Mizuho Markets Americas LLC Acquires New Holdings in General Motors Company $GM

Mizuho Markets Americas LLC bought a new position in General Motors Company (NYSE:GM) (TSE:GMM.U) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,050 shares of the auto manufacturer’s stock, valued at approximately $600,000.

A number of other large investors have also added to or reduced their stakes in the stock. Franklin Resources Inc. grew its holdings in shares of General Motors by 2.7% in the fourth quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock worth $2,615,121,000 after acquiring an additional 835,645 shares during the period. Geode Capital Management LLC boosted its position 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 worth $1,802,668,000 after purchasing an additional 267,477 shares during the last quarter. Capital World Investors boosted its position in General Motors by 7.8% in the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after purchasing 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% during the 3rd 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 during the period. Finally, Dimensional Fund Advisors LP grew its stake in shares of General Motors by 0.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock valued at $1,059,668,000 after purchasing an additional 77,100 shares during the period. Institutional investors own 92.67% of the company’s stock.

Insider Activity

In related news, CEO Mary T. Barra sold 99,239 shares of General Motors stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $85.10, for a total transaction of $8,445,238.90. Following the transaction, the chief executive officer owned 592,242 shares in the company, valued at approximately $50,399,794.20. The trade was a 14.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of the company’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $84.97, for a total transaction of $775,266.28. Following the completion of the transaction, the executive vice president directly owned 37,395 shares of the company’s stock, valued at $3,177,453.15. This represents a 19.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 697,388 shares of company stock worth $57,752,596 in the last three months. Company insiders own 0.54% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM’s second-quarter results beat expectations again, marking its 16th straight earnings beat, while adjusted EPS rose sharply year over year and management raised 2026 profit/EBIT guidance. Article Title
• Positive Sentiment: Analysts turned more constructive after earnings, with JPMorgan lifting its price target to $120 and reiterating an overweight rating, reinforcing bullish sentiment around GM’s valuation. Article Title
• Positive Sentiment: Commentary highlighted GM as better positioned than Tesla after Q2, citing stronger fundamentals, disciplined pricing, robust cash flow, and a much lower valuation. Article Title
• Positive Sentiment: GM is also drawing attention for capital returns, with recent coverage emphasizing that it has spent more than $4 billion on share buybacks, supporting shareholder value. Article Title
• Neutral Sentiment: GM announced a collaboration with IONATE to modernize electrical infrastructure at its Romulus manufacturing plant, a positive-looking operational initiative but not yet a major earnings driver. Article Title
• Neutral Sentiment: GM is reportedly pursuing a $1 billion U.S. Army contract for Chevy pickup-based vehicles, which could create a long-term revenue opportunity but remains early-stage. Article Title
• Negative Sentiment: GM faces ongoing overhangs from EV losses, industry competition, and labor disruptions in Korea, which could limit upside despite the strong quarter. Article Title

General Motors Stock Down 1.8%

GM stock opened at $80.66 on Friday. The business’s 50-day moving average price is $79.09 and its 200-day moving average price is $78.83. The stock has a market cap of $70.78 billion, a P/E ratio of 40.74, a PEG ratio of 0.41 and a beta of 1.31. The company has a quick ratio of 0.99, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors Company has a twelve month low of $51.69 and a twelve month high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.18 by $0.39. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. During the same period in the prior year, the firm posted $2.53 EPS. The firm’s quarterly revenue was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities research analysts forecast that General Motors Company will post 12.98 EPS for the current year.

General Motors Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be paid a $0.18 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio is 29.03%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 price objective on shares of General Motors in a research note on Wednesday. Wall Street Zen upgraded shares of General Motors from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. Wedbush reiterated an “outperform” rating and set a $95.00 price target on shares of General Motors in a research note on Monday, May 11th. Finally, UBS Group reissued a “buy” rating on shares of General Motors in a research report on Wednesday, June 10th. One 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.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $99.59.

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.