Focus Partners Advisor Solutions LLC Makes New $4.15 Million Investment in General Motors Company $GM

Focus Partners Advisor Solutions LLC acquired a new position in General Motors Company (NYSE:GM) (TSE:GMM.U) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 53,872 shares of the auto manufacturer’s stock, valued at approximately $4,152,000.

Several other hedge funds also recently modified their holdings of the stock. Franklin Resources Inc. raised its position in General Motors by 2.7% in the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after buying an additional 835,645 shares during the last quarter. Geode Capital Management LLC boosted its holdings in General Motors by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock worth $1,802,668,000 after acquiring an additional 267,477 shares during the last quarter. Capital World Investors boosted its holdings in General Motors by 7.8% during the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after acquiring an additional 1,405,530 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of General Motors by 5.5% in the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after acquiring an additional 748,831 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in shares of General Motors by 0.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock worth $1,059,668,000 after acquiring an additional 77,100 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Ohio EV battery production is restarting. GM and LG Energy Solution plan to resume battery-cell production at their Ohio facility after a seven-month shutdown, bringing approximately 1,400 workers back. The restart could improve plant utilization and supports GM’s efforts to expand EV production, although it also suggests demand and capacity remain closely managed. Why Is General Motors Resuming EV Battery Production in Ohio?
• Positive Sentiment: Expectations for future earnings are improving. An analyst raised estimates for GM’s fiscal 2027 earnings, adding to the recent bullish narrative around stronger core operations, improving profitability, and growth in software and digital services. GM’s prior quarterly results also exceeded consensus estimates for revenue and EPS. FY2027 EPS Estimates for General Motors Raised by Analyst
• Neutral Sentiment: GM is stepping back from an Indiana battery project while preserving its Samsung SDI relationship. Exiting a planned joint venture valued at approximately $3.5 billion may reduce near-term capital commitments and reflect a more disciplined approach to EV capacity. However, the decision also highlights uncertainty about battery demand and the pace of EV adoption. GM Steps Back From Indiana Battery Project While Maintaining Samsung SDI Partnership
• Negative Sentiment: Potential changes to the North American trade agreement are a major risk. Detroit automakers are warning that proposed revisions could cost the industry billions and weaken competitiveness. Higher costs, disrupted supply chains, or reduced tariff benefits would pressure GM’s margins and vehicle pricing. Detroit automakers fear North American trade deal revamp could cost them billions
• Negative Sentiment: GM’s retreat from China reflects longer-term competitive and growth concerns. The U.S. automaker is reducing its exposure to China as local manufacturers expand and move closer to Western markets, limiting GM’s growth opportunities in the world’s largest auto market. American auto retreat from China accelerates

Insider Buying and Selling

In related news, EVP Rory Harvey sold 8,882 shares of the company’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $86.95, for a total value of $772,289.90. Following the transaction, the executive vice president owned 28,513 shares in the company, valued at approximately $2,479,205.35. This represents a 23.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the transaction, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This trade represents a 42.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,247,053 shares of company stock worth $106,763,425 in the last three months. Insiders own 0.44% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GM shares. Wedbush reissued an “outperform” rating and set a $95.00 price target on shares of General Motors in a research report on Monday, May 11th. 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 research note on Wednesday, April 29th. Morgan Stanley lifted their target price on shares of General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. Jefferies Financial Group upgraded General Motors from a “hold” rating to a “buy” rating and boosted their target price for the stock from $90.00 to $99.00 in a research note on Monday, July 27th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $100.00 price target on shares of General Motors in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and an average price target of $101.41.

General Motors Price Performance

GM opened at $86.73 on Friday. General Motors Company has a fifty-two week low of $54.33 and a fifty-two week high of $91.85. The firm has a 50-day moving average of $81.66 and a 200 day moving average of $79.53. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14. The firm has a market cap of $76.10 billion, a P/E ratio of 43.80, a PEG ratio of 0.40 and a beta of 1.30.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping the consensus estimate of $3.19 by $0.38. The business had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, research analysts expect that General Motors Company will post 13.29 EPS for the current year.

General Motors Dividend Announcement

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

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.