PensionDanmark Pensionsforsikringsaktieselskab grew its position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 3.4% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 173,260 shares of the auto manufacturer’s stock after buying an additional 5,722 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in General Motors were worth $13,355,000 as of its most recent filing with the SEC.
Several other hedge funds also recently made changes to their positions in GM. Cibc World Market Inc. lifted its holdings in General Motors by 57.2% in the fourth quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock valued at $16,318,000 after acquiring an additional 72,984 shares during the period. M&T Bank Corp grew its stake in shares of General Motors by 82.0% during the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock worth $5,860,000 after purchasing an additional 32,474 shares during the period. Legacy Capital Group California Inc. grew its stake in shares of General Motors by 206.4% during the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock worth $1,708,000 after purchasing an additional 14,150 shares during the period. Janney Montgomery Scott LLC increased its holdings in shares of General Motors by 16.2% in the 1st quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock valued at $15,062,000 after purchasing an additional 28,163 shares in the last quarter. Finally, Leonteq Securities AG acquired a new stake in shares of General Motors in the fourth quarter valued at about $17,753,000. Institutional investors and hedge funds own 92.67% of the company’s stock.
Insider Transactions at General Motors
In other General Motors news, CEO Mary T. Barra sold 318,448 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the sale, the chief executive officer owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. The trade was a 42.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Michael Dixton sold 40,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $88.44, for a total value of $3,537,600.00. Following the completion of the transaction, the executive vice president owned 54,992 shares in the company, valued at approximately $4,863,492.48. This trade represents a 42.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,247,053 shares of company stock worth $106,763,425 over the last ninety days. 0.44% of the stock is owned by insiders.
Key Stories Impacting General Motors
- Positive Sentiment: Analysts raised earnings estimates. Zacks Research increased its FY2027 EPS forecast to $13.36 from $12.51 and lifted estimates for several 2026–2028 quarters, including FY2028 EPS to $12.70 from $12.33. The revisions suggest greater confidence in GM’s profitability and provide a positive catalyst for the stock. General Motors FY2026 EPS Estimate Boosted by Zacks Research
- Positive Sentiment: GM extended its SAIC joint venture in China through 2047. The long-term agreement preserves GM’s access to Chinese manufacturing, technology and distribution capabilities, while positioning China as a potential hub for Buick and Cadillac electric vehicles. It could support scale and lower production costs, although the market will weigh ongoing competition and geopolitical risks. GM And China Are Teaming Up For Another 20 Years
- Positive Sentiment: GM’s truck-led EV transition is drawing investor attention. The company is emphasizing electric pickups and SUVs, where its established truck franchise may provide a competitive advantage as EV adoption broadens. Its joint fast-charging network with Pilot and EVgo has surpassed 300 sites and 1,300 stalls across 40 states, improving charging access for customers. General Motors draws attention as trucks anchor an electric transition
- Positive Sentiment: GM highlighted its economic footprint. A company report cited roughly 7,000 local jobs and substantial economic activity in Flint, while a Louisiana Delta Community College partnership will expand automotive career pathways. These initiatives support workforce development and GM’s relationships with local communities. GM economic report highlights 7,000 local jobs, impact in Flint
- Neutral Sentiment: Industry results were broadly constructive. Strong quarterly reports from suppliers BorgWarner, Garrett Motion and Magna point to resilient automotive demand and cost-control benefits, but do not directly change GM’s outlook. Honda also reported an earnings beat, indicating healthy industry conditions.
- Negative Sentiment: Affordable EV competition is intensifying. Ford unveiled the $28,350 Fathom electric pickup, targeting the value segment GM is also pursuing. A successful low-cost rival could pressure GM’s EV pricing, market share and margins. Ford’s new Fathom is its cheap EV pickup
General Motors Stock Up 0.8%
GM stock opened at $87.60 on Friday. The stock has a market capitalization of $76.87 billion, a P/E ratio of 44.24, a PEG ratio of 0.40 and a beta of 1.30. The company has a 50 day moving average price of $81.14 and a two-hundred day moving average price of $79.27. General Motors Company has a one year low of $53.09 and a one year high of $91.85. 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 (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. During the same quarter in the prior year, the company posted $2.53 EPS. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, sell-side analysts expect that General Motors Company will post 13.29 EPS for the current year.
General Motors Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be given a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is 36.36%.
Wall Street Analysts Forecast Growth
A number of analysts recently commented on the stock. Barclays boosted their price objective on shares of General Motors from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research report on Friday, July 17th. Wedbush reissued an “outperform” rating and set a $95.00 price target on shares of General Motors in a research note on Monday, May 11th. Tigress Financial raised their price objective on General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen raised General Motors from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $101.41.
Read Our Latest Research Report on General Motors
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.
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