Sumitomo Mitsui Trust Group Inc. Has $188.20 Million Stock Position in General Motors Company $GM

Sumitomo Mitsui Trust Group Inc. lowered its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 4.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,314,279 shares of the auto manufacturer’s stock after selling 100,318 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in General Motors were worth $188,197,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC boosted its position in General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after buying an additional 275 shares in the last quarter. Founders Capital Management acquired a new stake in General Motors in the fourth quarter valued at approximately $31,000. Steigerwald Gordon & Koch Inc. acquired a new stake in General Motors in the third quarter valued at approximately $29,000. Kelleher Financial Advisors acquired a new stake in General Motors in the third quarter valued at approximately $29,000. Finally, JPL Wealth Management LLC acquired a new stake in General Motors in the third quarter valued at approximately $32,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Competitor weakness could help GM: weak U.S. Q1 deliveries and costly EV program setbacks at Ford create a window for GM to capture share in key segments and fleet contracts. Why Ford’s Q1 Will Be Less Lucrative Than Its Crosstown Rival’s
• Positive Sentiment: Analyst and media interest / momentum narrative: recent coverage highlights GM as a momentum candidate and a top-watched stock, which can support demand in the stock if growth/EV execution remains visible. Here’s Why General Motors (GM) is a Strong Momentum Stock
• Neutral Sentiment: GM’s long-term EV commitment is intact while some rivals pivot to hybrids — positive for strategic clarity but raises near-term capital allocation and execution questions. Why GM is sticking with EVs as rivals pivot to
• Neutral Sentiment: General visibility: Zacks notes elevated investor attention and tools highlighting GM; useful for flows but not a fundamental catalyst by itself. General Motors Company (GM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Production disruption for the Chevy Blazer: GM confirmed a pause and a U.S. production restart in 2027 for the gas-powered Blazer, creating at least a six‑month supply gap that could dent near-term sales and margins for that model. GM confirms 2027 U.S. production start for gas-powered Chevy Blazer
• Negative Sentiment: Analyst outlook trimmed: Erste Group slightly lowered FY2026 EPS estimates for GM, signaling some caution among sell‑side models versus consensus — a headwind for sentiment if more downgrades follow. Analysts Set Expectations for General Motors FY2027 Earnings
• Negative Sentiment: Recall pressure: GM issued a recall covering ~32,988 Corvettes over a missing turn-signal failure warning — modest operational and reputational cost but a near-term expense and distraction. GM Recalls 32,988 Chevrolet Corvette Vehicles Over Missing Turn Signal Failure Warning

Analyst Ratings Changes

GM has been the topic of a number of research analyst reports. JPMorgan Chase & Co. raised 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. Royal Bank Of Canada lifted their price target on shares of General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price target on the stock in a report on Thursday, January 29th. UBS Group lifted their price target 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. Finally, Wall Street Zen lowered shares of General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, General Motors presently has an average rating of “Moderate Buy” and a consensus target price of $91.38.

General Motors Price Performance

Shares of NYSE:GM opened at $76.41 on Monday. The firm has a market cap of $69.07 billion, a PE ratio of 25.38, a price-to-earnings-growth ratio of 0.41 and a beta of 1.34. The firm’s fifty day moving average is $77.57 and its 200-day moving average is $74.62. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. General Motors Company has a 52 week low of $42.75 and a 52 week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter last year, the firm earned $1.92 earnings per share. General Motors’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts predict that General Motors Company will post 11.44 earnings per share for the current year.

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

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were paid a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Friday, March 6th. General Motors’s payout ratio is 23.92%.

About General Motors

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.