Union Bancaire Privee UBP SA Grows Position in General Motors Company $GM

Union Bancaire Privee UBP SA increased its stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 515.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,460 shares of the auto manufacturer’s stock after acquiring an additional 8,760 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in General Motors were worth $804,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of GM. Franklin Resources Inc. lifted its stake in General Motors by 3.3% in the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after purchasing an additional 989,189 shares in the last quarter. Capital World Investors grew its position in shares of General Motors by 8.2% during the third quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock valued at $1,105,420,000 after purchasing an additional 1,366,467 shares in the last quarter. AQR Capital Management LLC grew its position in shares of 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 valued at $868,986,000 after purchasing an additional 748,831 shares in the last quarter. Viking Global Investors LP increased 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 purchasing an additional 5,830,050 shares during the last quarter. Finally, Legal & General Group Plc lifted its position in shares of General Motors by 0.5% in the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock worth $499,175,000 after buying an additional 54,853 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM’s CFO said slower EV growth creates an opportunity and expects the EV-related cash headwind to be “behind us” by the end of Q2, signaling management expects improving near-term cash flow from EV investments. GM CFO: Lower EV growth presents opportunity
• Positive Sentiment: GM is pivoting some battery capacity toward energy storage and rehiring ~700 workers, a move that can reduce EV plant idle costs and improve asset utilization if execution continues. GM shifts from EV batteries to energy storage, bringing back 700 workers
• Positive Sentiment: GM is changing its U.S. used-vehicle strategy to better compete with online platforms like Carvana, which could boost dealer margins and accelerate higher-margin used-vehicle revenue. General Motors (GM) Moves to Boost its Dealers’ Used-car Operations
• Positive Sentiment: Analysts and write-ups highlight OnStar and software/subscription growth as a margin-enhancing lever for GM, supporting longer-term profitability even as EV losses compress near-term margins. Is General Motors Stock a Buy Now on OnStar’s Growth Potential?
• Neutral Sentiment: Coverage comparing GM and Tesla notes GM is gaining EV market share in some segments — important context for investors but not an immediate catalyst on its own. Should Tesla be Worried About General Motors?
• Neutral Sentiment: Reports say GM’s Ultium/assembly footprint is consolidating (one primary EV battery hub), which could concentrate capex and simplify operations but raises execution risk if capacity mismatches occur. Ultium Cells facility expected to become GM’s lone EV battery hub
• Negative Sentiment: Macro/policy headwinds persist: analyses attribute billions in lost profits to tariffs on steel and aluminum, a cost pressure that weighs on margins for all U.S. automakers including GM. Trump’s Tariffs Cost US Carmakers $35 Billion and Counting
• Negative Sentiment: Consumer-facing product notices (e.g., warranty limitations around fuel mistakes) and recent coolant-leak fixes highlight ongoing quality/service risks that can depress resale values and increase aftersales costs. GM’s Flint Assembly just built its 16-millionth vehicle

Analyst Upgrades and Downgrades

GM has been the subject of a number of research reports. Wall Street Zen lowered General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. JPMorgan Chase & Co. upped their price objective on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. HSBC increased their target price on General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research report on Tuesday, January 13th. UBS Group raised their target price on shares of General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Evercore boosted their price target on shares of General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $91.39.

General Motors Trading Down 1.4%

Shares of NYSE GM opened at $72.74 on Friday. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The business’s 50 day moving average is $79.76 and its two-hundred day moving average is $72.81. The stock has a market capitalization of $65.75 billion, a P/E ratio of 24.17, a PEG ratio of 0.39 and a beta of 1.37.

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

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were given a $0.18 dividend. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, March 6th. General Motors’s dividend payout ratio is 23.92%.

General Motors announced that its Board of Directors has authorized a stock buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

About General Motors

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.