Aristotle Atlantic Partners LLC Sells 15,792 Shares of General Motors Company $GM

Aristotle Atlantic Partners LLC trimmed its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 4.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 327,029 shares of the auto manufacturer’s stock after selling 15,792 shares during the period. Aristotle Atlantic Partners LLC’s holdings in General Motors were worth $19,939,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Steigerwald Gordon & Koch Inc. purchased a new stake in General Motors in the 3rd quarter worth $29,000. Kelleher Financial Advisors purchased a new position in shares of General Motors during the third quarter valued at about $29,000. Armstrong Advisory Group Inc. grew its position in shares of 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 purchasing an additional 265 shares in the last quarter. ESL Trust Services LLC purchased a new stake in shares of General Motors in the third quarter worth about $37,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of General Motors in the second quarter worth about $38,000. 92.67% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have weighed in on GM. TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Mizuho upped their price objective on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. HSBC increased their target price on General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research report on Tuesday, January 13th. Wells Fargo & Company raised their target price on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Finally, Bank of America initiated coverage on shares of General Motors in a research report on Wednesday, March 4th. They issued a “buy” rating and a $105.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $91.39.

General Motors Trading Down 1.5%

Shares of NYSE GM opened at $72.35 on Friday. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The business’s 50 day moving average is $80.72 and its two-hundred day moving average is $72.29. The stock has a market capitalization of $65.40 billion, a P/E ratio of 24.04, a PEG ratio of 0.39 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.26 by $0.25. The business had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company’s revenue for the quarter was down 5.1% on a year-over-year basis. During the same period last year, the company earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, research analysts expect that General Motors Company will post 11.44 EPS for the current year.

General Motors announced that its Board of Directors has authorized a stock buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to buy 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 business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a $0.18 dividend. 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 1.0%. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio is 23.92%.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM’s free cash flow has surged (from roughly $3B to about $10B on a trailing-average basis), enabling sustained dividends, buybacks and $10–$12B/year of U.S. manufacturing investment — a clear liquidity and capital-allocation positive for shareholders. How is General Motors Using Strong Cash Flow to Fuel Growth?
• Positive Sentiment: UAW/tariff-driven production moves (Detroit Diesel adding a shift and jobs) suggest support for U.S. supplier activity and capacity that can help GM’s production continuity and localization strategy. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: GM’s tactical EV moves — including the revival/relaunch of the Chevrolet Bolt — highlight a pragmatic shift toward lower-cost, demand-aligned EV offerings that may improve near-term margins versus earlier high-cost rollouts. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Neutral Sentiment: Industry restructuring: Honda’s large EV write-downs and rival retrenchments underline a tougher EV environment; this is sector-wide and creates both risks and competitive opportunities for GM. EV Write-Offs Rise, Yet One Auto Giant Is Doubling Down
• Neutral Sentiment: Weakness at Ford and industry recalls elsewhere are weighing on auto sentiment generally — that can pressure GM’s multiple even if the company’s fundamentals differ. Ford (F) Fumbles Once Again and Continues To Disappoint Investors
• Neutral Sentiment: A smaller supplier (Surface Transforms) filed an administration notice and warned of job cuts after losing a GM contract — a localized supplier disruption that could signal supplier churn but is not yet a broad production issue. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recall: GM is recalling more than 17,000 Buick Regal vehicles for a rear toe-link fracture that can cause loss of control — a near-term liability, repair cost and reputational hit that is weighing on the stock. GM recalls 17K vehicles over rear toe link fracture that could lead to crashes
• Negative Sentiment: Legal/ governance noise: a shareholder notice questioning whether GM insiders breached fiduciary duties could generate litigation risk and management distraction if it progresses to a formal suit. Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?

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.