Varma Mutual Pension Insurance Co Acquires 16,300 Shares of General Motors Company $GM

Varma Mutual Pension Insurance Co boosted its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 8.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 209,303 shares of the auto manufacturer’s stock after purchasing an additional 16,300 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in General Motors were worth $12,761,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in GM. Steigerwald Gordon & Koch Inc. bought a new stake in shares of General Motors during the third quarter valued at approximately $29,000. Armstrong Advisory Group Inc. grew its stake in General Motors by 94.6% during the third quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares in the last quarter. ESL Trust Services LLC bought a new stake in General Motors in the 3rd quarter valued at $37,000. Twin Peaks Wealth Advisors LLC purchased a new stake in General Motors in the 2nd quarter worth $38,000. Finally, Optimum Investment Advisors lifted its position in shares of General Motors by 60.0% in the second quarter. Optimum Investment Advisors now owns 800 shares of the auto manufacturer’s stock worth $39,000 after buying an additional 300 shares in the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors Trading Up 0.0%

General Motors stock opened at $79.84 on Friday. The stock has a 50-day moving average price of $81.82 and a 200 day moving average price of $68.73. The company has a market capitalization of $72.17 billion, a price-to-earnings ratio of 26.53, a price-to-earnings-growth ratio of 0.44 and a beta of 1.36. 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.

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, topping the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the prior year, the company earned $1.92 EPS. General Motors’s quarterly 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. Sell-side analysts anticipate that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, March 6th. General Motors’s payout ratio is presently 19.93%.

General Motors declared that its Board of Directors has initiated a stock buyback plan 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 shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

A number of research analysts recently commented on GM shares. Wall Street Zen downgraded shares of General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Argus set a $78.00 price target on General Motors in a research report on Thursday, October 23rd. Wedbush raised their target price on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Finally, Zacks Research downgraded General Motors from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.52.

Key Stories Impacting General Motors

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

• Positive Sentiment: DZ Bank raised GM to a Buy and set a $98 price target, signaling renewed institutional confidence in GM’s long‑term strategy and autonomous/EV upside. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: Report says Honda must compensate GM for weak EV sales under their arrangement — a potential one‑time or recurring benefit to GM’s EV economics and revenue. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Positive Sentiment: GM released a fix for ticking/noise issues affecting Silverado, Colorado and Traverse engines — addressing a service/recall risk that reduces downstream warranty and reputational pressure. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Coverage of internal debate over the next‑generation Chevy Camaro highlights product‑strategy tensions that could affect brand/market positioning but are not an immediate earnings driver. Inside GM’s war over the next-generation Chevrolet Camaro
• Neutral Sentiment: Discussion of the GM‑Allison split outlines strategic implications for heavy‑duty trucks; could reshape margins/portfolio over time but is transitional in nature. How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Zacks Research cut multiple near‑term EPS estimates (Q1/Q4/Q1‑2027 and trimmed Q2 guidance in some reports) and maintained a Hold — analyst downgrades and lower quarter forecasts pressure sentiment and near‑term valuation. (Zacks research notes provided to market outlets)
• Negative Sentiment: WSJ reports Detroit automakers took a roughly $50B hit as EV demand cooled and capacity is being reduced — an industry‑wide headwind that increases execution risk and potential asset write‑downs for GM. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Coverage of the 6.2‑liter V8 recall (thicker oil guidance) and related owner communications highlight ongoing safety/recall exposure that can increase warranty costs and dealer service disruption. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason

General Motors Company 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.