Todd Asset Management LLC Has $28.85 Million Stake in General Motors Company $GM

Todd Asset Management LLC lowered its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 11.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 473,161 shares of the auto manufacturer’s stock after selling 63,422 shares during the period. Todd Asset Management LLC owned 0.05% of General Motors worth $28,849,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. CWM LLC lifted its stake in shares of General Motors by 50.8% in the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after acquiring an additional 114,756 shares during the last quarter. Corient Private Wealth LLC increased its holdings in General Motors by 6.2% in the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after purchasing an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC bought a new position in General Motors in the third quarter valued at about $3,411,000. Burney Co. raised its position in General Motors by 18.7% in the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after purchasing an additional 12,913 shares during the last quarter. Finally, Permanent Capital Management LP acquired a new stake in shares of General Motors during the third quarter valued at about $1,102,000. 92.67% of the stock is currently owned by institutional investors.

Key General Motors News

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Wall Street Zen lowered shares of General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. The Goldman Sachs Group set a $104.00 price target on shares of General Motors in a research report on Tuesday, January 27th. Wedbush boosted their price objective on shares of General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Finally, Zacks Research lowered General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Two equities research 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, General Motors currently has an average rating of “Moderate Buy” and an average target price of $89.52.

General Motors Price Performance

GM stock opened at $81.00 on Monday. 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 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 company’s fifty day simple moving average is $81.92 and its 200 day simple moving average is $69.16. General Motors Company has a 12-month low of $41.60 and a 12-month high of $87.62.

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 analysts’ consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion during 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%.The business’s revenue was down 5.1% compared to the same quarter last year. During the same period last year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, analysts expect 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 plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is currently 19.93%.

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.