Banque Cantonale Vaudoise Boosts Stock Position in General Motors Company $GM

Banque Cantonale Vaudoise lifted its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 27.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,896 shares of the auto manufacturer’s stock after acquiring an additional 11,999 shares during the period. Banque Cantonale Vaudoise’s holdings in General Motors were worth $3,408,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its holdings 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 worth $5,450,485,000 after purchasing an additional 11,418,367 shares in the last quarter. Viking Global Investors LP grew its holdings in General Motors by 81.1% during the 2nd 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 in the last quarter. Legal & General Group Plc grew its holdings in General Motors by 0.5% during the 2nd 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 in the last quarter. Norges Bank bought a new stake in shares of General Motors during the second quarter valued at about $444,319,000. Finally, Ameriprise Financial Inc. increased its position in shares of General Motors by 8.0% during the second quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock valued at $280,457,000 after buying an additional 424,396 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors Stock Up 0.3%

GM stock opened at $74.93 on Wednesday. The company’s 50 day moving average is $81.18 and its 200 day moving average is $72.07. The stock has a market cap of $67.74 billion, a price-to-earnings ratio of 24.89, a price-to-earnings-growth ratio of 0.40 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 1-year low of $41.60 and a 1-year high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (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 business had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same period in the previous year, the business posted $1.92 earnings per share. General Motors’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts predict that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors announced that its board has authorized a share buyback plan on Tuesday, January 27th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is presently 23.92%.

Key General Motors News

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

• Positive Sentiment: Revived Chevy Bolt shifts investor focus to EV profitability — GM is restarting the Bolt with cost-saving measures (shared EV parts, LFP batteries, efficiency gains) that allow a $28,995 2027 base price and improve EV margin prospects, which supports upside to future EPS. General Motors Revives Chevy Bolt EV And Reframes EV Profit Potential
• Positive Sentiment: Dealer/service strength: V2X contract extended through 2030 — a multi-year, >$100M training agreement to upskill GM technicians supports service network quality and could reduce warranty/service costs over time. V2X Extends Strategic Partnership with General Motors to Deliver Advanced Technical Training Nationwide
• Neutral Sentiment: Strategic footprint change in India — GM is re-entering India without selling cars (more of a tech/partnership presence), a move that limits near-term revenue impact but preserves long‑term optionality. General Motors returns to India, but without the cars
• Negative Sentiment: Safety recalls on heavy‑duty Silverados/Sierra HDs — GM is recalling HD trucks for a fuel‑system defect that can cause vehicles to keep running out of fuel or improperly shut down; that raises immediate repair cost, logistics and reputational risks for its high-margin truck franchise. GM recalls HD trucks that can’t stop running out of fuel
• Negative Sentiment: Lawsuits and regulatory actions piling up — GM faces engine-related class actions (small turbo/inline‑three suits) and an Iowa AG privacy suit over alleged personal‑data sales; combined legal, warranty and compliance costs could compress margins and weigh on sentiment. GM’s Smallest Engine Is The Subject Of A Big New Lawsuit Iowa Attorney General Sues GM Over Selling Personal Data
• Negative Sentiment: Investor concern from past EV writedowns — despite record truck profits, a prior ~$7B EV write‑off and uncertain EV demand continue to haunt sentiment and can limit multiple expansion even if current results are solid. Record Truck Profits, a $7 Billion EV Write Off, and a Market That Doesn’t Care

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Royal Bank Of Canada raised their price objective on shares of General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 target price on shares of General Motors in a report on Wednesday, January 28th. Wells Fargo & Company raised their price target on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Wall Street Zen lowered shares of General Motors from a “buy” rating to a “hold” rating in a research report on Sunday, January 4th. Finally, Evercore upped their price target on shares of General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a report on Monday, February 2nd. Two research 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 given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $91.39.

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.