Sei Investments Co. Acquires 511,834 Shares of General Motors Company $GM

Sei Investments Co. lifted its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 32.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,086,776 shares of the auto manufacturer’s stock after acquiring an additional 511,834 shares during the period. Sei Investments Co.’s holdings in General Motors were worth $155,469,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Norges Bank bought a new stake in General Motors in the 4th quarter valued at $918,724,000. Viking Global Investors LP increased its holdings in shares of 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 purchasing 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 raised its position in shares of 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 valued at $216,393,000 after buying an additional 2,757,695 shares during the last quarter. Finally, SEB Asset Management AB acquired a new position in shares of General Motors during the first quarter valued at about $171,892,000. Institutional investors own 92.67% of the company’s stock.

Wall Street Analyst Weigh In

GM has been the topic of a number of recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research report on Friday, July 17th. Wells Fargo & Company upped their price target on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 price objective on shares of General Motors in a research report on Wednesday. Benchmark reissued a “buy” rating on shares of General Motors in a report on Tuesday. Finally, Evercore restated an “outperform” rating and set a $100.00 price objective on shares of General Motors in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and a consensus price target of $99.59.

Insider Transactions at General Motors

In related news, CEO Mary T. Barra sold 215,391 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $80.01, for a total transaction of $17,233,433.91. Following the completion of the transaction, the chief executive officer owned 770,491 shares in the company, valued at $61,646,984.91. This trade represents a 21.85% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 79,494 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total value of $6,599,591.88. Following the completion of the sale, the executive vice president directly owned 46,519 shares in the company, valued at approximately $3,862,007.38. This represents a 63.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 697,388 shares of company stock valued at $57,752,596. Corporate insiders own 0.54% of the company’s stock.

General Motors Price Performance

Shares of General Motors stock opened at $80.66 on Friday. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.99 and a current ratio of 1.14. The firm’s 50-day simple moving average is $79.09 and its 200-day simple moving average is $78.83. General Motors Company has a twelve month low of $51.69 and a twelve month high of $87.62. The firm has a market cap of $70.78 billion, a P/E ratio of 40.74, a price-to-earnings-growth ratio of 0.41 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.18 by $0.39. The firm had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, research analysts expect that General Motors Company will post 12.98 EPS for the current fiscal year.

General Motors Announces Dividend

The business also recently disclosed 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. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio is currently 29.03%.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM’s second-quarter results beat expectations again, marking its 16th straight earnings beat, while adjusted EPS rose sharply year over year and management raised 2026 profit/EBIT guidance. Article Title
• Positive Sentiment: Analysts turned more constructive after earnings, with JPMorgan lifting its price target to $120 and reiterating an overweight rating, reinforcing bullish sentiment around GM’s valuation. Article Title
• Positive Sentiment: Commentary highlighted GM as better positioned than Tesla after Q2, citing stronger fundamentals, disciplined pricing, robust cash flow, and a much lower valuation. Article Title
• Positive Sentiment: GM is also drawing attention for capital returns, with recent coverage emphasizing that it has spent more than $4 billion on share buybacks, supporting shareholder value. Article Title
• Neutral Sentiment: GM announced a collaboration with IONATE to modernize electrical infrastructure at its Romulus manufacturing plant, a positive-looking operational initiative but not yet a major earnings driver. Article Title
• Neutral Sentiment: GM is reportedly pursuing a $1 billion U.S. Army contract for Chevy pickup-based vehicles, which could create a long-term revenue opportunity but remains early-stage. Article Title
• Negative Sentiment: GM faces ongoing overhangs from EV losses, industry competition, and labor disruptions in Korea, which could limit upside despite the strong quarter. Article Title

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.