One Wealth Advisors LLC bought a new stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 8,145 shares of the auto manufacturer’s stock, valued at approximately $628,000.
Several other institutional investors have also recently made changes to their positions in the stock. Norges Bank purchased a new position in shares of General Motors in the fourth quarter valued at $918,724,000. Viking Global Investors LP lifted its holdings 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 purchasing an additional 5,830,050 shares in the last quarter. Life Cycle Investment Partners Ltd bought a new position in General Motors in the 4th quarter worth about $309,380,000. Two Sigma Investments LP boosted 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 purchasing an additional 2,757,695 shares during the period. Finally, SEB Asset Management AB purchased a new position in General Motors during the 1st quarter valued at about $171,892,000. Hedge funds and other 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: Ohio EV battery production is restarting. GM and LG Energy Solution plan to resume battery-cell production at their Ohio facility after a seven-month shutdown, bringing approximately 1,400 workers back. The restart could improve plant utilization and supports GM’s efforts to expand EV production, although it also suggests demand and capacity remain closely managed. Why Is General Motors Resuming EV Battery Production in Ohio?
- Positive Sentiment: Expectations for future earnings are improving. An analyst raised estimates for GM’s fiscal 2027 earnings, adding to the recent bullish narrative around stronger core operations, improving profitability, and growth in software and digital services. GM’s prior quarterly results also exceeded consensus estimates for revenue and EPS. FY2027 EPS Estimates for General Motors Raised by Analyst
- Neutral Sentiment: GM is stepping back from an Indiana battery project while preserving its Samsung SDI relationship. Exiting a planned joint venture valued at approximately $3.5 billion may reduce near-term capital commitments and reflect a more disciplined approach to EV capacity. However, the decision also highlights uncertainty about battery demand and the pace of EV adoption. GM Steps Back From Indiana Battery Project While Maintaining Samsung SDI Partnership
- Negative Sentiment: Potential changes to the North American trade agreement are a major risk. Detroit automakers are warning that proposed revisions could cost the industry billions and weaken competitiveness. Higher costs, disrupted supply chains, or reduced tariff benefits would pressure GM’s margins and vehicle pricing. Detroit automakers fear North American trade deal revamp could cost them billions
- Negative Sentiment: GM’s retreat from China reflects longer-term competitive and growth concerns. The U.S. automaker is reducing its exposure to China as local manufacturers expand and move closer to Western markets, limiting GM’s growth opportunities in the world’s largest auto market. American auto retreat from China accelerates
Wall Street Analysts Forecast Growth
Read Our Latest Analysis on GM
Insider Activity at General Motors
In other General Motors news, EVP Grant Michael Dixton sold 40,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the sale, the executive vice president owned 54,992 shares in the company, valued at $4,863,492.48. This trade represents a 42.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of General Motors stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $86.95, for a total value of $772,289.90. Following the sale, the executive vice president directly owned 28,513 shares of the company’s stock, valued at approximately $2,479,205.35. This trade represents a 23.75% 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. Insiders sold a total of 1,247,053 shares of company stock worth $106,763,425 in the last three months. 0.44% of the stock is owned by insiders.
General Motors Stock Performance
Shares of GM opened at $86.73 on Friday. General Motors Company has a 12-month low of $54.33 and a 12-month high of $91.85. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The company has a market cap of $76.10 billion, a PE ratio of 43.80, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. The stock has a 50-day moving average price of $81.66 and a 200-day moving average price of $79.53.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same period last year, the firm posted $2.53 earnings per share. General Motors’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, equities analysts forecast that General Motors Company will post 13.29 earnings per share for the current fiscal year.
General Motors Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s payout ratio is currently 36.36%.
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.
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