AIA Group Ltd Buys 117,445 Shares of General Motors Company $GM

AIA Group Ltd raised its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 111.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 223,089 shares of the auto manufacturer’s stock after buying an additional 117,445 shares during the period. AIA Group Ltd’s holdings in General Motors were worth $13,602,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Tiemann Investment Advisors LLC boosted its holdings in shares of General Motors by 3.1% during the 3rd quarter. Tiemann Investment Advisors LLC now owns 5,045 shares of the auto manufacturer’s stock valued at $308,000 after acquiring an additional 150 shares in the last quarter. Hemington Wealth Management increased its holdings in General Motors by 14.5% in the 3rd quarter. Hemington Wealth Management now owns 1,219 shares of the auto manufacturer’s stock worth $74,000 after purchasing an additional 154 shares in the last quarter. Fielder Capital Group LLC raised its position in General Motors by 3.3% in the third quarter. Fielder Capital Group LLC now owns 5,131 shares of the auto manufacturer’s stock valued at $313,000 after purchasing an additional 163 shares during the last quarter. Resonant Capital Advisors LLC raised its position in General Motors by 3.4% in the third quarter. Resonant Capital Advisors LLC now owns 5,222 shares of the auto manufacturer’s stock valued at $318,000 after purchasing an additional 171 shares during the last quarter. Finally, Unison Advisors LLC boosted its stake in shares of General Motors by 0.3% during the third quarter. Unison Advisors LLC now owns 68,272 shares of the auto manufacturer’s stock valued at $4,163,000 after purchasing an additional 196 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Stock Down 0.8%

Shares of NYSE:GM opened at $73.44 on Thursday. General Motors Company has a 1 year low of $41.60 and a 1 year high of $87.62. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The business’s 50-day moving average is $80.18 and its 200-day moving average is $72.60. The company has a market capitalization of $66.39 billion, a price-to-earnings ratio of 24.40, a P/E/G ratio of 0.40 and a beta of 1.37.

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

General Motors announced that its board has authorized a stock repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management 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 given a dividend of $0.18 per share. This is a positive change from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. General Motors’s payout ratio is 23.92%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Wells Fargo & Company boosted their price target on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a report on Wednesday, January 28th. Jefferies Financial Group lifted their target price on shares of General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research report on Monday, February 2nd. Piper Sandler reissued an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. JPMorgan Chase & Co. upped their price target on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Finally, Benchmark raised their price target on shares of General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.39.

Key General Motors News

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

• Positive Sentiment: GM’s finance chief said rising gas prices haven’t changed consumer buying patterns, signaling resilient demand that eases recession/volume fears. GM says gas price hikes not impacting sales
• Neutral Sentiment: GM presented at the Bank of America Global Automotive Summit; the transcript provides management commentary on strategy and outlook (useful context for guidance and execution but not a single catalyst). General Motors Company (GM) Presents at Bank of America Global Automotive Summit Transcript
• Neutral Sentiment: GM recruited a motorsport tech leader from Grove Racing, a small talent win that could aid performance/R&D but is not material to near‑term results. Grove Racing tech chief poached by General Motors
• Neutral Sentiment: Reports say Buick is considering a U.S. sedan return on GM’s Alpha II platform — product lineup news that could support future volume/mix but is speculative. Report: Buick is weighing a US sedan return on GM’s Alpha II
• Negative Sentiment: GM and LG Energy Solution are retooling a Tennessee battery plant to produce energy‑storage system cells instead of EV cells — a strategic retreat from cell manufacturing that raises questions about GM’s vertical integration and future EV margin capture. GM, LG retool Tennessee battery plant for energy storage batteries, recall laid-off workers
• Negative Sentiment: Tesla agreed to buy $4.3 billion of LG Energy cells made at a plant that was developed for a GM joint venture — a direct competitive loss of potential cell volumes and long‑term supply leverage for GM. Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
• Negative Sentiment: The plant GM helped develop will now manufacture batteries for Tesla, underscoring the shift away from GM’s earlier cell ambitions and fueling investor concern over lost strategic optionality. This Plant GM Helped Build Will Now Manufacture Batteries For Tesla
• Negative Sentiment: GM is expanding legal actions around aftermarket parts, which could broaden litigation risk and supply‑chain friction (adds potential cost and distraction). GM Targets Aftermarket Parts Supply Chain in Expanding Patent Fight
• Negative Sentiment: Coverage notes GM is “surviving, not thriving” in China — a reminder that international growth struggles could pressure revenue and margins longer term. GM is ‘surviving, not thriving’ in China. Here’s why

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.