General Motors Company $GM Shares Acquired by Junto Capital Management LP

Junto Capital Management LP raised its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 33.9% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 976,798 shares of the auto manufacturer’s stock after acquiring an additional 247,302 shares during the quarter. General Motors comprises approximately 1.3% of Junto Capital Management LP’s holdings, making the stock its 26th largest position. Junto Capital Management LP’s holdings in General Motors were worth $75,292,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. California State Teachers Retirement System lifted its holdings in General Motors by 7,719.0% during the 2nd quarter. California State Teachers Retirement System now owns 107,671,896 shares of the auto manufacturer’s stock worth $8,299,350,000 after buying an additional 106,294,840 shares in the last quarter. BlackRock Inc. acquired a new position in shares of General Motors in the second quarter worth $5,958,995,000. Norges Bank purchased a new stake in shares of General Motors during the fourth quarter worth $918,724,000. Bank of America Corp DE purchased a new stake in shares of General Motors during the second quarter worth $629,465,000. Finally, Legal & General Group Plc acquired a new stake in shares of General Motors in the second quarter valued at $599,066,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. Jefferies Financial Group raised General Motors from a “hold” rating to a “buy” rating and increased their price target for the company from $90.00 to $99.00 in a research report on Monday, July 27th. Barclays lifted their price objective on General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Morgan Stanley boosted their price objective on General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. Finally, Wells Fargo & Company upped their target price on shares of General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $101.41.

Insider Activity at General Motors

In related news, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This represents a 42.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Dixton sold 40,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $88.44, for a total value of $3,537,600.00. Following the transaction, the executive vice president owned 54,992 shares in the company, valued at $4,863,492.48. This represents a 42.11% decrease in their position. 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 90 days, insiders have sold 648,904 shares of company stock valued at $57,456,067. Corporate insiders own 0.44% of the company’s stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: CEO Mary Barra reaffirmed GM’s long-term electric-vehicle strategy, while President Mark Reuss highlighted the company’s broad EV lineup and ongoing technology development. The comments support GM’s efforts to maintain a competitive position as the auto industry transitions toward electrification. Mary Barra Reaffirms GM’s Long-Term EV Strategy
• Positive Sentiment: Potentially updated gas and diesel engines for the Chevrolet Silverado HD and GMC Sierra HD could help GM defend its highly profitable full-size truck business ahead of a planned redesign. GM’s HD Trucks Could Get New Gas and Diesel Engines Before Their 2029 Redesign
• Positive Sentiment: Analyst-style screening continues to identify GM as a potential growth stock, and the company has outpaced the consumer-discretionary sector over the past year. However, these are supportive market assessments rather than new operating results. Why General Motors Is a Strong Growth Stock General Motors Stock and the Consumer Discretionary Sector
• Neutral Sentiment: GM is opening a downtown Seattle office to bring together remote technical employees, a move intended to support engineering and technology talent but unlikely to have an immediate financial impact. GM to Open Seattle Office
• Neutral Sentiment: Leadership changes in GM’s Egypt and Africa operations and expanded security-camera features for 2027 vehicles represent routine regional and product developments with limited near-term earnings implications. New GM Egypt and Africa Chairman GM Expands Security Camera Features
• Negative Sentiment: Regulators reportedly expanded a federal investigation involving GM’s brake-by-wire technology. Any safety finding, recall or enforcement action could create costs, reputational damage and additional investor uncertainty. Regulators Expand Brake-by-Wire Probe
• Negative Sentiment: Reports that GM is largely removing Apple CarPlay from its vehicles may alienate some buyers, while renewed scrutiny over OnStar data sharing increases privacy and trust risks. GM’s new dash-cam privacy messaging appears aimed at addressing that backlash. GM and Apple CarPlay GM Data Privacy and Dash-Cam Features
• Negative Sentiment: The latest market-session decline was sharper than the broader market’s, suggesting investors were weighing company-specific concerns alongside general market pressure. Why General Motors Fell More Than the Broader Market

General Motors Stock Down 2.3%

GM stock opened at $83.86 on Thursday. The stock has a market cap of $73.58 billion, a P/E ratio of 42.35, a PEG ratio of 0.48 and a beta of 1.32. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. General Motors Company has a twelve month low of $54.33 and a twelve month high of $91.85. The company’s 50 day moving average is $83.81 and its two-hundred day moving average is $79.91.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.19 by $0.38. The business had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Research analysts expect that General Motors Company will post 13.31 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio is currently 36.36%.

About General Motors

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells cars, trucks and sport utility vehicles through its Chevrolet, Buick, GMC and Cadillac brands.

GM’s product portfolio includes gasoline-powered and electric vehicles, full-size pickup trucks, commercial vehicles and luxury automobiles. The company is developing battery-electric and other advanced vehicle technologies, while also offering connected-vehicle services through its OnStar platform.