Aristotle Atlantic Partners LLC Sells 10,880 Shares of General Motors Company $GM

Aristotle Atlantic Partners LLC lowered its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 3.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 305,610 shares of the auto manufacturer’s stock after selling 10,880 shares during the period. Aristotle Atlantic Partners LLC’s holdings in General Motors were worth $22,768,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of GM. Laurel Wealth Advisors LLC purchased a new stake in General Motors during the 4th quarter valued at about $25,000. Evergreen Advisors LLC purchased a new position in General Motors in the 1st quarter worth approximately $26,000. SouthState Bank Corp increased its stake in General Motors by 101.7% in the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the period. Kelleher Financial Advisors bought a new stake in General Motors in the third quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in General Motors in the fourth quarter valued at approximately $30,000. Institutional investors own 92.67% of the company’s stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM raised its 2026 profit outlook again after a strong quarter, reinforcing the view that earnings momentum is improving and giving bulls more confidence in the stock. Article Title
• Positive Sentiment: Analyst and media coverage after earnings has been favorable, with reports highlighting stronger fundamentals, disciplined pricing, and a valuation that still looks attractive versus peers. Article Title
• Positive Sentiment: GM’s manufacturing investments, including the $157 million Missouri plant upgrade, suggest continued support for truck production and operational efficiency. Article Title
• Neutral Sentiment: GM and IONATE announced a smart-grid transformer deployment at a Michigan plant, a positive sustainability/efficiency step, but likely not a major near-term stock driver. Article Title
• Neutral Sentiment: Reports of unusually large options trading and upbeat price-target chatter may reflect rising investor interest, but they do not by themselves change GM’s operating outlook. Article Title
• Negative Sentiment: GM’s pullback on EVs after a roughly $10.9 billion charge underscores the cost of prior EV investments and reminds investors that the transition remains expensive and uncertain. Article Title

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Wall Street Zen raised shares of General Motors from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Piper Sandler reissued an “overweight” rating and set a $102.00 price target on shares of General Motors in a research report on Wednesday, April 29th. Royal Bank Of Canada raised their price target on shares of General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a report on Wednesday. JPMorgan Chase & Co. boosted their price objective on shares of General Motors from $110.00 to $120.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Benchmark reaffirmed a “buy” rating on shares of General Motors in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, General Motors currently has a consensus rating of “Moderate Buy” and an average target price of $99.59.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $85.00, for a total transaction of $586,075.00. Following the completion of the transaction, the chief accounting officer owned 25,794 shares of the company’s stock, valued at approximately $2,192,490. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 79,494 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the sale, the executive vice president directly owned 46,519 shares in the company, valued at $3,862,007.38. The trade was a 63.08% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 697,388 shares of company stock worth $57,752,596. 0.54% of the stock is owned by corporate insiders.

General Motors Stock Performance

General Motors stock opened at $82.59 on Friday. The stock’s 50 day simple moving average is $79.24 and its two-hundred day simple moving average is $78.86. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.99 and a current ratio of 1.14. The stock has a market cap of $72.47 billion, a price-to-earnings ratio of 41.71, a PEG ratio of 0.41 and a beta of 1.31. General Motors Company has a fifty-two week low of $51.69 and a fifty-two week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.19 by $0.38. The firm had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business’s revenue was up 1.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, analysts expect that General Motors Company will post 13.23 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be issued a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors’s dividend payout ratio is 36.36%.

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.