Banco Santander S.A. Sells 14,627 Shares of General Motors Company $GM

Banco Santander S.A. reduced its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 78.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,962 shares of the auto manufacturer’s stock after selling 14,627 shares during the quarter. Banco Santander S.A.’s holdings in General Motors were worth $242,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of GM. Brighton Jones LLC boosted its stake in General Motors by 456.1% during the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after buying an additional 31,755 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of General Motors by 61.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after acquiring an additional 7,058 shares during the last quarter. Keybank National Association OH boosted its stake in shares of General Motors by 1.4% during the 2nd quarter. Keybank National Association OH now owns 35,238 shares of the auto manufacturer’s stock worth $1,734,000 after purchasing an additional 499 shares during the period. Assetmark Inc. grew its holdings in General Motors by 28.1% during the 2nd quarter. Assetmark Inc. now owns 90,775 shares of the auto manufacturer’s stock valued at $4,467,000 after purchasing an additional 19,925 shares during the last quarter. Finally, Simon Quick Advisors LLC grew its holdings in General Motors by 12.5% during the 2nd quarter. Simon Quick Advisors LLC now owns 9,546 shares of the auto manufacturer’s stock valued at $470,000 after purchasing an additional 1,060 shares during the last quarter. 92.67% of the stock is owned by institutional investors.

General Motors Price Performance

GM opened at $78.56 on Monday. The company has a market capitalization of $71.02 billion, a price-to-earnings ratio of 26.10, a PEG ratio of 0.43 and a beta of 1.37. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a 12-month low of $41.60 and a 12-month high of $87.62. The business’s fifty day simple moving average is $82.09 and its 200-day simple moving average is $71.11.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same period in the prior year, the firm earned $1.92 earnings per share. The firm’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. On average, equities research analysts anticipate that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

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

General Motors announced that its board has authorized a share repurchase program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

GM has been the subject of several analyst reports. TD Cowen reissued a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Mizuho raised their price target on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Jefferies Financial Group boosted their price objective on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Wall Street Zen lowered General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. Finally, Citigroup lifted their target price on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $89.52.

More General Motors News

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

• Positive Sentiment: Record truck sales and shareholder-return actions boosted near-term revenue and cash-return expectations, supporting GM’s underlying earnings outlook. General Motors Company (GM) Rises on Record Truck Sales and Shareholder Returns
• Positive Sentiment: An investor letter highlighted factors that lifted GM in Q4 (operational strength in key segments), signaling some institutional interest in the stock after recent results. Here’s What Lifted General Motors (GM) in Q4
• Neutral Sentiment: GM expanded the lineup of the Wuling Yangguang EV van in China — product development that can support EV unit growth in non-U.S. markets but has limited near-term impact on U.S. margins. GM’s 2026 Wuling Yangguang EV Van Gets Expanded Lineup
• Neutral Sentiment: Broader industry supply-chain stories (U.S. moves on rare-earth independence) and materials results may affect EV battery supply dynamics over time but are not an immediate driver of GM’s share move. The U.S. Takes A Huge Step In Becoming Rare Earth Independent
• Negative Sentiment: Iowa’s attorney general has sued GM and OnStar, alleging the company sold drivers’ location/data without proper disclosure or consent — a regulatory and reputational risk that can lead to fines, consent decrees or stricter oversight. Iowa accuses General Motors of not disclosing OnStar data sharing
• Negative Sentiment: Recall announced for ~43,732 full-size SUVs over a transmission software issue that could cause rough shifts or rear-wheel lock-up — raises near-term repair costs and may dent consumer confidence. General Motors Recalls 43,732 SUVs Amid Software Transmission Issue
• Negative Sentiment: Data showing GM among the weaker automakers on fleet average fuel economy could increase regulatory scrutiny and highlight EV transition challenges, pressuring valuation multiple expectations. GM Among Worst Automakers In Fleet Average Fuel Economy

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.