Bank of New York Mellon Corp Sells 1,460,666 Shares of General Motors Company $GM

Bank of New York Mellon Corp trimmed its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 19.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,164,656 shares of the auto manufacturer’s stock after selling 1,460,666 shares during the quarter. Bank of New York Mellon Corp’s holdings in General Motors were worth $375,859,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of GM. Ballentine Partners LLC increased its position in General Motors by 2.1% during the third quarter. Ballentine Partners LLC now owns 10,848 shares of the auto manufacturer’s stock worth $661,000 after acquiring an additional 223 shares during the period. Retirement Planning Co of New England Inc. bought a new position in shares of General Motors during the third quarter worth approximately $211,000. Valeo Financial Advisors LLC raised its position in shares of General Motors by 4.2% in the third quarter. Valeo Financial Advisors LLC now owns 17,414 shares of the auto manufacturer’s stock valued at $1,062,000 after buying an additional 695 shares in the last quarter. Hussman Strategic Advisors Inc. bought a new stake in shares of General Motors in the third quarter valued at approximately $1,280,000. Finally, Truist Financial Corp grew its position in General Motors by 2.6% during the third quarter. Truist Financial Corp now owns 104,961 shares of the auto manufacturer’s stock worth $6,399,000 after buying an additional 2,667 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Wall Street Analyst Weigh In

GM has been the subject of a number of recent analyst reports. Citigroup upped their target price on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday. Benchmark reissued a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Barclays set a $110.00 price target on shares of General Motors in a report on Wednesday. Finally, DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective on the stock in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $85.70.

Trending Headlines about General Motors

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

• Positive Sentiment: GM beat Q4 EPS expectations and gave strong 2026 earnings guidance, which traders rewarded as evidence of earnings resilience and cash-generation. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Board authorized a $6.0 billion share buyback (up to ~8.1% of shares), signaling management views the stock as undervalued and supporting EPS and share price. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Multiple analysts raised targets/ratings (UBS, RBC, Mizuho, DZ Bank), lifting sentiment and adding upward pressure to the stock. Several price-target upgrades reported
• Positive Sentiment: Operational initiatives: GM is investing in wages and training ahead of major launches (supports execution risk reduction) and growing subscription/recurring revenue (~$2B last year), both boost longer-term margin/cash-flow outlook. GM invests in wages and training
• Neutral Sentiment: Analyst commentary pieces and valuation writeups highlight GM as both a growth and value idea—useful context but not a direct catalyst. Zacks style-score coverage
• Negative Sentiment: GM took roughly $7.2B of special charges (EV asset impairments, supply‑chain settlements, China JV restructuring), which depressed net income and introduces earnings volatility even if many items were already priced in. Q4 charges and implications
• Negative Sentiment: Operational/headcount action: GM will cut a shift in Oshawa, Canada, eliminating ~500 jobs — a near-term cost/PR headwind and sign of production adjustments in a softer market. GM shift reduction in Canada
• Negative Sentiment: Macro/trade risks: coverage points to tariff and trade-policy uncertainty that could raise costs and compress margins if policies evolve—an ongoing risk for investors to monitor. Tariff risk analysis
• Negative Sentiment: Some analysts trimmed enthusiasm (Zacks downgraded to Hold), underscoring that recent gains have left varying views on further upside from current levels. Zacks downgrade note

General Motors Trading Up 1.5%

Shares of GM stock opened at $86.14 on Friday. General Motors Company has a twelve month low of $41.60 and a twelve month high of $87.31. The stock’s fifty day simple moving average is $79.86 and its 200 day simple moving average is $66.64. The company has a quick ratio of 1.06, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $77.87 billion, a P/E ratio of 28.62, a P/E/G ratio of 0.77 and a beta of 1.31.

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, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period in the previous year, the business posted $1.92 earnings per share. The business’s quarterly 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, sell-side analysts predict that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio (DPR) is presently 12.07%.

General Motors announced that its Board of Directors has approved a stock buyback 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 stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, CAO Christopher Hatto sold 7,724 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the sale, the chief accounting officer directly owned 12,007 shares in the company, valued at $864,504. This represents a 39.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is owned by insiders.

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.