LFG Wealth Partners LLC acquired a new stake in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 19,863 shares of the auto manufacturer’s stock, valued at approximately $1,480,000.
A number of other large investors have also recently made changes to their positions in GM. Brighton Jones LLC raised its holdings in General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after acquiring an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after acquiring an additional 7,058 shares in the last quarter. Baird Financial Group Inc. increased its position in shares of General Motors by 4.8% in the 2nd quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock valued at $1,847,000 after purchasing an additional 1,706 shares during the last quarter. Jump Financial LLC increased its position in shares of 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. raised its holdings 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 purchasing an additional 27,270 shares in the last quarter. 92.67% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other news, President Mark L. Reuss sold 71,079 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president directly owned 92,293 shares of the company’s stock, valued at approximately $8,303,601.21. This represents a 43.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 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 transaction of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares in the company, valued at approximately $38,772,477.72. This trade 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. Insiders have sold a total of 1,207,053 shares of company stock valued at $103,225,825 over the last quarter. Company insiders own 0.54% of the company’s stock.
General Motors Price Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last issued its quarterly earnings data 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 analyst estimates of $47.01 billion. During the same quarter last year, the company posted $2.53 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts anticipate that General Motors Company will post 13.27 EPS for the current year.
General Motors Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is currently 36.36%.
Analyst Upgrades and Downgrades
Several equities research analysts have recently issued reports on GM shares. Wedbush reaffirmed an “outperform” rating and set a $95.00 price objective on shares of General Motors in a research report on Monday, May 11th. Benchmark restated a “buy” rating on shares of General Motors in a research note on Tuesday, July 21st. Evercore reaffirmed an “outperform” rating and set a $100.00 price target on shares of General Motors in a report on Monday, May 4th. Royal Bank Of Canada upped their price objective on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Finally, Wells Fargo & Company increased their price objective on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a 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 issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $101.41.
View Our Latest Report on General Motors
Key Stories Impacting General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: GM’s second-quarter performance has strengthened investor confidence: earnings of $3.57 per share exceeded the $3.19 consensus, while revenue reached $48.03 billion versus expectations of $47.01 billion. The company maintained 2026 EPS guidance of $12 to $14, and analysts estimate approximately $13.27 in full-year EPS. Detroit’s Divided Quarter
- Positive Sentiment: Analysts raised their GM earnings forecasts, while Tigress Financial reportedly reiterated a strong-buy rating and lifted its price target to $130. The revisions provide additional support for the recent rally and reflect expectations for stronger margins and cash flow. FY2026 EPS Estimates for General Motors Lifted
- Positive Sentiment: GM plans to introduce a more deeply integrated in-vehicle AI assistant later this year. The technology could improve the customer experience and create opportunities in connected-car services, although financial benefits are likely to develop gradually. GM to launch new in-vehicle AI system
- Positive Sentiment: Coverage suggests GM is outperforming Ford in a market where auto-loan rates above 8% are pressuring demand. Resilient North American operations and efforts to strengthen the supply chain could help GM protect margins amid consumer price sensitivity. General Motors is driving toward supply chain resiliency
- Neutral Sentiment: GM shares are close to their 52-week high after a substantial advance. Improving estimates support the valuation, but the elevated price may also encourage profit-taking.
- Negative Sentiment: GM and Ford are discussing electric vehicles less prominently with investors than they did several years ago. The shift may reduce near-term spending risk, but it also raises questions about GM’s long-term EV competitiveness and growth strategy. GM and Ford are talking less and less about EVs
- Negative Sentiment: Commentary urges skepticism toward GM’s attempts to expand beyond vehicle manufacturing, citing automakers’ mixed diversification record. Tariff uncertainty and the possibility of higher costs also remain risks to profitability. Ford and GM Attempts to Go Beyond Cars Deserve Skepticism
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.
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