Connective Portfolio Management LLC Invests $1.30 Million in General Motors Company $GM

Connective Portfolio Management LLC acquired a new stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 16,000 shares of the auto manufacturer’s stock, valued at approximately $1,301,000. General Motors comprises approximately 2.3% of Connective Portfolio Management LLC’s investment portfolio, making the stock its 16th biggest position.

A number of other large investors also recently modified their holdings of GM. Elevation Wealth Partners LLC lifted its position in General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after buying an additional 275 shares during the last quarter. Steigerwald Gordon & Koch Inc. bought a new position in General Motors during the third quarter valued at approximately $29,000. Kelleher Financial Advisors purchased a new position in shares of General Motors during the third quarter worth approximately $29,000. JPL Wealth Management LLC bought a new stake in shares of General Motors in the 3rd quarter worth approximately $32,000. Finally, Armstrong Advisory Group Inc. lifted its holdings in shares of General Motors by 94.6% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock worth $33,000 after acquiring an additional 265 shares during the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors Trading Down 0.2%

NYSE:GM opened at $76.41 on Thursday. The company has a fifty day moving average of $79.39 and a 200 day moving average of $73.19. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.62. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $69.07 billion, a P/E ratio of 25.39, a P/E/G ratio of 0.41 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last announced 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. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. During the same quarter last year, the firm earned $1.92 EPS. The company’s revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, research analysts predict that General Motors Company will post 11.44 earnings per share for the current year.

General Motors announced that its board has authorized a stock repurchase program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were paid a $0.18 dividend. The ex-dividend date of this dividend was Friday, March 6th. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s payout ratio is 23.92%.

More General Motors News

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

• Positive Sentiment: Wolfe Research upgraded GM to Outperform with a $96 price target, saying the recent sell‑off creates selective buying opportunities across autos — a clear bullish analyst signal for the stock. GM upgraded at Wolfe Research as firm sees ‘select opportunities’ in autos
• Positive Sentiment: GM has advanced Level‑3 autonomy testing, running Escalade IQ road tests and “eyes‑off” trials on public highways — progress that supports the company’s software and AV monetization thesis. GM advances Level 3 autonomy with Escalade IQ road tests
• Positive Sentiment: GM plans a $600 million investment in its South Korean unit to modernize plants and products, supporting future competitiveness and regional production capacity. GM to invest $600 million in South Korean unit
• Positive Sentiment: Valeo is building a $225M Texas plant to produce GM’s central compute unit (liquid‑cooled), bolstering GM’s software‑defined vehicle supply chain. Valeo breaks ground on $225m manufacturing plant in US
• Neutral Sentiment: Broader market trends: hybrid vehicles now represent ~20% of U.S. sales — a structural shift that creates opportunities but also competition as automakers reposition lineups. Hybrids now account for 1 in 5 U.S. vehicle sales as market shifts
• Neutral Sentiment: A Dayton‑area glass plant fire prompted concern; Stellantis and GM said there were no disruptions to parts supply — watch for follow‑up on parts flow but no immediate production impact reported. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: Union leaders at GM’s Silao, Mexico plant proposed a 10% salary increase for the 2026–28 contract — a potential margin headwind if ratified or if it prompts similar demands elsewhere. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Benchmark increased their target price on shares of General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Bank of America initiated coverage on shares of General Motors in a research note on Wednesday, March 4th. They issued a “buy” rating and a $105.00 price target for the company. Citigroup raised their price objective on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research note on Monday, January 12th. UBS Group lifted their price objective on General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Finally, Barclays set a $110.00 target price on General Motors in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, General Motors presently has an average rating of “Moderate Buy” and a consensus target price of $91.58.

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.