Nykredit A S Acquires New Holdings in General Motors Company $GM

Nykredit A S bought a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 351,390 shares of the auto manufacturer’s stock, valued at approximately $27,085,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of GM. BlackRock Inc. acquired a new position in shares of General Motors during the second quarter worth $5,958,995,000. Franklin Resources Inc. boosted its holdings in shares of General Motors by 2.7% during the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after acquiring an additional 835,645 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of General Motors by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock valued at $1,802,668,000 after acquiring an additional 267,477 shares in the last quarter. Capital World Investors grew its position in General Motors by 7.8% during the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after acquiring an additional 1,405,530 shares during the last quarter. Finally, AQR Capital Management LLC grew its position in 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 worth $868,986,000 after acquiring an additional 748,831 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

General Motors Stock Up 2.8%

Shares of NYSE:GM opened at $87.25 on Friday. The firm has a market cap of $76.56 billion, a P/E ratio of 44.07, a P/E/G ratio of 0.48 and a beta of 1.32. General Motors Company has a 12-month low of $54.33 and a 12-month high of $91.85. The business has a fifty day simple moving average of $83.07 and a 200 day simple moving average of $79.79. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The firm had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business’s revenue was up 1.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Analysts predict that General Motors Company will post 13.29 earnings per share for the current 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 $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s dividend payout ratio is presently 36.36%.

Key Stories Impacting General Motors

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

• Positive Sentiment: Canadian labor disruption was avoided: GM and Unifor reached a tentative agreement covering Canadian auto workers, and the deal was subsequently ratified. Avoiding a strike reduces the risk of production losses, supply-chain disruptions, and near-term revenue pressure. Unifor secures GM deal ratification amid frayed trade relations
• Positive Sentiment: Potential protection from Chinese competition: A major automaker trade group urged Congress to pass legislation barring Chinese vehicles from the U.S. market before year-end. Such restrictions could limit competitive pressure on GM in the U.S., though the outcome and timing remain uncertain. Automakers urge Congress to quickly pass law banning Chinese cars
• Neutral Sentiment: Recall support program: GM is offering employee pricing to owners of vehicles affected by the recall involving its 6.2-liter V8 L87 engine. The program may protect customer relationships and support sales, but it also highlights ongoing recall-related costs and quality concerns. GM Offering Employee Pricing for Owners of Recalled Vehicles
• Negative Sentiment: Canadian tariffs could pressure margins: New tariffs on vehicles made in Canada may increase GM’s production costs or force higher prices, potentially weakening demand and profitability. Ford and GM Will Have to Pay Tariffs on Cars Made in Canada
• Negative Sentiment: EV manufacturing concerns: Reports that GM’s U.S. EV-battery footprint has fallen to one location may raise questions about the pace and economics of its electrification strategy. GM’s U.S. footprint for EV batteries has dwindled to 1 location

Insider Buying and Selling at General Motors

In other news, CAO Christopher Hatto sold 6,895 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following the sale, the chief accounting officer directly owned 18,899 shares of the company’s stock, valued at approximately $1,700,910. This represents a 26.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the sale, the chief executive officer owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This trade represents a 42.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 669,486 shares of company stock worth $59,205,537. Company insiders own 0.44% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on GM. Benchmark reiterated a “buy” rating on shares of General Motors in a research report on Tuesday, July 21st. Citigroup boosted their price target on General Motors from $108.00 to $131.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. Tigress Financial raised their price objective on shares of General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a report on Tuesday, July 28th. Finally, Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and lifted their target price for the stock from $90.00 to $99.00 in a research report on Monday, July 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and an average target price of $101.41.

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.