Robeco Institutional Asset Management B.V. Purchases 1,927,752 Shares of General Motors Company $GM

Robeco Institutional Asset Management B.V. raised its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 164.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,097,019 shares of the auto manufacturer’s stock after purchasing an additional 1,927,752 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in General Motors were worth $251,850,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in GM. Brighton Jones LLC increased its holdings in shares of General Motors by 456.1% during the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after purchasing an additional 31,755 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after purchasing an additional 7,058 shares during the period. Baird Financial Group Inc. increased its holdings in shares of General Motors by 4.8% during the 2nd quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock worth $1,847,000 after purchasing an additional 1,706 shares during the period. Jump Financial LLC increased its holdings in shares of General Motors by 45.7% during the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after purchasing an additional 7,951 shares during the period. Finally, AXA S.A. increased its holdings in shares of General Motors by 69.4% during the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock worth $3,275,000 after purchasing an additional 27,270 shares during the period. Institutional investors own 92.67% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Barclays dropped their price objective on shares of General Motors from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Monday, March 30th. Piper Sandler restated an “overweight” rating and set a $105.00 price objective (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. Bank of America assumed coverage on shares of General Motors in a report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price objective on the stock. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective on the stock in a report on Thursday, January 29th. Finally, Citigroup boosted their price objective on shares of General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $91.38.

General Motors Stock Performance

NYSE:GM opened at $76.41 on Friday. General Motors Company has a 12-month low of $42.75 and a 12-month high of $87.62. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $69.07 billion, a PE ratio of 25.38, a price-to-earnings-growth ratio of 0.41 and a beta of 1.34. The firm has a 50-day moving average price of $77.57 and a 200 day moving average price of $74.51.

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, topping the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same quarter in the prior year, the business posted $1.92 earnings per share. The company’s quarterly revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Research analysts anticipate that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were given a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.9%. 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. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

General Motors declared that its board has approved a share buyback 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 purchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Key General Motors News

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

• Positive Sentiment: Competitor weakness could help GM: weak U.S. Q1 deliveries and costly EV program setbacks at Ford create a window for GM to capture share in key segments and fleet contracts. Why Ford’s Q1 Will Be Less Lucrative Than Its Crosstown Rival’s
• Positive Sentiment: Analyst and media interest / momentum narrative: recent coverage highlights GM as a momentum candidate and a top-watched stock, which can support demand in the stock if growth/EV execution remains visible. Here’s Why General Motors (GM) is a Strong Momentum Stock
• Neutral Sentiment: GM’s long-term EV commitment is intact while some rivals pivot to hybrids — positive for strategic clarity but raises near-term capital allocation and execution questions. Why GM is sticking with EVs as rivals pivot to
• Neutral Sentiment: General visibility: Zacks notes elevated investor attention and tools highlighting GM; useful for flows but not a fundamental catalyst by itself. General Motors Company (GM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Production disruption for the Chevy Blazer: GM confirmed a pause and a U.S. production restart in 2027 for the gas-powered Blazer, creating at least a six‑month supply gap that could dent near-term sales and margins for that model. GM confirms 2027 U.S. production start for gas-powered Chevy Blazer
• Negative Sentiment: Analyst outlook trimmed: Erste Group slightly lowered FY2026 EPS estimates for GM, signaling some caution among sell‑side models versus consensus — a headwind for sentiment if more downgrades follow. Analysts Set Expectations for General Motors FY2027 Earnings
• Negative Sentiment: Recall pressure: GM issued a recall covering ~32,988 Corvettes over a missing turn-signal failure warning — modest operational and reputational cost but a near-term expense and distraction. GM Recalls 32,988 Chevrolet Corvette Vehicles Over Missing Turn Signal Failure Warning

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.