Bridgefront Capital LLC Trims Position in General Motors Company $GM

Bridgefront Capital LLC cut its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 59.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,741 shares of the auto manufacturer’s stock after selling 22,830 shares during the period. Bridgefront Capital LLC’s holdings in General Motors were worth $960,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its position in shares of General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after acquiring an additional 31,755 shares during the period. Sivia Capital Partners LLC increased its holdings in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock worth $913,000 after acquiring an additional 7,058 shares during the period. Allworth Financial LP lifted its stake in General Motors by 56.8% in the 2nd quarter. Allworth Financial LP now owns 13,083 shares of the auto manufacturer’s stock worth $644,000 after purchasing an additional 4,739 shares in the last quarter. Vise Technologies Inc. purchased a new stake in General Motors in the 2nd quarter worth approximately $508,000. Finally, KBC Group NV boosted its holdings in General Motors by 102.3% in the 2nd quarter. KBC Group NV now owns 204,148 shares of the auto manufacturer’s stock valued at $10,046,000 after purchasing an additional 103,259 shares during the period. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors News Roundup

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?

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Wall Street Zen cut shares of General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. Zacks Research lowered General Motors from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Wells Fargo & Company boosted their target price on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research report on Wednesday, January 28th. The Goldman Sachs Group set a $104.00 target price on General Motors in a research note on Tuesday, January 27th. Finally, Evercore raised their price target on General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a report on Monday, February 2nd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $91.39.

General Motors Stock Performance

General Motors stock opened at $72.35 on Friday. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62. 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 market cap of $65.40 billion, a P/E ratio of 24.04, a price-to-earnings-growth ratio of 0.39 and a beta of 1.37. The firm’s fifty day moving average price is $80.72 and its 200-day moving average price is $72.29.

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

General Motors Increases Dividend

The company also recently disclosed 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 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

General Motors announced that its board has authorized a share buyback program on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

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.