Mitsubishi UFJ Trust & Banking Corp Boosts Stake in General Motors Company $GM

Mitsubishi UFJ Trust & Banking Corp grew its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 22.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,171,804 shares of the auto manufacturer’s stock after purchasing an additional 213,362 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.13% of General Motors worth $71,445,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Steigerwald Gordon & Koch Inc. bought a new stake in General Motors in the third quarter worth $29,000. Trust Co. of Toledo NA OH purchased a new position in shares of General Motors in the second quarter worth about $25,000. GFG Capital LLC bought a new stake in shares of General Motors in the 2nd quarter valued at about $27,000. Armstrong Advisory Group Inc. boosted its holdings in General Motors by 94.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares during the period. Finally, RMG Wealth Management LLC bought a new position in General Motors during the 2nd quarter worth approximately $32,000. 92.67% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CAO Christopher Hatto sold 15,697 shares of the company’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total value of $1,098,790.00. Following the transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at approximately $840,490. This represents a 56.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.54% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Zacks Research sharply raised multiple near‑term and FY2026–FY2027 EPS estimates and maintains a “Strong‑Buy” rating, boosting the consensus outlook for GM’s earnings power (supports higher valuation). Is GM Set for 14th Straight EPS Beat in Q4? How to Play the Stock Now
• Positive Sentiment: Goldman Sachs reiterated a Buy and raised its price target to $98, signaling confidence in GM’s EV/battery exposure and valuation upside. Goldman Sachs is Bullish on General Motors Company (GM)
• Positive Sentiment: JPMorgan raised its price target to $100, another vote of confidence that can support momentum if broader market sentiment holds. JPMorgan Chase & Co. Raises General Motors (NYSE:GM) Price Target to $100.00
• Positive Sentiment: The FDIC approved deposit insurance applications, clearing the way for GM to establish an industrial bank — a potential long‑term new revenue stream from financial services (but implementation will take time). FDIC clears way for Ford, General Motors set up industrial banks
• Neutral Sentiment: GM will move production of a China‑built Buick compact SUV to its Fairfax, Kansas plant and will end Chevy Bolt EV production there — reshoring favors margin/procurement and political alignment, but ending the Bolt signals GM is consolidating its EV lineup. GM to end Chevy Bolt EV production next year, move China-made Buick to U.S. factory
• Negative Sentiment: Regulatory/legal risk rose after reports that a recall “fix” failed on ~600,000 engines and triggered a federal probe — this can drive repair costs, further recalls, and near‑term headline risk that likely pressured the stock today. GM under federal probe after recall ‘fix’ fails on 600,000 engines
• Negative Sentiment: The FTC opened action against GM and OnStar over privacy concerns, creating additional regulatory scrutiny and potential fines or remediation costs. FTC Action Against GM & OnStar For Privacy Concerns

General Motors Price Performance

Shares of GM opened at $79.65 on Friday. The firm’s 50-day simple moving average is $78.57 and its two-hundred day simple moving average is $65.86. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $85.18. The stock has a market cap of $74.30 billion, a PE ratio of 16.03, a price-to-earnings-growth ratio of 0.62 and a beta of 1.31. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.06 and a current ratio of 1.23.

Analyst Ratings Changes

A number of analysts have recently weighed in on GM shares. Tigress Financial increased their price objective on General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research note on Friday, October 24th. Morgan Stanley raised shares of General Motors from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $54.00 to $90.00 in a research report on Monday, December 8th. Mizuho set a $100.00 price target on shares of General Motors in a report on Friday, January 9th. Piper Sandler set a $98.00 price objective on shares of General Motors and gave the company an “overweight” rating in a research note on Thursday, January 8th. Finally, Jefferies Financial Group raised their target price on General Motors from $50.00 to $55.00 and gave the stock a “hold” rating in a research note on Monday, October 6th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and a consensus price target of $80.00.

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.