AIA Group Ltd Purchases 117,445 Shares of General Motors Company $GM

AIA Group Ltd boosted its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 111.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 223,089 shares of the auto manufacturer’s stock after acquiring an additional 117,445 shares during the period. AIA Group Ltd’s holdings in General Motors were worth $13,602,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in GM. Vanguard Group Inc. raised its position in shares of General Motors by 11.5% during the second 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 during the period. Norges Bank bought a new position in shares of General Motors in the 2nd quarter worth $444,319,000. Viking Global Investors LP grew its position in General Motors by 81.1% in the 2nd 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 during the period. Two Sigma Investments LP grew its position in General Motors by 348.4% in the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock valued at $216,393,000 after purchasing an additional 2,757,695 shares during the period. Finally, Worldquant Millennium Advisors LLC increased its stake in General Motors by 436.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock valued at $130,826,000 after purchasing an additional 2,163,274 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Price Performance

Shares of NYSE:GM opened at $73.44 on Thursday. The company has a market capitalization of $66.39 billion, a P/E ratio of 24.40, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37. The company’s 50-day moving average is $80.18 and its 200 day moving average is $72.60. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The business had revenue of $45.29 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the company posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities research analysts forecast that General Motors Company will post 11.44 earnings per share for the current year.

General Motors announced that its Board of Directors has initiated a stock buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board of directors believes its stock is undervalued.

General Motors Increases Dividend

The business also recently declared 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 a boost 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 dividend on an annualized basis and a dividend yield of 1.0%. General Motors’s payout ratio is presently 23.92%.

Trending Headlines about General Motors

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

• Positive Sentiment: GM’s finance chief said rising gas prices haven’t changed consumer buying patterns, signaling resilient demand that eases recession/volume fears. GM says gas price hikes not impacting sales
• Neutral Sentiment: GM presented at the Bank of America Global Automotive Summit; the transcript provides management commentary on strategy and outlook (useful context for guidance and execution but not a single catalyst). General Motors Company (GM) Presents at Bank of America Global Automotive Summit Transcript
• Neutral Sentiment: GM recruited a motorsport tech leader from Grove Racing, a small talent win that could aid performance/R&D but is not material to near‑term results. Grove Racing tech chief poached by General Motors
• Neutral Sentiment: Reports say Buick is considering a U.S. sedan return on GM’s Alpha II platform — product lineup news that could support future volume/mix but is speculative. Report: Buick is weighing a US sedan return on GM’s Alpha II
• Negative Sentiment: GM and LG Energy Solution are retooling a Tennessee battery plant to produce energy‑storage system cells instead of EV cells — a strategic retreat from cell manufacturing that raises questions about GM’s vertical integration and future EV margin capture. GM, LG retool Tennessee battery plant for energy storage batteries, recall laid-off workers
• Negative Sentiment: Tesla agreed to buy $4.3 billion of LG Energy cells made at a plant that was developed for a GM joint venture — a direct competitive loss of potential cell volumes and long‑term supply leverage for GM. Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
• Negative Sentiment: The plant GM helped develop will now manufacture batteries for Tesla, underscoring the shift away from GM’s earlier cell ambitions and fueling investor concern over lost strategic optionality. This Plant GM Helped Build Will Now Manufacture Batteries For Tesla
• Negative Sentiment: GM is expanding legal actions around aftermarket parts, which could broaden litigation risk and supply‑chain friction (adds potential cost and distraction). GM Targets Aftermarket Parts Supply Chain in Expanding Patent Fight
• Negative Sentiment: Coverage notes GM is “surviving, not thriving” in China — a reminder that international growth struggles could pressure revenue and margins longer term. GM is ‘surviving, not thriving’ in China. Here’s why

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on GM. Benchmark raised their price objective on shares of General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Barclays set a $110.00 target price on shares of General Motors in a research report on Wednesday, January 28th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. lifted their price target on General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $91.39.

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.