General Motors Company $GM Stock Holdings Cut by Chevy Chase Trust Holdings LLC

Chevy Chase Trust Holdings LLC cut its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 4.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 486,761 shares of the auto manufacturer’s stock after selling 21,856 shares during the quarter. Chevy Chase Trust Holdings LLC’s holdings in General Motors were worth $29,678,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of GM. Tiemann Investment Advisors LLC lifted its holdings in shares of General Motors by 3.1% in the third quarter. Tiemann Investment Advisors LLC now owns 5,045 shares of the auto manufacturer’s stock valued at $308,000 after buying an additional 150 shares during the period. Hemington Wealth Management grew its holdings in General Motors by 14.5% during the third quarter. Hemington Wealth Management now owns 1,219 shares of the auto manufacturer’s stock worth $74,000 after acquiring an additional 154 shares during the period. Fielder Capital Group LLC raised its position in General Motors by 3.3% in 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 in the last quarter. Resonant Capital Advisors LLC raised its position in General Motors by 3.4% in the third 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 in the last quarter. Finally, Unison Advisors LLC lifted its holdings 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 acquiring an additional 196 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on GM. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective for the company in a research report on Thursday, January 29th. Benchmark increased their target price on shares of General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. UBS Group raised their target price on shares of General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Wells Fargo & Company lifted their price target on shares of General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research report on Wednesday, January 28th. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors 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 issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and an average price target of $91.39.

More General Motors News

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

• Positive Sentiment: GM’s free cash flow has surged (from roughly $3B to about $10B on a trailing-average basis), enabling sustained dividends, buybacks and $10–$12B/year of U.S. manufacturing investment — a clear liquidity and capital-allocation positive for shareholders. How is General Motors Using Strong Cash Flow to Fuel Growth?
• Positive Sentiment: UAW/tariff-driven production moves (Detroit Diesel adding a shift and jobs) suggest support for U.S. supplier activity and capacity that can help GM’s production continuity and localization strategy. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: GM’s tactical EV moves — including the revival/relaunch of the Chevrolet Bolt — highlight a pragmatic shift toward lower-cost, demand-aligned EV offerings that may improve near-term margins versus earlier high-cost rollouts. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Neutral Sentiment: Industry restructuring: Honda’s large EV write-downs and rival retrenchments underline a tougher EV environment; this is sector-wide and creates both risks and competitive opportunities for GM. EV Write-Offs Rise, Yet One Auto Giant Is Doubling Down
• Neutral Sentiment: Weakness at Ford and industry recalls elsewhere are weighing on auto sentiment generally — that can pressure GM’s multiple even if the company’s fundamentals differ. Ford (F) Fumbles Once Again and Continues To Disappoint Investors
• Neutral Sentiment: A smaller supplier (Surface Transforms) filed an administration notice and warned of job cuts after losing a GM contract — a localized supplier disruption that could signal supplier churn but is not yet a broad production issue. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recall: GM is recalling more than 17,000 Buick Regal vehicles for a rear toe-link fracture that can cause loss of control — a near-term liability, repair cost and reputational hit that is weighing on the stock. GM recalls 17K vehicles over rear toe link fracture that could lead to crashes
• Negative Sentiment: Legal/ governance noise: a shareholder notice questioning whether GM insiders breached fiduciary duties could generate litigation risk and management distraction if it progresses to a formal suit. Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?

General Motors Price Performance

GM stock opened at $72.35 on Monday. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a one year low of $41.60 and a one year high of $87.62. The firm has a market capitalization of $65.40 billion, a PE ratio of 24.04, a P/E/G ratio of 0.39 and a beta of 1.37. The firm has a 50-day moving average of $80.72 and a two-hundred day moving average of $72.39.

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, topping the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same period last year, the firm posted $1.92 earnings per share. The firm’s quarterly revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, analysts forecast that General Motors Company will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is presently 23.92%.

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

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.