Cerity Partners LLC Raises Stake in General Motors Company $GM

Cerity Partners LLC raised its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 1.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 579,240 shares of the auto manufacturer’s stock after buying an additional 9,309 shares during the period. Cerity Partners LLC’s holdings in General Motors were worth $47,104,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the stock. LPL Financial LLC grew its holdings in General Motors by 14.9% in the 4th quarter. LPL Financial LLC now owns 817,412 shares of the auto manufacturer’s stock valued at $66,472,000 after buying an additional 106,006 shares in the last quarter. Franklin Resources Inc. grew its holdings in General Motors by 2.7% in the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after buying an additional 835,645 shares in the last quarter. Erste Asset Management GmbH purchased a new stake in General Motors in the 4th quarter valued at $3,264,000. O Shaughnessy Asset Management LLC grew its holdings in General Motors by 4.6% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 1,393,462 shares of the auto manufacturer’s stock valued at $113,316,000 after buying an additional 61,714 shares in the last quarter. Finally, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new stake in General Motors in the 4th quarter valued at $1,264,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors News Summary

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

• Positive Sentiment: GM announced new energy-storage initiatives, including a partnership with Peak Energy and an equity investment through GM Ventures, to develop sodium-ion batteries for grid-scale storage and data-center power needs. This opens a potentially large new revenue stream tied to rising electricity demand from AI infrastructure. Peak Energy and General Motors Partner to Scale Next-Generation Energy Storage Technology for the Grid
• Positive Sentiment: The company is also expanding vehicle-to-grid and bidirectional charging features, allowing some EV owners to send power back to the grid. Investors may view this as a way to deepen GM’s EV ecosystem and improve the economics of ownership. GM to offer EV owners ability to sell power to US electricity grid
• Positive Sentiment: Analysts and media coverage have highlighted GM’s broader push into battery development, AI-driven engineering, and energy storage as a possible long-term growth catalyst, with some narrative models nudging fair value estimates slightly higher. How The Narrative On General Motors (GM) Is Shifting With Mixed Analyst Targets And New Ventures
• Neutral Sentiment: GM said it may abandon plans to use LFP batteries in future EVs, signaling a possible change in its cost-reduction strategy. The move could help GM differentiate itself, but it also introduces questions about battery costs and EV competitiveness. Exclusive: GM may ditch LFP batteries for future EVs
• Negative Sentiment: Despite the strategic announcements, the stock did not get an immediate lift, and one market note pointed out that GM fell more than the broader market in the latest session, suggesting investors may still be focused on execution risk and near-term profitability rather than the long-term optionality. General Motors (GM) Registers a Bigger Fall Than the Market: Important Facts to Note

Insider Activity at General Motors

In related news, CEO Mary T. Barra sold 215,391 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $80.01, for a total transaction of $17,233,433.91. Following the completion of the transaction, the chief executive officer directly owned 770,491 shares in the company, valued at $61,646,984.91. This trade represents a 21.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $85.00, for a total value of $586,075.00. Following the transaction, the chief accounting officer owned 25,794 shares of the company’s stock, valued at $2,192,490. This trade represents a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 577,567 shares of company stock worth $47,557,888 in the last three months. 0.54% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a report on Tuesday, April 21st. Evercore restated an “outperform” rating and issued a $100.00 target price on shares of General Motors in a report on Monday, May 4th. Citigroup upped their target price on General Motors from $108.00 to $131.00 and gave the company a “buy” rating in a report on Monday, June 1st. Barclays lowered their price target on General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Monday, March 30th. Finally, TD Cowen increased their price target on General Motors from $122.00 to $126.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.65.

General Motors Stock Performance

NYSE GM opened at $79.35 on Thursday. The stock has a market cap of $71.55 billion, a PE ratio of 32.00, a P/E/G ratio of 0.42 and a beta of 1.30. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41. General Motors Company has a twelve month low of $47.63 and a twelve month high of $87.62. The stock has a fifty day simple moving average of $78.18 and a 200-day simple moving average of $78.83.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.61 by $1.09. The business 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 company’s revenue was down .9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. Equities analysts anticipate that General Motors Company will post 12.85 earnings per share for the current year.

General Motors Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Friday, June 5th will be issued a dividend of $0.18 per share. The ex-dividend date is Friday, June 5th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio is currently 29.03%.

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.