General Motors Company $GM Shares Sold by Xponance Inc.

Xponance Inc. reduced its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 3.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 182,361 shares of the auto manufacturer’s stock after selling 6,411 shares during the quarter. Xponance Inc.’s holdings in General Motors were worth $11,119,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in GM. Brighton Jones LLC boosted its stake in General Motors by 456.1% during the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after acquiring an additional 31,755 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of General Motors by 61.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after purchasing an additional 7,058 shares in the last quarter. Arkadios Wealth Advisors raised its stake in shares of General Motors by 90.6% in the 2nd quarter. Arkadios Wealth Advisors now owns 41,168 shares of the auto manufacturer’s stock valued at $2,026,000 after purchasing an additional 19,570 shares in the last quarter. Keybank National Association OH lifted its position in shares of General Motors by 1.4% during the second quarter. Keybank National Association OH now owns 35,238 shares of the auto manufacturer’s stock worth $1,734,000 after purchasing an additional 499 shares during the last quarter. Finally, Assetmark Inc. grew its stake in General Motors by 28.1% in the second quarter. Assetmark Inc. now owns 90,775 shares of the auto manufacturer’s stock worth $4,467,000 after purchasing an additional 19,925 shares in the last quarter. Institutional investors own 92.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Citigroup upped their price objective on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Benchmark lifted their price objective on shares of General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Morgan Stanley reissued an “overweight” rating and set a $100.00 target price on shares of General Motors in a report on Wednesday, January 28th. Piper Sandler reaffirmed an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. Finally, The Goldman Sachs Group set a $104.00 price objective on shares of General Motors in a research report on Tuesday, January 27th. Two research 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 given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors Trading Down 2.8%

General Motors stock opened at $78.56 on Friday. General Motors Company has a 52-week low of $41.60 and a 52-week high of $87.62. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $71.02 billion, a price-to-earnings ratio of 26.10, a PEG ratio of 0.44 and a beta of 1.36. The firm has a 50-day moving average price of $82.09 and a two-hundred day moving average price of $70.89.

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

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors’s payout ratio is presently 19.93%.

General Motors declared that its Board of Directors has initiated a share buyback plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

General Motors News Roundup

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

• Positive Sentiment: Record truck sales and shareholder-return actions boosted near-term revenue and cash-return expectations, supporting GM’s underlying earnings outlook. General Motors Company (GM) Rises on Record Truck Sales and Shareholder Returns
• Positive Sentiment: An investor letter highlighted factors that lifted GM in Q4 (operational strength in key segments), signaling some institutional interest in the stock after recent results. Here’s What Lifted General Motors (GM) in Q4
• Neutral Sentiment: GM expanded the lineup of the Wuling Yangguang EV van in China — product development that can support EV unit growth in non-U.S. markets but has limited near-term impact on U.S. margins. GM’s 2026 Wuling Yangguang EV Van Gets Expanded Lineup
• Neutral Sentiment: Broader industry supply-chain stories (U.S. moves on rare-earth independence) and materials results may affect EV battery supply dynamics over time but are not an immediate driver of GM’s share move. The U.S. Takes A Huge Step In Becoming Rare Earth Independent
• Negative Sentiment: Iowa’s attorney general has sued GM and OnStar, alleging the company sold drivers’ location/data without proper disclosure or consent — a regulatory and reputational risk that can lead to fines, consent decrees or stricter oversight. Iowa accuses General Motors of not disclosing OnStar data sharing
• Negative Sentiment: Recall announced for ~43,732 full-size SUVs over a transmission software issue that could cause rough shifts or rear-wheel lock-up — raises near-term repair costs and may dent consumer confidence. General Motors Recalls 43,732 SUVs Amid Software Transmission Issue
• Negative Sentiment: Data showing GM among the weaker automakers on fleet average fuel economy could increase regulatory scrutiny and highlight EV transition challenges, pressuring valuation multiple expectations. GM Among Worst Automakers In Fleet Average Fuel Economy

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.