Severin Investments LLC Takes $505,000 Position in General Motors Company $GM

Severin Investments LLC acquired a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 6,213 shares of the auto manufacturer’s stock, valued at approximately $505,000.

A number of other large investors also recently modified their holdings of the company. Franklin Resources Inc. boosted its position in shares of General Motors by 3.3% in the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock valued at $1,909,748,000 after acquiring an additional 989,189 shares during the period. Geode Capital Management LLC raised its stake in 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 in the last quarter. Capital World Investors raised its stake in General Motors by 8.2% in 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 raised its stake in General Motors by 5.5% in 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. Finally, Viking Global Investors LP raised its stake in 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 valued at $640,659,000 after purchasing an additional 5,830,050 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors.

General Motors Trading Up 5.3%

GM stock opened at $84.00 on Thursday. The company has a market capitalization of $75.74 billion, a PE ratio of 33.87, a price-to-earnings-growth ratio of 0.40 and a beta of 1.29. General Motors Company has a one year low of $46.81 and a one year high of $87.62. The company’s 50 day moving average price is $76.53 and its two-hundred day moving average price is $77.93. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.99 and a current ratio of 1.15.

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

General Motors Dividend Announcement

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

Insider Activity at General Motors

In related news, EVP Rory Harvey sold 79,494 shares of General Motors stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total value of $6,599,591.88. Following the transaction, the executive vice president directly owned 46,519 shares of the company’s stock, valued at $3,862,007.38. The trade was a 63.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.54% of the stock is currently owned by insiders.

Key General Motors News

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

• Positive Sentiment: GM approved Pinnacle Intelligence as an authorized vendor for Business Development Center services, signaling continued investment in AI-enabled retail operations and customer support. General Motors Selects Pinnacle Intelligence for BDC Services, Supporting Its Integrated AI-Enabled Approach
• Positive Sentiment: Reports that GM, Ford, and Stellantis received preliminary FDIC approval for industrial bank charters may be encouraging because it could eventually give GM more flexibility in financing and captive-lending operations. Ford, GM, Stellantis Join Crypto Firms In Trump-Era Bank Charter Push After Winning Preliminary FDIC Approval: Report
• Positive Sentiment: GM landed a NASA-related subcontract to help power a lunar terrain vehicle, highlighting the company’s battery technology and advanced engineering capabilities. GM clinches NASA contract to build battery for moon-bound vehicle
• Neutral Sentiment: GM recognized Gentherm as a 2025 Supplier of the Year, which is a positive sign for supplier relationships but is unlikely to move GM shares on its own. Gentherm Named a 2025 Supplier of the Year by General Motors
• Negative Sentiment: EVP Rory Harvey sold a large block of GM shares in a pre-arranged 10b5-1 transaction, which can weigh on investor sentiment even though the sales were planned. Insider trade details for Rory Harvey

Analyst Ratings Changes

GM has been the topic of a number of recent analyst reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $100.00 target price on shares of General Motors in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised shares of General Motors from a “hold” rating to a “buy” rating and raised their target price for the company from $83.00 to $90.00 in a research note on Tuesday, April 14th. Wells Fargo & Company raised their target price on shares of General Motors from $57.00 to $59.00 and gave the company an “underweight” rating in a research note on Wednesday, April 29th. Piper Sandler reaffirmed an “overweight” rating and issued a $102.00 target price on shares of General Motors in a research note on Wednesday, April 29th. Finally, Benchmark raised their target price on shares of General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.65.

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.