Mizuho Markets Americas LLC Purchases New Position in General Motors Company $GM

Mizuho Markets Americas LLC acquired a new position in General Motors Company (NYSE:GM) (TSE:GMM.U) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 8,050 shares of the auto manufacturer’s stock, valued at approximately $600,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in GM. Norges Bank bought a new stake in shares of General Motors during the fourth quarter valued at approximately $918,724,000. Viking Global Investors LP grew 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 worth $640,659,000 after purchasing an additional 5,830,050 shares during the period. Life Cycle Investment Partners Ltd bought a new position in General Motors in the fourth quarter worth $309,380,000. Two Sigma Investments LP lifted its position in General Motors by 348.4% during the third quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock valued at $216,393,000 after buying an additional 2,757,695 shares during the period. Finally, SEB Asset Management AB bought a new stake in shares of General Motors during the 1st quarter valued at $171,892,000. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Insider Buying and Selling

In related news, CEO Mary T. Barra sold 215,391 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $80.01, for a total value of $17,233,433.91. Following the transaction, the chief executive officer directly owned 770,491 shares of the company’s stock, valued at approximately $61,646,984.91. This represents a 21.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $85.00, for a total value of $586,075.00. Following the sale, the chief accounting officer owned 25,794 shares in the company, valued at approximately $2,192,490. This represents a 21.09% 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 sold a total of 697,388 shares of company stock worth $57,752,596 in the last three months. Insiders own 0.54% of the company’s stock.

Key General Motors News

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

• Positive Sentiment: GM’s second-quarter results beat expectations again, marking its 16th straight earnings beat, while adjusted EPS rose sharply year over year and management raised 2026 profit/EBIT guidance. Article Title
• Positive Sentiment: Analysts turned more constructive after earnings, with JPMorgan lifting its price target to $120 and reiterating an overweight rating, reinforcing bullish sentiment around GM’s valuation. Article Title
• Positive Sentiment: Commentary highlighted GM as better positioned than Tesla after Q2, citing stronger fundamentals, disciplined pricing, robust cash flow, and a much lower valuation. Article Title
• Positive Sentiment: GM is also drawing attention for capital returns, with recent coverage emphasizing that it has spent more than $4 billion on share buybacks, supporting shareholder value. Article Title
• Neutral Sentiment: GM announced a collaboration with IONATE to modernize electrical infrastructure at its Romulus manufacturing plant, a positive-looking operational initiative but not yet a major earnings driver. Article Title
• Neutral Sentiment: GM is reportedly pursuing a $1 billion U.S. Army contract for Chevy pickup-based vehicles, which could create a long-term revenue opportunity but remains early-stage. Article Title
• Negative Sentiment: GM faces ongoing overhangs from EV losses, industry competition, and labor disruptions in Korea, which could limit upside despite the strong quarter. Article Title

General Motors Stock Performance

Shares of General Motors stock opened at $80.66 on Friday. General Motors Company has a 1 year low of $51.69 and a 1 year high of $87.62. The firm’s 50-day moving average is $79.09 and its 200 day moving average is $78.83. The stock has a market cap of $70.78 billion, a price-to-earnings ratio of 40.74, a PEG ratio of 0.41 and a beta of 1.31. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.99.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.18 by $0.39. The business had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. General Motors’s revenue was up 1.9% compared to the same quarter last year. During the same period last year, the business earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Sell-side analysts anticipate that General Motors Company will post 12.98 EPS for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, September 4th. General Motors’s payout ratio is presently 29.03%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on GM shares. Piper Sandler reaffirmed an “overweight” rating and issued a $102.00 target price on shares of General Motors in a research report on Wednesday, April 29th. Benchmark reissued a “buy” rating on shares of General Motors in a research note on Tuesday. UBS Group reaffirmed a “buy” rating on shares of General Motors in a research note on Wednesday, June 10th. Mizuho lowered their target price on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a report on Wednesday, April 29th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 price target on shares of General Motors in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $99.59.

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.