Empowered Funds LLC Has $5.16 Million Position in General Motors Company $GM

Empowered Funds LLC lessened its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 49.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 69,284 shares of the auto manufacturer’s stock after selling 68,463 shares during the period. Empowered Funds LLC’s holdings in General Motors were worth $5,162,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in the business. Cibc World Market Inc. raised its holdings in shares of General Motors by 57.2% in the 4th quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock worth $16,318,000 after buying an additional 72,984 shares in the last quarter. M&T Bank Corp boosted its stake in General Motors by 82.0% in the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after buying an additional 32,474 shares in the last quarter. Legacy Capital Group California Inc. grew its position in General Motors by 206.4% in the fourth quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock valued at $1,708,000 after acquiring an additional 14,150 shares during the period. Janney Montgomery Scott LLC grew its position in General Motors by 16.2% in the first quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock valued at $15,062,000 after acquiring an additional 28,163 shares during the period. Finally, Leonteq Securities AG acquired a new position in General Motors during the fourth quarter worth $17,753,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Price Performance

General Motors stock opened at $88.91 on Friday. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14. The firm has a market cap of $78.01 billion, a P/E ratio of 44.90, a P/E/G ratio of 0.41 and a beta of 1.31. The business’s fifty day moving average is $80.56 and its two-hundred day moving average is $79.06. General Motors Company has a 52 week low of $51.88 and a 52 week high of $91.85.

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 (EPS) for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period in the previous year, the business posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities research analysts forecast that General Motors Company will post 13.27 earnings per share for the current fiscal year.

General Motors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s payout ratio is currently 36.36%.

Insider Transactions at General Motors

In related news, President Mark L. Reuss sold 71,079 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president owned 92,293 shares of the company’s stock, valued at $8,303,601.21. This trade represents a 43.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the business’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 completion of the transaction, the chief executive officer owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This trade represents a 42.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,207,053 shares of company stock worth $103,225,825. Corporate insiders own 0.54% of the company’s stock.

Wall Street Analysts Forecast Growth

GM has been the subject of a number of analyst reports. UBS Group reissued a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. Royal Bank Of Canada upped their target price on shares of General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $100.00 target price on shares of General Motors in a research report on Wednesday, July 22nd. TD Cowen lifted their price target on shares of General Motors from $126.00 to $132.00 and gave the company a “buy” rating in a report on Wednesday, July 22nd. Finally, Barclays boosted their price target on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research report 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $101.41.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM’s second-quarter performance has strengthened investor confidence: earnings of $3.57 per share exceeded the $3.19 consensus, while revenue reached $48.03 billion versus expectations of $47.01 billion. The company maintained 2026 EPS guidance of $12 to $14, and analysts estimate approximately $13.27 in full-year EPS. Detroit’s Divided Quarter
• Positive Sentiment: Analysts raised their GM earnings forecasts, while Tigress Financial reportedly reiterated a strong-buy rating and lifted its price target to $130. The revisions provide additional support for the recent rally and reflect expectations for stronger margins and cash flow. FY2026 EPS Estimates for General Motors Lifted
• Positive Sentiment: GM plans to introduce a more deeply integrated in-vehicle AI assistant later this year. The technology could improve the customer experience and create opportunities in connected-car services, although financial benefits are likely to develop gradually. GM to launch new in-vehicle AI system
• Positive Sentiment: Coverage suggests GM is outperforming Ford in a market where auto-loan rates above 8% are pressuring demand. Resilient North American operations and efforts to strengthen the supply chain could help GM protect margins amid consumer price sensitivity. General Motors is driving toward supply chain resiliency
• Neutral Sentiment: GM shares are close to their 52-week high after a substantial advance. Improving estimates support the valuation, but the elevated price may also encourage profit-taking.
• Negative Sentiment: GM and Ford are discussing electric vehicles less prominently with investors than they did several years ago. The shift may reduce near-term spending risk, but it also raises questions about GM’s long-term EV competitiveness and growth strategy. GM and Ford are talking less and less about EVs
• Negative Sentiment: Commentary urges skepticism toward GM’s attempts to expand beyond vehicle manufacturing, citing automakers’ mixed diversification record. Tariff uncertainty and the possibility of higher costs also remain risks to profitability. Ford and GM Attempts to Go Beyond Cars Deserve Skepticism

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.