General Motors Company $GM Holdings Reduced by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. lessened its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 44.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 420,203 shares of the auto manufacturer’s stock after selling 331,359 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in General Motors were worth $25,600,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in GM. CWM LLC increased its stake in General Motors by 50.8% during 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 period. Corient Private Wealth LLC raised its position in shares of General Motors by 6.2% during the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after buying an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC acquired a new stake in shares of General Motors in the 3rd quarter worth approximately $3,411,000. Burney Co. boosted its holdings 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 valued at $5,002,000 after acquiring an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP bought a new position in shares of General Motors in the third quarter valued at approximately $1,102,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

More General Motors News

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

• Positive Sentiment: GM’s free cash flow has surged (from roughly $3B to about $10B on a trailing-average basis), enabling sustained dividends, buybacks and $10–$12B/year of U.S. manufacturing investment — a clear liquidity and capital-allocation positive for shareholders. How is General Motors Using Strong Cash Flow to Fuel Growth?
• Positive Sentiment: UAW/tariff-driven production moves (Detroit Diesel adding a shift and jobs) suggest support for U.S. supplier activity and capacity that can help GM’s production continuity and localization strategy. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: GM’s tactical EV moves — including the revival/relaunch of the Chevrolet Bolt — highlight a pragmatic shift toward lower-cost, demand-aligned EV offerings that may improve near-term margins versus earlier high-cost rollouts. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Neutral Sentiment: Industry restructuring: Honda’s large EV write-downs and rival retrenchments underline a tougher EV environment; this is sector-wide and creates both risks and competitive opportunities for GM. EV Write-Offs Rise, Yet One Auto Giant Is Doubling Down
• Neutral Sentiment: Weakness at Ford and industry recalls elsewhere are weighing on auto sentiment generally — that can pressure GM’s multiple even if the company’s fundamentals differ. Ford (F) Fumbles Once Again and Continues To Disappoint Investors
• Neutral Sentiment: A smaller supplier (Surface Transforms) filed an administration notice and warned of job cuts after losing a GM contract — a localized supplier disruption that could signal supplier churn but is not yet a broad production issue. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recall: GM is recalling more than 17,000 Buick Regal vehicles for a rear toe-link fracture that can cause loss of control — a near-term liability, repair cost and reputational hit that is weighing on the stock. GM recalls 17K vehicles over rear toe link fracture that could lead to crashes
• Negative Sentiment: Legal/ governance noise: a shareholder notice questioning whether GM insiders breached fiduciary duties could generate litigation risk and management distraction if it progresses to a formal suit. Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on GM shares. Wall Street Zen cut General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. Piper Sandler restated an “overweight” rating and issued a $105.00 target price (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Bank of America started coverage on General Motors in a research report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price target on the stock. TD Cowen reissued a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Finally, Wells Fargo & Company upped their price objective on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Two investment 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. According to MarketBeat, General Motors has an average rating of “Moderate Buy” and an average price target of $91.39.

General Motors Trading Down 1.5%

Shares of NYSE:GM opened at $72.35 on Friday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The stock has a market capitalization of $65.40 billion, a price-to-earnings ratio of 24.04, a PEG ratio of 0.39 and a beta of 1.37. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a 50 day moving average price of $80.72 and a 200 day moving average price of $72.29.

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

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s payout ratio is presently 23.92%.

General Motors declared that its Board of Directors has authorized a share buyback program on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s management believes its stock is undervalued.

General Motors 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.