Johnson Financial Group Inc. Buys Shares of 68,136 General Motors Company $GM

Johnson Financial Group Inc. purchased a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 68,136 shares of the auto manufacturer’s stock, valued at approximately $5,252,000.

A number of other institutional investors also recently modified their holdings of the business. Tsfg LLC boosted its stake in General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after buying an additional 120 shares in the last quarter. Bogart Wealth LLC raised its stake in General Motors by 15.6% during the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after acquiring an additional 122 shares in the last quarter. Sumitomo Life Insurance Co. raised its stake in General Motors by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after acquiring an additional 127 shares in the last quarter. UMB Bank n.a. lifted its holdings in shares of General Motors by 2.0% in the fourth quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after acquiring an additional 136 shares during the last quarter. Finally, Waddell & Associates LLC lifted its holdings in shares of General Motors by 1.3% in the fourth quarter. Waddell & Associates LLC now owns 10,737 shares of the auto manufacturer’s stock worth $873,000 after acquiring an additional 137 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Mizuho decreased their price target on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Wednesday, April 29th. Morgan Stanley increased their price objective on shares of General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and raised their target price for the company from $90.00 to $99.00 in a research report on Monday, July 27th. JPMorgan Chase & Co. boosted their target price on shares of General Motors from $110.00 to $120.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Finally, UBS Group reiterated a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and an average target price of $101.41.

More General Motors News

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

• Positive Sentiment: Positive earnings revisions: Zacks Research raised its FY2026 EPS estimate for GM to $12.89 from $12.85 and its FY2027 estimate to $13.44 from $13.36. The firm also increased its Q4 2027 forecast, reinforcing expectations for improving profitability. Zacks Research earnings estimate revisions
• Positive Sentiment: Broader EV-sector momentum: Tesla and Rivian led pure-play EV stocks higher, lifting sentiment across the auto group and providing a favorable backdrop for GM despite its mixed EV news. EV stocks outperform Ford and General Motors
• Positive Sentiment: Long-term China commitment: GM and SAIC Motor agreed to extend their joint venture for 20 years, focusing on intelligent EVs and global expansion. The agreement signals continued strategic commitment to China and could support GM’s future EV manufacturing presence. GM extends China joint venture
• Neutral Sentiment: China portfolio restructuring: GM is discontinuing Chevrolet sales in China while retaining Buick and Cadillac and continuing some Chevrolet exports. The move may streamline the brand strategy, but it also highlights competitive and demand challenges in the market. GM discontinues Chevrolet sales in China
• Negative Sentiment: Battery-project withdrawal: GM asked to be removed as a partner from LG Energy Solution’s Michigan battery plant, citing EV-demand and strategy considerations. The decision reduces near-term battery capacity commitments but may indicate more cautious EV investment and weaker demand expectations. LG Energy Solution battery plant opens with customers other than GM
• Negative Sentiment: Labor and restructuring risks: GM faces potentially difficult Unifor contract negotiations and plans to eliminate 350 jobs at its Lansing Grand River plant in January 2027, adding uncertainty around costs and North American operations. GM Lansing layoffs

General Motors Stock Performance

NYSE:GM opened at $84.98 on Thursday. The stock has a market cap of $74.57 billion, a P/E ratio of 42.92, a price-to-earnings-growth ratio of 0.38 and a beta of 1.30. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The stock’s 50-day moving average is $81.78 and its 200-day moving average is $79.50. General Motors Company has a 1-year low of $54.33 and a 1-year high of $91.85.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm’s revenue was up 1.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities research analysts anticipate that General Motors Company will post 13.29 earnings per share for the current year.

General Motors Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be given a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio is 36.36%.

Insider Buying and Selling at General Motors

In related news, CEO Mary T. Barra sold 318,448 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the sale, the chief executive officer owned 428,994 shares of the company’s stock, valued at $38,772,477.72. The trade was a 42.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 79,494 shares of the stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total value of $6,599,591.88. Following the completion of the sale, the executive vice president owned 46,519 shares of the company’s stock, valued at $3,862,007.38. The trade was a 63.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,247,053 shares of company stock valued at $106,763,425. Insiders own 0.44% of the company’s stock.

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.