Wellington Management Group LLP Buys 3,400,496 Shares of General Motors Company $GM

Wellington Management Group LLP increased its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 142.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,786,749 shares of the auto manufacturer’s stock after buying an additional 3,400,496 shares during the period. Wellington Management Group LLP owned 0.66% of General Motors worth $446,043,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after acquiring an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of General Motors by 61.4% during the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after acquiring an additional 7,058 shares in the last quarter. Baird Financial Group Inc. raised its position in shares of General Motors by 4.8% during the second quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock worth $1,847,000 after purchasing an additional 1,706 shares during the period. Jump Financial LLC lifted its holdings in shares of General Motors by 45.7% in the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after purchasing an additional 7,951 shares in the last quarter. Finally, AXA S.A. lifted its holdings in shares of General Motors by 69.4% in the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock worth $3,275,000 after purchasing an additional 27,270 shares in the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have commented on GM shares. Morgan Stanley boosted their price target on shares of General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $100.00 price objective on shares of General Motors in a research note on Wednesday, July 22nd. TD Cowen lifted their price objective on shares of General Motors from $126.00 to $132.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Wells Fargo & Company boosted their target price on shares of General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a research report on Wednesday, July 22nd. Finally, Barclays upped their target price on shares of General Motors from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and an average target price of $101.41.

Insider Buying and Selling at General Motors

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total transaction of $620,550.00. Following the transaction, the chief accounting officer owned 18,899 shares of the company’s stock, valued at $1,700,910. This trade represents a 26.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the completion of the transaction, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 669,486 shares of company stock valued at $59,205,537 in the last quarter. 0.44% of the stock is owned by company insiders.

General Motors Trading Up 0.2%

Shares of General Motors stock opened at $86.31 on Friday. The company has a market capitalization of $75.73 billion, a P/E ratio of 43.59, a price-to-earnings-growth ratio of 0.39 and a beta of 1.30. The stock has a fifty day simple moving average of $82.54 and a 200 day simple moving average of $79.63. General Motors Company has a 12-month low of $54.33 and a 12-month high of $91.85. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the business earned $2.53 EPS. The business’s revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, sell-side analysts anticipate that General Motors Company will post 13.29 earnings per share for the current fiscal year.

General Motors Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be issued a dividend of $0.18 per share. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s payout ratio is 36.36%.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Ultium Cells is recalling laid-off workers at its Lordstown, Ohio, battery plant as orders from GM increase. The development suggests improving utilization of GM’s EV battery operations and could support progress toward better EV economics. Ultium Cells in Lordstown recalls laid-off workers as GM battery orders rise
• Positive Sentiment: Analyst coverage remains constructive: brokerages reportedly assign GM a consensus price target of $101.41, implying further upside from current levels if the company meets earnings expectations. General Motors Company Receives $101.41 Consensus PT from Brokerages
• Positive Sentiment: Industry analysts cite resilient U.S. vehicle demand, evolving EV trends and new tax benefits as potential supports for domestic automakers, including GM. 4 Domestic Auto Biggies Poised to Benefit From Industry Resilience
• Positive Sentiment: From a technical perspective, GM is holding support near $86 and forming a bullish-flag pattern, which may attract momentum-oriented investors if resistance is broken. Tesla, Ford and GM Stocks Test Key Technical Boundaries
• Neutral Sentiment: GM is giving first-time franchise owners an opportunity to take over a troubled dealership, a potentially positive distribution initiative but one unlikely to materially affect near-term earnings. General Motors gives first-time dealers a chance to turn around troubled store
• Neutral Sentiment: Reports on GM’s V8-engine standardization, experimental engines and planned 2027 model updates provide product and strategy context but do not signal a clear immediate earnings impact. GM is making major changes to some of its biggest models in 2027
• Negative Sentiment: NHTSA opened an engineering analysis covering 997,743 GM pickups and SUVs with the L87 V-8 engine, including the Chevrolet Silverado 1500, GMC Yukon and Cadillac Escalade. Potential engine failures could lead to recalls, repair costs, warranty expense and reputational damage, making this the principal near-term risk for GM. General Motors Faces Safety Probe Over Engine Failures in Nearly 1 Million Vehicles

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.