General Motors Company $GM Stock Position Lifted by Howard Capital Management Inc.

Howard Capital Management Inc. grew its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 111,373 shares of the auto manufacturer’s stock after purchasing an additional 6,961 shares during the period. Howard Capital Management Inc.’s holdings in General Motors were worth $6,790,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of GM. Trust Co. of Toledo NA OH acquired a new position in General Motors during the 2nd quarter valued at about $25,000. GFG Capital LLC bought a new position in shares of General Motors in the second quarter valued at approximately $27,000. Steigerwald Gordon & Koch Inc. acquired a new position in shares of General Motors during the third quarter valued at approximately $29,000. RMG Wealth Management LLC bought a new stake in General Motors during the second quarter worth approximately $32,000. Finally, Armstrong Advisory Group Inc. lifted its position in General Motors by 94.6% in the third 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. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Price Performance

NYSE GM opened at $84.01 on Friday. 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 Company has a 1 year low of $41.60 and a 1 year high of $87.31. The company has a market cap of $75.94 billion, a PE ratio of 27.91, a PEG ratio of 0.78 and a beta of 1.31. The stock’s 50-day moving average price is $80.13 and its two-hundred day moving average price is $66.85.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its 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 net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same period last year, the company posted $1.92 earnings per share. The business’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 predict that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.18 per share. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is presently 23.92%.

General Motors announced that its board has initiated a share repurchase program on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. UBS Group lifted their price target on General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research report on Wednesday. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 target price on shares of General Motors in a report on Wednesday. Tigress Financial upped their price target on shares of General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a report on Friday, October 24th. Benchmark restated a “buy” rating on shares of General Motors in a research report on Wednesday, October 22nd. Finally, Wedbush boosted their target price on shares of General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $85.70.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Q4 earnings beat and bullish outlook: GM posted a Q4 adjusted EPS beat and guided to stronger full‑year earnings, which underpins bullish analyst revisions and supports longer‑term upside. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Share repurchase announced: GM plans a $6.0 billion buyback, which is a direct capital-return action that can support the stock and EPS per share. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Analyst upgrades and higher targets: Several firms raised price targets (e.g., Mizuho to $105; DZ Bank upgraded to buy), reflecting improving sentiment after the quarter. These lifts support upside potential. Mizuho Increases GM Price Target to $105
• Neutral Sentiment: Positive style/momentum coverage: Zacks published momentum and growth writeups highlighting GM as attractive to different investor styles — helpful for sentiment but not an immediate catalyst. General Motors is a Top‑Ranked Momentum Stock
• Neutral Sentiment: Longer-term price forecasts: Several outlets published multi‑year forecasts that are generally bullish based on GM’s cash flow and pickup/SUV franchise, but these are outlook pieces rather than immediate drivers. GM Price Prediction and Forecast 2026‑2030
• Negative Sentiment: Large EV and China-related charges: GM took roughly $7B of special charges tied to scaling back EV capacity, supply‑chain settlements and China JV restructuring — a hit to reported net income and a reminder of execution risk in EV transition. Coverage of GM charges and industry context
• Negative Sentiment: EV program changes and cancellations: Reports indicate canceled models and discontinuation of the Bolt as GM refocuses EV plans — this creates near‑term writeoffs and uncertainty about future EV margins and timing. GM’s EV losses from cancellations
• Negative Sentiment: Restructuring, plant shifts and job cuts: GM announced a shift reduction in Canada cutting roughly 500 jobs and faces reports of potential plant sales — signals of cost actions but also short‑term disruption and local community/political friction. GM shift reduction in Canada to cut 500 jobs
• Negative Sentiment: Trade/tariff uncertainty: Analysts flagged evolving tariff and trade policy risks that could raise costs and pressure margins — a macro/regulatory headwind investors are watching. Tariff turbulence risks for GM

Insider Activity

In related news, CAO Christopher Hatto sold 7,724 shares of the company’s stock in a transaction on 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 directly owned 12,007 shares of the company’s stock, valued at approximately $864,504. The trade was a 39.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.54% of the stock is owned by insiders.

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.