Board of the Pension Protection Fund Makes New Investment in General Motors Company $GM

Board of the Pension Protection Fund acquired a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 22,300 shares of the auto manufacturer’s stock, valued at approximately $1,813,000. General Motors comprises approximately 1.7% of Board of the Pension Protection Fund’s investment portfolio, making the stock its 5th largest position.

Several other large investors have also recently bought and sold shares of GM. Park National Corp OH purchased a new stake in General Motors during the 4th quarter worth about $214,000. Park Avenue Securities LLC raised its position in shares of General Motors by 1.0% during the 4th quarter. Park Avenue Securities LLC now owns 55,133 shares of the auto manufacturer’s stock worth $4,483,000 after acquiring an additional 567 shares in the last quarter. Union Bancaire Privee UBP SA raised its position in shares of General Motors by 515.3% during the 4th quarter. Union Bancaire Privee UBP SA now owns 10,460 shares of the auto manufacturer’s stock worth $804,000 after acquiring an additional 8,760 shares in the last quarter. GAMMA Investing LLC lifted its stake in General Motors by 20.2% during the fourth quarter. GAMMA Investing LLC now owns 28,515 shares of the auto manufacturer’s stock worth $2,319,000 after purchasing an additional 4,799 shares during the last quarter. Finally, Mirova boosted its holdings in General Motors by 3.5% in the third quarter. Mirova now owns 107,565 shares of the auto manufacturer’s stock valued at $6,558,000 after purchasing an additional 3,591 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors Stock Performance

NYSE:GM opened at $73.86 on Friday. The firm’s fifty day moving average price is $79.96 and its 200 day moving average price is $72.61. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The firm has a market cap of $66.76 billion, a price-to-earnings ratio of 24.54, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results 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 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 business’s revenue was down 5.1% compared to the same quarter last year. During the same period in the previous year, the business posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, sell-side analysts expect that General Motors Company will post 11.44 EPS for the current year.

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

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were issued a $0.18 dividend. The ex-dividend date of this dividend was Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is 23.92%.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM is pivoting some battery production to energy storage and rehired ~700 workers — a move that can reduce EV cash burn and monetize battery capacity in a faster-growing grid storage market. GM Shifts From EV Batteries to Energy Storage
• Positive Sentiment: GM and LG Energy Solution will repurpose a Tennessee EV battery plant for energy storage products — a structural change that can improve utilization and lower per-unit costs versus underused EV capacity. GM, LG Energy Solution to repurpose Tennessee EV battery plant
• Positive Sentiment: GM CFO says slower EV growth is an opportunity and that the EV cash headwind should be behind the company by end of Q2 — management is signaling improving cash dynamics. GM CFO: Lower EV growth presents opportunity
• Positive Sentiment: OnStar and software/subscription growth are highlighted as margin drivers that could offset some manufacturing headwinds if adoption continues to accelerate. Is GM Stock a Buy on OnStar’s Growth Potential?
• Positive Sentiment: Flint Assembly hit its 16‑millionth vehicle milestone — a reminder of GM’s scale in profitable heavy-duty trucks and parts of its ICE business. Flint Assembly 16-millionth vehicle
• Neutral Sentiment: Ultium Cells consolidation: one facility may become GM’s lone EV battery hub — could boost efficiency but concentrates operational risk. Ultium Cells facility expected to become GM’s lone EV battery hub
• Neutral Sentiment: GM says recent gas price spikes haven’t materially shifted buying patterns — demand resilience reduces downside from short-term fuel volatility. GM says gas price hikes not impacting sales
• Negative Sentiment: Tariffs remain a notable cost headwind for U.S. automakers — estimates put Trump-era steel/aluminum tariffs at ~$35B and counting, pressuring margins. Trump’s Tariffs Cost US Carmakers $35 Billion
• Negative Sentiment: Volvo pulling EX30 from the U.S. and weak EV demand signals complicate the market backdrop for EV volumes and pricing — a risk to GM’s EV ramp economics. Volvo Scraps EX30 U.S. Sales
• Negative Sentiment: Service/warranty issues: GM warns warranty won’t cover some fuel mistakes, and it issued a fix for a Colorado/Canyon coolant leak — potential for dealer service friction and smaller near-term costs. Warranty fuel mistake warning

Analyst Ratings Changes

GM has been the subject of several recent analyst reports. Zacks Research downgraded shares of General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Piper Sandler reaffirmed an “overweight” rating and issued a $105.00 target price (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price target for the company in a research report on Thursday, January 29th. Evercore upped their price objective on shares of General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. Finally, The Goldman Sachs Group set a $104.00 price objective on General Motors in a 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 given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average 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.