Waverly Advisors LLC Increases Stake in General Motors Company $GM

Waverly Advisors LLC lifted its position in General Motors Company (NYSE:GM) (TSE:GMM.U) by 30.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,275 shares of the auto manufacturer’s stock after acquiring an additional 9,469 shares during the quarter. Waverly Advisors LLC’s holdings in General Motors were worth $3,000,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in General Motors in the fourth quarter worth about $918,724,000. Viking Global Investors LP raised its holdings in shares of General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after buying an additional 5,830,050 shares during the period. Life Cycle Investment Partners Ltd purchased a new stake in shares of General Motors in the fourth quarter worth approximately $309,380,000. Two Sigma Investments LP lifted its stake in shares of General Motors by 348.4% during the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock worth $216,393,000 after acquiring an additional 2,757,695 shares during the last quarter. Finally, SEB Asset Management AB purchased a new position in General Motors during the 1st quarter valued at $171,892,000. 92.67% of the stock is currently owned by institutional investors.

Insider Activity

In other 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 sale, the president directly 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the transaction, the chief executive officer directly owned 428,994 shares in the company, valued at approximately $38,772,477.72. The trade was a 42.61% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,207,053 shares of company stock valued at $103,225,825. Corporate insiders own 0.54% of the company’s stock.

Key General Motors News

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

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

General Motors Stock Down 1.0%

General Motors stock opened at $89.43 on Thursday. The business has a fifty day moving average of $80.14 and a two-hundred day moving average of $78.95. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. The firm has a market cap of $78.47 billion, a P/E ratio of 45.17, a P/E/G ratio of 0.41 and a beta of 1.31. General Motors Company has a twelve month low of $51.69 and a twelve month high of $91.85.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the business posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, analysts forecast that General Motors Company will post 13.27 earnings per share for the current fiscal year.

General Motors Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Piper Sandler reaffirmed an “overweight” rating and issued a $102.00 price objective on shares of General Motors in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $100.00 target price on shares of General Motors in a research note on Wednesday, July 22nd. Royal Bank Of Canada raised their price target on shares of General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Mizuho decreased their price objective on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a report on Wednesday, April 29th. Finally, Wedbush reissued an “outperform” rating and issued a $95.00 price objective on shares of General Motors in a research report on Monday, May 11th. One equities research 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $101.41.

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.