Quantinno Capital Management LP grew its position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 16.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 668,841 shares of the auto manufacturer’s stock after purchasing an additional 96,760 shares during the period. Quantinno Capital Management LP’s holdings in General Motors were worth $49,829,000 at the end of the most recent reporting period.
Several other large investors have also recently made changes to their positions in GM. Lazard Asset Management LLC raised its position in General Motors by 27.7% during the first quarter. Lazard Asset Management LLC now owns 885,948 shares of the auto manufacturer’s stock valued at $66,003,000 after purchasing an additional 191,928 shares during the period. Intelligence Driven Advisers LLC boosted its holdings in shares of General Motors by 3.8% in the 1st quarter. Intelligence Driven Advisers LLC now owns 7,098 shares of the auto manufacturer’s stock worth $529,000 after purchasing an additional 262 shares during the period. OMERS ADMINISTRATION Corp boosted its holdings in shares of General Motors by 27.6% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 58,027 shares of the auto manufacturer’s stock worth $4,323,000 after purchasing an additional 12,556 shares during the period. Lombard Odier Asset Management Switzerland SA increased its position in shares of General Motors by 29.4% during the 1st quarter. Lombard Odier Asset Management Switzerland SA now owns 39,209 shares of the auto manufacturer’s stock valued at $2,921,000 after purchasing an additional 8,900 shares during the last quarter. Finally, Waverly Advisors LLC raised its holdings in General Motors by 30.7% during the 1st quarter. Waverly Advisors LLC now owns 40,275 shares of the auto manufacturer’s stock valued at $3,000,000 after buying an additional 9,469 shares during the period. 92.67% of the stock is owned by institutional investors.
Insider Activity at General Motors
In related news, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total value of $620,550.00. Following the completion of the transaction, the chief accounting officer owned 18,899 shares in the company, valued at $1,700,910. This trade represents a 26.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of General Motors stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total value of $28,781,330.24. Following the sale, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This represents a 42.61% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,207,053 shares of company stock valued at $103,225,825 over the last three months. 0.54% of the stock is owned by corporate insiders.
More General Motors News
- Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
- Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
- Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
- Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
- Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
- Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
- Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors
General Motors Price Performance
NYSE GM opened at $89.43 on Thursday. The company has a market cap of $78.47 billion, a PE ratio of 45.17, a P/E/G ratio of 0.41 and a beta of 1.31. The firm’s 50 day moving average price is $80.14 and its 200-day moving average price is $78.95. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14. General Motors Company has a 52-week low of $51.69 and a 52-week high of $91.85.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm’s revenue was up 1.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Sell-side analysts forecast that General Motors Company will post 13.27 EPS for the current fiscal year.
General Motors Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s payout ratio is 36.36%.
Analysts Set New Price Targets
GM has been the subject of several analyst reports. JPMorgan Chase & Co. raised their target price on shares of General Motors from $110.00 to $120.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. UBS Group reiterated a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 price objective on shares of General Motors in a research note on Wednesday, July 22nd. Jefferies Financial Group upgraded General Motors from a “hold” rating to a “buy” rating and boosted their target price for the company from $90.00 to $99.00 in a research report on Monday. Finally, Wedbush reaffirmed an “outperform” rating and set a $95.00 target price on shares of General Motors in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus price target of $101.41.
Check Out Our Latest Research Report on GM
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.
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