General Motors Company $GM Holdings Cut by Rhumbline Advisers

Rhumbline Advisers cut its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 0.7% in the 3rd quarter, Holdings Channel reports. The firm owned 1,760,353 shares of the auto manufacturer’s stock after selling 13,101 shares during the quarter. Rhumbline Advisers’ holdings in General Motors were worth $107,329,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in GM. Hemington Wealth Management grew its stake in General Motors by 14.5% during the 3rd quarter. Hemington Wealth Management now owns 1,219 shares of the auto manufacturer’s stock worth $74,000 after buying an additional 154 shares during the last quarter. Fielder Capital Group LLC grew its position in shares of General Motors by 3.3% during the third quarter. Fielder Capital Group LLC now owns 5,131 shares of the auto manufacturer’s stock worth $313,000 after acquiring an additional 163 shares during the last quarter. Resonant Capital Advisors LLC increased its holdings in shares of General Motors by 3.4% in the 3rd quarter. Resonant Capital Advisors LLC now owns 5,222 shares of the auto manufacturer’s stock worth $318,000 after acquiring an additional 171 shares during the period. Unison Advisors LLC lifted its position in General Motors by 0.3% in the 3rd quarter. Unison Advisors LLC now owns 68,272 shares of the auto manufacturer’s stock valued at $4,163,000 after purchasing an additional 196 shares during the last quarter. Finally, Mayflower Financial Advisors LLC boosted its stake in General Motors by 4.1% during the 2nd quarter. Mayflower Financial Advisors LLC now owns 5,163 shares of the auto manufacturer’s stock valued at $254,000 after purchasing an additional 205 shares during the period. 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: DZ Bank upgraded GM to Buy and set a $98 price target, providing a clear bullish catalyst that could support further gains if other investors follow the call. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: GM ended 2025 as Canada’s top EV seller — positive top‑line momentum in a key EV market supports revenue mix improvement and execution of EV strategy. GM finishes job, ends 2025 as Canada’s top EV seller
• Positive Sentiment: Coverage/contract developments tied to Honda’s weak EV sales could benefit GM financially under partnership terms — a potential one‑time/recurring upside depending on settlement details. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Neutral Sentiment: GM released a software/repair fix for engine ticking on several V6/V8 models — reduces customer complaints and potential warranty exposure but is not a major financial swing unless broader defects emerge. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Executive hire — GM tapped Claudia Gast (ex‑Lucid) for a senior strategy role; signals focus on EV/strategy execution but is incremental in near term. GM taps Claudia Gast for senior strategy role
• Neutral Sentiment: Broader industry/legal items — the BYD v. U.S. tariff case and coverage of GM/Allison split could change competitive dynamics long term; watch for policy or supply implications. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (Q1 2026, Q4 2026, Q1 2027, Q2 2027) and maintains a Hold — near‑term downward revisions can weigh on sentiment even as some later quarters and FY estimates were raised.
• Negative Sentiment: GM convened an “urgent” supplier meeting over exposure to First Brands — a possible supply disruption or financial hit from a troubled supplier could pressure margins or production if unresolved. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Recall follow‑ups on the 6.2L V8 (L87) replacement engines highlight ongoing recall/watchlist costs and reputational risk that could add near‑term warranty or service expense. GM 6.2L V8 L87 Recall: How’s Your Replacement Engine Doing So Far?

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on GM shares. Wedbush lifted their price target on General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Evercore increased their price target on General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Tigress Financial lifted their price objective on shares of General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research note on Friday, October 24th. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 price objective on shares of General Motors in a report on Wednesday, January 28th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.52.

General Motors Price Performance

NYSE:GM opened at $79.77 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. The business’s 50-day moving average price is $81.73 and its 200 day moving average price is $68.65. General Motors Company has a 52-week low of $41.60 and a 52-week high of $87.62. The firm has a market cap of $72.11 billion, a P/E ratio of 26.50, a PEG ratio of 0.44 and a beta of 1.36.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data 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. The company had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business’s revenue for the quarter was down 5.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, sell-side analysts predict that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s payout ratio is currently 23.92%.

General Motors declared that its board has authorized a share buyback plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

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.