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Tesla Shares Drop 4% After Musk’s $1T Pay Package Approval

Tesla shares drop nearly 4% after Elon Musk awarded $1 trillion compensation package amid market uncertainty

  • Shares of Tesla fell nearly 4% after the company’s shareholder meeting and amid a wider market decline.
  • Elon Musk received a $1 trillion compensation package tied to Tesla’s market value and operational goals over the next decade.
  • The payout plan distributes shares in 12 portions as Tesla reaches increasing market capitalizations, with the final tranche awarded if the value hits $8.5 trillion.
  • Market reactions have been influenced by weak consumer sentiment and concerns over the job market amid a government shutdown.

Shares of Tesla dropped close to 4% on Friday following a broad sell-off in U.S. stocks. The decline came one day after the company’s shareholder meeting where Elon Musk was granted a $1 trillion pay package linked to Tesla’s market performance and operational targets over the next ten years.

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The compensation plan awards Musk 12 portions of shares as Tesla reaches specific milestones. The first portion is released once Tesla’s market capitalization hits $2 trillion, up from the current $1.54 trillion. Additional portions follow as the valuation rises in increments of $500 billion, up to $6.5 trillion. The last two tranches are triggered if Tesla’s market value grows by $1 trillion, requiring a total market capitalization of $8.5 trillion to fully vest Musk’s payout. This package also grants Musk increased voting control within the company.

After the Thursday vote, Tesla’s stock initially gained but fell in early trading Friday. The overall market declined due to a continuation of a tech sector sell-off and concerns driven by a negative consumer sentiment report from the University of Michigan. The sentiment index dropped to 50.3, a 6% decrease from October and the lowest level since 2022.

Further pressure on stock prices came from expectations of a weak labor market. The official jobs report from the Bureau of Labor Statistics has been delayed by the government shutdown, but private sector data and forecasts suggest poor job conditions, adding to investor uncertainty.

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