Bank of Montreal Can Increases Stake in General Motors Company $GM

Bank of Montreal Can increased its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 859,115 shares of the auto manufacturer’s stock after acquiring an additional 58,356 shares during the quarter. Bank of Montreal Can owned approximately 0.09% of General Motors worth $52,380,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Steigerwald Gordon & Koch Inc. acquired a new position in shares of General Motors during the third quarter worth $29,000. Armstrong Advisory Group Inc. increased its position in General Motors by 94.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after buying an additional 265 shares in the last quarter. ESL Trust Services LLC purchased a new stake in General Motors in the third quarter valued at about $37,000. Twin Peaks Wealth Advisors LLC acquired a new stake in General Motors in the second quarter worth about $38,000. Finally, Motco grew its stake in shares of General Motors by 293.0% during the third quarter. Motco now owns 841 shares of the auto manufacturer’s stock worth $51,000 after acquiring an additional 627 shares during the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the stock. 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. Bank of America assumed coverage on shares of General Motors in a report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price objective on the stock. Barclays set a $110.00 target price on General Motors in a research report on Wednesday, January 28th. Piper Sandler reiterated an “overweight” rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $91.39.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Q4 beat, dividend hike and buyback boost confidence in capital return and cash generation — supports valuation and shareholder returns. General Motors (GM) Q4 Adjusted EPS Beats at $2.51 as Company Hikes Dividend 20%, Adds $6B Buyback
• Positive Sentiment: GM’s reversal on the Chevy Bolt (EV U‑turn) signals management pragmatism on EV strategy and potential to monetize existing platforms/brand recognition. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Positive Sentiment: GM is re-entering India via ACDelco parts (aftermarket opportunity) — diversification into a $12B market adds a recurring revenue stream less exposed to new‑vehicle cycles. Why Is General Motors Betting on India’s Auto Parts Market?
• Positive Sentiment: UAW/industrial policy shifts (tariffs) credited with Detroit Diesel adding shifts and jobs — constructive for domestic production momentum and GM’s U.S. operations. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: Brand/PR activity (GM aiding EV1 rebuild) can help heritage EV credibility and customer engagement. GM Will Help Rebuild EV1 V212: Video
• Neutral Sentiment: Market note: Zacks flagged GM fell more than the broader market in the latest session — useful context but not a driver by itself. General Motors (GM) Registers a Bigger Fall Than the Market: Important Facts to Note
• Neutral Sentiment: Supplier impact: brakes supplier Surface Transforms filed an administration notice after losing a GM contract — negative for supplier but limited direct impact on GM’s operations. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recalls: GM announced recalls totaling tens of thousands of vehicles (≈17K Buick Regal; ~12K pickups) for issues that could lead to crashes or engine stalls — near‑term repair costs, warranty exposure and reputational risk. GM issues recall 17K vehicles over rear toe link fracture that could lead to crashes GM recalls nearly 12,000 pickup trucks over engine stall risk
• Negative Sentiment: Legal/claims: new engine lawsuits and a shareholder solicitation alleging insider fiduciary breaches introduce litigation risk and potential headline pressure. GM hit with another engine lawsuit, this time on its 1.2-liter three-cylinder Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?
• Negative Sentiment: Sector headwinds: Honda’s huge EV write‑offs highlight an “EV winter” and demand/strategy risks across automakers — could pressure expectations for EV investments and margins industry‑wide. Honda to Write Off $15.7 Billion as EV Winter Arrives. What That Means for Ford, GM Stocks.

General Motors Stock Down 1.8%

Shares of GM opened at $73.43 on Friday. The stock’s 50-day moving average price is $80.89 and its 200-day moving average price is $72.10. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The company has a market capitalization of $66.38 billion, a price-to-earnings ratio of 24.40, a PEG ratio of 0.40 and a beta of 1.37. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.62.

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, beating analysts’ consensus estimates of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.General Motors’s revenue for the quarter was down 5.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, sell-side analysts predict that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

The company also recently announced 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 represents a $0.72 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is currently 23.92%.

General Motors announced that its board has initiated a share repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

General Motors 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.