Krilogy Financial LLC increased its stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 68.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,722 shares of the auto manufacturer’s stock after acquiring an additional 11,690 shares during the period. Krilogy Financial LLC’s holdings in General Motors were worth $1,751,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of General Motors in the 3rd quarter valued at about $29,000. Armstrong Advisory Group Inc. raised its position in General Motors by 94.6% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after buying an additional 265 shares during the last quarter. ESL Trust Services LLC bought a new stake in General Motors in the 3rd quarter valued at approximately $37,000. Twin Peaks Wealth Advisors LLC acquired a new position in General Motors during the 2nd quarter worth approximately $38,000. Finally, Optimum Investment Advisors grew its stake in shares of General Motors by 60.0% during the 2nd quarter. Optimum Investment Advisors now owns 800 shares of the auto manufacturer’s stock worth $39,000 after acquiring an additional 300 shares in the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, providing a clear bullish catalyst that could support further gains if other investors follow the call. DZ Bank is Bullish on General Motors Company (GM)
- Positive Sentiment: GM ended 2025 as Canada’s top EV seller — positive top‑line momentum in a key EV market supports revenue mix improvement and execution of EV strategy. GM finishes job, ends 2025 as Canada’s top EV seller
- Positive Sentiment: Coverage/contract developments tied to Honda’s weak EV sales could benefit GM financially under partnership terms — a potential one‑time/recurring upside depending on settlement details. Honda Being Forced to Compensate General Motors for Poor EV Sales
- Neutral Sentiment: GM released a software/repair fix for engine ticking on several V6/V8 models — reduces customer complaints and potential warranty exposure but is not a major financial swing unless broader defects emerge. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
- Neutral Sentiment: Executive hire — GM tapped Claudia Gast (ex‑Lucid) for a senior strategy role; signals focus on EV/strategy execution but is incremental in near term. GM taps Claudia Gast for senior strategy role
- Neutral Sentiment: Broader industry/legal items — the BYD v. U.S. tariff case and coverage of GM/Allison split could change competitive dynamics long term; watch for policy or supply implications. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
- Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (Q1 2026, Q4 2026, Q1 2027, Q2 2027) and maintains a Hold — near‑term downward revisions can weigh on sentiment even as some later quarters and FY estimates were raised.
- Negative Sentiment: GM convened an “urgent” supplier meeting over exposure to First Brands — a possible supply disruption or financial hit from a troubled supplier could pressure margins or production if unresolved. GM calls ‘urgent’ supplier meeting over First Brands exposure
- Negative Sentiment: Recall follow‑ups on the 6.2L V8 (L87) replacement engines highlight ongoing recall/watchlist costs and reputational risk that could add near‑term warranty or service expense. GM 6.2L V8 L87 Recall: How’s Your Replacement Engine Doing So Far?
General Motors Trading Down 0.6%
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) 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 during the quarter, compared to the consensus estimate of $45.81 billion. During the same period last year, the business posted $1.92 earnings per share. The business’s revenue for the quarter was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities analysts anticipate that General Motors Company will post 11.44 EPS for the current year.
General Motors announced that its board has authorized a stock repurchase plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.
General Motors Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors’s dividend payout ratio is currently 23.92%.
Analysts Set New Price Targets
Several research analysts recently commented on the stock. Barclays set a $110.00 target price on shares of General Motors in a report on Wednesday, January 28th. Citigroup increased their price objective on shares of General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their target price on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. raised their price target on General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.52.
Check Out Our Latest Research Report on General Motors
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.
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