National Pension Service Has $133.11 Million Stock Holdings in General Motors Company $GM

National Pension Service increased its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,183,195 shares of the auto manufacturer’s stock after buying an additional 143,258 shares during the period. National Pension Service owned 0.23% of General Motors worth $133,109,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in General Motors by 11.5% during the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares during the period. Viking Global Investors LP lifted its holdings in General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after buying an additional 5,830,050 shares during the period. Legal & General Group Plc lifted its holdings in General Motors by 0.5% in the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock valued at $499,175,000 after buying an additional 54,853 shares during the period. Norges Bank acquired a new stake in General Motors during the 2nd quarter worth $444,319,000. Finally, Ameriprise Financial Inc. raised its position in shares of General Motors by 8.0% during the 2nd quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock valued at $280,457,000 after acquiring an additional 424,396 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total transaction of $556,128.00. Following the completion of the sale, the chief accounting officer owned 12,007 shares of the company’s stock, valued at $864,504. This trade represents a 39.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.54% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on GM shares. 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 research report on Wednesday. Evercore ISI lifted their target price on General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a report on Monday, November 24th. Wedbush increased their price target on General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Benchmark reiterated a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Finally, Morgan Stanley reissued an “overweight” rating and set a $100.00 target price on shares of General Motors in a research note on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $85.70.

Key Headlines Impacting General Motors

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 Down 2.6%

General Motors stock opened at $84.01 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.06 and a debt-to-equity ratio of 1.50. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.31. The company has a fifty day simple moving average of $80.13 and a 200 day simple moving average of $66.95. The company has a market cap of $75.94 billion, a P/E ratio of 27.91, a price-to-earnings-growth ratio of 0.78 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The company had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business’s revenue was down 5.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Research analysts anticipate that General Motors Company will post 11.44 earnings per share for the current fiscal year.

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

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, March 6th. This is a boost from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is presently 19.93%.

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.