General Motors Company $GM Position Trimmed by Levin Capital Strategies L.P.

Levin Capital Strategies L.P. decreased its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 45.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 110,114 shares of the auto manufacturer’s stock after selling 92,973 shares during the quarter. Levin Capital Strategies L.P.’s holdings in General Motors were worth $8,203,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Measured Wealth Private Client Group LLC boosted its stake in shares of General Motors by 133.9% during the 1st quarter. Measured Wealth Private Client Group LLC now owns 4,073 shares of the auto manufacturer’s stock worth $303,000 after acquiring an additional 2,332 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of General Motors by 187.5% in the 1st quarter. First Trust Advisors LP now owns 1,579,466 shares of the auto manufacturer’s stock worth $117,670,000 after acquiring an additional 1,030,089 shares during the last quarter. CacheTech Inc. raised its position in shares of General Motors by 4.0% during the first quarter. CacheTech Inc. now owns 45,598 shares of the auto manufacturer’s stock worth $3,397,000 after purchasing an additional 1,774 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new stake in shares of General Motors during the first quarter worth $9,454,000. Finally, ABN Amro Investment Solutions lifted its holdings in shares of General Motors by 10.2% during the first quarter. ABN Amro Investment Solutions now owns 36,326 shares of the auto manufacturer’s stock valued at $2,706,000 after purchasing an additional 3,375 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM posted Q2 EPS of $3.57 and revenue of $48.03 billion, both above Wall Street estimates, while adjusted EBIT jumped nearly 30% on strong truck and SUV demand.
• Positive Sentiment: The company raised its full-year 2026 outlook again, now guiding for adjusted EPS of $12 to $14 and higher EBIT, reinforcing confidence in earnings momentum.
• Positive Sentiment: Analysts turned more constructive after earnings, with JPMorgan lifting its price target on GM to $120 and keeping an overweight rating, adding fuel to the stock’s rally.
• Positive Sentiment: Coverage highlighted GM’s strong cash flow and ongoing share repurchases, with the company having spent more than $4 billion on buybacks over the past year, which can support per-share earnings.
• Neutral Sentiment: GM also announced new gas-powered Cadillac models and a push into defense-related opportunities, suggesting management is broadening growth avenues beyond EVs. Article: At GM, Trump’s Second Term Means Big Trucks—and a Push Into the Defense Industry
• Neutral Sentiment: The company is still absorbing EV-related restructuring costs and faces tariff, labor, and broader auto-industry risks, which could limit upside if demand softens or costs rise.
• Negative Sentiment: GM Korea labor unions are continuing partial strikes, adding a potential operational headwind. Article: GM Korea’s unionised workers continue partial strikes

Analyst Ratings Changes

A number of research firms recently weighed in on GM. Wells Fargo & Company increased their price target on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a research report on Wednesday. Wolfe Research upgraded 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. Benchmark reaffirmed a “buy” rating on shares of General Motors in a research note on Tuesday. UBS Group reiterated a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. Finally, Morgan Stanley lifted their target price on shares of General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and an average price target of $99.59.

Insider Buying and Selling at General Motors

In other news, EVP Rory Harvey sold 79,494 shares of the company’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total value of $6,599,591.88. Following the transaction, the executive vice president owned 46,519 shares in the company, valued at $3,862,007.38. This represents a 63.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 215,391 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $80.01, for a total transaction of $17,233,433.91. Following the completion of the sale, the chief executive officer directly owned 770,491 shares of the company’s stock, valued at $61,646,984.91. This trade represents a 21.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 697,388 shares of company stock valued at $57,752,596 in the last 90 days. 0.54% of the stock is currently owned by corporate insiders.

General Motors Stock Performance

Shares of General Motors stock opened at $82.23 on Thursday. The stock has a market cap of $74.15 billion, a PE ratio of 41.53, a price-to-earnings-growth ratio of 0.40 and a beta of 1.31. The business has a fifty day simple moving average of $79.03 and a 200-day simple moving average of $78.83. The company has a quick ratio of 0.99, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors Company has a 12 month low of $49.87 and a 12 month high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.General Motors’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, sell-side analysts anticipate that General Motors Company will post 12.88 EPS for the current fiscal year.

General Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th 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, September 4th. General Motors’s payout ratio is 29.03%.

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.