Meiji Yasuda Asset Management Co Ltd. Takes Position in General Motors Company $GM

Meiji Yasuda Asset Management Co Ltd. bought a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,344 shares of the auto manufacturer’s stock, valued at approximately $489,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of GM. Laurel Wealth Advisors LLC bought a new stake in General Motors in the fourth quarter valued at about $25,000. SouthState Bank Corp lifted its stake in General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the period. Evergreen Advisors LLC acquired a new stake in General Motors during the first quarter valued at approximately $26,000. Kemnay Advisory Services Inc. bought a new stake in shares of General Motors in the 4th quarter valued at approximately $30,000. Finally, Comprehensive Financial Planning Inc. PA bought a new stake in shares of General Motors in the 4th quarter valued at approximately $33,000. 92.67% of the stock is owned by institutional investors.

General Motors Stock Down 1.3%

NYSE GM opened at $85.84 on Wednesday. The firm has a market cap of $75.32 billion, a PE ratio of 43.35, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. General Motors Company has a one year low of $54.33 and a one year high of $91.85. The stock’s 50 day simple moving average is $82.14 and its 200 day simple moving average is $79.55. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the firm posted $2.53 EPS. The business’s revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, sell-side analysts forecast that General Motors Company will post 13.29 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 paid a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s dividend payout ratio (DPR) is 36.36%.

Analyst Upgrades and Downgrades

Several research firms recently commented on GM. The Goldman Sachs Group raised their target price on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Royal Bank Of Canada upped their price target on General Motors from $94.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Tigress Financial increased their price objective on General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 28th. Piper Sandler reissued an “overweight” rating and set a $102.00 price objective on shares of General Motors in a report on Wednesday, April 29th. Finally, Barclays boosted their target price on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

General Motors News Summary

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

• Positive Sentiment: Labor disruption risk has eased: GM and Unifor reached tentative agreements covering Canadian workers, reportedly including pay increases. The agreements could reduce the risk of a strike, although final details and ratification remain pending. GM, Unifor reach tentative agreements with pay hikes
• Positive Sentiment: Supply-chain resilience could improve: GM has established a purchasing facility of up to $4.5 billion with Procura Auto Parts to secure critical components during future disruptions. The move may support production continuity, though it also represents a significant financial commitment. General Motors Company spends $4.5 billion on chips
• Neutral Sentiment: Valuation signals are mixed: Despite a 170.8% three-year gain, one analysis estimates GM trades below its discounted-cash-flow value while market-based multiples suggest the shares may be expensive. This creates uncertainty about additional upside after the strong rally. General Motors stock may trade at a premium despite its run
• Neutral Sentiment: Future product strategy remains speculative: GM is reportedly considering a successor to the Chevrolet Volt as plug-in hybrid demand grows, but no confirmed launch details were provided. As Toyota RAV4 Plug-In Surges, GM Eyes a Chevy Volt Sequel
• Negative Sentiment: Canadian tariffs threaten margins: Proposed 50% tariffs on Canadian auto imports and parts could increase GM’s manufacturing costs, disrupt its North American supply chain and pressure vehicle profitability. Trump wants to protect U.S. auto makers
• Negative Sentiment: Brake-system investigation has expanded: NHTSA is examining eBoost electronic braking issues across more than 1.1 million GM vehicles after hundreds of reports, over 20 crashes or fires and at least six injuries. Potential recalls, repair costs, liability and reputational damage are key risks. Brake problems in GM EVs draw greater federal scrutiny

Insiders Place Their Bets

In other General Motors news, EVP Rory Harvey sold 9,124 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $84.97, for a total transaction of $775,266.28. Following the sale, the executive vice president owned 37,395 shares of the company’s stock, valued at $3,177,453.15. This represents a 19.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Michael Dixton sold 40,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the sale, the executive vice president owned 54,992 shares of the company’s stock, valued at $4,863,492.48. The trade was a 42.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 843,459 shares of company stock valued at $73,997,017. 0.44% of the stock is owned by corporate insiders.

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.