Intech Investment Management LLC Sells 50,457 Shares of General Motors Company $GM

Intech Investment Management LLC trimmed its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 5.4% in the third quarter, HoldingsChannel reports. The firm owned 877,672 shares of the auto manufacturer’s stock after selling 50,457 shares during the period. General Motors makes up 0.5% of Intech Investment Management LLC’s portfolio, making the stock its 28th biggest position. Intech Investment Management LLC’s holdings in General Motors were worth $53,512,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC increased its stake in shares of General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after buying an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after acquiring an additional 7,058 shares during the last quarter. Jennison Associates LLC grew its holdings in General Motors by 3.5% during the 2nd quarter. Jennison Associates LLC now owns 1,330,044 shares of the auto manufacturer’s stock worth $65,451,000 after acquiring an additional 45,162 shares during the last quarter. Mayflower Financial Advisors LLC increased its position in General Motors by 4.1% in the 2nd quarter. Mayflower Financial Advisors LLC now owns 5,163 shares of the auto manufacturer’s stock valued at $254,000 after acquiring an additional 205 shares in the last quarter. Finally, Arkadios Wealth Advisors raised its stake in shares of General Motors by 90.6% in the second quarter. Arkadios Wealth Advisors now owns 41,168 shares of the auto manufacturer’s stock worth $2,026,000 after acquiring an additional 19,570 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Key General Motors News

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

• Positive Sentiment: Software/subscriptions are being highlighted as a strategic growth and margin lever for automakers, with GM called out alongside Tesla and Ford — this narrative supports a higher longer‑term revenue multiple as investors price in recurring, higher-margin services. Software Emerging as Auto’s New Strategic Lever: TSLA, GM & F in Focus (Yahoo) Software Emerging as Auto’s New Strategic Lever: TSLA, GM & F in Focus (Zacks)
• Positive Sentiment: GM’s underlying results and guidance remain supportive: the company recently beat EPS estimates and set FY2026 guidance implying midpoint earnings growth, giving investors confidence in cashflow and the ability to fund EV/software investments.
• Neutral Sentiment: Corporate governance/update tied to GM as a shareholder: Lithium Americas’ Thacker Pass update included the resignation of a GM‑appointed board member — notable for investors tracking GM’s battery/supply‑chain partnerships but not immediately value‑creating for GM equity. Lithium Americas Thacker Pass Update Highlights Execution Risks And Governance Shift
• Neutral Sentiment: Local/site developments: discussion around redevelopment potential at GM’s Janesville site is underway — a small, localized item for investors focused on asset optimization and community impact. Forward Janesville discusses redevelopment potential of GM site
• Negative Sentiment: Quality and recall headlines are weighing: GM has issued multiple recalls and fixes (roughly ~43k large SUVs for rear‑wheel lockup/transmission risks, transmission‑related recalls, fuel‑gauge discrepancies, and consumer reports of engine wear on a 2.0L turbo) — these raise near‑term warranty, recall and reputational risks that could press margins if they broaden. GM recalls 43,000 Chevrolet, GMC and Cadillac SUVs over rear-wheel lock-up risk General Motors Recalls SUVs After Transmission Issue Could Lead to Crashes GM’s 2.0-Liter Turbo Engine Shows Heavy Wear at Just 24,000 Miles GM Releases Fix For Chevy Equinox EV Front Footwell Water Leak GM recalls thousands of vehicles over transmission issue

Analyst Ratings Changes

GM has been the topic of a number of research reports. Morgan Stanley reiterated an “overweight” rating and set a $100.00 target price on shares of General Motors in a research report on Wednesday, January 28th. Jefferies Financial Group upped their price objective on General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Wall Street Zen cut General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. Citigroup boosted their target price on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Finally, Wells Fargo & Company raised their price target on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.52.

General Motors Stock Up 1.4%

Shares of General Motors stock opened at $82.46 on Thursday. 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 12 month low of $41.60 and a 12 month high of $87.62. The business has a fifty day simple moving average of $82.17 and a 200 day simple moving average of $70.65. The stock has a market cap of $74.54 billion, a PE ratio of 27.40, a price-to-earnings-growth ratio of 0.45 and a beta of 1.36.

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. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The firm had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. During the same quarter in the prior year, the firm posted $1.92 earnings per share. The company’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Research analysts predict that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is 19.93%.

General Motors announced that its board has authorized a stock buyback program on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

About General Motors

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.