Stratos Wealth Partners LTD. Reduces Position in General Motors Company $GM

Stratos Wealth Partners LTD. lessened its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 26.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,004 shares of the auto manufacturer’s stock after selling 11,120 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in General Motors were worth $1,890,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in General Motors by 11.5% in the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after buying an additional 11,418,367 shares in the last quarter. Norges Bank bought a new position in shares of General Motors in the second quarter worth $444,319,000. Viking Global Investors LP grew its position 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 purchasing an additional 5,830,050 shares in the last quarter. Worldquant Millennium Advisors LLC raised its stake in shares of 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 during the period. Finally, Marshall Wace LLP raised its stake in shares of General Motors by 125.9% during the 2nd quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer’s stock valued at $182,039,000 after purchasing an additional 2,061,712 shares during the period. Institutional investors own 92.67% of the company’s stock.

General Motors Trading Up 1.3%

Shares of GM opened at $81.00 on Friday. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62. The firm has a market cap of $73.22 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 0.44 and a beta of 1.36. The firm has a 50 day moving average price of $81.92 and a 200-day moving average price of $69.04. 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 (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 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 company had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter last year, the company earned $1.92 EPS. The firm’s revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, 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 has authorized a share repurchase plan on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

General Motors Increases Dividend

The business also recently announced 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. The ex-dividend date is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. This is a boost from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on GM shares. Mizuho lifted their target price on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Wells Fargo & Company raised their price objective on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. upped their target price on shares of General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. UBS Group raised their price target on shares of General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Royal Bank Of Canada upped their price target on shares of General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.52.

Key Stories Impacting General Motors

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

• Positive Sentiment: Breakthrough charging tech: GM announced XFC cell technology that can recharge an EV battery in just over 5 minutes — a potential game-changer for EV competitiveness and resale/value prospects if it scales. GM XFC Cell Tech Allows EV Battery Recharging In Just Over 5 Minutes
• Positive Sentiment: Analyst lift on near-term earnings: Zacks Research raised Q2 EPS estimates for GM, supporting the view of stronger short-term profitability and helping justify current multiples. Q2 EPS Estimates for General Motors Lifted by Zacks Research
• Positive Sentiment: Value case highlighted: A Zacks piece argues GM looks like a strong value stock on style/valuation metrics — useful for investors attracted to yield/turnaround stories. Here’s Why General Motors (GM) is a Strong Value Stock
• Neutral Sentiment: Service/quality actions: GM issued fixes for ticking noises in several truck/SUV engines — reduces potential warranty/PR fallout but signals ongoing aftersales support needs. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Product strategy noise: Media coverage about internal disputes over the next-gen Camaro and the GM/Allison split highlights strategic choices that may reshape product mix but have unclear near-term EPS impact. Inside GM’s war over the next-generation Chevrolet Camaro How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Analyst haircut to several quarterly EPS estimates: Zacks issued modest downgrades to multiple upcoming quarter estimates (Q1/Q4 2026 and Q1/Q2 2027), which creates short-term pressure on forward guidance expectations. (report excerpt)
• Negative Sentiment: Industry writedowns and EV demand weakness: A WSJ report says Detroit automakers face a roughly $50B hit as EV investment is being scaled back amid cooling demand — a sector-level risk that could pressure GM’s EV plans and long-term margins. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Recall/service tweak for 6.2L V8: GM’s recalled 6.2‑liter V8 will now use thicker oil — an operational/service change that underscores quality/recall risk and could carry warranty costs or reputational impact. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason
• Positive Sentiment: Contract/settlement upside: Coverage indicates Honda may be required to compensate GM for poor EV sales under their deal, which would be a modest positive offset to EV revenue risks. Honda Being Forced to Compensate General Motors for Poor EV Sales

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.