Todd Asset Management LLC Sells 73,673 Shares of General Motors Company $GM

Todd Asset Management LLC decreased its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 15.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 399,488 shares of the auto manufacturer’s stock after selling 73,673 shares during the period. Todd Asset Management LLC’s holdings in General Motors were worth $32,486,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in GM. M&T Bank Corp grew its holdings in shares of General Motors by 82.0% in the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after buying an additional 32,474 shares during the period. Legacy Capital Group California Inc. boosted its stake in General Motors by 206.4% in the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock worth $1,708,000 after purchasing an additional 14,150 shares during the period. Vanguard Personalized Indexing Management LLC boosted its stake in General Motors by 7.9% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 194,869 shares of the auto manufacturer’s stock worth $11,882,000 after purchasing an additional 14,209 shares during the period. Perbak Capital Partners LLP boosted its stake in General Motors by 94.1% in the 3rd quarter. Perbak Capital Partners LLP now owns 47,086 shares of the auto manufacturer’s stock worth $2,871,000 after purchasing an additional 22,829 shares during the period. Finally, Fieldview Capital Management LLC boosted its stake in General Motors by 99.0% in the 3rd quarter. Fieldview Capital Management LLC now owns 28,237 shares of the auto manufacturer’s stock worth $1,722,000 after purchasing an additional 14,048 shares during the period. Institutional investors own 92.67% of the company’s stock.

General Motors Trading Up 0.0%

Shares of NYSE:GM opened at $78.81 on Monday. The company’s 50-day moving average price is $76.04 and its two-hundred day moving average price is $77.66. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.15 and a quick ratio of 0.99. General Motors Company has a one year low of $46.81 and a one year high of $87.62. The stock has a market capitalization of $71.06 billion, a PE ratio of 31.78, a price-to-earnings-growth ratio of 0.40 and a beta of 1.29.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, topping the consensus estimate of $2.61 by $1.09. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The firm had revenue of $43.62 billion for the quarter, compared to analysts’ expectations of $43.51 billion. During the same period in the previous year, the firm posted $2.78 EPS. The company’s revenue for the quarter was down .9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, equities analysts forecast that General Motors Company will post 12.85 EPS for the current fiscal year.

General Motors Dividend Announcement

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

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

Key General Motors News

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

• Positive Sentiment: GM’s supplier network got a boost after Cleveland-Cliffs was named the 2025 GM Supplier of the Year, reinforcing GM’s relationships with key North American materials providers and highlighting supply-chain execution. Cleveland-Cliffs Awarded 2025 GM Supplier of the Year by General Motors
• Positive Sentiment: Reports that GM is ramping up production of the Chevy Trax to meet demand suggest healthier sales momentum for one of its higher-volume models. GM Planning To Increase Chevy Trax Production In June
• Positive Sentiment: GM is moving assembly of its Groove and Aveo models from China to Mexico, a shift that could improve supply-chain resilience and lower tariff or logistics exposure. GM will move assembly of its Groove and Aveo models from China to Mexico
• Positive Sentiment: GM was also mentioned among major U.S. companies seeking tariff refunds, which could help offset prior duty costs if approved. Trump said he’d ‘remember’ companies that didn’t apply for tariff refunds. Many of them are anyway
• Neutral Sentiment: GM also appeared in broader auto-industry coverage alongside Ford and Stellantis, reflecting continued investor interest in the Detroit automakers rather than a GM-specific catalyst. Ford Surges 8%, Easily Outpaces General Motors and Stellantis: The Detroit Comeback Has a Clear Leader
• Negative Sentiment: GM faces fresh safety-recall headlines, including fixes for incorrect front wheel hub bolts on large SUVs and faulty roof rail airbags on the GMC Sierra, which can weigh on sentiment if investors worry about warranty and reputational costs. GM Recalls Large SUVs To Replace Incorrect Front Wheel Hub Bolts GMC Sierra Recalled Once More Over Faulty Roof Rail Airbags

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on GM. Zacks Research lowered shares of General Motors from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Citigroup upped their target price on shares of General Motors from $105.00 to $108.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Jefferies Financial Group upped their target price on shares of General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating and issued a $102.00 target price on shares of General Motors in a research note on Wednesday, April 29th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price on shares of General Motors in a research note on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, General Motors presently has an average rating of “Moderate Buy” and an average price target of $94.65.

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.