Robeco Institutional Asset Management B.V. Has $71.29 Million Position in General Motors Company $GM

Robeco Institutional Asset Management B.V. trimmed its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,169,267 shares of the auto manufacturer’s stock after selling 84,909 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.12% of General Motors worth $71,290,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of General Motors by 456.1% in the 4th 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 during the last quarter. Advisors Asset Management Inc. increased its holdings in General Motors by 22.9% in the 1st quarter. Advisors Asset Management Inc. now owns 11,984 shares of the auto manufacturer’s stock worth $564,000 after purchasing an additional 2,236 shares in the last quarter. Integrated Wealth Concepts LLC increased its holdings in General Motors by 2.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 24,251 shares of the auto manufacturer’s stock worth $1,141,000 after purchasing an additional 595 shares in the last quarter. NewEdge Advisors LLC raised its position in General Motors by 21.2% in the first quarter. NewEdge Advisors LLC now owns 77,311 shares of the auto manufacturer’s stock valued at $3,636,000 after purchasing an additional 13,528 shares during the last quarter. Finally, Petrus Trust Company LTA boosted its stake in shares of General Motors by 21.2% during the first quarter. Petrus Trust Company LTA now owns 5,642 shares of the auto manufacturer’s stock valued at $265,000 after purchasing an additional 986 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. The Goldman Sachs Group upped their price objective on General Motors from $81.00 to $93.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Barclays upped their price target on shares of General Motors from $77.00 to $85.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Citigroup lifted their price target on shares of General Motors from $75.00 to $86.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. JPMorgan Chase & Co. increased their price objective on General Motors from $60.00 to $80.00 and gave the company an “overweight” rating in a report on Tuesday, September 30th. Finally, Wall Street Zen downgraded General Motors from a “buy” rating to a “hold” rating in a report on Sunday. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $75.76.

Key General Motors News

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

• Positive Sentiment: GM led U.S. auto sales in 2025 as full-year deliveries rose ~5.5%, reinforcing revenue scale and market share gains that support margin and cash-flow outlooks. GM posts 5.5% U.S. sales gain in 2025, Stellantis’ Jeep marks first increase in seven years
• Positive Sentiment: OnStar hit a new global subscription milestone — a positive for recurring revenue and higher-margin services that diversify GM’s earnings beyond vehicle sales. GM OnStar Hits New Global Subscription Milestone
• Positive Sentiment: Analyst/commentary pieces highlight GM as a momentum/value candidate after recent gains — this framing can attract value investors and technical buyers. Why Fast-paced Mover General Motors (GM) Is a Great Choice for Value Investors
• Neutral Sentiment: Coverage flags potential headwinds for U.S. auto demand in 2026 (consumers reacting to rising prices), which could cap upside even as GM shows full-year strength. GM, Toyota Hint at Tough Year Ahead for U.S. Auto Sales
• Neutral Sentiment: Product/UX pieces note new approaches to delivering a more “premium” feel — potentially positive long-term but uncertain near-term impact on sales/price. GM may have found a simpler way to deliver a ‘premium car’ feel
• Negative Sentiment: Q4 U.S. deliveries fell ~7% and EV volumes dropped steeply, a short-term demand setback that weighs on investor expectations for growth in higher-margin EVs. GM EV sales slide in Q4, but full-year results show promise
• Negative Sentiment: GM issued a nationwide shutdown of the Corvette Z06 as part of a large recall over an explosion hazard — this adds potential recall costs, production disruption, and reputational risk. GM shuts down Corvette Z06 nationwide over explosion hazard in largest Corvette recall in recent history
• Negative Sentiment: Reports of planned job cuts and factory capacity reductions (including “Factory of the Future” cuts) raise near-term execution and labor-relations risks, even if aimed at cost control. GM to cut thoudands of jobs GM’s ‘Factory of the Future’ Cuts to Half Capacity — Workers Say Union ‘Not Doing Anything for Us’

General Motors Price Performance

Shares of NYSE GM opened at $82.17 on Wednesday. The company has a market capitalization of $76.65 billion, a PE ratio of 16.53, a P/E/G ratio of 0.67 and a beta of 1.31. The company has a quick ratio of 1.06, a current ratio of 1.23 and a debt-to-equity ratio of 1.40. General Motors Company has a twelve month low of $41.60 and a twelve month high of $83.68. The firm has a fifty day simple moving average of $75.52 and a 200 day simple moving average of $63.15.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.32 by $0.48. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The firm had revenue of $48.59 billion during the quarter, compared to the consensus estimate of $44.60 billion. During the same period last year, the business posted $2.96 EPS. The business’s revenue was down .3% compared to the same quarter last year. General Motors has set its FY 2025 guidance at 9.750-10.500 EPS. On average, sell-side analysts forecast that General Motors Company will post 11.44 EPS for the current year.

General Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, December 5th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Friday, December 5th. This represents a $0.60 annualized dividend and a yield of 0.7%. General Motors’s dividend payout ratio (DPR) is currently 12.07%.

Insider Activity at General Motors

In other General Motors news, President Mark L. Reuss sold 260,600 shares of the stock in a transaction that occurred on Wednesday, October 22nd. The stock was sold at an average price of $66.45, for a total transaction of $17,316,870.00. Following the transaction, the president directly owned 98,006 shares in the company, valued at approximately $6,512,498.70. This represents a 72.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Christopher Hatto sold 15,697 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The stock was sold at an average price of $70.00, for a total transaction of $1,098,790.00. Following the sale, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at approximately $840,490. This trade represents a 56.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 284,021 shares of company stock worth $18,971,788. Insiders own 0.54% of the company’s stock.

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.