Federated Hermes Inc. Reduces Stock Holdings in General Motors Company $GM

Federated Hermes Inc. lessened its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 25.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 665,462 shares of the auto manufacturer’s stock after selling 226,704 shares during the period. Federated Hermes Inc.’s holdings in General Motors were worth $40,573,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Steigerwald Gordon & Koch Inc. purchased a new position in shares of General Motors during the 3rd quarter valued at about $29,000. Trust Co. of Toledo NA OH purchased a new position in General Motors during the second quarter valued at approximately $25,000. GFG Capital LLC purchased a new stake in General Motors in the 2nd quarter worth approximately $27,000. Armstrong Advisory Group Inc. grew its stake in shares of General Motors by 94.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock worth $33,000 after purchasing an additional 265 shares during the period. Finally, RMG Wealth Management LLC purchased a new position in shares of General Motors during the 2nd quarter valued at approximately $32,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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

Wall Street Analysts Forecast Growth

GM has been the topic of a number of recent analyst reports. Morgan Stanley reissued an “overweight” rating and set a $100.00 price target on shares of General Motors in a report on Wednesday. Jefferies Financial Group raised their target price on General Motors from $50.00 to $55.00 and gave the company a “hold” rating in a research report on Monday, October 6th. Barclays set a $110.00 price target on General Motors in a research note on Wednesday. Argus set a $78.00 price target on General Motors in a research report on Thursday, October 23rd. Finally, Wedbush boosted their price objective on General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. 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 given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $85.70.

General Motors Price Performance

NYSE:GM opened at $86.14 on Friday. The firm has a market cap of $77.87 billion, a P/E ratio of 28.62, a price-to-earnings-growth ratio of 0.77 and a beta of 1.31. The stock has a 50 day moving average of $79.86 and a two-hundred day moving average of $66.64. General Motors Company has a 12 month low of $41.60 and a 12 month high of $87.31. The company has a current ratio of 1.17, a quick ratio of 1.06 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS 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 firm had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same period in the previous year, the business earned $1.92 earnings per share. The firm’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. On average, analysts expect that General Motors Company will post 11.44 earnings per share 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. Investors of record on Friday, March 6th will be given a dividend of $0.18 per share. The ex-dividend date is Friday, March 6th. 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 yield of 0.8%. General Motors’s dividend payout ratio (DPR) is presently 12.07%.

General Motors declared that its board has authorized a share buyback program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total value of $556,128.00. Following the transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at $864,504. This trade represents a 39.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.54% of the company’s stock.

General Motors 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.