General Motors Company $GM Position Lessened by American Century Companies Inc.

American Century Companies Inc. cut its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,288,128 shares of the auto manufacturer’s stock after selling 178,709 shares during the period. American Century Companies Inc. owned 0.25% of General Motors worth $139,507,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. CWM LLC lifted its position in shares of General Motors by 50.8% in the third quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock worth $20,782,000 after buying an additional 114,756 shares during the last quarter. Corient Private Wealth LLC increased its position in General Motors by 6.2% in the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after buying an additional 20,017 shares during the period. SteelPeak Wealth LLC acquired a new stake in General Motors in the 3rd quarter worth $3,411,000. Burney Co. grew its holdings in shares of General Motors by 18.7% during the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock worth $5,002,000 after purchasing an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP acquired a new position in shares of General Motors in the 3rd quarter valued at $1,102,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Performance

Shares of General Motors stock opened at $78.56 on Monday. The firm has a fifty day moving average of $82.09 and a two-hundred day moving average of $71.11. 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 stock 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. 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 posted its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. During the same period last year, the company earned $1.92 EPS. The firm’s revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, equities research analysts predict that General Motors Company will post 11.44 EPS for the current year.

General Motors declared that its board has initiated a share repurchase plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be paid a $0.18 dividend. 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. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s payout ratio is currently 19.93%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. UBS Group upped their price objective on General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Citigroup boosted their target price on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Royal Bank Of Canada raised their price target on General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. TD Cowen reissued a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Finally, Morgan Stanley reissued an “overweight” rating and set a $100.00 price objective on shares of General Motors in a report on Wednesday, January 28th. Two investment 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, General Motors has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors News Roundup

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 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.