Levin Capital Strategies L.P. Sells 7,119 Shares of General Motors Company $GM

Levin Capital Strategies L.P. reduced its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 3.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 203,087 shares of the auto manufacturer’s stock after selling 7,119 shares during the period. General Motors accounts for 1.4% of Levin Capital Strategies L.P.’s holdings, making the stock its 23rd biggest holding. Levin Capital Strategies L.P.’s holdings in General Motors were worth $16,515,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. SteelPeak Wealth LLC bought a new position in General Motors in the 3rd quarter worth about $3,411,000. Wealth Enhancement Advisory Services LLC grew its stake in General Motors by 20.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 235,793 shares of the auto manufacturer’s stock worth $13,502,000 after acquiring an additional 39,650 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 purchasing an additional 32,474 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its holdings in shares of General Motors by 7.9% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 194,869 shares of the auto manufacturer’s stock valued at $11,882,000 after purchasing an additional 14,209 shares in the last quarter. Finally, Legacy Capital Group California Inc. raised its holdings in shares of General Motors by 206.4% in 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 purchasing an additional 14,150 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors.

General Motors Trading Down 3.0%

NYSE GM opened at $76.59 on Thursday. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The firm has a market cap of $69.23 billion, a PE ratio of 25.44, a price-to-earnings-growth ratio of 0.43 and a beta of 1.34. The company has a 50 day moving average price of $76.59 and a 200 day moving average price of $76.29. General Motors Company has a 52 week low of $44.72 and a 52 week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, topping the consensus estimate of $2.58 by $1.12. The firm had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.60 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. General Motors’s revenue was down .9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. As a group, sell-side analysts forecast that General Motors Company will post 12.43 EPS for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, June 5th. General Motors’s payout ratio is 29.03%.

General Motors declared that its board has approved a stock repurchase program on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several research firms have recently commented on GM. Royal Bank Of Canada reduced their price target on shares of General Motors from $96.00 to $95.00 and set an “outperform” rating for the company in a report on Wednesday. Barclays reduced their price target on shares of General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Monday, March 30th. UBS Group boosted their price target on shares of General Motors from $102.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Zacks Research lowered shares of General Motors from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, Piper Sandler restated an “overweight” rating and issued a $102.00 price target on shares of General Motors in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, General Motors presently has a consensus rating of “Moderate Buy” and a consensus price target of $92.00.

Key Stories Impacting General Motors

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

• Positive Sentiment: Q1 beat and guidance raise — GM reported a sizable EPS beat and raised 2026 adjusted EBIT guidance (now $13.5B–$15.5B), evidence of margin resilience and price discipline.GM earnings raise
• Positive Sentiment: Tariff refund tailwind — management expects roughly $500M in tariff refunds after a Supreme Court ruling, which materially reduced expected tariff headwinds for 2026 and supported the guidance raise.Tariff refund article
• Positive Sentiment: Product / software catalysts — GM will roll Google’s Gemini AI into ~4 million vehicles and is growing high?margin software/subscription revenue, supporting longer?term margin expansion and recurring revenue upside.Gemini AI rollout
• Neutral Sentiment: Capex and ICE investments — GM announced roughly $1.4B earmarked for gas?engine/transmission/casting plants (U.S. & Canada) and a $691M Ontario investment to keep ICE production current; this supports near?term demand but could concern EV?focused investors.ICE investment Reuters
• Negative Sentiment: Macro / geopolitical cost pressure — rising oil prices and Middle East tensions are increasing commodity, logistics and DRAM memory costs; management raised its inflation headwind outlook, which pressures near?term margins.CNBC cost/headline
• Negative Sentiment: New risk disclosure on supply?chain / fuel spikes — independent risk notices flagged heightened exposure to geopolitical disruption and fuel?price volatility that could hit SUV pricing and supply in key markets.TipRanks risk disclosure
• Negative Sentiment: Market reaction and estimate tweaks — shares pulled back after the print despite the beat (investors concerned by revenue/mix, macro volatility and some analyst estimate adjustments), and at least one shop trimmed near?term EPS forecasts.Shares slip despite beat

General Motors Company 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.