Partners Capital Investment Group LLP Takes Position in General Motors Company $GM

Partners Capital Investment Group LLP bought a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,875 shares of the auto manufacturer’s stock, valued at approximately $992,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its holdings in 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 in the last quarter. Sivia Capital Partners LLC grew its stake in shares of General Motors by 61.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after purchasing an additional 7,058 shares during the period. Baird Financial Group Inc. raised its holdings in shares of General Motors by 4.8% in the 2nd quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock worth $1,847,000 after buying an additional 1,706 shares in the last quarter. Jump Financial LLC lifted its position in shares of General Motors by 45.7% during the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after buying an additional 7,951 shares during the period. Finally, AXA S.A. boosted its stake in General Motors by 69.4% in the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock valued at $3,275,000 after buying an additional 27,270 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: GM and Unifor reached tentative agreements that include pay increases, reducing the risk of a labor disruption at Canadian operations. However, higher wages could increase manufacturing costs. GM, Unifor reach tentative agreements with pay hikes
• Positive Sentiment: GM’s purchasing facility of up to $4.5 billion with Procura Auto Parts is intended to secure critical components during future supply-chain disruptions, potentially improving production resilience. GM spends $4.5 billion on chips
• Neutral Sentiment: GM launched a Stars, Stripes, and Skilled Trades initiative supporting veterans and military families. The program may strengthen recruiting and corporate branding but is unlikely to materially affect near-term earnings. General Motors launches Stars, Stripes, and Skilled Trades initiative
• Neutral Sentiment: Reports that GM is considering a Chevrolet Volt successor highlight a possible response to stronger plug-in hybrid demand, but the product’s timing, investment and profitability remain uncertain. As Toyota RAV4 Plug-In Surges, GM Eyes a Chevy Volt Sequel
• Negative Sentiment: NHTSA expanded its investigation into GM’s eBoost electronic braking system to more than 1.1 million vehicles following hundreds of reports, more than 20 crashes or fires and at least six injuries. Potential recalls, repairs, litigation and reputational damage are key risks, including for some GM EVs built with Honda. GM vehicles under federal scrutiny after hundreds of reports
• Negative Sentiment: The U.S. decision to impose 50% tariffs on Canadian auto imports, following a breakdown in trade talks, could raise GM’s parts and vehicle costs because of its integrated North American supply chain and pressure margins. Trump wants to protect U.S. auto makers
• Negative Sentiment: NHTSA is also examining reports that fixes for GM’s 6.2-liter L87 V8 recall may not have prevented additional engine failures, increasing possible warranty and recall liabilities. GM’s 6.2L V8 recall fix may not have worked

Insider Activity

In other General Motors news, President Mark L. Reuss sold 71,079 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $8,303,601.21. This trade represents a 43.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, 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 business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the transaction, the executive vice president directly owned 54,992 shares of the company’s stock, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their ownership of the stock. 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. Over the last quarter, insiders have sold 1,026,010 shares of company stock worth $89,080,261. 0.44% of the stock is currently owned by insiders.

General Motors Trading Down 1.1%

GM stock opened at $86.97 on Tuesday. The business has a fifty day moving average price of $82.07 and a 200 day moving average price of $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 Company has a fifty-two week low of $54.33 and a fifty-two week high of $91.85. The stock has a market capitalization of $76.31 billion, a price-to-earnings ratio of 43.92, a P/E/G ratio of 0.40 and a beta of 1.30.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping analysts’ consensus estimates of $3.19 by $0.38. The company had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business’s revenue was up 1.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Analysts expect that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages have weighed in on GM. Morgan Stanley upped their price target on General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and boosted their target price for the company from $90.00 to $99.00 in a research note on Monday, July 27th. The Goldman Sachs Group upped their target price on shares of General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Wedbush reiterated an “outperform” rating and set a $95.00 target price on shares of General Motors in a research report on Monday, May 11th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $101.41.

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.