Board of the Pension Protection Fund Acquires New Shares in General Motors Company $GM

Board of the Pension Protection Fund purchased a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 22,300 shares of the auto manufacturer’s stock, valued at approximately $1,813,000. General Motors makes up about 1.7% of Board of the Pension Protection Fund’s portfolio, making the stock its 5th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. CWM LLC grew its holdings in General Motors by 50.8% during the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after purchasing an additional 114,756 shares in the last quarter. Corient Private Wealth LLC lifted 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 buying an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC acquired a new position in General Motors in the 3rd quarter worth $3,411,000. Burney Co. boosted its position in General Motors by 18.7% in the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after buying 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 hedge funds and other institutional investors.

More General Motors News

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

• Positive Sentiment: GM is pivoting some battery production to energy storage and rehired ~700 workers — a move that can reduce EV cash burn and monetize battery capacity in a faster-growing grid storage market. GM Shifts From EV Batteries to Energy Storage
• Positive Sentiment: GM and LG Energy Solution will repurpose a Tennessee EV battery plant for energy storage products — a structural change that can improve utilization and lower per-unit costs versus underused EV capacity. GM, LG Energy Solution to repurpose Tennessee EV battery plant
• Positive Sentiment: GM CFO says slower EV growth is an opportunity and that the EV cash headwind should be behind the company by end of Q2 — management is signaling improving cash dynamics. GM CFO: Lower EV growth presents opportunity
• Positive Sentiment: OnStar and software/subscription growth are highlighted as margin drivers that could offset some manufacturing headwinds if adoption continues to accelerate. Is GM Stock a Buy on OnStar’s Growth Potential?
• Positive Sentiment: Flint Assembly hit its 16‑millionth vehicle milestone — a reminder of GM’s scale in profitable heavy-duty trucks and parts of its ICE business. Flint Assembly 16-millionth vehicle
• Neutral Sentiment: Ultium Cells consolidation: one facility may become GM’s lone EV battery hub — could boost efficiency but concentrates operational risk. Ultium Cells facility expected to become GM’s lone EV battery hub
• Neutral Sentiment: GM says recent gas price spikes haven’t materially shifted buying patterns — demand resilience reduces downside from short-term fuel volatility. GM says gas price hikes not impacting sales
• Negative Sentiment: Tariffs remain a notable cost headwind for U.S. automakers — estimates put Trump-era steel/aluminum tariffs at ~$35B and counting, pressuring margins. Trump’s Tariffs Cost US Carmakers $35 Billion
• Negative Sentiment: Volvo pulling EX30 from the U.S. and weak EV demand signals complicate the market backdrop for EV volumes and pricing — a risk to GM’s EV ramp economics. Volvo Scraps EX30 U.S. Sales
• Negative Sentiment: Service/warranty issues: GM warns warranty won’t cover some fuel mistakes, and it issued a fix for a Colorado/Canyon coolant leak — potential for dealer service friction and smaller near-term costs. Warranty fuel mistake warning

General Motors Trading Up 0.4%

NYSE:GM opened at $73.86 on Friday. The company has a market cap of $66.76 billion, a PE ratio of 24.54, a P/E/G ratio of 0.40 and a beta of 1.37. The business’s 50 day moving average is $79.96 and its two-hundred day moving average is $72.61. 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 Company has a 52 week low of $41.60 and a 52 week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’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 firm earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, analysts predict 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 repurchase plan on Tuesday, January 27th that allows the company to buyback $6.00 billion in outstanding shares. This buyback authorization allows the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board of directors believes its shares are undervalued.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, March 6th were paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was 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 presently 23.92%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Mizuho raised their price objective on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Citigroup upped their target price on General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Royal Bank Of Canada raised their price target on shares of General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price target for the company in a research note on Thursday, January 29th. Finally, Wells Fargo & Company upped their price target 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. Two 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’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $91.39.

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.