Insider Selling: General Motors (NYSE:GM) CEO Sells $8,904,080.52 in Stock

General Motors Company (NYSE:GM) (TSE:GMM.U) CEO Mary Barra sold 104,361 shares of General Motors stock in a transaction on Monday, July 27th. The shares were sold at an average price of $85.32, for a total transaction of $8,904,080.52. Following the transaction, the chief executive officer owned 537,376 shares in the company, valued at $45,848,920.32. The trade was a 16.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

General Motors Stock Up 0.6%

Shares of General Motors stock opened at $88.91 on Friday. General Motors Company has a twelve month low of $51.88 and a twelve month high of $91.85. The stock has a market cap of $78.01 billion, a price-to-earnings ratio of 44.90, a price-to-earnings-growth ratio of 0.40 and a beta of 1.31. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The company has a fifty day moving average price of $80.56 and a 200 day moving average price of $79.06.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping analysts’ consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The company had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same quarter in the previous year, the firm posted $2.53 earnings per share. The firm’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities research analysts forecast that General Motors Company will post 13.27 earnings per share for the current fiscal year.

General Motors Announces Dividend

The business also recently announced 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 dividend yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is presently 36.36%.

Analysts Set New Price Targets

Several analysts have issued reports on GM shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $100.00 price objective on shares of General Motors in a research report on Wednesday, July 22nd. The Goldman Sachs Group boosted their target price on shares of General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Evercore restated an “outperform” rating and issued a $100.00 target price on shares of General Motors in a research note on Monday, May 4th. Barclays raised their price target on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Finally, Morgan Stanley boosted their price objective on shares of General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a 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 given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, General Motors presently has an average rating of “Moderate Buy” and an average price target of $101.41.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM’s second-quarter performance has strengthened investor confidence: earnings of $3.57 per share exceeded the $3.19 consensus, while revenue reached $48.03 billion versus expectations of $47.01 billion. The company maintained 2026 EPS guidance of $12 to $14, and analysts estimate approximately $13.27 in full-year EPS. Detroit’s Divided Quarter
• Positive Sentiment: Analysts raised their GM earnings forecasts, while Tigress Financial reportedly reiterated a strong-buy rating and lifted its price target to $130. The revisions provide additional support for the recent rally and reflect expectations for stronger margins and cash flow. FY2026 EPS Estimates for General Motors Lifted
• Positive Sentiment: GM plans to introduce a more deeply integrated in-vehicle AI assistant later this year. The technology could improve the customer experience and create opportunities in connected-car services, although financial benefits are likely to develop gradually. GM to launch new in-vehicle AI system
• Positive Sentiment: Coverage suggests GM is outperforming Ford in a market where auto-loan rates above 8% are pressuring demand. Resilient North American operations and efforts to strengthen the supply chain could help GM protect margins amid consumer price sensitivity. General Motors is driving toward supply chain resiliency
• Neutral Sentiment: GM shares are close to their 52-week high after a substantial advance. Improving estimates support the valuation, but the elevated price may also encourage profit-taking.
• Negative Sentiment: GM and Ford are discussing electric vehicles less prominently with investors than they did several years ago. The shift may reduce near-term spending risk, but it also raises questions about GM’s long-term EV competitiveness and growth strategy. GM and Ford are talking less and less about EVs
• Negative Sentiment: Commentary urges skepticism toward GM’s attempts to expand beyond vehicle manufacturing, citing automakers’ mixed diversification record. Tariff uncertainty and the possibility of higher costs also remain risks to profitability. Ford and GM Attempts to Go Beyond Cars Deserve Skepticism

Institutional Investors Weigh In On General Motors

Several hedge funds and other institutional investors have recently bought and sold shares of GM. Norges Bank acquired a new stake in shares of General Motors during the fourth quarter worth approximately $918,724,000. Viking Global Investors LP raised its holdings 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 acquiring an additional 5,830,050 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in General Motors in the fourth quarter valued at $309,380,000. Two Sigma Investments LP boosted its stake in General Motors by 348.4% during the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock valued at $216,393,000 after acquiring an additional 2,757,695 shares during the last quarter. Finally, SEB Asset Management AB bought a new position in General Motors during the 1st quarter valued at $171,892,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

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.