General Motors Company $GM Shares Acquired by May Hill Capital LLC

May Hill Capital LLC increased its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 102.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,106 shares of the auto manufacturer’s stock after acquiring an additional 10,677 shares during the quarter. May Hill Capital LLC’s holdings in General Motors were worth $1,716,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the stock. Franklin Resources Inc. grew its holdings in shares of General Motors by 3.3% in the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after acquiring an additional 989,189 shares during the last quarter. Capital World Investors grew its holdings in shares of General Motors by 8.2% in the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock worth $1,105,420,000 after acquiring an additional 1,366,467 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of General Motors by 5.5% in the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after acquiring an additional 748,831 shares during the last quarter. Viking Global Investors LP grew its holdings in shares of General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after acquiring an additional 5,830,050 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its position in shares of General Motors by 5.3% in the third quarter. Ameriprise Financial Inc. now owns 6,001,245 shares of the auto manufacturer’s stock worth $365,897,000 after buying an additional 302,140 shares during the period. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

GM has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on General Motors from $57.00 to $59.00 and gave the stock an “underweight” rating in a research report on Wednesday, April 29th. Benchmark raised their target price on General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Royal Bank Of Canada decreased their target price on General Motors from $96.00 to $95.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. UBS Group raised their target price on General Motors from $102.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Finally, TD Cowen raised their target price on General Motors from $122.00 to $126.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and an average price target of $94.65.

General Motors Stock Performance

Shares of General Motors stock opened at $74.93 on Friday. The stock has a market cap of $67.56 billion, a PE ratio of 30.21, a price-to-earnings-growth ratio of 0.38 and a beta of 1.29. General Motors Company has a 12 month low of $46.81 and a 12 month high of $87.62. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The business has a fifty day simple moving average of $76.00 and a 200-day simple moving average of $77.37.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.61 by $1.09. The firm had revenue of $43.62 billion during the quarter, compared to analysts’ expectations of $43.51 billion. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The business’s revenue for the quarter was down .9% on a year-over-year basis. During the same quarter last year, the firm earned $2.78 earnings per share. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, sell-side analysts anticipate that General Motors Company will post 12.85 EPS for the current fiscal year.

General Motors Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be given a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $0.72 dividend on an annualized basis and a yield of 1.0%. General Motors’s dividend payout ratio (DPR) is presently 29.03%.

General Motors announced that its board has initiated a share repurchase plan on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for GM, signaling improved earnings expectations and supporting the case that the stock may be undervalued relative to longer-term profit potential. GM earnings estimate update
• Positive Sentiment: Analysts have highlighted GM as a “strong growth stock,” suggesting the company still has supporters based on its valuation, growth profile, and turnaround opportunities. Zacks GM growth stock article
• Neutral Sentiment: GM is reportedly pausing construction on a Samsung SDI battery plant, which may reflect a slower or more cautious EV investment cadence rather than a clear positive or negative catalyst. GM battery plant pause article
• Neutral Sentiment: GM’s move to cut certain Silverado medium-duty and diesel truck programs may improve capital discipline, but it also points to product rationalization and possible near-term volume pressure. GM Silverado changes article
• Negative Sentiment: GM recently paid a record privacy-law penalty and faces a separate lawsuit over recalled 10-speed automatic transmissions, both of which add legal and reputational overhang. GM privacy penalty article GM transmission lawsuit article
• Negative Sentiment: News that GM and peers have cut more than 20,000 U.S. salaried jobs underscores industry restructuring pressures and the challenge of balancing cost cuts with future growth investments. Detroit automakers job cuts article

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.