General Motors Company $GM Position Boosted by Guardian Partners Inc.

Guardian Partners Inc. lifted its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 1,400.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,000 shares of the auto manufacturer’s stock after buying an additional 14,000 shares during the period. Guardian Partners Inc.’s holdings in General Motors were worth $1,155,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in General Motors in the 2nd quarter valued at about $5,958,995,000. Bank of America Corp DE bought a new position in shares of General Motors during the 2nd quarter valued at about $629,465,000. Legal & General Group Plc bought a new position in shares of General Motors during the 2nd quarter valued at about $599,066,000. Bank of New York Mellon Corp acquired a new position in shares of General Motors in the 2nd quarter worth approximately $522,916,000. Finally, Deutsche Bank AG acquired a new position in shares of General Motors in the 2nd quarter worth approximately $383,939,000. Institutional investors own 92.67% of the company’s stock.

General Motors Trading Down 1.4%

General Motors stock opened at $76.02 on Thursday. The company has a 50 day moving average price of $83.77 and a 200 day moving average price of $81.25. General Motors Company has a 52 week low of $65.89 and a 52 week high of $91.85. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.97 and a current ratio of 1.09. The firm has a market capitalization of $66.70 billion, a price-to-earnings ratio of 5.72, a P/E/G ratio of 0.43 and a beta of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, October 20th. The auto manufacturer reported $3.70 earnings per share for the quarter, topping the consensus estimate of $3.69 by $0.01. General Motors had a net margin of 2.12% and a return on equity of 19.36%. The firm had revenue of $50.02 billion for the quarter, compared to analysts’ expectations of $48.78 billion. During the same period in the previous year, the company posted $2.80 EPS. The company’s quarterly revenue was up 2.9% compared to the same quarter last year. Research analysts forecast that General Motors Company will post 13.48 EPS for the current year.

General Motors announced that its Board of Directors has approved a share buyback program on Tuesday, October 20th that allows the company to repurchase $20.00 billion in shares. This buyback authorization allows the auto manufacturer to repurchase up to 27.5% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board believes its shares are undervalued.

General Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Friday, December 4th will be issued a $0.18 dividend. The ex-dividend date is Friday, December 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio is presently 36.36%.

Insiders Place Their Bets

In related news, CAO Christopher Hatto sold 6,895 shares of the company’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total transaction 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. The trade was a 26.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the transaction, the chief executive officer directly owned 428,994 shares in the company, valued at $38,772,477.72. The trade was a 42.61% 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 have sold a total of 549,665 shares of company stock valued at $49,010,828 over the last quarter. 0.44% of the stock is owned by insiders.

General Motors News Summary

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

• Positive Sentiment: GM reported third-quarter revenue of approximately $50.0 billion and adjusted EPS of $3.70, narrowly exceeding consensus estimates. Adjusted EBIT increased 21.6% year over year to $4.1 billion, supported by strong North American pickup-truck and SUV profitability. GM third-quarter results and guidance
• Positive Sentiment: The board authorized a new $20 billion multiyear buyback, potentially repurchasing up to 27.5% of outstanding shares. The program could support EPS and shareholder returns, particularly with GM trading at a low forward valuation. GM also declared its regular $0.18 quarterly dividend. GM earnings and buyback analysis
• Positive Sentiment: Digital subscriptions, including OnStar and Super Cruise, are expanding as higher-margin revenue streams. GM also outlined plans to use artificial intelligence, centralized computing and a new EV platform to shorten vehicle development cycles and improve future product economics. GM AI and software strategy
• Neutral Sentiment: GM raised its 2026 adjusted automotive free-cash-flow outlook to $11.5 billion-$12.5 billion, but narrowed its adjusted EBIT range to $14.5 billion-$15.5 billion without increasing the midpoint. The company’s updated FY 2026 EPS guidance of $12.75-$13.75 also has a midpoint below the $13.44 analyst consensus.
• Negative Sentiment: Investors remain concerned that nearly all quarterly operating profit came from North America, leaving GM exposed to weaker truck and SUV demand. Potential 2027 commodity and logistics inflation of $1 billion-$1.5 billion, tariffs, upcoming truck launches and softer EV demand could pressure margins. GM 2027 cost risks

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Daiwa Securities Group increased their target price on shares of General Motors from $83.00 to $86.00 and gave the company a “neutral” rating in a research note on Wednesday, July 22nd. TD Cowen restated a “buy” rating and set a $132.00 target price on shares of General Motors in a report on Wednesday. Deutsche Bank Aktiengesellschaft set a $98.00 price target on shares of General Motors in a research report on Wednesday. Tigress Financial upped their price target on General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a report on Tuesday, July 28th. Finally, Barclays cut their price objective on General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, General Motors currently has a consensus rating of “Moderate Buy” and an average price target of $99.86.

General Motors Company 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.