PensionDanmark Pensionsforsikringsaktieselskab Sells 11,240 Shares of First Solar, Inc. $FSLR

PensionDanmark Pensionsforsikringsaktieselskab decreased its holdings in shares of First Solar, Inc. (NASDAQ:FSLR) by 79.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,950 shares of the solar cell manufacturer’s stock after selling 11,240 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in First Solar were worth $696,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Reflection Asset Management acquired a new position in First Solar in the fourth quarter valued at about $26,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of First Solar in the 4th quarter valued at $26,000. Larson Financial Group LLC raised its position in shares of First Solar by 117.0% during the fourth quarter. Larson Financial Group LLC now owns 102 shares of the solar cell manufacturer’s stock worth $27,000 after acquiring an additional 55 shares during the last quarter. Elyxium Wealth LLC acquired a new position in shares of First Solar during the fourth quarter valued at $30,000. Finally, MV Capital Management Inc. acquired a new position in shares of First Solar during the fourth quarter valued at $30,000. Institutional investors and hedge funds own 92.08% of the company’s stock.

First Solar Stock Performance

FSLR opened at $239.33 on Tuesday. The business’s 50-day simple moving average is $239.72 and its 200 day simple moving average is $225.11. First Solar, Inc. has a 52-week low of $176.47 and a 52-week high of $320.95. The firm has a market capitalization of $25.72 billion, a PE ratio of 14.76, a PEG ratio of 0.55 and a beta of 1.76.

First Solar (NASDAQ:FSLR) last posted its quarterly earnings results on Thursday, July 30th. The solar cell manufacturer reported $3.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.90 by $1.02. First Solar had a return on equity of 18.02% and a net margin of 32.47%.The firm had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.06 billion. During the same period last year, the company earned $3.18 earnings per share. The business’s revenue was down 3.4% compared to the same quarter last year. On average, research analysts forecast that First Solar, Inc. will post 17.75 earnings per share for the current year.

Key Stories Impacting First Solar

Here are the key news stories impacting First Solar this week:

• Positive Sentiment: Recent analyst actions were supportive: HSBC upgraded First Solar, while another analyst raised the price target to $313. The broader analyst consensus remains cautiously optimistic, with several targets above the current trading range. First Solar Upgraded at HSBC First Solar Price Target Raised to $313
• Positive Sentiment: First Solar reported higher second-quarter 2026 earnings, record quarterly and first-half sales volume, reaffirmed full-year guidance and maintained a 45.1-gigawatt backlog. New U.S. tariffs and minimum-price measures on imported polysilicon-related products could improve the competitive position of domestic manufacturers over time. First Solar’s Profit Engine Faces a New Policy Test in Washington
• Neutral Sentiment: The tariff framework appears strategically favorable, but analysts note that the impact may be staged rather than immediate. Investors are therefore reassessing the timing of stronger pricing power, customer purchasing and project starts. First Solar Slides as Tariff Euphoria Fades
• Negative Sentiment: Multiple law firms publicized a securities class action involving investors who purchased FSLR shares between February 26, 2025, and February 24, 2026. The August 24 lead-plaintiff deadline increases litigation visibility, although the notices do not establish wrongdoing. Rosen Law Firm Securities Action Notice
• Negative Sentiment: Reported trading data showed extensive insider selling, with no insider purchases during the past six months. Institutional ownership data also showed more investors reducing positions than adding shares, reinforcing near-term selling pressure.

Insider Buying and Selling at First Solar

In related news, insider Caroline Stockdale sold 10,628 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $275.60, for a total transaction of $2,929,076.80. Following the transaction, the insider directly owned 23,792 shares in the company, valued at approximately $6,557,075.20. The trade was a 30.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark R. Widmar sold 4,815 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $247.43, for a total transaction of $1,191,375.45. Following the completion of the sale, the chief executive officer owned 89,033 shares of the company’s stock, valued at approximately $22,029,435.19. This represents a 5.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 28,579 shares of company stock valued at $7,084,044 in the last 90 days. Company insiders own 0.39% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on FSLR. Morgan Stanley boosted their price objective on First Solar from $230.00 to $245.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Weiss Ratings raised shares of First Solar from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, June 25th. Evercore increased their price target on First Solar from $212.00 to $219.00 in a research note on Monday, May 4th. TD Cowen reissued a “buy” rating on shares of First Solar in a research note on Monday, July 20th. Finally, Jefferies Financial Group set a $196.00 price target on First Solar in a report on Monday, August 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, First Solar currently has an average rating of “Moderate Buy” and an average price target of $254.89.

First Solar Company Profile

First Solar, Inc (NASDAQ: FSLR) is a United States–based solar technology company best known for designing and manufacturing thin‑film photovoltaic (PV) modules that use cadmium telluride (CdTe) semiconductor technology. The company supplies PV modules and delivers integrated solar power solutions for utility‑scale projects, positioning itself as a provider of both components and complete solar energy systems rather than solely a parts supplier. First Solar was founded in 1999 and is headquartered in Tempe, Arizona.

Beyond module manufacturing, First Solar offers a range of project services including development support, engineering, procurement and construction (EPC) services, and operations and maintenance (O&M) for large-scale solar installations.