General Motors Company $GM Shares Sold by BTC Capital Management Inc.

BTC Capital Management Inc. decreased its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 8.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,751 shares of the auto manufacturer’s stock after selling 9,576 shares during the quarter. BTC Capital Management Inc.’s holdings in General Motors were worth $8,940,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Franklin Resources Inc. lifted its holdings in shares of General Motors by 3.3% during the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after purchasing an additional 989,189 shares during the period. Capital World Investors increased its holdings in General Motors by 8.2% in the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock worth $1,105,420,000 after buying an additional 1,366,467 shares during the period. AQR Capital Management LLC raised its position in General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after buying an additional 748,831 shares during the last quarter. Viking Global Investors LP raised its position 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 worth $640,659,000 after buying an additional 5,830,050 shares during the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in General Motors by 5.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 6,001,245 shares of the auto manufacturer’s stock valued at $365,897,000 after acquiring an additional 302,140 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on GM shares. Deutsche Bank Aktiengesellschaft increased their price objective on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Wall Street Zen downgraded shares of General Motors from a “buy” rating to a “hold” rating in a research report on Sunday, January 4th. Mizuho increased their price target on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Finally, Wolfe Research raised General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price objective for the company in a report on Wednesday, March 25th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $91.38.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM will add a sixth production day at its Flint, Michigan plant to boost heavy‑duty Silverado and Sierra output as demand for pickups remains strong — a near‑term revenue and margin positive for high‑margin trucks. GM to Boost Heavy-Duty Truck Production (WSJ)
• Positive Sentiment: GM posted Q4 results that beat EPS expectations and set FY‑2026 guidance, supporting fundamentals and investor confidence in near‑term profitability. Q4 Earnings Outperformers: General Motors (Yahoo)
• Positive Sentiment: Wall Street analyst consensus remains a Buy/Overweight on GM; Barclays recently lowered its price target slightly but kept an Overweight stance, implying substantial upside from current levels — supporting momentum in the stock. Benzinga (Barclays price target note)
• Neutral Sentiment: Value and earnings‑revision screens (Zacks) flag GM as potentially undervalued based on estimate trends, offering a data point investors use but not a catalyst by itself. Are Investors Undervaluing General Motors (Zacks)
• Neutral Sentiment: Comparative valuation pieces (GM vs. peers/FSS) provide context for bargain hunters but don’t create an immediate price driver. GM vs. FSS: Which Stock Is the Better Value Option? (Zacks)
• Negative Sentiment: GM enforced a four‑week production break at a Detroit EV plant (Factory ZERO) and temporarily laid off ~1,300 workers, signalling softer EV demand and near‑term margin pressure in the EV business. GM enforces four-week production break at EV factory (Electrive)
• Negative Sentiment: Coverage highlights a broader EV pullback at GM — deeper production cuts and softer retail demand raise execution risk for the company’s EV transition and could weigh on sentiment until volumes recover. GM’s EV Pullback Is Getting Harder To Ignore (Yahoo)
• Negative Sentiment: Some market commentary and research note a cautious/negative stance on GM’s near‑term outlook, reflecting investor concern about macro factors, OEM competition, and EV execution. Wall Street Is Bearish on General Motors Stock (247wallst)

General Motors Price Performance

NYSE:GM opened at $74.55 on Wednesday. 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 company has a 50 day moving average price of $78.89 and a 200-day moving average price of $73.74. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The firm has a market cap of $67.39 billion, a price-to-earnings ratio of 24.77, a price-to-earnings-growth ratio of 0.39 and a beta of 1.37.

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, topping analysts’ consensus estimates of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same period in the prior year, the firm posted $1.92 earnings per share. The firm’s quarterly revenue 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. Equities research analysts forecast that General Motors Company will post 11.44 EPS for the current year.

General Motors Increases Dividend

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

General Motors declared that its board has authorized a share repurchase program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s management believes its stock is undervalued.

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.