KBC Group NV Cuts Stake in General Motors Company $GM

KBC Group NV trimmed its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 24.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 91,290 shares of the auto manufacturer’s stock after selling 30,114 shares during the quarter. KBC Group NV’s holdings in General Motors were worth $7,424,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. LBP AM SA purchased a new stake in General Motors during the 4th quarter valued at about $204,000. Valmark Advisers Inc. purchased a new stake in General Motors during the 4th quarter valued at about $213,000. Bridgewater Advisors Inc. purchased a new stake in General Motors during the 4th quarter valued at about $212,000. Farther Finance Advisors LLC grew its position in General Motors by 29.0% during the 4th quarter. Farther Finance Advisors LLC now owns 21,557 shares of the auto manufacturer’s stock valued at $1,753,000 after purchasing an additional 4,842 shares during the last quarter. Finally, Bingham Private Wealth LLC purchased a new stake in General Motors during the 4th quarter valued at about $459,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Pentagon outreach could open a new, large revenue stream if GM wins government production work — the White House and defense officials have held talks with GM leadership about using automaker capacity to help replenish weapons and parts supplies. That option would diversify revenue and use existing manufacturing scale, which investors view as a positive catalyst. Pentagon Seeks Help From Ford and G.M.
• Positive Sentiment: Connected-car market growth is a long-term tailwind — a new market analysis projects large expansion in connected-car services and ADAS/5G-enabled features, which supports GM’s software and services strategy (OnStar, EV software, ADAS). This underpins higher multiple potential from recurring revenue. Connected Car Market Analysis Report 2025-2033, Competitive Profiles…
• Neutral Sentiment: Analyst debate ahead of earnings is increasing volatility — recent notes from Deutsche Bank, Goldman and UBS have focused attention on trade policy, input costs and China demand; that makes earnings the next key event for direction. Expect stock moves around GM’s report and guidance commentary. Assessing General Motors (GM) Valuation As Analyst Debate Intensifies Ahead Earnings
• Neutral Sentiment: Investment in overseas production draws political scrutiny — reporting that GM is expanding capacity in South Korea (a ~$600M investment) highlights global supply-chain strategy but creates potential political/headline risk given recent tariff and reshoring debates. Investors should weigh capacity gains vs. geopolitical optics. General Motors Is Still Making Cars for the U.S. Halfway Around the World
• Positive Sentiment: GM Financial operational wins are modestly supportive — GM Financial named Auction of the Year winners, reflecting healthy remarketing and captive-finance operations that support used-vehicle values and credit performance. GM Financial Announces 2025 Auction of the Year Winners
• Positive Sentiment: Leadership move in EMEA/ANZ — appointment of Andy Dunstan to lead EMEA & ANZ is a governance/operational update that could help execution in those markets (modest positive). Andy Dunstan Returns To GM As New President Of EMEA And ANZ
• Negative Sentiment: Ongoing product-quality reports remain a downside risk — a recent owner report of a 6,700-mile engine failure in a 2026 GMC Sierra highlights potential warranty, recall or reputation costs if issues persist or scale. That kind of headline can pressure near-term sentiment and raise cost uncertainty. 6,700-Mile Engine Failure: 2026 GMC Sierra Owner Reports Lifter Collapse…

General Motors Price Performance

Shares of NYSE:GM opened at $81.26 on Friday. The firm’s 50 day moving average price is $76.97 and its 200-day moving average price is $75.14. General Motors Company has a twelve month low of $43.76 and a twelve 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 stock has a market capitalization of $73.45 billion, a PE ratio of 27.00, a price-to-earnings-growth ratio of 0.43 and a beta of 1.34.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share 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 for the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter in the prior year, the business earned $1.92 EPS. The business’s quarterly 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 research analysts expect that General Motors Company will post 11.44 EPS for the current year.

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

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were paid a $0.18 dividend. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

Analysts Set New Price Targets

Several brokerages recently commented on GM. Barclays cut their price objective on shares of General Motors from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Monday, March 30th. Piper Sandler reissued an “overweight” rating and set a $105.00 price objective (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Royal Bank Of Canada upped their target price on shares of General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Finally, Wells Fargo & Company upped their target price on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.25.

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.