General Motors Company $GM Shares Sold by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. cut its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 77.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,094 shares of the auto manufacturer’s stock after selling 62,750 shares during the period. Jefferies Financial Group Inc.’s holdings in General Motors were worth $1,103,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares during the last quarter. Viking Global Investors LP boosted its position 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 acquiring an additional 5,830,050 shares during the period. Legal & General Group Plc lifted its holdings in General Motors by 0.5% in the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock worth $499,175,000 after purchasing an additional 54,853 shares during the period. Norges Bank acquired a new stake in shares of General Motors in the second quarter valued at $444,319,000. Finally, Ameriprise Financial Inc. raised its position in General Motors by 8.0% in the second quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock worth $280,457,000 after acquiring an additional 424,396 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Q4 beat, dividend hike and buyback boost confidence in capital return and cash generation — supports valuation and shareholder returns. General Motors (GM) Q4 Adjusted EPS Beats at $2.51 as Company Hikes Dividend 20%, Adds $6B Buyback
• Positive Sentiment: GM’s reversal on the Chevy Bolt (EV U‑turn) signals management pragmatism on EV strategy and potential to monetize existing platforms/brand recognition. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Positive Sentiment: GM is re-entering India via ACDelco parts (aftermarket opportunity) — diversification into a $12B market adds a recurring revenue stream less exposed to new‑vehicle cycles. Why Is General Motors Betting on India’s Auto Parts Market?
• Positive Sentiment: UAW/industrial policy shifts (tariffs) credited with Detroit Diesel adding shifts and jobs — constructive for domestic production momentum and GM’s U.S. operations. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: Brand/PR activity (GM aiding EV1 rebuild) can help heritage EV credibility and customer engagement. GM Will Help Rebuild EV1 V212: Video
• Neutral Sentiment: Market note: Zacks flagged GM fell more than the broader market in the latest session — useful context but not a driver by itself. General Motors (GM) Registers a Bigger Fall Than the Market: Important Facts to Note
• Neutral Sentiment: Supplier impact: brakes supplier Surface Transforms filed an administration notice after losing a GM contract — negative for supplier but limited direct impact on GM’s operations. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recalls: GM announced recalls totaling tens of thousands of vehicles (≈17K Buick Regal; ~12K pickups) for issues that could lead to crashes or engine stalls — near‑term repair costs, warranty exposure and reputational risk. GM issues recall 17K vehicles over rear toe link fracture that could lead to crashes GM recalls nearly 12,000 pickup trucks over engine stall risk
• Negative Sentiment: Legal/claims: new engine lawsuits and a shareholder solicitation alleging insider fiduciary breaches introduce litigation risk and potential headline pressure. GM hit with another engine lawsuit, this time on its 1.2-liter three-cylinder Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?
• Negative Sentiment: Sector headwinds: Honda’s huge EV write‑offs highlight an “EV winter” and demand/strategy risks across automakers — could pressure expectations for EV investments and margins industry‑wide. Honda to Write Off $15.7 Billion as EV Winter Arrives. What That Means for Ford, GM Stocks.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on GM. Citigroup raised their price objective on shares of General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Royal Bank Of Canada increased their target price on shares of General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. UBS Group raised their target price on shares of General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, Mizuho upped their price target on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and an average target price of $91.39.

General Motors Price Performance

NYSE GM opened at $73.43 on Friday. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a 1 year low of $41.60 and a 1 year high of $87.62. The company has a market cap of $66.38 billion, a PE ratio of 24.40, a PEG ratio of 0.40 and a beta of 1.37. The stock’s 50-day moving average price is $80.89 and its two-hundred day moving average price is $72.10.

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

General Motors Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a yield of 1.0%. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is 23.92%.

General Motors announced that its board has initiated a share buyback plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

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.