Volterra Technologies LP Takes Position in General Motors Company $GM

Volterra Technologies LP bought a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 11,336 shares of the auto manufacturer’s stock, valued at approximately $691,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of GM. Vanguard Group Inc. grew its holdings in shares of General Motors by 11.5% in the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares in the last quarter. Norges Bank acquired a new stake in General Motors during the 2nd quarter worth approximately $444,319,000. Viking Global Investors LP boosted its position in General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after buying an additional 5,830,050 shares during the period. Worldquant Millennium Advisors LLC grew its stake in shares of General Motors by 436.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock worth $130,826,000 after acquiring an additional 2,163,274 shares in the last quarter. Finally, Marshall Wace LLP increased its position in shares of General Motors by 125.9% during the second quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer’s stock worth $182,039,000 after acquiring an additional 2,061,712 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors Trading Down 1.5%

NYSE:GM opened at $72.35 on Friday. General Motors Company has a 1 year low of $41.60 and a 1 year high of $87.62. The stock has a market cap of $65.40 billion, a P/E ratio of 24.04, a P/E/G ratio of 0.40 and a beta of 1.37. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The stock has a 50-day simple moving average of $80.72 and a 200-day simple moving average of $72.20.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. The business had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business’s quarterly revenue was down 5.1% on a year-over-year basis. During the same quarter last year, the company earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, analysts anticipate that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors announced that its Board of Directors has authorized a share repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board of directors believes its shares are undervalued.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be issued a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

Analysts Set New Price Targets

A number of research firms recently issued reports on GM. DZ Bank upgraded General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price for the company in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. TD Cowen reissued a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th. Barclays set a $110.00 target price on shares of General Motors in a research note on Wednesday, January 28th. Finally, The Goldman Sachs Group set a $104.00 price target on shares of General Motors in a research note on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $91.39.

General Motors News Summary

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

• Positive Sentiment: GM’s free cash flow has surged (from roughly $3B to about $10B on a trailing-average basis), enabling sustained dividends, buybacks and $10–$12B/year of U.S. manufacturing investment — a clear liquidity and capital-allocation positive for shareholders. How is General Motors Using Strong Cash Flow to Fuel Growth?
• Positive Sentiment: UAW/tariff-driven production moves (Detroit Diesel adding a shift and jobs) suggest support for U.S. supplier activity and capacity that can help GM’s production continuity and localization strategy. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: GM’s tactical EV moves — including the revival/relaunch of the Chevrolet Bolt — highlight a pragmatic shift toward lower-cost, demand-aligned EV offerings that may improve near-term margins versus earlier high-cost rollouts. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Neutral Sentiment: Industry restructuring: Honda’s large EV write-downs and rival retrenchments underline a tougher EV environment; this is sector-wide and creates both risks and competitive opportunities for GM. EV Write-Offs Rise, Yet One Auto Giant Is Doubling Down
• Neutral Sentiment: Weakness at Ford and industry recalls elsewhere are weighing on auto sentiment generally — that can pressure GM’s multiple even if the company’s fundamentals differ. Ford (F) Fumbles Once Again and Continues To Disappoint Investors
• Neutral Sentiment: A smaller supplier (Surface Transforms) filed an administration notice and warned of job cuts after losing a GM contract — a localized supplier disruption that could signal supplier churn but is not yet a broad production issue. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recall: GM is recalling more than 17,000 Buick Regal vehicles for a rear toe-link fracture that can cause loss of control — a near-term liability, repair cost and reputational hit that is weighing on the stock. GM recalls 17K vehicles over rear toe link fracture that could lead to crashes
• Negative Sentiment: Legal/ governance noise: a shareholder notice questioning whether GM insiders breached fiduciary duties could generate litigation risk and management distraction if it progresses to a formal suit. Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?

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.