Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Position in General Motors Company $GM

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 20.1% during the first quarter, HoldingsChannel.com reports. The fund owned 282,830 shares of the auto manufacturer’s stock after purchasing an additional 47,250 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in General Motors were worth $21,071,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the business. Franklin Resources Inc. boosted its holdings in shares of General Motors by 2.7% in the fourth quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after acquiring an additional 835,645 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of General Motors by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock valued at $1,802,668,000 after purchasing an additional 267,477 shares during the period. Capital World Investors boosted its holdings in General Motors by 7.8% during the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after buying an additional 1,405,530 shares in the last quarter. AQR Capital Management LLC grew its position in General Motors by 5.5% during the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after buying an additional 748,831 shares during the period. Finally, Morgan Stanley grew its position in General Motors by 3.9% during the fourth quarter. Morgan Stanley now owns 13,191,028 shares of the auto manufacturer’s stock worth $1,072,695,000 after buying an additional 494,404 shares during the period. 92.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity at General Motors

In related news, CEO Mary T. Barra sold 99,239 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $85.10, for a total transaction of $8,445,238.90. Following the completion of the sale, the chief executive officer directly owned 592,242 shares in the company, valued at approximately $50,399,794.20. This trade represents a 14.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of General Motors stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $84.97, for a total transaction of $775,266.28. Following the completion of the transaction, the executive vice president owned 37,395 shares in the company, valued at approximately $3,177,453.15. This trade represents a 19.61% decrease in their position. 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. Insiders sold a total of 697,388 shares of company stock valued at $57,752,596 over the last ninety days. Insiders own 0.54% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on GM shares. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research report on Tuesday, April 21st. UBS Group restated a “buy” rating on shares of General Motors in a research report on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft upgraded shares of General Motors from a “hold” rating to a “buy” rating and increased their price target for the company from $83.00 to $90.00 in a research report on Tuesday, April 14th. Evercore restated an “outperform” rating and set a $100.00 target price on shares of General Motors in a research report on Monday, May 4th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $95.00 target price on shares of General Motors in a report on Friday, June 12th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.70.

General Motors Stock Performance

Shares of NYSE GM opened at $76.06 on Friday. General Motors Company has a 52-week low of $48.87 and a 52-week high of $87.62. The stock has a market capitalization of $68.58 billion, a P/E ratio of 30.67, a P/E/G ratio of 0.38 and a beta of 1.31. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The firm’s 50-day moving average price is $79.02 and its two-hundred day moving average price is $79.28.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.61 by $1.09. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The business had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.51 billion. During the same period in the prior year, the company posted $2.78 EPS. The business’s revenue for the quarter was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. As a group, sell-side analysts forecast that General Motors Company will post 12.85 earnings per share for the current year.

General Motors Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, June 5th were issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Friday, June 5th. General Motors’s payout ratio is presently 29.03%.

General Motors News Roundup

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

• Positive Sentiment: GM signed a long-term chip supply agreement with Micron, and the companies will continue working together on memory and storage technologies. That should support GM’s supply-chain resilience and is a positive sign for production planning. General Motors signs chip supply agreement with Micron
• Positive Sentiment: GM was reported as Canada’s best-selling automaker through the first half of 2026, with strong deliveries across Chevrolet, Buick, GMC and Cadillac. This suggests solid demand in a key market. GM is the Sales Leader in Canada Through First Half of 2026
• Positive Sentiment: Zacks highlighted a hammer chart pattern and improving earnings estimate revisions, which technicians may view as a sign GM could be near a bottom after recent weakness. General Motors (GM) May Find a Bottom Soon, Here’s Why You Should Buy the Stock Now
• Neutral Sentiment: GM drew heavy investor attention on Zacks, but the item was mainly a watchlist/visibility note rather than a fundamental catalyst. Investors Heavily Search General Motors Company (GM): Here is What You Need to Know
• Neutral Sentiment: GM dealer inventory fell 1% in Q2, which suggests supply is still being managed tightly, but the headline alone does not clearly indicate a major earnings impact. GM Dealer Inventory Down 1 Percent In Q2 2026
• Negative Sentiment: GM faces fresh recall-related headlines, including more than 14,000 vehicles recalled and warnings to owners not to drive certain models because wheels can lock up unexpectedly. Recalls can pressure sentiment and raise costs. GM recalls over 14K vehicles. See affected models GM told owners not to drive certain vehicles whose wheels can lock up without warning
• Negative Sentiment: Zacks also noted GM’s Q2 sales declined 4% year over year, with EV demand weakness, discontinued models and inventory constraints weighing on results. That is a clear near-term headwind. What’s Behind General Motors’ Q2 Sales Decline of 4% Y/Y?
• Negative Sentiment: A PR Newswire item raised questions about whether GM insiders breached fiduciary duties, adding legal overhang and potential reputational risk, even though the article is largely solicitor-driven. 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.