SG Americas Securities LLC Buys 608,521 Shares of General Motors Company $GM

SG Americas Securities LLC grew its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 1,246.1% in the 4th quarter, HoldingsChannel reports. The fund owned 657,355 shares of the auto manufacturer’s stock after purchasing an additional 608,521 shares during the quarter. SG Americas Securities LLC’s holdings in General Motors were worth $53,456,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Franklin Resources Inc. increased its stake in shares of General Motors by 3.3% during the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after purchasing an additional 989,189 shares during the period. Capital World Investors boosted its stake in General Motors by 8.2% in the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock valued at $1,105,420,000 after purchasing an additional 1,366,467 shares during the period. AQR Capital Management LLC boosted its stake in General Motors by 5.5% in the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after purchasing an additional 748,831 shares during the period. Viking Global Investors LP grew its holdings in General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after buying an additional 5,830,050 shares in the last quarter. Finally, Norges Bank bought a new position in General Motors during the 2nd quarter worth $444,319,000. Institutional investors own 92.67% of the company’s stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM has begun public-road testing of its next‑generation “eyes off” automated driving system that the company plans to commercialize on the 2028 Cadillac Escalade IQ — a direct signal that GM’s software and ADAS roadmap is advancing toward revenue-generating products. This raises the prospect of software monetization and competitive differentiation. GM’s Eyes Off Driving Tests Put Escalade IQ And Software In Focus
• Positive Sentiment: Multiple outlets report highway/public-road testing of GM’s next‑gen autonomous driving tech in Michigan and California — confirmation from several sources that testing is broader than a pilot and supports a 2028 commercialization timeline. This reduces execution uncertainty around advanced driver programs. GM Just Started Testing Autonomous Vehicle Features On Public Roads
• Positive Sentiment: Analyst and market sentiment is generally supportive after GM’s strategic presentation at industry events; falling crude oil prices are also cited as a near-term demand tailwind for vehicle purchases — both factors helping sentiment and near-term sales outlook. What drove General Motors stock higher on Monday? General Motors Shares Rally As Falling Crude Boosts Outlook For Auto Demand
• Neutral Sentiment: Product moves: GM will discontinue CVTs in Equinox and Terrain and is positioning the Chevy Sonic crossover to lead South America exports — tweaks that reflect portfolio rationalization and regional strategy but are unlikely to move near‑term earnings materially. GM is finally killing the CVT in the Equinox and Terrain Chevy Sonic Crossover To Lead GM South America’s Exports
• Neutral Sentiment: Leadership change: Buick/GMC Executive Director of Design Sharon Gauci retired — relevant for product design continuity but not an immediate financial driver. Buick, GMC Executive Director of Design Sharon Gauci Retires
• Negative Sentiment: Legacy product/legal/policy chatter: commentary on the reborn Chevrolet Bolt and political/regulatory headwinds could complicate EV rollouts or brand perception; this is a cautionary note for execution on EV and rebadged models. How Trump Accidentally Killed the Resurrected Chevy Bolt Before It Even Got Rolling

Analysts Set New Price Targets

A number of research firms have recently weighed in on GM. HSBC lifted their target price on General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft raised their price target on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. Evercore increased their target price on shares of General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Finally, Mizuho raised their target price on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $91.39.

General Motors Trading Up 1.1%

Shares of GM stock opened at $76.54 on Wednesday. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62. The stock’s fifty day moving average price is $79.48 and its two-hundred day moving average price is $73.17. 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 company has a market cap of $69.19 billion, a PE ratio of 25.43, a P/E/G ratio of 0.41 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, topping 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 company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter in the previous year, the firm earned $1.92 EPS. General Motors’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. Equities analysts predict that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were issued a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend was Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s payout ratio is presently 23.92%.

General Motors announced that its Board of Directors has authorized a share repurchase plan 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 stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

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.