Orion Porfolio Solutions LLC Cuts Position in General Motors Company $GM

Orion Porfolio Solutions LLC decreased its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 16.6% during the third quarter, HoldingsChannel reports. The firm owned 52,807 shares of the auto manufacturer’s stock after selling 10,495 shares during the period. Orion Porfolio Solutions LLC’s holdings in General Motors were worth $3,220,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of General Motors by 11.5% in the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after purchasing an additional 11,418,367 shares in the last quarter. Viking Global Investors LP raised its holdings in shares of 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 valued at $640,659,000 after buying an additional 5,830,050 shares in the last quarter. Legal & General Group Plc lifted its position in General Motors by 0.5% in the 2nd quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock worth $499,175,000 after buying an additional 54,853 shares during the last quarter. Norges Bank bought a new stake in General Motors in the 2nd quarter worth approximately $444,319,000. Finally, Ameriprise Financial Inc. boosted its stake in General Motors by 8.0% in the second quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock worth $280,457,000 after buying an additional 424,396 shares in the last quarter. Institutional investors own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Chevrolet Bolt refresh signals a low?cost, pragmatic EV strategy that could protect margins and maintain volume in a weak EV market. GM figured out how to navigate EV uncertainty with the Chevy Bolt
• Positive Sentiment: Launch of the 2026 Corvette ZR1 paired with consolidation of pre?owned sales under the CarBravo platform could boost brand halo and recurring/aftermarket revenue. General Motors Pairs Corvette ZR1 Launch With CarBravo Used Car Push
• Positive Sentiment: Leadership hire — Jaclyn McQuaid named VP of Global Product Programs — supports execution on product launches and program discipline. GM Appoints Jaclyn McQuaid As New VP Of Global Product Programs
• Neutral Sentiment: Dealer move to require CarBravo for certified used sales reshapes distribution; could raise short?term dealer friction but improve warranty revenue and used?car margins long term. GM forces dealers onto CarBravo platform to sell used vehicles with factory warranties
• Neutral Sentiment: Analyst/coverage pieces flag GM as a name to watch amid slowing U.S. auto momentum — keeps the stock in investor focus but highlights demand risk. 2 Domestic Auto Stocks Worth Watching Despite Geopolitical Crisis
• Negative Sentiment: Multiple recalls announced (Chevy Silverado HD/GMC Sierra HD fuel?system issue; 2025?26 Express/Savana vans tire issue), increasing potential warranty/recall costs and denting confidence in quality. GM Recalls Chevy Silverado HD and GMC Sierra HD for Fuel System Issue GM Recalls 2025-2026 Chevrolet Express and GMC Savana Cutaway Vans Over Damaged Tires Massive wave of vehicle recalls hits major automakers: Ford, GM, and Volvo affected
• Negative Sentiment: New legal/regulatory pressure: Iowa AG sues GM over alleged selling of personal data, and separate lawsuits allege defective engines (Chevy Trax). These raise litigation and compliance risk (possible fines, settlements, reputational hit). Iowa Attorney General Sues GM Over Selling Personal Data GM Sued Again for Alleged Defective Engines—Now It’s for Chevy Trax’s Inline-Three
• Negative Sentiment: Geopolitical risk: U.S.–Iran tensions and oil spikes could push gas above $100/barrel scenarios, threatening demand for trucks/SUVs — a core profit driver for GM. US-Iran War Oil Shock: Is Detroit’s Gas-Truck Bet at Risk?

General Motors Price Performance

Shares of General Motors stock opened at $74.60 on Tuesday. The business has a 50 day moving average of $81.33 and a 200 day moving average of $71.96. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.62. The company has a market cap of $67.44 billion, a PE ratio of 24.78, a P/E/G ratio of 0.41 and a beta of 1.37. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating 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 business had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same period in the previous year, the firm earned $1.92 EPS. The company’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. As a group, equities research analysts forecast 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 buyback plan on Tuesday, January 27th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board believes its stock is undervalued.

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a dividend of $0.18 per share. This is an increase from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio is presently 23.92%.

Analyst Ratings Changes

Several research analysts have commented on GM shares. Wells Fargo & Company lifted their price target on shares of General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research note on Wednesday, January 28th. Wedbush upped their price objective on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Mizuho boosted their price target on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Finally, TD Cowen restated a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.39.

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.