LSV Asset Management Decreases Stock Position in General Motors Company $GM

LSV Asset Management decreased its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 2.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,514,117 shares of the auto manufacturer’s stock after selling 223,754 shares during the period. General Motors comprises approximately 1.0% of LSV Asset Management’s holdings, making the stock its 14th biggest holding. LSV Asset Management owned about 0.81% of General Motors worth $458,136,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after acquiring an additional 11,418,367 shares during the last quarter. Norges Bank acquired a new stake in General Motors during the 2nd quarter valued at approximately $444,319,000. Viking Global Investors LP increased its holdings in General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the last quarter. Worldquant Millennium Advisors LLC increased its holdings in General Motors by 436.8% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock worth $130,826,000 after purchasing an additional 2,163,274 shares during the last quarter. Finally, Marshall Wace LLP raised its position in shares of General Motors by 125.9% in the 2nd quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer’s stock valued at $182,039,000 after purchasing an additional 2,061,712 shares in the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about General Motors

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

• Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, providing a clear bullish catalyst that could support further gains if other investors follow the call. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: GM ended 2025 as Canada’s top EV seller — positive top‑line momentum in a key EV market supports revenue mix improvement and execution of EV strategy. GM finishes job, ends 2025 as Canada’s top EV seller
• Positive Sentiment: Coverage/contract developments tied to Honda’s weak EV sales could benefit GM financially under partnership terms — a potential one‑time/recurring upside depending on settlement details. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Neutral Sentiment: GM released a software/repair fix for engine ticking on several V6/V8 models — reduces customer complaints and potential warranty exposure but is not a major financial swing unless broader defects emerge. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Executive hire — GM tapped Claudia Gast (ex‑Lucid) for a senior strategy role; signals focus on EV/strategy execution but is incremental in near term. GM taps Claudia Gast for senior strategy role
• Neutral Sentiment: Broader industry/legal items — the BYD v. U.S. tariff case and coverage of GM/Allison split could change competitive dynamics long term; watch for policy or supply implications. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (Q1 2026, Q4 2026, Q1 2027, Q2 2027) and maintains a Hold — near‑term downward revisions can weigh on sentiment even as some later quarters and FY estimates were raised.
• Negative Sentiment: GM convened an “urgent” supplier meeting over exposure to First Brands — a possible supply disruption or financial hit from a troubled supplier could pressure margins or production if unresolved. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Recall follow‑ups on the 6.2L V8 (L87) replacement engines highlight ongoing recall/watchlist costs and reputational risk that could add near‑term warranty or service expense. GM 6.2L V8 L87 Recall: How’s Your Replacement Engine Doing So Far?

General Motors Price Performance

GM opened at $79.77 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 company’s 50-day moving average price is $81.73 and its 200 day moving average price is $68.65. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62. The firm has a market cap of $72.11 billion, a price-to-earnings ratio of 26.50, a price-to-earnings-growth ratio of 0.44 and a beta of 1.36.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The business had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, sell-side analysts expect that General Motors Company will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a $0.18 dividend. This is a positive change from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s payout ratio is currently 23.92%.

General Motors announced that its board has approved a stock repurchase plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. JPMorgan Chase & Co. raised their price objective on shares of General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. TD Cowen restated a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Barclays set a $110.00 price target on shares of General Motors in a research report on Wednesday, January 28th. Finally, DZ Bank raised General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective for the company in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors 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.