1,625,838 Shares in General Motors Company $GM Acquired by Donald Smith & CO. Inc.

Donald Smith & CO. Inc. bought a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the second quarter, Holdings Channel.com reports. The firm bought 1,625,838 shares of the auto manufacturer’s stock, valued at approximately $125,320,000. General Motors accounts for 2.2% of Donald Smith & CO. Inc.’s investment portfolio, making the stock its 22nd largest holding.

A number of other hedge funds have also modified their holdings of the business. Laurel Wealth Advisors LLC acquired a new stake in shares of General Motors during the 4th quarter worth about $25,000. Evergreen Advisors LLC acquired a new position in General Motors in the first quarter valued at about $26,000. SouthState Bank Corp lifted its position in General Motors by 101.7% in the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after buying an additional 177 shares during the last quarter. Kelleher Financial Advisors purchased a new position in General Motors during the third quarter worth about $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of General Motors during the fourth quarter valued at about $30,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors News Roundup

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

• Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst
• Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report
• Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises
• Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales
• Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles
• Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate.

General Motors Stock Performance

NYSE GM opened at $87.98 on Friday. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The company has a market cap of $77.20 billion, a P/E ratio of 44.43, a P/E/G ratio of 0.39 and a beta of 1.30. The stock has a 50-day moving average of $82.01 and a two-hundred day moving average of $79.58. 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 issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same quarter in the prior year, the company earned $2.53 earnings per share. The business’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, analysts anticipate that General Motors Company will post 13.29 EPS for the current year.

General Motors Dividend Announcement

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

Insider Activity at General Motors

In other news, EVP Grant Michael Dixton sold 40,000 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the sale, the executive vice president owned 54,992 shares of the company’s stock, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president owned 92,293 shares in the company, valued at approximately $8,303,601.21. The trade was a 43.51% 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. Insiders sold 1,241,401 shares of company stock worth $106,313,695 over the last 90 days. 0.44% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

GM has been the topic of a number of research analyst reports. Evercore reissued an “outperform” rating and issued a $100.00 price target on shares of General Motors in a research note on Monday, May 4th. UBS Group reaffirmed a “buy” rating on shares of General Motors in a research report on Wednesday, June 10th. Citigroup lifted their target price on shares of General Motors from $108.00 to $131.00 and gave the company a “buy” rating in a report on Monday, June 1st. Jefferies Financial Group raised General Motors from a “hold” rating to a “buy” rating and boosted their target price for the company from $90.00 to $99.00 in a research report on Monday, July 27th. Finally, Mizuho decreased their price target on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

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.