General Motors Company $GM Shares Purchased by Machina Capital S.A.S.

Machina Capital S.A.S. boosted its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 15.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 49,672 shares of the auto manufacturer’s stock after acquiring an additional 6,725 shares during the period. Machina Capital S.A.S.’s holdings in General Motors were worth $3,029,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Trust Co. of Toledo NA OH purchased a new stake in shares of General Motors in the 2nd quarter valued at about $25,000. GFG Capital LLC acquired a new position in General Motors during the second quarter worth approximately $27,000. Steigerwald Gordon & Koch Inc. purchased a new stake in General Motors in the third quarter valued at approximately $29,000. RMG Wealth Management LLC acquired a new stake in shares of General Motors in the second quarter valued at approximately $32,000. Finally, Armstrong Advisory Group Inc. boosted its holdings 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 valued at $33,000 after acquiring an additional 265 shares during the period. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. UBS Group lifted their target price on shares of General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price for the company in a research note on Thursday, January 29th. The Goldman Sachs Group set a $104.00 price target on General Motors in a report on Tuesday, January 27th. Mizuho upped their price objective on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $105.00 price objective (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Two 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $88.43.

Insiders Place Their Bets

In related news, CAO Christopher Hatto sold 7,724 shares of General Motors 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 transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at approximately $864,504. The trade was a 39.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.54% of the stock is owned by insiders.

Trending Headlines about General Motors

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

• Positive Sentiment: Evercore raised its price target on GM from $85 to $95 and kept an “outperform” rating — a bullish analyst move that supports upside expectations. Evercore raises PT to $95
• Positive Sentiment: Jefferies raised its price target from $85 to $97 (hold), also signaling more upside from current levels. Analyst upward revisions can drive buying and boost sentiment. Jefferies raises PT to $97
• Positive Sentiment: Most new GM EV buyers are selecting a home-charging package — this improves owner experience, likely increases EV adoption, and may generate accessory/installation revenue. Most New GM EV Customers Are Choosing A Home Charging Package
• Positive Sentiment: GM Korea is shifting focus to the premium vehicle segment — a strategy that could improve margins and brand mix in international markets. GM Korea Strengthening Focus On Premium Vehicle Segment
• Neutral Sentiment: GM issued a fix for a fuel-injector flow-rate issue on the Chevy Trax — the company addressed the problem, which limits lingering safety/recall uncertainty but is unlikely to be material to earnings. GM Releases Fix For Chevy Trax Fuel Injector Flow Rate Issue
• Neutral Sentiment: An explainer on “Ecotec” engine branding surfaced — useful for consumer/brand clarity but not directly material to near-term financials. What Ecotec Means On GM Engines
• Neutral Sentiment: GM CEO attended a White House event with former President Trump — a high-profile appearance that may affect public/political perception but has ambiguous direct financial impact. General Motors CEO attends White House event with Trump
• Neutral Sentiment: Elevated investor searches and attention (per Zacks) signal higher market focus on GM, which can amplify price moves but doesn’t by itself change fundamentals. Investors Heavily Search General Motors Company (GM)
• Negative Sentiment: Canada says it will seek to recover “hundreds of millions” from GM (and Stellantis) after scaled-back production — this is a direct potential cash liability and a clear near-term downside risk. Canada to Claim Stellantis, GM Owe Hundreds of Millions to Government

General Motors Price Performance

Shares of NYSE GM opened at $85.59 on Wednesday. The company’s fifty day moving average is $80.66 and its two-hundred day moving average is $67.50. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The firm has a market capitalization of $77.37 billion, a P/E ratio of 28.44, a PEG ratio of 0.46 and a beta of 1.36. General Motors Company has a one year low of $41.60 and a one year high of $87.31.

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

General Motors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a $0.18 dividend. The ex-dividend date is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is currently 19.93%.

General Motors announced that its board has approved a stock repurchase program 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 programs are generally a sign that the company’s leadership believes its shares are undervalued.

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.