General Motors Company $GM is Skylands Capital LLC’s 3rd Largest Position

Skylands Capital LLC reduced its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 10.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 480,715 shares of the auto manufacturer’s stock after selling 56,560 shares during the quarter. General Motors accounts for approximately 4.1% of Skylands Capital LLC’s portfolio, making the stock its 3rd largest holding. Skylands Capital LLC’s holdings in General Motors were worth $29,309,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of GM. Steigerwald Gordon & Koch Inc. purchased a new stake in General Motors during the 3rd quarter valued at about $29,000. Trust Co. of Toledo NA OH purchased a new position in General Motors in the 2nd quarter worth approximately $25,000. Armstrong Advisory Group Inc. lifted its position in General Motors by 94.6% in the third quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the last quarter. ESL Trust Services LLC purchased a new stake in shares of General Motors during the third quarter valued at approximately $37,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of General Motors during the second quarter valued at approximately $38,000. Institutional investors own 92.67% of the company’s stock.

Wall Street Analysts Forecast Growth

GM has been the topic of several analyst reports. Mizuho lifted their target price on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Tigress Financial raised their price target on shares of General Motors from $88.00 to $92.00 and gave the stock a “strong-buy” rating in a report on Friday, October 24th. Wedbush boosted their price objective on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. HSBC upped their price objective on shares of General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research note on Tuesday, January 13th. Finally, Argus set a $78.00 target price on General Motors in a research note on Thursday, October 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $89.52.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS estimates for GM (Q2/Q3 2026, Q3/Q4 2027, FY2026–FY2028), nudging FY2026–FY2028 targets higher while maintaining a “Hold” rating — a sign analysts expect stronger earnings trajectory even if sentiment remains cautious.
• Positive Sentiment: GM hired a new head of corporate strategy from Lucid Motors, adding EV/technology expertise to help with partnerships and long‑term roadmap execution. GM hires new head of strategy from Lucid Motors GM taps Lucid executive Claudia Gast for senior strategy role
• Positive Sentiment: Retail/market share signs look healthy in parts of North America — GM finished 2025 as Canada’s top EV seller, and weakness at competitors (Honda EV sales slump) could give GM share gains in key segments. GM finishes job, ends 2025 as Canada’s top EV seller Honda’s EV Sales Plunged–And GM Could Be The Surprise Winner
• Positive Sentiment: Management is restructuring its EV program (LMR battery chemistry and factory overhaul) to improve long‑term cost and margins — a strategic reset that supports longer‑term profitability if execution succeeds. General Motors Resets EV Plans With LMR Batteries And Factory Overhaul
• Neutral Sentiment: Trade policy and competition risk: BYD’s legal challenge to U.S. tariffs could reshape import rules and competitive dynamics for EV players — an outcome with uncertain implications for GM. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: Near‑term earnings pressure from restructuring: GM is absorbing about $7.2 billion in special charges tied to scaling back EV capacity even as it targets EV profitability by 2028 — large one‑time costs that can weigh on reported results and sentiment. GM Promises EV Profitability in 3 Years With Breakthrough Battery Launch Planned for 2028
• Negative Sentiment: Operational/headcount hits — GM will cut ~500 jobs in Canada as Oshawa scales back, a sign of cost reductions but also near‑term disruption. General Motors Company (GM) to Cut 500 Jobs in Canada as Oshawa Plant Scales Back Operations
• Negative Sentiment: Supplier risk: GM called an “urgent” supplier meeting over exposure to First Brands, raising short‑term supply chain or parts‑cost concerns. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Product/aftermarket risk from recall activity (6.2L V8 L87 replacement engines) could create warranty or reputation costs in ICE channels. GM 6.2L V8 L87 Recall: How’s Your Replacement Engine Doing So Far?

General Motors Stock Down 0.6%

Shares of NYSE GM opened at $80.20 on Wednesday. The firm has a fifty day simple moving average of $81.63 and a two-hundred day simple moving average of $68.58. General Motors Company has a 12 month low of $41.60 and a 12 month 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 firm has a market capitalization of $72.50 billion, a PE ratio of 26.64, 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 quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analysts’ expectations of $45.81 billion. During the same quarter in the previous year, the company earned $1.92 earnings per share. General Motors’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities analysts expect that General Motors Company will post 11.44 earnings per share for the current year.

General Motors announced that its board has authorized a share buyback program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors 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. Stockholders 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 represents a $0.72 annualized dividend and a dividend yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is currently 19.93%.

General Motors Company 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.