The Manufacturers Life Insurance Company Boosts Stake in General Motors Company $GM

The Manufacturers Life Insurance Company lifted its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 2.5% in the first quarter, Holdings Channel reports. The firm owned 547,516 shares of the auto manufacturer’s stock after acquiring an additional 13,254 shares during the period. The Manufacturers Life Insurance Company’s holdings in General Motors were worth $40,790,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in GM. Cibc World Market Inc. lifted its stake in General Motors by 57.2% in the 4th quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock worth $16,318,000 after purchasing an additional 72,984 shares in the last quarter. M&T Bank Corp raised its holdings in shares of General Motors by 82.0% in the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after acquiring an additional 32,474 shares in the last quarter. Legacy Capital Group California Inc. boosted its position in shares of General Motors by 206.4% during the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock valued at $1,708,000 after acquiring an additional 14,150 shares during the last quarter. Janney Montgomery Scott LLC increased its position in shares of General Motors by 16.2% in the first quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock worth $15,062,000 after purchasing an additional 28,163 shares during the last quarter. Finally, Leonteq Securities AG purchased a new stake in General Motors in the fourth quarter valued at approximately $17,753,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Trading Down 1.1%

Shares of GM opened at $88.40 on Friday. The stock has a market capitalization of $77.56 billion, a P/E ratio of 44.64, a PEG ratio of 0.41 and a beta of 1.31. General Motors Company has a twelve month low of $51.88 and a twelve month high of $91.85. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. The firm has a fifty day simple moving average of $80.36 and a two-hundred day simple moving average of $78.99.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping 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 company had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the firm earned $2.53 earnings per share. General Motors’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, research analysts anticipate that General Motors Company will post 13.27 EPS for the current year.

General Motors Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. 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 36.36%.

More General Motors News

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

• Positive Sentiment: GM’s second-quarter results remain the primary bullish catalyst: adjusted EPS of $3.57 exceeded the $3.19 consensus, while revenue of $48.03 billion topped estimates and rose 1.9% year over year. Management maintained 2026 EPS guidance of $12 to $14.
• Positive Sentiment: Analyst sentiment has improved following the earnings beat. Erste Group raised its 2026 EPS estimate to $13.40 from $12.95 and its 2027 estimate to $14.99 from $14.48. Tigress Financial also forecast substantial upside and maintained a strong-buy view.
• Positive Sentiment: GM is emphasizing artificial intelligence to accelerate vehicle engineering, improve development workflows and potentially make vehicles better and faster. The company is also pursuing supply-chain resiliency, which could reduce disruption risks over time. GM Fully Believes AI Will Help Make Its Cars Better And Faster
• Positive Sentiment: GM’s shares continue to attract value-oriented attention because of earnings growth, cash-flow potential and a consensus analyst price target above the recent trading range. The company also declared its regular $0.18 quarterly dividend.
• Neutral Sentiment: President Donald Trump’s visit to a GM plant highlighted tariffs as a benefit to U.S. automakers, but the political support offers limited clarity on the company’s actual cost outlook. Trump visits General Motors plant
• Negative Sentiment: Reports suggest tariffs could cost GM as much as $3.5 billion, undermining claims that import taxes are helping the automaker. Any increase in vehicle or component costs could pressure margins and future guidance. Tariffs have saved General Motors
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto sold shares in pre-arranged Rule 10b5-1 transactions. The planned nature reduces the signal’s significance, but the concentrated selling may weigh on investor sentiment.

Insider Transactions at General Motors

In other news, CEO Mary T. Barra sold 318,448 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total value 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 trade represents a 42.61% decrease in their position. The transaction 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, President Mark L. Reuss sold 71,079 shares of General Motors stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the transaction, the president directly owned 92,293 shares of the company’s stock, valued at approximately $8,303,601.21. This trade represents a 43.51% 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. In the last quarter, insiders sold 1,207,053 shares of company stock valued at $103,225,825. Corporate insiders own 0.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. UBS Group reaffirmed a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. JPMorgan Chase & Co. raised their price target on General Motors from $110.00 to $120.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Wells Fargo & Company lifted their price target on General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 price objective on shares of General Motors in a report on Wednesday, July 22nd. Finally, Mizuho decreased their price objective on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $101.41.

About General Motors

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.