Waverly Advisors LLC Raises Holdings in General Motors Company $GM

Waverly Advisors LLC grew its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 30.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,275 shares of the auto manufacturer’s stock after acquiring an additional 9,469 shares during the quarter. Waverly Advisors LLC’s holdings in General Motors were worth $3,000,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Norges Bank acquired a new position in General Motors during the 4th quarter valued at approximately $918,724,000. Viking Global Investors LP grew its holdings in shares of General Motors by 81.1% during the second 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 during the last quarter. Life Cycle Investment Partners Ltd acquired a new position in shares of General Motors in the 4th quarter valued at $309,380,000. Two Sigma Investments LP raised its stake in General Motors by 348.4% in the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock worth $216,393,000 after acquiring an additional 2,757,695 shares during the last quarter. Finally, SEB Asset Management AB acquired a new stake in General Motors during the 1st quarter worth about $171,892,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Trading Down 1.0%

Shares of NYSE:GM opened at $89.43 on Thursday. General Motors Company has a 1 year low of $51.69 and a 1 year high of $91.85. The firm has a market capitalization of $78.47 billion, a price-to-earnings ratio of 45.17, a price-to-earnings-growth ratio of 0.41 and a beta of 1.31. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The business’s 50 day moving average price is $80.14 and its 200-day moving average price is $78.95.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping the consensus estimate of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm’s revenue was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities research analysts forecast that General Motors Company will post 13.27 earnings per share for the current fiscal year.

General Motors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be given a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s dividend payout ratio (DPR) is 36.36%.

General Motors News Summary

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

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on GM shares. Barclays raised their price objective on General Motors from $105.00 to $110.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. UBS Group restated a “buy” rating on shares of General Motors in a research note on Wednesday, June 10th. The Goldman Sachs Group raised their target price on shares of General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Tigress Financial boosted their target price on shares of General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a research report on Tuesday. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $102.00 price target on shares of General Motors in a research report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $101.41.

Insider Activity at General Motors

In related news, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following the transaction, the chief accounting officer directly owned 18,899 shares of the company’s stock, valued at approximately $1,700,910. This trade represents a 26.73% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of General Motors stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president owned 92,293 shares in the company, valued at approximately $8,303,601.21. The trade was a 43.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,207,053 shares of company stock worth $103,225,825 over the last three months. Company insiders own 0.54% of the company’s stock.

About General Motors

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.