Wilsey Asset Management Inc. Lowers Holdings in General Motors Company $GM

Wilsey Asset Management Inc. cut its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 627,832 shares of the auto manufacturer’s stock after selling 6,959 shares during the quarter. General Motors makes up 7.9% of Wilsey Asset Management Inc.’s portfolio, making the stock its 3rd largest holding. Wilsey Asset Management Inc. owned about 0.07% of General Motors worth $51,055,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. CWM LLC increased its holdings in General Motors by 50.8% during the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after purchasing an additional 114,756 shares in the last quarter. Corient Private Wealth LLC grew its holdings in shares of General Motors by 6.2% during the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after purchasing an additional 20,017 shares during the last quarter. SteelPeak Wealth LLC acquired a new stake in shares of General Motors in the third quarter valued at $3,411,000. Burney Co. raised its holdings in shares of General Motors by 18.7% in the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after buying an additional 12,913 shares during the last quarter. Finally, Permanent Capital Management LP bought a new position in shares of General Motors in the third quarter valued at about $1,102,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Down 1.4%

Shares of NYSE GM opened at $72.74 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $65.75 billion, a PE ratio of 24.17, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37. The firm’s 50-day moving average is $79.76 and its 200-day moving average is $72.71. General Motors Company has a 1 year low of $41.60 and a 1 year high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period last year, the firm earned $1.92 earnings per share. The business’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities analysts expect that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend was Friday, March 6th. General Motors’s payout ratio is presently 23.92%.

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

Wall Street Analyst Weigh In

A number of equities research analysts have commented on GM shares. Mizuho increased their price objective on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Benchmark upped their target price on shares of General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Wall Street Zen cut shares of General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. Barclays set a $110.00 price objective on shares of General Motors in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upped their price objective on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. 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 data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $91.39.

General Motors News Roundup

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

• Positive Sentiment: GM’s CFO said slower EV growth creates an opportunity and expects the EV-related cash headwind to be “behind us” by the end of Q2, signaling management expects improving near-term cash flow from EV investments. GM CFO: Lower EV growth presents opportunity
• Positive Sentiment: GM is pivoting some battery capacity toward energy storage and rehiring ~700 workers, a move that can reduce EV plant idle costs and improve asset utilization if execution continues. GM shifts from EV batteries to energy storage, bringing back 700 workers
• Positive Sentiment: GM is changing its U.S. used-vehicle strategy to better compete with online platforms like Carvana, which could boost dealer margins and accelerate higher-margin used-vehicle revenue. General Motors (GM) Moves to Boost its Dealers’ Used-car Operations
• Positive Sentiment: Analysts and write-ups highlight OnStar and software/subscription growth as a margin-enhancing lever for GM, supporting longer-term profitability even as EV losses compress near-term margins. Is General Motors Stock a Buy Now on OnStar’s Growth Potential?
• Neutral Sentiment: Coverage comparing GM and Tesla notes GM is gaining EV market share in some segments — important context for investors but not an immediate catalyst on its own. Should Tesla be Worried About General Motors?
• Neutral Sentiment: Reports say GM’s Ultium/assembly footprint is consolidating (one primary EV battery hub), which could concentrate capex and simplify operations but raises execution risk if capacity mismatches occur. Ultium Cells facility expected to become GM’s lone EV battery hub
• Negative Sentiment: Macro/policy headwinds persist: analyses attribute billions in lost profits to tariffs on steel and aluminum, a cost pressure that weighs on margins for all U.S. automakers including GM. Trump’s Tariffs Cost US Carmakers $35 Billion and Counting
• Negative Sentiment: Consumer-facing product notices (e.g., warranty limitations around fuel mistakes) and recent coolant-leak fixes highlight ongoing quality/service risks that can depress resale values and increase aftersales costs. GM’s Flint Assembly just built its 16-millionth vehicle

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.