Evergreen Capital Management LLC increased its stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 141.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,553 shares of the auto manufacturer’s stock after buying an additional 14,956 shares during the quarter. Evergreen Capital Management LLC’s holdings in General Motors were worth $2,078,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in GM. Viking Global Investors LP grew its position in General Motors by 81.1% during the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after buying an additional 5,830,050 shares in the last quarter. Two Sigma Investments LP grew its position in General Motors by 348.4% during the third quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock worth $216,393,000 after buying an additional 2,757,695 shares in the last quarter. Worldquant Millennium Advisors LLC grew its position in General Motors by 436.8% during the second quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock worth $130,826,000 after buying an additional 2,163,274 shares in the last quarter. Robeco Institutional Asset Management B.V. grew its position in General Motors by 164.9% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 3,097,019 shares of the auto manufacturer’s stock worth $251,850,000 after buying an additional 1,927,752 shares in the last quarter. Finally, Victory Capital Management Inc. boosted its position in shares of General Motors by 270.3% during the 3rd quarter. Victory Capital Management Inc. now owns 2,594,525 shares of the auto manufacturer’s stock worth $158,188,000 after acquiring an additional 1,893,896 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.
Key Stories Impacting General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: GM announced it reached a U.S. renewable‑energy milestone across operations, which supports sustainability goals and potential energy cost stability. GM Reaches Renewable Energy Milestone Across US Operations
- Positive Sentiment: High‑profile endorsement: Jim Cramer publicly backed CEO Mary Barra, a boost to investor sentiment around management’s execution. Jim Cramer on General Motors: “I Want You to Invest in Mary Barra”
- Neutral Sentiment: GM bought a new plant at the former Palace of Auburn Hills site to support production of gasoline‑powered Cadillac Escalade and full‑size pickups — a move that preserves high‑margin ICE capacity while the EV strategy is reassessed. GM buys plant built on the site of the former Palace of Auburn Hills
- Neutral Sentiment: Brokerages still show a consensus “Moderate Buy,” indicating some analysts remain constructive despite recent news. General Motors Company (NYSE:GM) Given Consensus Recommendation of “Moderate Buy” by Brokerages
- Negative Sentiment: Reports say GM is delaying/indefinitely pausing its next‑generation full‑size electric truck program (Factory Zero and 2028 plans), which undermines the EV growth narrative and likely tempers long‑term EV revenue expectations. GM delays next-gen EV truck program, Crain’s Detroit reports
- Negative Sentiment: Multiple outlets report GM has put next‑gen full‑size EV trucks and SUVs “on ice,” signaling a tactical pivot to hybrids/ICE that could disappoint EV‑focused investors and affect growth multiples. GM puts next-generation full-size EV trucks and SUVs on ice
- Negative Sentiment: GM authorized a roughly $40M award to hire Tesla alum Sterling Anderson and approved record CEO pay — governance and cash‑outlay concerns that have rattled some investors. GM doles out $40 million to bring on Tesla alum Sterling Anderson
- Negative Sentiment: Q1 earnings previews warn of declining EPS and tariff pressures, meaning short‑term results may disappoint and add downward pressure on the stock. General Motors to Report Q1 Earnings: Here’s What to Expect
- Negative Sentiment: Analyses argue the EV slowdown plus the truck pivot and executive pay decisions could reshape the bull case for GM, increasing uncertainty around the company’s long‑term strategy. Does GM’s EV Slowdown and Truck Pivot Reshape the Bull Case for General Motors (GM)?
Analysts Set New Price Targets
View Our Latest Stock Analysis on GM
General Motors Trading Down 0.1%
GM opened at $79.01 on Thursday. The company’s 50 day moving average is $76.92 and its 200-day moving average is $75.55. General Motors Company has a 1-year low of $44.72 and a 1-year high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The company has a market cap of $71.42 billion, a P/E ratio of 26.25, a PEG ratio of 0.44 and a beta of 1.34.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly 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. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same period last year, the company posted $1.92 EPS. The firm’s quarterly revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities research analysts predict that General Motors Company will post 12.44 earnings per share for the current fiscal year.
General Motors announced that its Board of Directors has approved a share buyback plan on Tuesday, January 27th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.
General Motors Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is 23.92%.
About General Motors
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.
Further Reading
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