Todd Asset Management LLC Sells 63,422 Shares of General Motors Company $GM

Todd Asset Management LLC trimmed its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 11.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 473,161 shares of the auto manufacturer’s stock after selling 63,422 shares during the quarter. Todd Asset Management LLC’s holdings in General Motors were worth $28,849,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in GM. Steigerwald Gordon & Koch Inc. acquired a new stake in General Motors in the third quarter valued at approximately $29,000. Armstrong Advisory Group Inc. lifted its holdings in shares of General Motors by 94.6% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock worth $33,000 after purchasing an additional 265 shares in the last quarter. ESL Trust Services LLC acquired a new stake in General Motors in the 3rd quarter valued at $37,000. Twin Peaks Wealth Advisors LLC bought a new stake in General Motors during the 2nd quarter valued at $38,000. Finally, Optimum Investment Advisors increased its stake in General Motors by 60.0% during the 2nd quarter. Optimum Investment Advisors now owns 800 shares of the auto manufacturer’s stock valued at $39,000 after purchasing an additional 300 shares in the last quarter. Institutional investors own 92.67% of the company’s stock.

Trending Headlines about General Motors

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

• Positive Sentiment: Breakthrough charging tech: GM announced XFC cell technology that can recharge an EV battery in just over 5 minutes — a potential game-changer for EV competitiveness and resale/value prospects if it scales. GM XFC Cell Tech Allows EV Battery Recharging In Just Over 5 Minutes
• Positive Sentiment: Analyst lift on near-term earnings: Zacks Research raised Q2 EPS estimates for GM, supporting the view of stronger short-term profitability and helping justify current multiples. Q2 EPS Estimates for General Motors Lifted by Zacks Research
• Positive Sentiment: Value case highlighted: A Zacks piece argues GM looks like a strong value stock on style/valuation metrics — useful for investors attracted to yield/turnaround stories. Here’s Why General Motors (GM) is a Strong Value Stock
• Neutral Sentiment: Service/quality actions: GM issued fixes for ticking noises in several truck/SUV engines — reduces potential warranty/PR fallout but signals ongoing aftersales support needs. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Product strategy noise: Media coverage about internal disputes over the next-gen Camaro and the GM/Allison split highlights strategic choices that may reshape product mix but have unclear near-term EPS impact. Inside GM’s war over the next-generation Chevrolet Camaro How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Analyst haircut to several quarterly EPS estimates: Zacks issued modest downgrades to multiple upcoming quarter estimates (Q1/Q4 2026 and Q1/Q2 2027), which creates short-term pressure on forward guidance expectations. (report excerpt)
• Negative Sentiment: Industry writedowns and EV demand weakness: A WSJ report says Detroit automakers face a roughly $50B hit as EV investment is being scaled back amid cooling demand — a sector-level risk that could pressure GM’s EV plans and long-term margins. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Recall/service tweak for 6.2L V8: GM’s recalled 6.2‑liter V8 will now use thicker oil — an operational/service change that underscores quality/recall risk and could carry warranty costs or reputational impact. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason
• Positive Sentiment: Contract/settlement upside: Coverage indicates Honda may be required to compensate GM for poor EV sales under their deal, which would be a modest positive offset to EV revenue risks. Honda Being Forced to Compensate General Motors for Poor EV Sales

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Piper Sandler reaffirmed an “overweight” rating and issued a $105.00 price objective (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. The Goldman Sachs Group set a $104.00 price target on shares of General Motors in a research report on Tuesday, January 27th. Mizuho boosted their price objective on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Barclays set a $110.00 target price on General Motors in a report on Wednesday, January 28th. Finally, TD Cowen reiterated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $89.52.

General Motors Stock Performance

Shares of GM opened at $81.00 on Monday. The stock has a 50 day moving average of $81.92 and a 200 day moving average of $69.16. The company has a market capitalization of $73.22 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 0.44 and a beta of 1.36. General Motors Company has a 12 month low of $41.60 and a 12 month high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The firm had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the prior year, the company earned $1.92 EPS. The business’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, sell-side analysts forecast that General Motors Company will post 11.44 earnings per share for the current year.

General Motors declared that its board has approved a stock repurchase plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a $0.18 dividend. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s payout ratio is presently 19.93%.

About General Motors

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.