Ninety One SA Pty Ltd Raises Holdings in General Motors Company $GM

Ninety One SA Pty Ltd boosted its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 94.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 114,728 shares of the auto manufacturer’s stock after buying an additional 55,794 shares during the quarter. Ninety One SA Pty Ltd’s holdings in General Motors were worth $9,330,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Viking Global Investors LP grew its holdings in shares of General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the period. Two Sigma Investments LP increased its position in shares of General Motors by 348.4% during the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock worth $216,393,000 after purchasing an additional 2,757,695 shares during the last quarter. Worldquant Millennium Advisors LLC raised its holdings in General Motors by 436.8% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock valued at $130,826,000 after buying an additional 2,163,274 shares during the period. Robeco Institutional Asset Management B.V. lifted its position in General Motors by 164.9% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 3,097,019 shares of the auto manufacturer’s stock valued at $251,850,000 after buying an additional 1,927,752 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its position in General Motors by 270.3% in the third quarter. Victory Capital Management Inc. now owns 2,594,525 shares of the auto manufacturer’s stock valued at $158,188,000 after buying an additional 1,893,896 shares during the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors Stock Up 4.1%

General Motors stock opened at $81.26 on Friday. The firm has a market capitalization of $73.45 billion, a P/E ratio of 27.00, a P/E/G ratio of 0.43 and a beta of 1.34. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a twelve month low of $43.76 and a twelve month high of $87.62. The stock’s fifty day simple moving average is $76.97 and its 200-day simple moving average is $75.04.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results 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 return on equity of 14.72% and a net margin of 1.46%.The firm had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same period last year, the business posted $1.92 earnings per share. General Motors’s revenue 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. As a group, equities analysts expect that General Motors Company will post 11.44 earnings per share for the current fiscal year.

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

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were given a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Friday, March 6th. General Motors’s dividend payout ratio is presently 23.92%.

Wall Street Analyst Weigh In

GM has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Wolfe Research upgraded shares of General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price objective on the stock in a report on Wednesday, March 25th. Jefferies Financial Group lifted their target price on shares of General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Barclays cut their target price on General Motors from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Monday, March 30th. Finally, Zacks Research lowered General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus price target of $91.25.

Key General Motors News

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

• Positive Sentiment: Pentagon outreach could open a new, large revenue stream if GM wins government production work — the White House and defense officials have held talks with GM leadership about using automaker capacity to help replenish weapons and parts supplies. That option would diversify revenue and use existing manufacturing scale, which investors view as a positive catalyst. Pentagon Seeks Help From Ford and G.M.
• Positive Sentiment: Connected-car market growth is a long-term tailwind — a new market analysis projects large expansion in connected-car services and ADAS/5G-enabled features, which supports GM’s software and services strategy (OnStar, EV software, ADAS). This underpins higher multiple potential from recurring revenue. Connected Car Market Analysis Report 2025-2033, Competitive Profiles…
• Neutral Sentiment: Analyst debate ahead of earnings is increasing volatility — recent notes from Deutsche Bank, Goldman and UBS have focused attention on trade policy, input costs and China demand; that makes earnings the next key event for direction. Expect stock moves around GM’s report and guidance commentary. Assessing General Motors (GM) Valuation As Analyst Debate Intensifies Ahead Earnings
• Neutral Sentiment: Investment in overseas production draws political scrutiny — reporting that GM is expanding capacity in South Korea (a ~$600M investment) highlights global supply-chain strategy but creates potential political/headline risk given recent tariff and reshoring debates. Investors should weigh capacity gains vs. geopolitical optics. General Motors Is Still Making Cars for the U.S. Halfway Around the World
• Positive Sentiment: GM Financial operational wins are modestly supportive — GM Financial named Auction of the Year winners, reflecting healthy remarketing and captive-finance operations that support used-vehicle values and credit performance. GM Financial Announces 2025 Auction of the Year Winners
• Positive Sentiment: Leadership move in EMEA/ANZ — appointment of Andy Dunstan to lead EMEA & ANZ is a governance/operational update that could help execution in those markets (modest positive). Andy Dunstan Returns To GM As New President Of EMEA And ANZ
• Negative Sentiment: Ongoing product-quality reports remain a downside risk — a recent owner report of a 6,700-mile engine failure in a 2026 GMC Sierra highlights potential warranty, recall or reputation costs if issues persist or scale. That kind of headline can pressure near-term sentiment and raise cost uncertainty. 6,700-Mile Engine Failure: 2026 GMC Sierra Owner Reports Lifter Collapse…

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.