State of New Jersey Common Pension Fund D Grows Holdings in General Motors Company $GM

State of New Jersey Common Pension Fund D increased its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 3.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 332,500 shares of the auto manufacturer’s stock after acquiring an additional 10,999 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in General Motors were worth $20,273,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. Brighton Jones LLC lifted its holdings in shares of General Motors by 456.1% during the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after purchasing an additional 31,755 shares during the last quarter. Sivia Capital Partners LLC increased its position in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after buying an additional 7,058 shares in the last quarter. Private Trust Co. NA raised its stake in General Motors by 4.8% during the second quarter. Private Trust Co. NA now owns 5,519 shares of the auto manufacturer’s stock valued at $272,000 after buying an additional 253 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in General Motors in the second quarter worth $47,095,000. Finally, International Assets Investment Management LLC boosted its holdings in General Motors by 3.2% in the second quarter. International Assets Investment Management LLC now owns 11,960 shares of the auto manufacturer’s stock worth $589,000 after acquiring an additional 368 shares in the last quarter. Institutional investors own 92.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on GM. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 price target on shares of General Motors in a research report on Wednesday, January 28th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective for the company in a research note on Thursday, January 29th. Argus set a $78.00 target price on shares of General Motors in a research note on Thursday, October 23rd. Tigress Financial raised their price target on shares of General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research report on Friday, October 24th. Finally, Wells Fargo & Company upped their price objective on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $89.52.

General Motors Stock Up 1.3%

Shares of General Motors stock opened at $81.00 on Monday. General Motors Company has a twelve month low of $41.60 and a twelve month high of $87.62. 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 is $81.92 and its 200 day moving average is $69.16. The company has a market cap of $73.22 billion, a price-to-earnings ratio of 26.91, 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 earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. The business had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company’s quarterly revenue was down 5.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Research analysts anticipate that General Motors Company will post 11.44 EPS for the current year.

General Motors announced that its Board of Directors has approved a share buyback plan on Tuesday, January 27th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

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. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s payout ratio is 19.93%.

General Motors News Roundup

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

• Positive Sentiment: Breakthrough charging tech: GM announced XFC cell technology that can recharge an EV battery in just over 5 minutes — a potential game-changer for EV competitiveness and resale/value prospects if it scales. GM XFC Cell Tech Allows EV Battery Recharging In Just Over 5 Minutes
• Positive Sentiment: Analyst lift on near-term earnings: Zacks Research raised Q2 EPS estimates for GM, supporting the view of stronger short-term profitability and helping justify current multiples. Q2 EPS Estimates for General Motors Lifted by Zacks Research
• Positive Sentiment: Value case highlighted: A Zacks piece argues GM looks like a strong value stock on style/valuation metrics — useful for investors attracted to yield/turnaround stories. Here’s Why General Motors (GM) is a Strong Value Stock
• Neutral Sentiment: Service/quality actions: GM issued fixes for ticking noises in several truck/SUV engines — reduces potential warranty/PR fallout but signals ongoing aftersales support needs. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Product strategy noise: Media coverage about internal disputes over the next-gen Camaro and the GM/Allison split highlights strategic choices that may reshape product mix but have unclear near-term EPS impact. Inside GM’s war over the next-generation Chevrolet Camaro How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Analyst haircut to several quarterly EPS estimates: Zacks issued modest downgrades to multiple upcoming quarter estimates (Q1/Q4 2026 and Q1/Q2 2027), which creates short-term pressure on forward guidance expectations. (report excerpt)
• Negative Sentiment: Industry writedowns and EV demand weakness: A WSJ report says Detroit automakers face a roughly $50B hit as EV investment is being scaled back amid cooling demand — a sector-level risk that could pressure GM’s EV plans and long-term margins. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Recall/service tweak for 6.2L V8: GM’s recalled 6.2‑liter V8 will now use thicker oil — an operational/service change that underscores quality/recall risk and could carry warranty costs or reputational impact. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason
• Positive Sentiment: Contract/settlement upside: Coverage indicates Honda may be required to compensate GM for poor EV sales under their deal, which would be a modest positive offset to EV revenue risks. Honda Being Forced to Compensate General Motors for Poor EV Sales

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.