Teacher Retirement System of Texas Lowers Position in General Motors Company $GM

Teacher Retirement System of Texas decreased its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 17.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 821,791 shares of the auto manufacturer’s stock after selling 168,531 shares during the period. Teacher Retirement System of Texas owned about 0.09% of General Motors worth $50,105,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Brighton Jones LLC raised its holdings in shares of General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after purchasing an additional 31,755 shares during the last quarter. Sivia Capital Partners LLC increased its stake in General Motors by 61.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after buying an additional 7,058 shares during the last quarter. Sowell Financial Services LLC lifted its position in shares of General Motors by 2.9% during the 2nd quarter. Sowell Financial Services LLC now owns 6,834 shares of the auto manufacturer’s stock worth $336,000 after buying an additional 195 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its stake in shares of General Motors by 10.5% in the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 18,156 shares of the auto manufacturer’s stock worth $893,000 after buying an additional 1,718 shares during the last quarter. Finally, Counterpoint Mutual Funds LLC bought a new position in shares of General Motors in the second quarter valued at approximately $311,000. 92.67% of the stock is currently owned by institutional investors.

Insider Transactions at General Motors

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction 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 completion of the transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at $864,504. This trade represents a 39.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is owned by corporate insiders.

Key Stories Impacting General Motors

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

• Positive Sentiment: Zacks Research sharply raised EPS forecasts across 2026–2027 and reiterated a “Strong‑Buy” view, lifting quarter and full‑year estimates (FY2027 to $12.41 vs prior ~$10). Higher earnings consensus increases upside to valuation and supports near‑term share gains. Read More.
• Positive Sentiment: JPMorgan raised its price target to $100 (overweight), signaling bullish analyst conviction and creating fresh upside for investors relative to recent levels. Broker upgrades often spark buying momentum. Read More.
• Positive Sentiment: FDIC approval clears the way for GM to form an industrial bank, enabling expanded captive-finance and other financial services that can boost financing margins and recurring revenue over time. Read More.
• Neutral Sentiment: GM is shifting production of a China‑built Buick compact SUV to its Fairfax, Kansas plant starting in 2028 and will end the rebooted Chevy Bolt EV at Fairfax — a manufacturing consolidation that reduces geopolitical/tariff risk and boosts U.S. content but also signals deprioritizing the Bolt lineup. The near‑term impact is mixed for margins and EV positioning. Read More.
• Negative Sentiment: The FTC has taken action against GM/OnStar over privacy concerns, introducing regulatory/legal risk that could lead to fines, compliance costs or reputational damage — a potential near‑term headwind for sentiment. Read More.
• Negative Sentiment: Analysts and commentary warn that fast‑growing Chinese EV makers remain a competitive threat globally; persistent pricing and share pressure from low‑cost entrants could constrain GM’s EV margin expansion. Read More.

General Motors Price Performance

Shares of NYSE GM opened at $81.00 on Friday. The stock has a fifty day moving average of $78.39 and a 200-day moving average of $65.57. The stock has a market cap of $75.56 billion, a PE ratio of 16.30, a price-to-earnings-growth ratio of 0.64 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. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $85.18.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share for the quarter, beating analysts’ consensus estimates of $2.32 by $0.48. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The business had revenue of $48.59 billion during the quarter, compared to analyst estimates of $44.60 billion. During the same quarter in the previous year, the firm earned $2.96 EPS. The company’s quarterly revenue was down .3% compared to the same quarter last year. Equities research analysts anticipate that General Motors Company will post 11.44 earnings per share for the current year.

Analyst Ratings Changes

GM has been the topic of a number of recent analyst reports. Royal Bank Of Canada lifted their price target on General Motors from $77.00 to $86.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Weiss Ratings cut General Motors from a “buy (b-)” rating to a “hold (c)” rating in a research note on Saturday, October 25th. Benchmark restated a “buy” rating on shares of General Motors in a research report on Wednesday, October 22nd. Evercore ISI lifted their price objective on shares of General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a research report on Monday, November 24th. Finally, Wedbush boosted their target price on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, General Motors presently has an average rating of “Moderate Buy” and an average price target of $80.00.

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.