National Pension Service Purchases 143,258 Shares of General Motors Company $GM

National Pension Service lifted its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 2,183,195 shares of the auto manufacturer’s stock after acquiring an additional 143,258 shares during the period. National Pension Service’s holdings in General Motors were worth $133,109,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC boosted 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 valued at $2,062,000 after buying an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after acquiring an additional 7,058 shares in the last quarter. Lecap Asset Management Ltd. bought a new stake in General Motors during the 2nd quarter worth $207,000. Patriot Financial Group Insurance Agency LLC increased its holdings in General Motors by 15.6% in the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 5,883 shares of the auto manufacturer’s stock worth $290,000 after purchasing an additional 793 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. raised its position in General Motors by 4.8% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 226,258 shares of the auto manufacturer’s stock valued at $11,134,000 after purchasing an additional 10,385 shares during the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

General Motors Trading Down 2.6%

GM opened at $84.01 on Friday. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.31. The firm has a market capitalization of $75.94 billion, a PE ratio of 27.91, a P/E/G ratio of 0.78 and a beta of 1.31. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.06. The company’s 50-day moving average is $80.13 and its 200 day moving average is $66.95.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating 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 business had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period last year, the business earned $1.92 EPS. The business’s revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, research analysts predict that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a $0.18 dividend. 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 payout ratio is 19.93%.

General Motors declared that its board has approved a stock buyback program on Tuesday, January 27th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

General Motors News Summary

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

Analysts Set New Price Targets

A number of equities analysts have recently commented on GM shares. Zacks Research lowered shares of General Motors from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Evercore ISI lifted their target price on General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a report on Monday, November 24th. Barclays set a $110.00 price target on General Motors in a research note on Wednesday. Benchmark reaffirmed a “buy” rating on shares of General Motors in a research note on Wednesday, October 22nd. Finally, UBS Group increased their target price on shares of General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $85.70.

Insider Transactions 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 shares were sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares in the company, valued at $864,504. This trade represents a 39.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.54% of the company’s stock.

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.