Qsemble Capital Management LP Sells 91,067 Shares of General Motors Company $GM

Qsemble Capital Management LP lessened its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 64.5% during the fourth quarter, Holdings Channel reports. The fund owned 50,047 shares of the auto manufacturer’s stock after selling 91,067 shares during the period. Qsemble Capital Management LP’s holdings in General Motors were worth $4,070,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Franklin Resources Inc. increased its stake in General Motors by 3.3% in the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock valued at $1,909,748,000 after acquiring an additional 989,189 shares during the last quarter. Capital World Investors increased its stake in General Motors by 8.2% in the third quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock valued at $1,105,420,000 after acquiring an additional 1,366,467 shares during the last quarter. AQR Capital Management LLC increased its stake in General Motors by 5.5% in the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after acquiring an additional 748,831 shares during the last quarter. Viking Global Investors LP increased its stake in General Motors by 81.1% in 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 acquiring an additional 5,830,050 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in General Motors by 5.3% in the third quarter. Ameriprise Financial Inc. now owns 6,001,245 shares of the auto manufacturer’s stock valued at $365,897,000 after acquiring an additional 302,140 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

General Motors Stock Down 3.6%

Shares of NYSE:GM opened at $74.93 on Friday. The stock’s 50-day moving average price is $76.00 and its 200-day moving average price is $77.37. General Motors Company has a 12-month low of $46.81 and a 12-month high of $87.62. The stock has a market capitalization of $67.56 billion, a P/E ratio of 30.21, a price-to-earnings-growth ratio of 0.39 and a beta of 1.29. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.61 by $1.09. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The firm had revenue of $43.62 billion for the quarter, compared to analysts’ expectations of $43.51 billion. During the same period last year, the firm earned $2.78 earnings per share. The company’s revenue for the quarter was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, equities analysts anticipate that General Motors Company will post 12.85 earnings per share for the current year.

General Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. General Motors’s dividend payout ratio (DPR) is presently 29.03%.

General Motors announced that its board has initiated a stock buyback program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of research firms recently commented on GM. Piper Sandler reissued an “overweight” rating and issued a $102.00 target price on shares of General Motors in a research note on Wednesday, April 29th. Jefferies Financial Group increased their target price on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research note on Monday, February 2nd. Evercore reaffirmed an “outperform” rating and set a $100.00 price objective on shares of General Motors in a research note on Monday, May 4th. Bank of America began coverage on General Motors in a research note on Wednesday, March 4th. They set a “buy” rating and a $105.00 price objective on the stock. Finally, DZ Bank raised General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective on the stock in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.65.

Key Stories Impacting General Motors

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for GM, signaling improved earnings expectations and supporting the case that the stock may be undervalued relative to longer-term profit potential. GM earnings estimate update
• Positive Sentiment: Analysts have highlighted GM as a “strong growth stock,” suggesting the company still has supporters based on its valuation, growth profile, and turnaround opportunities. Zacks GM growth stock article
• Neutral Sentiment: GM is reportedly pausing construction on a Samsung SDI battery plant, which may reflect a slower or more cautious EV investment cadence rather than a clear positive or negative catalyst. GM battery plant pause article
• Neutral Sentiment: GM’s move to cut certain Silverado medium-duty and diesel truck programs may improve capital discipline, but it also points to product rationalization and possible near-term volume pressure. GM Silverado changes article
• Negative Sentiment: GM recently paid a record privacy-law penalty and faces a separate lawsuit over recalled 10-speed automatic transmissions, both of which add legal and reputational overhang. GM privacy penalty article GM transmission lawsuit article
• Negative Sentiment: News that GM and peers have cut more than 20,000 U.S. salaried jobs underscores industry restructuring pressures and the challenge of balancing cost cuts with future growth investments. Detroit automakers job cuts article

General Motors 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.