Patient Capital Management LLC Purchases Shares of 631,558 General Motors Company $GM

Patient Capital Management LLC acquired a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the 2nd quarter, Holdings Channel reports. The firm acquired 631,558 shares of the auto manufacturer’s stock, valued at approximately $48,681,000. General Motors comprises approximately 1.6% of Patient Capital Management LLC’s portfolio, making the stock its 24th largest position.

A number of other hedge funds have also recently made changes to their positions in GM. Cibc World Market Inc. increased its holdings in General Motors by 57.2% in the 4th quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock valued at $16,318,000 after acquiring an additional 72,984 shares during the last quarter. M&T Bank Corp boosted its holdings in shares of General Motors by 82.0% during the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after purchasing an additional 32,474 shares during the last quarter. Janney Montgomery Scott LLC grew its position in shares of General Motors by 16.2% during the first quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock valued at $15,062,000 after purchasing an additional 28,163 shares in the last quarter. Leonteq Securities AG purchased a new position in shares of General Motors during the fourth quarter valued at about $17,753,000. Finally, Wilsey Asset Management Inc. increased its holdings in shares of General Motors by 2.1% in the second quarter. Wilsey Asset Management Inc. now owns 626,200 shares of the auto manufacturer’s stock worth $48,268,000 after purchasing an additional 12,617 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on GM. 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 report on Monday, July 27th. Evercore restated an “outperform” rating and set a $100.00 price target on shares of General Motors in a report on Monday, May 4th. Citigroup lifted their price objective on General Motors from $108.00 to $131.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. Finally, Benchmark reiterated a “buy” rating on shares of General Motors in a research report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $101.41.

Insider Activity at General Motors

In other General Motors news, EVP Rory Harvey sold 8,882 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $86.95, for a total transaction of $772,289.90. Following the transaction, the executive vice president owned 28,513 shares in the company, valued at $2,479,205.35. The trade was a 23.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total transaction of $620,550.00. Following the completion of the sale, the chief accounting officer directly owned 18,899 shares in the company, valued at approximately $1,700,910. This represents a 26.73% 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. Insiders have sold a total of 1,241,401 shares of company stock worth $106,313,695 in the last ninety days. Corporate insiders own 0.44% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst
• Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report
• Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises
• Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales
• Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles
• Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate.

General Motors Trading Up 0.1%

Shares of NYSE GM opened at $87.98 on Monday. The business’s 50 day moving average is $82.01 and its two-hundred day moving average is $79.54. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. General Motors Company has a 1-year low of $54.33 and a 1-year high of $91.85. The stock has a market capitalization of $77.20 billion, a P/E ratio of 44.43, a PEG ratio of 0.40 and a beta of 1.30.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data 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 company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, research analysts expect that General Motors Company will post 13.29 EPS for the current year.

General Motors Announces Dividend

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 dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio is presently 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.