Sumitomo Mitsui Trust Group Inc. Has $147.22 Million Stake in General Motors Company $GM

Sumitomo Mitsui Trust Group Inc. grew its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,414,597 shares of the auto manufacturer’s stock after purchasing an additional 160,105 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in General Motors were worth $147,218,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. CWM LLC grew its holdings in General Motors by 50.8% in the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after buying an additional 114,756 shares during the last quarter. Corient Private Wealth LLC boosted its position in shares of General Motors by 6.2% in the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock valued at $16,802,000 after acquiring an additional 20,017 shares during the period. SteelPeak Wealth LLC acquired a new stake in shares of General Motors in the third quarter worth $3,411,000. Burney Co. grew its stake in shares of General Motors by 18.7% in the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock worth $5,002,000 after acquiring an additional 12,913 shares during the last quarter. Finally, Permanent Capital Management LP bought a new position in General Motors during the third quarter worth $1,102,000. 92.67% of the stock is currently owned by institutional investors.

General Motors News Roundup

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Piper Sandler upgraded GM, which may reinforce buying momentum and analyst support for the stock. General Motors (NYSE:GM) Upgraded at Piper Sandler
• Positive Sentiment: GM has a consensus analyst rating of “Moderate Buy,” supplying institutional validation that can support higher valuations. General Motors Company (NYSE:GM) Receives Consensus Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Several bullish pieces highlight GM as a momentum buy and compare favorably versus Ford, emphasizing the stock’s strong 12-month performance (up ~65%) and investor momentum into 2026. What Makes General Motors (GM) a Strong Momentum Stock: Buy Now?
• Positive Sentiment: Analyst commentary comparing GM vs. Ford notes GM’s stronger one‑year share gain and positions GM as a top pick for 2026 investors. GM Vs Ford: Which Automaker is the Better Investment for 2026?
• Neutral Sentiment: CEO Mary Barra reiterated that EVs remain GM’s long-term strategy (“the end game”), signaling continued capital allocation to EVs even as she warned regulatory and trade shifts are affecting business dynamics. That message provides strategic clarity but also highlights near-term policy risk. GM CEO says EVs still the ‘end game’ despite industry pullback
• Neutral Sentiment: Coverage of GM moving into its new Hudson’s Detroit headquarters is positive PR that can help corporate image and employee morale but is unlikely to materially affect near‑term financials. Inside GM’s new world headquarters: Modernized midcentury designs with artifacts, surprises from the American icon
• Negative Sentiment: Reports say GM is taking multi‑billion dollar hits tied to its EV strategy (articles cite ~$6B and ~$7.6B charges), which weigh on near-term earnings and cash allocation expectations. These write-downs are the clearest immediate negative for the stock. General Motors Takes $6 Billion Hit as EV Strategy Faces Reality Check
• Negative Sentiment: Additional coverage reports a $7.6B EV-related hit, reinforcing concerns about the cost and timing of GM’s EV transition and pressuring earnings forecasts. General Motors takes $7.6 billion hit on electric vehicle business

General Motors Stock Down 0.0%

NYSE GM opened at $82.87 on Tuesday. General Motors Company has a 1-year low of $41.60 and a 1-year high of $85.18. The company has a market capitalization of $77.30 billion, a price-to-earnings ratio of 16.67, a PEG ratio of 0.66 and a beta of 1.31. The stock’s 50 day moving average is $76.68 and its two-hundred day moving average is $64.12. The company has a current ratio of 1.23, a quick ratio of 1.06 and a debt-to-equity ratio of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 EPS for the quarter, topping the consensus estimate of $2.32 by $0.48. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The business had revenue of $48.59 billion during the quarter, compared to the consensus estimate of $44.60 billion. During the same quarter last year, the company earned $2.96 EPS. General Motors’s revenue was down .3% on a year-over-year basis. General Motors has set its FY 2025 guidance at 9.750-10.500 EPS. Equities analysts forecast that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Friday, December 5th were issued a $0.15 dividend. The ex-dividend date of this dividend was Friday, December 5th. This represents a $0.60 annualized dividend and a dividend yield of 0.7%. General Motors’s dividend payout ratio is presently 12.07%.

Insider Activity

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction of $556,128.00. Following the sale, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at approximately $864,504. This represents a 39.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, President Mark L. Reuss sold 260,600 shares of the firm’s stock in a transaction that occurred on Wednesday, October 22nd. The stock was sold at an average price of $66.45, for a total transaction of $17,316,870.00. Following the sale, the president directly owned 98,006 shares of the company’s stock, valued at approximately $6,512,498.70. The trade was a 72.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 284,021 shares of company stock worth $18,971,788. 0.54% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several analysts have issued reports on GM shares. Weiss Ratings lowered shares of General Motors from a “buy (b-)” rating to a “hold (c)” rating in a research report on Saturday, October 25th. Morgan Stanley upgraded shares of General Motors from an “equal weight” rating to an “overweight” rating and increased their target price for the company from $54.00 to $90.00 in a research note on Monday, December 8th. Barclays boosted their price target on General Motors from $77.00 to $85.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Wall Street Zen downgraded General Motors from a “buy” rating to a “hold” rating in a research report on Sunday, January 4th. Finally, Tigress Financial boosted their price objective on General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research report on Friday, October 24th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $78.33.

General Motors Company Profile

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.