Geode Capital Management LLC Has $1.80 Billion Stake in General Motors Company $GM

Geode Capital Management LLC boosted its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 1.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 22,242,381 shares of the auto manufacturer’s stock after acquiring an additional 267,477 shares during the period. Geode Capital Management LLC’s holdings in General Motors were worth $1,802,668,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Knights of Columbus Asset Advisors LLC raised its stake in General Motors by 1.8% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 242,964 shares of the auto manufacturer’s stock worth $19,758,000 after purchasing an additional 4,186 shares in the last quarter. MMCAP International Inc. SPC raised its stake in General Motors by 14.9% in the 4th quarter. MMCAP International Inc. SPC now owns 66,338 shares of the auto manufacturer’s stock worth $5,395,000 after purchasing an additional 8,588 shares in the last quarter. Expressive Wealth LLC acquired a new stake in General Motors in the 4th quarter worth about $661,000. Syverson Strege & Co raised its stake in General Motors by 9.5% in the 4th quarter. Syverson Strege & Co now owns 6,918 shares of the auto manufacturer’s stock worth $563,000 after purchasing an additional 600 shares in the last quarter. Finally, Integrity Alliance LLC. acquired a new stake in General Motors in the 4th quarter worth about $530,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insider Buying and Selling

In other General Motors news, CEO Mary T. Barra sold 134,954 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $85.03, for a total transaction of $11,475,138.62. Following the sale, the chief executive officer directly owned 592,242 shares of the company’s stock, valued at $50,358,337.26. The trade was a 18.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 79,494 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the sale, the executive vice president directly owned 46,519 shares in the company, valued at $3,862,007.38. The trade was a 63.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 538,548 shares of company stock worth $44,241,546 over the last three months. Insiders own 0.54% of the company’s stock.

General Motors Trading Up 0.3%

Shares of General Motors stock opened at $84.38 on Friday. The firm has a market capitalization of $76.08 billion, a PE ratio of 34.03, a price-to-earnings-growth ratio of 0.42 and a beta of 1.29. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41. The firm’s 50 day moving average is $76.73 and its 200 day moving average is $78.03. General Motors Company has a 1 year low of $46.81 and a 1 year high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.61 by $1.09. The company had revenue of $43.62 billion for the quarter, compared to analyst estimates of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The firm’s revenue was down .9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. Equities research analysts forecast that General Motors Company will post 12.85 earnings per share for the current fiscal year.

General Motors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s payout ratio is 29.03%.

Analyst Upgrades and Downgrades

GM has been the subject of several analyst reports. Benchmark lifted their price objective on shares of General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. TD Cowen lifted their price objective on shares of General Motors from $122.00 to $126.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research note on Tuesday, April 21st. Piper Sandler reissued an “overweight” rating and issued a $102.00 target price on shares of General Motors in a report on Wednesday, April 29th. Finally, The Goldman Sachs Group decreased their target price on shares of General Motors from $104.00 to $91.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.65.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM approved Pinnacle Intelligence as a vendor for Business Development Center services, reinforcing its push to use AI-enabled tools in retail operations and customer support. General Motors Selects Pinnacle Intelligence for BDC Services, Supporting Its Integrated AI-Enabled Approach
• Positive Sentiment: Reports that GM received preliminary FDIC approval for an industrial bank charter could improve financing flexibility and support future captive-lending growth. Ford, GM, Stellantis Join Crypto Firms In Trump-Era Bank Charter Push After Winning Preliminary FDIC Approval: Report
• Positive Sentiment: GM also landed work tied to NASA’s lunar terrain vehicle program, highlighting its battery and propulsion technology beyond traditional auto sales. General Motors to make batteries for NASA’s new manned moon rover
• Neutral Sentiment: GM recognized several suppliers in its annual awards, which is a constructive sign for operations but not likely a major stock driver by itself. Bridgestone Recognized as 2025 Supplier of the Year by General Motors
• Negative Sentiment: CEO Mary T. Barra sold a large amount of GM shares in multiple transactions, and EVP Rory Harvey also sold shares, which may weigh on sentiment even though the sales were planned. Mary T. Barra insider trade details

General Motors Company 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.