California Public Employees Retirement System Buys 37,824 Shares of General Motors Company $GM

California Public Employees Retirement System boosted its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,805,133 shares of the auto manufacturer’s stock after purchasing an additional 37,824 shares during the quarter. California Public Employees Retirement System’s holdings in General Motors were worth $110,059,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of GM. Vanguard Group Inc. boosted its position in shares of General Motors by 11.5% during the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after purchasing an additional 11,418,367 shares in the last quarter. Franklin Resources Inc. raised its stake in General Motors by 3.3% during the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after buying an additional 989,189 shares during the period. Capital World Investors raised its stake in General Motors by 8.2% during the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock worth $1,105,420,000 after buying an additional 1,366,467 shares during the period. AQR Capital Management LLC boosted its holdings in General Motors by 5.5% in the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after acquiring an additional 748,831 shares in the last quarter. Finally, 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 acquiring an additional 5,830,050 shares during the period. 92.67% of the stock is owned by institutional investors.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Bank approval opens a new, lower‑cost funding channel (insured deposits) that can reduce GM’s financing costs and support liquidity — a material positive for margins and capital allocation. Is General Motors’ Bank Approval a Game Changer for Funding?
• Positive Sentiment: GM is increasing buybacks/insider share purchases while peers act on repurchases, which supports the share price by reducing float and signalling confidence in cash generation. Ford repurchase seeks to stabilize shares as GM buys more
• Positive Sentiment: GM’s CarBravo used-vehicle platform consolidation (Buick/Chevy/GMC certified programs) should simplify resale channels, improve used-vehicle margins and customer experience — helpful for recurring revenue and retail profitability. Here’s What General Motors (GM) CarBravo Platform Means For Car Buyers
• Positive Sentiment: Pricing competitiveness: coverage shows GM (and Tesla) offering EVs at more aggressive price points than some rivals (e.g., Rivian R2), which supports volume and market share in the mass EV segment. In EV Affordability Race, Tesla, GM Beat Rivian R2 On Price
• Neutral Sentiment: GM plans to replace accessory EV charging adapters — a customer‑service / warranty move that mitigates tech/safety risk but has limited near-term financial impact. GM To Replace Accessory EV Charging Adapters
• Neutral Sentiment: Product updates: GM’s four‑cylinder truck engine is getting more power, which may broaden appeal in light‑duty segments but is incremental to revenue. GM’s controversial 4-cylinder truck engine is getting more power
• Neutral Sentiment: Operational/brand items (one-million‑mile Chevy owner story, GM’s Global Technical Center feature) are positive PR but unlikely to move near‑term fundamentals. GM Tech Bought a Chevy Truck 50 Years Ago, Drove One Million Miles and Is Still Counting Tour General Motors’ Global Technical Center in Michigan
• Negative Sentiment: GM‑based Honda Prologue production is expected to end this year — a potential loss of volume and partnership revenue that could dent near‑term EV unit growth tied to that program. GM-Based Honda Prologue Production Expected To End This Year
• Negative Sentiment: Uncertain Bolt production plans: GM admits Bolt production could be extended past 18 months, creating execution uncertainty on product mix and capital allocation for the EV program. GM Admits It’s Possible To Extend Bolt Production Past 18 Months. But Will It?

General Motors Trading Up 0.7%

NYSE:GM opened at $72.89 on Tuesday. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.62. The firm has a 50-day moving average price of $80.51 and a two-hundred day moving average price of $72.49. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The firm has a market cap of $65.89 billion, a price-to-earnings ratio of 24.22, a price-to-earnings-growth ratio of 0.39 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last announced 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 firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company’s revenue was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities 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 disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given 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 yield of 1.0%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s payout ratio is presently 23.92%.

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

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Barclays set a $110.00 price objective on General Motors in a report on Wednesday, January 28th. JPMorgan Chase & Co. lifted their price target on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft boosted their price target on shares of General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Mizuho upped their price objective on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $91.39.

About General Motors

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.