10,261 Shares in General Motors Company $GM Purchased by AXQ Capital LP

AXQ Capital LP bought a new stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 10,261 shares of the auto manufacturer’s stock, valued at approximately $626,000.

A number of other large investors also recently added to or reduced their stakes in GM. CWM LLC boosted its holdings in shares of General Motors by 50.8% during the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after purchasing an additional 114,756 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of General Motors by 6.2% in the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after buying an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC bought a new position in General Motors during the third quarter valued at approximately $3,411,000. Burney Co. grew its holdings in General Motors by 18.7% during the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after buying an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP purchased a new position in General Motors during the 3rd quarter valued at approximately $1,102,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors Trading Up 2.0%

GM stock opened at $81.28 on Wednesday. The company has a market capitalization of $73.48 billion, a PE ratio of 27.00, a P/E/G ratio of 0.44 and a beta of 1.36. General Motors Company has a 12 month low of $41.60 and a 12 month high of $87.62. The firm’s 50-day moving average is $82.13 and its 200 day moving average is $70.56. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, research analysts anticipate that General Motors Company will post 11.44 EPS for the current 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 paid a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.9%. 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. General Motors’s payout ratio is currently 19.93%.

General Motors declared that its board has approved a stock buyback 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 often an indication that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Royal Bank Of Canada increased their target price on General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Jefferies Financial Group upped their price target on shares of General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research note on Monday, February 2nd. UBS Group lifted their price objective on shares of General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Barclays set a $110.00 target price on shares of General Motors in a report on Wednesday, January 28th. Finally, Wells Fargo & Company increased their price target on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $89.52.

Key General Motors News

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

• Positive Sentiment: Software/subscription growth seen as a key long-term catalyst for recurring revenue and margins — analysts highlight OnStar/Super Cruise and software monetization as upside drivers for GM. How GM’s High-Margin Software Engine Is Becoming a Key Catalyst
• Positive Sentiment: GM is expanding OnStar and Super Cruise into an Arab market, supporting subscription growth and geographically diversifying software revenue opportunities. GM Promoting OnStar And Super Cruise In This Arab Market
• Neutral Sentiment: EV/PHEV market reports show large addressable growth through 2033; GM is listed among major players but faces intense competition from BYD and other global OEMs. Plug in Hybrid Electric Vehicle Competitive Landscape Report 2025
• Neutral Sentiment: Macro/competitive coverage highlights BYD’s strength and Ford’s energy/EV positioning — useful context for GM’s market share and margin outlook but not an immediate company-specific catalyst. BYD Shows It Is King Of The EV Market
• Negative Sentiment: GM announced a recall of thousands of SUVs over a transmission issue that could increase crash risk — this raises potential repair costs, regulatory scrutiny and reputational damage. General Motors Recalls SUVs After Transmission Issue Could Lead to Crashes
• Negative Sentiment: Additional reports put the recall tally around ~43,000 large SUVs and similar actions across model lines, amplifying repair/logistics costs and potential recall-related PR. Safety concern prompts GM to recall 43,000 large SUVs
• Negative Sentiment: Separately, GM is addressing software-related incorrect repairs on large trucks and issued fixes for an EV front footwell water leak — a continued stream of quality fixes that could raise warranty and service costs. GM Recalls Incorrectly Repaired Large Trucks Over Software Issue
• Negative Sentiment: Legal exposure: GM faces class actions and lawsuits alleging brake defects and failing vacuum pumps on multiple SUVs — potential settlement or litigation costs add to downside risk. GM Hit With Class Action Lawsuit Over Failing Brake Booster Vacuum Pumps
• Negative Sentiment: Consumer reports that some GM trucks misreport fuel levels highlight ongoing quality/UX issues that can erode brand trust and resale values. Some GM Trucks Are Lying About How Much Fuel They Have

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.