Connective Portfolio Management LLC Acquires New Shares in General Motors Company $GM

Connective Portfolio Management LLC bought a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 16,000 shares of the auto manufacturer’s stock, valued at approximately $1,301,000. General Motors makes up 2.3% of Connective Portfolio Management LLC’s portfolio, making the stock its 16th largest position.

A number of other large investors have also recently made changes to their positions in GM. Brighton Jones LLC grew its position in shares of General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after purchasing an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after purchasing an additional 7,058 shares in the last quarter. AlphaCore Capital LLC bought a new position in General Motors in the 2nd quarter worth about $204,000. Global Retirement Partners LLC purchased a new position in General Motors during the 2nd quarter valued at about $338,000. Finally, Laurel Wealth Advisors LLC grew its holdings in General Motors by 4,854.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 15,209 shares of the auto manufacturer’s stock valued at $748,000 after buying an additional 14,902 shares in the last quarter. 92.67% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on GM. Piper Sandler reissued an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price objective on shares of General Motors in a research note on Wednesday, January 28th. Wedbush upped their target price on shares of General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Finally, Royal Bank Of Canada raised their price target on shares of General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $91.58.

General Motors Stock Performance

Shares of GM opened at $76.41 on Thursday. General Motors Company has a 12-month low of $41.60 and a 12-month high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The company has a market cap of $69.07 billion, a PE ratio of 25.39, a price-to-earnings-growth ratio of 0.41 and a beta of 1.37. The stock has a 50-day moving average price of $79.39 and a 200-day moving average price of $73.19.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping 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 company had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period in the prior year, the business earned $1.92 earnings per share. General Motors’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. As a group, equities analysts forecast that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were given a dividend of $0.18 per share. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s dividend payout ratio is 23.92%.

General Motors declared that its Board of Directors has initiated a stock repurchase program 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 stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

More General Motors News

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

• Positive Sentiment: Wolfe Research upgraded GM to Outperform with a $96 price target, saying the recent sell‑off creates selective buying opportunities across autos — a clear bullish analyst signal for the stock. GM upgraded at Wolfe Research as firm sees ‘select opportunities’ in autos
• Positive Sentiment: GM has advanced Level‑3 autonomy testing, running Escalade IQ road tests and “eyes‑off” trials on public highways — progress that supports the company’s software and AV monetization thesis. GM advances Level 3 autonomy with Escalade IQ road tests
• Positive Sentiment: GM plans a $600 million investment in its South Korean unit to modernize plants and products, supporting future competitiveness and regional production capacity. GM to invest $600 million in South Korean unit
• Positive Sentiment: Valeo is building a $225M Texas plant to produce GM’s central compute unit (liquid‑cooled), bolstering GM’s software‑defined vehicle supply chain. Valeo breaks ground on $225m manufacturing plant in US
• Neutral Sentiment: Broader market trends: hybrid vehicles now represent ~20% of U.S. sales — a structural shift that creates opportunities but also competition as automakers reposition lineups. Hybrids now account for 1 in 5 U.S. vehicle sales as market shifts
• Neutral Sentiment: A Dayton‑area glass plant fire prompted concern; Stellantis and GM said there were no disruptions to parts supply — watch for follow‑up on parts flow but no immediate production impact reported. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: Union leaders at GM’s Silao, Mexico plant proposed a 10% salary increase for the 2026–28 contract — a potential margin headwind if ratified or if it prompts similar demands elsewhere. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

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.