General Motors Company $GM Holdings Decreased by LSV Asset Management

LSV Asset Management trimmed its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 2.9% during the third quarter, Holdings Channel reports. The institutional investor owned 7,514,117 shares of the auto manufacturer’s stock after selling 223,754 shares during the period. General Motors makes up about 1.0% of LSV Asset Management’s holdings, making the stock its 14th largest position. LSV Asset Management’s holdings in General Motors were worth $458,136,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in General Motors by 11.5% in 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 stake in shares of General Motors in the 2nd quarter worth $444,319,000. Viking Global Investors LP lifted its holdings in shares of 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 buying an additional 5,830,050 shares during the period. Worldquant Millennium Advisors LLC boosted its stake in General Motors by 436.8% during the second quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock valued at $130,826,000 after buying an additional 2,163,274 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in General Motors by 125.9% during the second quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer’s stock worth $182,039,000 after acquiring an additional 2,061,712 shares during the period. Institutional investors and hedge funds own 92.67% of the company’s stock.

More General Motors News

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

• Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, providing a clear bullish catalyst that could support further gains if other investors follow the call. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: GM ended 2025 as Canada’s top EV seller — positive top‑line momentum in a key EV market supports revenue mix improvement and execution of EV strategy. GM finishes job, ends 2025 as Canada’s top EV seller
• Positive Sentiment: Coverage/contract developments tied to Honda’s weak EV sales could benefit GM financially under partnership terms — a potential one‑time/recurring upside depending on settlement details. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Neutral Sentiment: GM released a software/repair fix for engine ticking on several V6/V8 models — reduces customer complaints and potential warranty exposure but is not a major financial swing unless broader defects emerge. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Executive hire — GM tapped Claudia Gast (ex‑Lucid) for a senior strategy role; signals focus on EV/strategy execution but is incremental in near term. GM taps Claudia Gast for senior strategy role
• Neutral Sentiment: Broader industry/legal items — the BYD v. U.S. tariff case and coverage of GM/Allison split could change competitive dynamics long term; watch for policy or supply implications. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (Q1 2026, Q4 2026, Q1 2027, Q2 2027) and maintains a Hold — near‑term downward revisions can weigh on sentiment even as some later quarters and FY estimates were raised.
• Negative Sentiment: GM convened an “urgent” supplier meeting over exposure to First Brands — a possible supply disruption or financial hit from a troubled supplier could pressure margins or production if unresolved. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Recall follow‑ups on the 6.2L V8 (L87) replacement engines highlight ongoing recall/watchlist costs and reputational risk that could add near‑term warranty or service expense. GM 6.2L V8 L87 Recall: How’s Your Replacement Engine Doing So Far?

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. JPMorgan Chase & Co. upped their price target on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a report on Wednesday, January 21st. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. The Goldman Sachs Group set a $104.00 price target on General Motors in a report on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft raised their price objective on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Finally, Argus set a $78.00 target price on General Motors in a research report on Thursday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors Trading Down 0.6%

NYSE GM opened at $79.77 on Thursday. The firm’s 50 day moving average price is $81.73 and its two-hundred day moving average price is $68.65. 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 twelve month low of $41.60 and a twelve month high of $87.62. The stock has a market cap of $72.11 billion, a price-to-earnings ratio of 26.50, a PEG ratio of 0.44 and a beta of 1.36.

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 for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. The business 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%.General Motors’s revenue for the quarter was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities analysts anticipate that General Motors Company will post 11.44 EPS for the current year.

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 dividend of $0.18 per share. 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 23.92%.

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

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.