" rating on shares of Tesla in a report on Friday, January 2nd. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and ten have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $400.01.

Key Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Dutch regulators approved Tesla’s driver‑assistance system for supervised use on highways and city streets in the Netherlands — a first regulatory sign‑off in Europe that supports Tesla’s autonomy narrative and EU expansion plans. Tesla's self-driving software gets Dutch go-ahead
• Positive Sentiment: Germany registrations surged ~315% year‑over‑year in March (record 9,252 units), signaling demand recovery in Europe’s largest auto market that could help offset other regional weakness. What Drove Tesla Germany's 315% Y/Y Surge in March Registrations?
• Positive Sentiment: Large institutional buying from ARK Invest / Cathie Wood continues during the pullback, providing a retail/institutional demand floor that can reduce downside volatility. Cathie Wood Doubles Down on Tesla
• Neutral Sentiment: Tesla is reportedly developing a smaller, lower‑cost compact SUV — a potential volume driver over time but one that may pressure margins if executed. Investors view this as a strategic shift that could help long‑term growth but adds execution risk. Tesla's lower-cost EV plan seen boosting volume, risking margins
• Neutral Sentiment: Upcoming Q1 earnings (April 22) are the next major catalyst — results and management commentary on deliveries, margins, energy, and autonomy progress will likely drive near‑term moves. Tesla Earnings Preview
• Neutral Sentiment: Retail investors are buying the dip according to some data vendors — this can create short-lived support but may not offset institutional selling if fundamentals disappoint. Vanda Research Says Retail Investors are Buying the Tesla Stock Dip
• Negative Sentiment: Tesla missed Q1 delivery and production expectations (deliveries ~358K vs. est. ~365.6K; production also below forecasts), creating inventory/backlog concerns that are pressuring sentiment. Tesla stock slips as delivery miss and risks weigh on sentiment
• Negative Sentiment: China retail sales declined (~16% in Q1) despite wholesale increases, highlighting regional demand divergence and a potential headwind to global volumes. Tesla's China Retail Sales Decline 16% In Q1
• Negative Sentiment: Analyst skepticism is rising — JPMorgan reiterated a Sell and other firms (including GLJ Research) have flagged dramatic downside; mixed analyst views increase volatility and can amplify downward moves. JPMorgan Reiterates Sell Rating for Tesla
• Negative Sentiment: Technical damage (recent “death cross,” multi‑week losing streak) and rising competition in autonomy/robotaxi space are eroding momentum; absent strong earnings or autonomy progress, further downside is possible. Tesla’s ‘Death Cross’ Flashed Again

Tesla Stock Performance

NASDAQ:TSLA opened at $348.79 on Friday. The company has a fifty day moving average of $392.91 and a 200-day moving average of $424.82. The firm has a market capitalization of $1.31 trillion, a P/E ratio of 322.95, a P/E/G ratio of 10.44 and a beta of 1.91. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. Tesla, Inc. has a twelve month low of $222.79 and a twelve month high of $498.83.

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

Insider Buying and Selling at Tesla

In other news, Director Kathleen Wilson-Thompson sold 25,809 shares of Tesla stock in a transaction on Monday, March 30th. The shares were sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the sale, the director owned 33,860 shares in the company, valued at $12,166,913.80. The trade was a 43.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Vaibhav Taneja sold 2,264 shares of Tesla 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 completion of the sale, the chief financial officer 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 in the last quarter. 19.90% of the stock is currently owned by company 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.

Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.