CCM Investment Advisers LLC Cuts Stake in General Motors Company $GM

CCM Investment Advisers LLC cut its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 4.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 185,359 shares of the auto manufacturer’s stock after selling 7,852 shares during the period. CCM Investment Advisers LLC’s holdings in General Motors were worth $13,809,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Franklin Resources Inc. increased its position in General Motors by 2.7% during the fourth quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock worth $2,615,121,000 after purchasing an additional 835,645 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of General Motors by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock valued at $1,802,668,000 after purchasing an additional 267,477 shares during the last quarter. Capital World Investors grew its stake in shares of General Motors by 7.8% during the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock valued at $1,588,688,000 after buying an additional 1,405,530 shares during the period. AQR Capital Management LLC grew its stake in shares of General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after buying an additional 748,831 shares during the period. Finally, Dimensional Fund Advisors LP increased its holdings in shares of General Motors by 0.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock worth $1,059,668,000 after buying an additional 77,100 shares during the last quarter. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors News Roundup

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

• Positive Sentiment: GM’s second-quarter results remain the primary bullish catalyst: adjusted EPS of $3.57 exceeded the $3.19 consensus, while revenue of $48.03 billion topped estimates and rose 1.9% year over year. Management maintained 2026 EPS guidance of $12 to $14.
• Positive Sentiment: Analyst sentiment has improved following the earnings beat. Erste Group raised its 2026 EPS estimate to $13.40 from $12.95 and its 2027 estimate to $14.99 from $14.48. Tigress Financial also forecast substantial upside and maintained a strong-buy view.
• Positive Sentiment: GM is emphasizing artificial intelligence to accelerate vehicle engineering, improve development workflows and potentially make vehicles better and faster. The company is also pursuing supply-chain resiliency, which could reduce disruption risks over time. GM Fully Believes AI Will Help Make Its Cars Better And Faster
• Positive Sentiment: GM’s shares continue to attract value-oriented attention because of earnings growth, cash-flow potential and a consensus analyst price target above the recent trading range. The company also declared its regular $0.18 quarterly dividend.
• Neutral Sentiment: President Donald Trump’s visit to a GM plant highlighted tariffs as a benefit to U.S. automakers, but the political support offers limited clarity on the company’s actual cost outlook. Trump visits General Motors plant
• Negative Sentiment: Reports suggest tariffs could cost GM as much as $3.5 billion, undermining claims that import taxes are helping the automaker. Any increase in vehicle or component costs could pressure margins and future guidance. Tariffs have saved General Motors
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto sold shares in pre-arranged Rule 10b5-1 transactions. The planned nature reduces the signal’s significance, but the concentrated selling may weigh on investor sentiment.

Wall Street Analysts Forecast Growth

GM has been the topic of several research reports. Tigress Financial increased their target price on General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday. Barclays boosted their price target on General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Wedbush restated an “outperform” rating and set a $95.00 price target on shares of General Motors in a research note on Monday, May 11th. Royal Bank Of Canada raised their price objective on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Finally, Wells Fargo & Company lifted their price objective on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $101.41.

Insider Buying and Selling

In related news, EVP Rory Harvey sold 8,882 shares of the business’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $86.95, for a total transaction of $772,289.90. Following the transaction, the executive vice president directly owned 28,513 shares of the company’s stock, valued at approximately $2,479,205.35. The trade was a 23.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible 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 stock was 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 owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This represents a 42.61% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,207,053 shares of company stock worth $103,225,825 over the last three months. 0.54% of the stock is currently owned by corporate insiders.

General Motors Stock Performance

Shares of GM stock opened at $88.40 on Friday. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The company has a market cap of $77.56 billion, a PE ratio of 44.64, a P/E/G ratio of 0.41 and a beta of 1.31. The company’s fifty day simple moving average is $80.36 and its 200-day simple moving average is $78.99. General Motors Company has a 52 week low of $51.88 and a 52 week high of $91.85.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, topping analysts’ consensus estimates of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. During the same period in the prior year, the company earned $2.53 EPS. The firm’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. As a group, equities research analysts anticipate that General Motors Company will post 13.27 EPS for the current year.

General Motors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be given a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s dividend payout ratio is presently 36.36%.

General Motors Company 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.