Royal Bank of Canada Decreases Stock Holdings in General Motors Company $GM

Royal Bank of Canada reduced its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.7% during the 1st quarter, HoldingsChannel reports. The firm owned 3,836,432 shares of the auto manufacturer’s stock after selling 276,722 shares during the quarter. Royal Bank of Canada’s holdings in General Motors were worth $285,812,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of General Motors by 456.1% in the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock worth $2,062,000 after acquiring an additional 31,755 shares during the last quarter. Sivia Capital Partners LLC increased its position in General Motors by 61.4% during the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after purchasing an additional 7,058 shares during the last quarter. Baird Financial Group Inc. raised its stake in General Motors by 4.8% during the second quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock worth $1,847,000 after purchasing an additional 1,706 shares during the period. Jump Financial LLC boosted its holdings in General Motors by 45.7% in the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock valued at $1,248,000 after purchasing an additional 7,951 shares during the last quarter. Finally, AXA S.A. grew its stake in shares of General Motors by 69.4% in the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock valued at $3,275,000 after buying an additional 27,270 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors Price Performance

General Motors stock opened at $89.43 on Thursday. 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 fifty day simple moving average of $80.14 and a 200-day simple moving average of $78.95. The stock has a market cap of $78.47 billion, a P/E ratio of 45.17, a price-to-earnings-growth ratio of 0.41 and a beta of 1.31. General Motors Company has a 12-month low of $51.69 and a 12-month high of $91.85.

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

General Motors Announces Dividend

The firm 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 $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s dividend payout ratio is presently 36.36%.

Key Headlines Impacting General Motors

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

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Jefferies Financial Group raised General Motors from a “hold” rating to a “buy” rating and raised their target price for the stock from $90.00 to $99.00 in a research note on Monday. Benchmark restated a “buy” rating on shares of General Motors in a report on Tuesday, July 21st. The Goldman Sachs Group upped their price target on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. Finally, TD Cowen boosted their price objective on General Motors from $126.00 to $132.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $101.41.

Insider Activity

In related news, EVP Rory Harvey sold 79,494 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total value of $6,599,591.88. Following the completion of the transaction, the executive vice president directly owned 46,519 shares of the company’s stock, valued at $3,862,007.38. This represents a 63.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the transaction, the chief executive officer owned 428,994 shares in the company, valued at $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 1,207,053 shares of company stock worth $103,225,825. 0.54% of the stock is currently owned by insiders.

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.