General Motors Company $GM Shares Acquired by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC increased its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 194,869 shares of the auto manufacturer’s stock after acquiring an additional 14,209 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in General Motors were worth $11,882,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after buying an additional 11,418,367 shares in the last quarter. Viking Global Investors LP raised its holdings in shares of General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after acquiring an additional 5,830,050 shares during the period. Legal & General Group Plc boosted its position in shares of General Motors by 0.5% during the 2nd quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock valued at $499,175,000 after acquiring an additional 54,853 shares during the last quarter. Norges Bank acquired a new position in General Motors in the 2nd quarter valued at about $444,319,000. Finally, Ameriprise Financial Inc. grew its holdings in shares of General Motors by 8.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock worth $280,457,000 after purchasing an additional 424,396 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on GM shares. JPMorgan Chase & Co. upped their target price on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Benchmark restated a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Jefferies Financial Group lifted their target price on shares of General Motors from $50.00 to $55.00 and gave the company a “hold” rating in a report on Monday, October 6th. Tigress Financial boosted their target price on General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research report on Friday, October 24th. Finally, Wells Fargo & Company raised their price target on General Motors from $46.00 to $48.00 and gave the stock an “underweight” rating in a research report on Tuesday, December 9th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $80.00.

Insider Transactions at General Motors

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total value of $556,128.00. Following the transaction, the chief accounting officer directly owned 12,007 shares in the company, valued at $864,504. This represents a 39.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is owned by company insiders.

Key General Motors News

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

• Positive Sentiment: Board boosts shareholder returns — GM raised its quarterly dividend by 20% and approved a new $6.0 billion share repurchase authorization, which reduces float and supports EPS. This is a clear positive catalyst for the stock. GM releases 2025 financial results and 2026 guidance; Board declares dividend at 20% higher quarterly rate, and approves new $6.0 billion share repurchase authorization
• Positive Sentiment: Core profitability strengthened — Adjusted/core profit rose on higher demand for affordable crossover SUVs and pickup trucks, showing combustion-vehicle cash generation that helps fund EV transition. That supports near-term free cash flow expectations. General Motors’ core profit rises on higher demand for SUVs, pickup trucks
• Positive Sentiment: GM Financial contributed steady earnings — GM Financial reported $460M in Q4 net income and $2.1B for FY2025, providing diversified earnings and helping consolidated results. GM Financial Reports Full Year and Fourth Quarter 2025 Operating Results
• Positive Sentiment: EV charging convenience improved — GM integrated Electrify America access into myBrand apps, reducing a friction point for EV owners and supporting long-term EV adoption. GM Streamlines Public Charging with Electrify America
• Neutral Sentiment: Analysts refreshed models ahead of the report — Street forecasts were revised into the print; adjusted EPS and revenue expectations guided investor focus to adjusted metrics versus GAAP. This tempers knee-jerk reactions. Top Wall Street Forecasters Revamp General Motors Expectations Ahead Of Q4 Earnings
• Neutral Sentiment: Regulatory/strategic moves in finance — GM (and Ford) secured FDIC approval to launch industrial banks, which could enable new financial services over time but is a longer-term play. Ford and GM Get FDIC Approval to Launch Industrial Banks
• Negative Sentiment: GAAP hit from EV write-downs — GM reported a $3.3 billion fourth-quarter net loss driven by EV-related charges, which is the headline risk and explains investor concern about EV program profitability and capital intensity. General Motors Lost $3.3 Billion as EVs Weighed on Bottomline
• Negative Sentiment: Supplier chapter-11/financing talks — GM is involved in talks to support First Brands Group during its Chapter 11 process; potential disruption or additional support costs pose supply-chain risk. Ford and General Motors in talks with First Brands over rescue financing

General Motors Trading Down 0.4%

NYSE:GM opened at $79.38 on Tuesday. General Motors Company has a 1 year low of $41.60 and a 1 year high of $85.18. The stock has a market cap of $74.05 billion, a P/E ratio of 15.97, a P/E/G ratio of 0.76 and a beta of 1.31. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.06 and a current ratio of 1.23. The stock has a 50-day simple moving average of $78.80 and a 200-day simple moving average of $66.14.

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.