General Motors Company $GM Holdings Increased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. raised its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 7.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 159,067 shares of the auto manufacturer’s stock after purchasing an additional 11,458 shares during the period. Rakuten Investment Management Inc.’s holdings in General Motors were worth $12,800,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in GM. BlackRock Inc. bought a new position in shares of General Motors in the second quarter worth $5,958,995,000. Dimensional Fund Advisors LP boosted its stake in General Motors by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock valued at $1,059,668,000 after buying an additional 77,100 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in General Motors by 1.2% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,559,990 shares of the auto manufacturer’s stock valued at $659,804,000 after buying an additional 101,885 shares during the period. Bank of America Corp DE purchased a new position in General Motors during the second quarter worth about $629,465,000. Finally, Legal & General Group Plc bought a new position in General Motors in the 2nd quarter worth about $599,066,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors Price Performance

Shares of General Motors stock opened at $92.53 on Thursday. The stock has a market capitalization of $78.05 billion, a price-to-earnings ratio of 6.55, a price-to-earnings-growth ratio of 0.50 and a beta of 1.40. The company has a fifty day moving average of $83.28 and a 200-day moving average of $80.75. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.94 and a current ratio of 1.09. General Motors Company has a 52-week low of $67.04 and a 52-week high of $93.70.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, October 20th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.69 by $0.01. The firm had revenue of $50.02 billion for the quarter, compared to analysts’ expectations of $48.78 billion. General Motors had a return on equity of 19.36% and a net margin of 2.12%. The business’s revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.80 earnings per share. Equities research analysts expect that General Motors Company will post 13.38 EPS for the current year.

General Motors announced that its board has approved a stock buyback program on Tuesday, October 20th that authorizes the company to buy back $20 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 27.5% of its shares through open market purchases. Share repurchase programs are often an indication that the company’s management believes its shares are undervalued.

General Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Investors of record on Friday, December 4th will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, December 4th. General Motors’s dividend payout ratio (DPR) is 16.51%.

General Motors News Summary

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

• Positive Sentiment: Zacks Research raised its 2027 second- and third-quarter EPS estimates to $3.74 and $3.65, respectively. These increases were partly offset by lower forecasts for the fourth quarter of 2026 and first quarter of 2027. Analyst estimates
• Positive Sentiment: GM was reported higher as projected election results raised regulatory and merger concerns for some other high-profile companies. The article offers a possible relative-market tailwind for GM, not a direct change to its outlook. Market and regulatory risks
• Neutral Sentiment: GM is reportedly adding an AI “intelligence layer” to OnStar and plans to begin a hybrid push with large SUVs. These initiatives could support future offerings, but the reports provide no financial targets or near-term earnings impact. GM OnStar AI plans
• Negative Sentiment: GM agreed to pay $220 million to 36 states over allegations involving the sharing of drivers’ data. The settlement adds a financial cost and may heighten privacy and reputational concerns. GM privacy settlement
• Negative Sentiment: A separate report describes a large GM vehicle recall tied to dangerous defects. Recalls can bring repair costs and damage customer confidence; the supplied report does not specify the affected models or financial exposure. GM vehicle recall

Analysts Set New Price Targets

Several analysts have weighed in on GM shares. TD Cowen reaffirmed a “buy” rating and issued a $132.00 price target on shares of General Motors in a report on Wednesday, October 21st. Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and upped their price objective for the stock from $90.00 to $99.00 in a research report on Monday, July 27th. Wells Fargo & Company raised their target price on shares of General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft set a $98.00 target price on shares of General Motors in a research report on Wednesday, October 21st. Finally, Truist Financial set a $105.00 price target on shares of General Motors in a research note on Wednesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.44.

General Motors Profile

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells vehicles and related services through brands including Chevrolet, Buick, GMC and Cadillac.

GM’s product lineup includes passenger cars, pickup trucks, sport utility vehicles, commercial vehicles and electric vehicles. The company is also developing connected-vehicle technologies, driver-assistance systems and charging and energy-management solutions.