Howard Capital Management Inc. Increases Stock Position in General Motors Company $GM

Howard Capital Management Inc. increased its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 111,373 shares of the auto manufacturer’s stock after buying an additional 6,961 shares during the period. Howard Capital Management Inc.’s holdings in General Motors were worth $6,790,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Trust Co. of Toledo NA OH acquired a new position in shares of General Motors in the second quarter worth about $25,000. GFG Capital LLC acquired a new position in shares of General Motors in the 2nd quarter valued at approximately $27,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of General Motors during the 3rd quarter valued at approximately $29,000. RMG Wealth Management LLC acquired a new stake in shares of General Motors during the second quarter worth approximately $32,000. Finally, Armstrong Advisory Group Inc. increased its stake in shares of General Motors by 94.6% in the third quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock worth $33,000 after buying an additional 265 shares during the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

More General Motors News

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

• Positive Sentiment: Q4 earnings beat and bullish outlook: GM posted a Q4 adjusted EPS beat and guided to stronger full‑year earnings, which underpins bullish analyst revisions and supports longer‑term upside. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Share repurchase announced: GM plans a $6.0 billion buyback, which is a direct capital-return action that can support the stock and EPS per share. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Analyst upgrades and higher targets: Several firms raised price targets (e.g., Mizuho to $105; DZ Bank upgraded to buy), reflecting improving sentiment after the quarter. These lifts support upside potential. Mizuho Increases GM Price Target to $105
• Neutral Sentiment: Positive style/momentum coverage: Zacks published momentum and growth writeups highlighting GM as attractive to different investor styles — helpful for sentiment but not an immediate catalyst. General Motors is a Top‑Ranked Momentum Stock
• Neutral Sentiment: Longer-term price forecasts: Several outlets published multi‑year forecasts that are generally bullish based on GM’s cash flow and pickup/SUV franchise, but these are outlook pieces rather than immediate drivers. GM Price Prediction and Forecast 2026‑2030
• Negative Sentiment: Large EV and China-related charges: GM took roughly $7B of special charges tied to scaling back EV capacity, supply‑chain settlements and China JV restructuring — a hit to reported net income and a reminder of execution risk in EV transition. Coverage of GM charges and industry context
• Negative Sentiment: EV program changes and cancellations: Reports indicate canceled models and discontinuation of the Bolt as GM refocuses EV plans — this creates near‑term writeoffs and uncertainty about future EV margins and timing. GM’s EV losses from cancellations
• Negative Sentiment: Restructuring, plant shifts and job cuts: GM announced a shift reduction in Canada cutting roughly 500 jobs and faces reports of potential plant sales — signals of cost actions but also short‑term disruption and local community/political friction. GM shift reduction in Canada to cut 500 jobs
• Negative Sentiment: Trade/tariff uncertainty: Analysts flagged evolving tariff and trade policy risks that could raise costs and pressure margins — a macro/regulatory headwind investors are watching. Tariff turbulence risks for GM

General Motors Stock Performance

Shares of GM stock opened at $84.01 on Friday. The company has a market cap of $75.94 billion, a P/E ratio of 27.91, a PEG ratio of 0.78 and a beta of 1.31. The business has a 50 day moving average of $80.13 and a two-hundred day moving average of $66.85. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.31. The company has a quick ratio of 1.06, a current ratio of 1.17 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter last year, the business posted $1.92 EPS. The business’s 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. As a group, analysts anticipate that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This is an increase from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, March 6th. General Motors’s payout ratio is currently 23.92%.

General Motors announced that its board has approved a stock repurchase plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. The Goldman Sachs Group set a $104.00 price objective on shares of General Motors in a research note on Tuesday. Royal Bank Of Canada increased their price target on shares of General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a research report on Wednesday. Barclays set a $110.00 price objective on General Motors in a report on Wednesday. Wedbush increased their target price on General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, General Motors presently has an average rating of “Moderate Buy” and a consensus price target of $85.70.

Insider Buying and Selling at General Motors

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the business’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction 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. The trade was a 39.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by company insiders.

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.