ARS Investment Partners LLC Lowers Stake in General Motors Company $GM

ARS Investment Partners LLC reduced its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 17.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 326,018 shares of the auto manufacturer’s stock after selling 68,970 shares during the quarter. General Motors makes up about 1.3% of ARS Investment Partners LLC’s investment portfolio, making the stock its 26th largest holding. ARS Investment Partners LLC’s holdings in General Motors were worth $19,877,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Corient Private Wealth LLC lifted its holdings in shares of General Motors by 6.2% in the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after buying an additional 20,017 shares in the last quarter. Engineers Gate Manager LP increased its holdings in General Motors by 200.3% in the 2nd quarter. Engineers Gate Manager LP now owns 1,282,075 shares of the auto manufacturer’s stock valued at $63,091,000 after acquiring an additional 855,137 shares during the last quarter. Capital Investment Advisors LLC lifted its stake in General Motors by 6.3% in the 2nd quarter. Capital Investment Advisors LLC now owns 8,811 shares of the auto manufacturer’s stock worth $434,000 after purchasing an additional 526 shares in the last quarter. Ieq Capital LLC boosted its holdings in shares of General Motors by 233.7% during the 1st quarter. Ieq Capital LLC now owns 507,213 shares of the auto manufacturer’s stock valued at $23,854,000 after purchasing an additional 355,235 shares during the last quarter. Finally, United Advisor Group LLC purchased a new position in shares of General Motors during the second quarter valued at about $220,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

GM has been the subject of a number of recent research reports. Evercore ISI raised their target price on shares of General Motors from $68.00 to $74.00 and gave the company an “outperform” rating in a report on Monday, November 24th. The Goldman Sachs Group boosted their target price on shares of General Motors from $81.00 to $93.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Tigress Financial increased their price target on shares of General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a report on Friday, October 24th. 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 research report on Wednesday, October 22nd. Finally, Wells Fargo & Company boosted their price objective on General Motors from $46.00 to $48.00 and gave the stock an “underweight” rating in a research note on Tuesday, December 9th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $75.76.

Key Stores Impacting General Motors

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

• Positive Sentiment: Analysts include GM among top auto picks for 2026 — several Zacks pieces highlight GM as a buy given U.S. strength, China recovery, software growth and buyback programs, supporting near‑term investor enthusiasm. 4 Auto Stocks Up More Than 50% YTD & Still Worth Buying for 2026
• Positive Sentiment: Zacks compares GM favorably to Ford heading into 2026, citing GM’s buybacks, China rebound and software/upside — a narrative that can attract funds rotating into autos. Ford or General Motors: Which Stock to Buy Heading into 2026?
• Positive Sentiment: Industry EV sales surged in 2025 (Zacks) and GM is named among automakers positioned to benefit, reinforcing upside expectations for GM’s EV roadmap and revenue mix. 3 Auto Stocks Accelerating as EV Sales Surge Into 2026
• Positive Sentiment: Zacks notes elevated investor attention on GM — heightened search/interest can increase liquidity and bolster momentum trades. General Motors Company (GM) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: GM Korea will continue selling Buick and GMC through existing dealers — a distribution continuity move that supports sales channels and brand presence in the region. GM Korea To Sell Buick And GMC Brands In Existing Dealerships
• Neutral Sentiment: CNBC runs a broader piece on “EV realism” and industry strategy shifts — a reminder that longer‑term EV economics and capital allocation choices remain key to GM’s multi‑year thesis. EV realism is here. How automakers react in 2026 will be telling
• Negative Sentiment: U.S. regulators and GM are probing a ruptured air bag in a recalled but unrepaired GMC Sierra that injured a passenger — an active safety investigation that could lead to recalls, fines or litigation. General Motors Is Investigating Air Bag That Exploded in Recalled but Unrepaired Pickup Truck
• Negative Sentiment: Shareholder firm Johnson Fistel is investigating whether GM directors breached fiduciary duties tied to vehicle safety and Cruise AV disclosures — derivative claims could produce litigation risk and distract management. Johnson Fistel Investigates General Motors Company (GM) Directors for Potential Breaches of Fiduciary Duty Related to Vehicle Safety and Cruise AV Disclosures
• Negative Sentiment: GM is probing false side‑object detection alerts on Chevy Equinox and GMC Terrain — another driver‑safety/software issue that may require fixes and could affect consumer confidence. GM Investigating Chevy Equinox, GMC Terrain False Side Object Detection Alerts
• Negative Sentiment: An older eight‑year lawsuit over faulty A/C in popular GM trucks remains in the press — a reminder of legacy warranty/class‑action exposures that can resurface. An 8-Year Lawsuit Over Faulty A/C Still Haunts GM’s Most Popular Trucks

General Motors Stock Up 0.1%

Shares of NYSE:GM opened at $82.82 on Thursday. The business’s 50 day moving average is $72.38 and its 200 day moving average is $60.94. The stock has a market cap of $77.26 billion, a P/E ratio of 16.66, a price-to-earnings-growth ratio of 0.75 and a beta of 1.30. General Motors Company has a 52-week low of $41.60 and a 52-week high of $83.68. The company has a quick ratio of 1.06, a current ratio of 1.23 and a debt-to-equity ratio of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share for the quarter, topping the consensus estimate of $2.32 by $0.48. The firm had revenue of $48.59 billion during the quarter, compared to analysts’ expectations of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The company’s revenue was down .3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.96 EPS. General Motors has set its FY 2025 guidance at 9.750-10.500 EPS. Sell-side analysts predict that General Motors Company will post 11.44 EPS for the current year.

General Motors Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, December 5th were given a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Friday, December 5th. General Motors’s dividend payout ratio is currently 12.07%.

Insider Buying and Selling at General Motors

In other news, President Mark L. Reuss sold 260,600 shares of the firm’s stock in a transaction dated Wednesday, October 22nd. The stock was sold at an average price of $66.45, for a total value of $17,316,870.00. Following the completion of the transaction, the president directly owned 98,006 shares in the company, valued at $6,512,498.70. This trade represents a 72.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Rory Harvey sold 6,600 shares of General Motors stock in a transaction that occurred on Friday, September 26th. The shares were sold at an average price of $61.95, for a total transaction of $408,870.00. Following the sale, the executive vice president owned 8,513 shares of the company’s stock, valued at approximately $527,380.35. The trade was a 43.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 314,021 shares of company stock worth $20,808,292. 0.54% of the stock is owned by insiders.

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.