General Motors Company $GM Shares Bought by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co lifted its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 8.4% during the third quarter, Holdings Channel.com reports. The firm owned 209,303 shares of the auto manufacturer’s stock after acquiring an additional 16,300 shares during the period. Varma Mutual Pension Insurance Co’s holdings in General Motors were worth $12,761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in GM. Vanguard Group Inc. boosted its holdings in General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after buying an additional 11,418,367 shares in the last quarter. Norges Bank purchased a new position in General Motors in the second quarter valued at $444,319,000. Viking Global Investors LP raised its position in shares of General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after acquiring an additional 5,830,050 shares during the period. Worldquant Millennium Advisors LLC boosted its stake in shares of General Motors by 436.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock worth $130,826,000 after acquiring an additional 2,163,274 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of General Motors by 125.9% during the 2nd quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer’s stock worth $182,039,000 after acquiring an additional 2,061,712 shares in the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting General Motors

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

• Positive Sentiment: DZ Bank raised GM to a Buy and set a $98 price target, signaling renewed institutional confidence in GM’s long‑term strategy and autonomous/EV upside. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: Report says Honda must compensate GM for weak EV sales under their arrangement — a potential one‑time or recurring benefit to GM’s EV economics and revenue. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Positive Sentiment: GM released a fix for ticking/noise issues affecting Silverado, Colorado and Traverse engines — addressing a service/recall risk that reduces downstream warranty and reputational pressure. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Coverage of internal debate over the next‑generation Chevy Camaro highlights product‑strategy tensions that could affect brand/market positioning but are not an immediate earnings driver. Inside GM’s war over the next-generation Chevrolet Camaro
• Neutral Sentiment: Discussion of the GM‑Allison split outlines strategic implications for heavy‑duty trucks; could reshape margins/portfolio over time but is transitional in nature. How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Zacks Research cut multiple near‑term EPS estimates (Q1/Q4/Q1‑2027 and trimmed Q2 guidance in some reports) and maintained a Hold — analyst downgrades and lower quarter forecasts pressure sentiment and near‑term valuation. (Zacks research notes provided to market outlets)
• Negative Sentiment: WSJ reports Detroit automakers took a roughly $50B hit as EV demand cooled and capacity is being reduced — an industry‑wide headwind that increases execution risk and potential asset write‑downs for GM. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Coverage of the 6.2‑liter V8 recall (thicker oil guidance) and related owner communications highlight ongoing safety/recall exposure that can increase warranty costs and dealer service disruption. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason

Analyst Ratings Changes

Several equities analysts recently weighed in on the company. Wells Fargo & Company lifted their price target on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research note on Wednesday, January 28th. The Goldman Sachs Group set a $104.00 price objective on shares of General Motors in a research report on Tuesday, January 27th. Citigroup increased their price objective on shares of General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft boosted their price target on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group upped their price objective on shares of General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research note on Monday, February 2nd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $89.52.

General Motors Stock Performance

NYSE:GM opened at $79.84 on Friday. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The company has a 50 day moving average price of $81.82 and a 200 day moving average price of $68.73. The stock has a market capitalization of $72.17 billion, a P/E ratio of 26.53, a PEG ratio of 0.44 and a beta of 1.36.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company’s quarterly revenue was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities research analysts forecast that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is presently 19.93%.

General Motors declared that its board has initiated a stock buyback program on Tuesday, January 27th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

General Motors 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.