American Century Companies Inc. Sells 178,709 Shares of General Motors Company $GM

American Century Companies Inc. trimmed its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,288,128 shares of the auto manufacturer’s stock after selling 178,709 shares during the quarter. American Century Companies Inc.’s holdings in General Motors were worth $139,507,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in GM. Vanguard Group Inc. lifted its holdings in shares of General Motors by 11.5% in the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares in the last quarter. Viking Global Investors LP grew its stake in General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after purchasing an additional 5,830,050 shares in the last quarter. Legal & General Group Plc raised its position in General Motors by 0.5% during the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock worth $499,175,000 after acquiring an additional 54,853 shares in the last quarter. Norges Bank bought a new stake in General Motors in the second quarter valued at approximately $444,319,000. Finally, Ameriprise Financial Inc. lifted its holdings in General Motors by 8.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock valued at $280,457,000 after purchasing an additional 424,396 shares during the last quarter. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about General Motors

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

• Positive Sentiment: Record truck sales and shareholder-return actions boosted near-term revenue and cash-return expectations, supporting GM’s underlying earnings outlook. General Motors Company (GM) Rises on Record Truck Sales and Shareholder Returns
• Positive Sentiment: An investor letter highlighted factors that lifted GM in Q4 (operational strength in key segments), signaling some institutional interest in the stock after recent results. Here’s What Lifted General Motors (GM) in Q4
• Neutral Sentiment: GM expanded the lineup of the Wuling Yangguang EV van in China — product development that can support EV unit growth in non-U.S. markets but has limited near-term impact on U.S. margins. GM’s 2026 Wuling Yangguang EV Van Gets Expanded Lineup
• Neutral Sentiment: Broader industry supply-chain stories (U.S. moves on rare-earth independence) and materials results may affect EV battery supply dynamics over time but are not an immediate driver of GM’s share move. The U.S. Takes A Huge Step In Becoming Rare Earth Independent
• Negative Sentiment: Iowa’s attorney general has sued GM and OnStar, alleging the company sold drivers’ location/data without proper disclosure or consent — a regulatory and reputational risk that can lead to fines, consent decrees or stricter oversight. Iowa accuses General Motors of not disclosing OnStar data sharing
• Negative Sentiment: Recall announced for ~43,732 full-size SUVs over a transmission software issue that could cause rough shifts or rear-wheel lock-up — raises near-term repair costs and may dent consumer confidence. General Motors Recalls 43,732 SUVs Amid Software Transmission Issue
• Negative Sentiment: Data showing GM among the weaker automakers on fleet average fuel economy could increase regulatory scrutiny and highlight EV transition challenges, pressuring valuation multiple expectations. GM Among Worst Automakers In Fleet Average Fuel Economy

General Motors Stock Down 2.8%

General Motors stock opened at $78.56 on Monday. The firm has a market capitalization of $71.02 billion, a price-to-earnings ratio of 26.10, a price-to-earnings-growth ratio of 0.43 and a beta of 1.37. The firm’s fifty day moving average price is $82.09 and its two-hundred day moving average price is $71.11. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The company had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’s revenue was down 5.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities research analysts predict that General Motors Company will post 11.44 earnings per share for the current fiscal year.

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

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders 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. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio is currently 19.93%.

Analysts Set New Price Targets

GM has been the subject of several research reports. Citigroup lifted their price target on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Barclays set a $110.00 price objective on shares of General Motors in a research report on Wednesday, January 28th. Wedbush lifted their price target on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft boosted their price target on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, The Goldman Sachs Group set a $104.00 price target on General Motors in a research report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $89.52.

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.