AustralianSuper Pty Ltd Sells 2,823,949 Shares of General Motors Company $GM

AustralianSuper Pty Ltd lowered its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 54.1% during the third quarter, Holdings Channel reports. The institutional investor owned 2,395,970 shares of the auto manufacturer’s stock after selling 2,823,949 shares during the quarter. General Motors comprises about 0.7% of AustralianSuper Pty Ltd’s investment portfolio, making the stock its 28th biggest position. AustralianSuper Pty Ltd’s holdings in General Motors were worth $146,082,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its position in General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after purchasing an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC grew 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 during the period. GC Wealth Management RIA LLC acquired a new position in shares of General Motors in the 2nd quarter worth approximately $480,000. Venture Visionary Partners LLC lifted its position in shares of General Motors by 1.7% during the 2nd quarter. Venture Visionary Partners LLC now owns 33,636 shares of the auto manufacturer’s stock worth $1,655,000 after buying an additional 569 shares during the period. Finally, Capital Investment Advisors LLC boosted its stake in General Motors by 6.3% in the 2nd quarter. Capital Investment Advisors LLC now owns 8,811 shares of the auto manufacturer’s stock valued at $434,000 after buying an additional 526 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on GM. Morgan Stanley reiterated an “overweight” rating and set a $100.00 target price on shares of General Motors in a research report on Wednesday. Barclays set a $110.00 target price on shares of General Motors in a research note on Wednesday. Mizuho raised their price target on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday. Wells Fargo & Company boosted their price objective on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research note on Wednesday. Finally, UBS Group raised their target price on General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research note on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $85.14.

General Motors Trading Down 1.7%

NYSE GM opened at $84.95 on Thursday. General Motors Company has a 12 month low of $41.60 and a 12 month high of $87.31. The stock has a 50-day simple moving average of $79.49 and a 200 day simple moving average of $66.50. The company has a current ratio of 1.17, a quick ratio of 1.06 and a debt-to-equity ratio of 1.50. The company has a market capitalization of $79.24 billion, a PE ratio of 17.09, a P/E/G ratio of 0.80 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $45.81 billion. The business’s quarterly revenue was down 5.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Research analysts forecast that General Motors Company will post 11.44 EPS 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 issued a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio is currently 12.07%.

General Motors announced that its board has approved a stock repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Insider Activity at General Motors

In other news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total transaction of $556,128.00. Following the transaction, the chief accounting officer owned 12,007 shares in the company, valued at $864,504. The trade was a 39.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by corporate insiders.

General Motors News Summary

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

• Positive Sentiment: Q4 adjusted EPS beat expectations (reported $2.51 vs. ~ $2.20 consensus), showing core profitability strength. MarketBeat: Q4 results
• Positive Sentiment: Board approved a $6.0 billion share repurchase program and raised the quarterly dividend 20%, boosting capital-return prospects and signaling management confidence. PR Newswire: Buyback & dividend
• Positive Sentiment: Multiple brokerages raised price targets (UBS, RBC, Mizuho), reflecting bullish analyst reactions that may support the stock. The Fly: UBS raise The Fly: RBC raise The Fly: Mizuho raise
• Neutral Sentiment: GM’s software/subscription business is growing (nearly $2B revenue), a longer‑term upside driver but not an immediate offset to near‑term EV headwinds. Business Insider: subscriptions
• Neutral Sentiment: Positive value/long‑term coverage (Zacks, Seeking Alpha) highlights attractive valuation and buybacks as a catalyst for longer‑horizon investors. Zacks: value thesis
• Negative Sentiment: GM took a large EV-related write-down (~$7.2B) that produced a meaningful GAAP loss for the quarter, pressuring near-term headline earnings and investor sentiment. MarketWatch: EV charge
• Negative Sentiment: FY‑2026 EPS guidance (9.75–10.50) came in below consensus (~11.9), a conservative outlook that likely trimmed upside despite the EPS beat. PR Newswire: guidance
• Negative Sentiment: Revenue slightly missed Street expectations and management flagged slower EV adoption and tariff-related costs, which add near‑term operational headwinds. MSN: revenue miss CNBC: tariff costs

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.