Kentucky Retirement Systems Has $7.01 Million Stock Position in General Motors Company $GM

Kentucky Retirement Systems lifted its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 57.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 94,034 shares of the auto manufacturer’s stock after purchasing an additional 34,257 shares during the quarter. Kentucky Retirement Systems’ holdings in General Motors were worth $7,006,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of GM. Norges Bank acquired a new stake in General Motors during the fourth quarter worth $918,724,000. Viking Global Investors LP increased its holdings in General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after buying an additional 5,830,050 shares during the period. Life Cycle Investment Partners Ltd bought a new position in shares of General Motors during the 4th quarter worth about $309,380,000. Two Sigma Investments LP boosted its position in shares of General Motors by 348.4% during the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock valued at $216,393,000 after acquiring an additional 2,757,695 shares in the last quarter. Finally, SEB Asset Management AB bought a new stake in General Motors in the first quarter valued at about $171,892,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts have commented on GM shares. Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and raised their price target for the stock from $90.00 to $99.00 in a research note on Monday. Evercore reissued an “outperform” rating and issued a $100.00 target price on shares of General Motors in a report on Monday, May 4th. Piper Sandler restated an “overweight” rating and set a $102.00 target price on shares of General Motors in a research report on Wednesday, April 29th. Citigroup boosted their price target on General Motors from $108.00 to $131.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 price target on shares of General Motors in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and an average target price of $101.41.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following the completion of the transaction, the chief accounting officer directly owned 18,899 shares of the company’s stock, valued at approximately $1,700,910. The trade was a 26.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares in the company, valued at $38,772,477.72. The trade was a 42.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,207,053 shares of company stock valued at $103,225,825. 0.54% of the stock is owned by corporate insiders.

General Motors Stock Performance

NYSE GM opened at $89.43 on Thursday. General Motors Company has a 1-year low of $51.69 and a 1-year high of $91.85. The company has a 50 day moving average of $80.14 and a 200-day moving average of $78.95. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The firm has a market cap of $78.47 billion, a price-to-earnings ratio of 45.17, a PEG ratio of 0.41 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same period in the previous year, the business earned $2.53 EPS. General Motors’s revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities analysts forecast that General Motors Company will post 13.27 earnings per share for the current fiscal year.

General Motors Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio is presently 36.36%.

Key General Motors News

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

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

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.