Ruffer LLP Purchases Shares of 44,694 General Motors Company $GM

Ruffer LLP purchased a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) during the 4th quarter, Holdings Channel.com reports. The fund purchased 44,694 shares of the auto manufacturer’s stock, valued at approximately $3,640,000.

Other large investors have also modified their holdings of the company. Elevation Wealth Partners LLC boosted its holdings in shares of General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after acquiring an additional 275 shares during the period. Founders Capital Management acquired a new stake in shares of General Motors in the fourth quarter valued at approximately $31,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of General Motors in the third quarter valued at approximately $29,000. Kelleher Financial Advisors acquired a new stake in shares of General Motors in the third quarter valued at approximately $29,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of General Motors in the third quarter valued at approximately $32,000. 92.67% of the stock is owned by institutional investors and hedge funds.

Key General Motors News

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

• Positive Sentiment: GM authorized a $6 billion share buyback and boosted its dividend, increasing direct cash returns to shareholders — a clear supportive catalyst for the stock. General Motors Ups Buybacks And Dividend
• Positive Sentiment: GM bought a new plant on the site of the former Palace of Auburn Hills to support production of gasoline-powered Escalade and full‑size Silverado/Sierra pickups — signals of continued investment in profitable ICE models while transitioning its portfolio. GM buys plant built on the site of the former Palace of Auburn Hills
• Positive Sentiment: High-profile bullish commentary (Jim Cramer) and an overall broker consensus of “Moderate Buy” provide supportive investor sentiment that can underpin the shares. Jim Cramer on General Motors Consensus Recommendation “Moderate Buy”
• Neutral Sentiment: GM paid a large compensation package (reported up to ~$40M) to recruit new product chief Sterling Anderson — could attract talent but raises near-term compensation scrutiny. GM lured new product chief with pay package totaling $40 million
• Neutral Sentiment: News roundups noting a modest intraday price move and stock volatility — useful context but not a driver by itself. General Motors Sees a More Significant Dip Than Broader Market Zacks: GM Sees a More Significant Dip
• Neutral Sentiment: Smaller consumer/enthusiast items (e.g., recreated truck wheels) are being covered but are unlikely to move the stock materially. Fab Shop Recreates GM Truck Wheels
• Negative Sentiment: Reports say GM is indefinitely delaying its next‑generation full‑size electric truck program (GMC Sierra and Chevy Silverado EVs originally slated for 2028), a setback for the EV roadmap and future EV revenue growth expectations. GM delays next-gen EV truck program, Crain’s Detroit reports GM reportedly suspending next-gen EV truck program at Factory Zero
• Negative Sentiment: Earnings previews from multiple outlets suggest Q1 results may decline vs. expectations, increasing downside risk around the next report. Earnings Preview: GM Q1 Expected to Decline Zacks: Earnings Preview
• Negative Sentiment: Speculation that GM has shelved plans for a next‑gen affordable EV adds to concerns about the company’s EV competitiveness and long‑term growth narrative. Did GM Just Shelve Its Next-Gen Affordable EV?

Analyst Ratings Changes

Several equities research analysts have recently weighed in on GM shares. Barclays decreased their price objective on General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Monday, March 30th. UBS Group increased their price objective on General Motors from $102.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Morgan Stanley reaffirmed an “overweight” rating and set a $100.00 price target on shares of General Motors in a report on Wednesday, January 28th. Benchmark increased their price target on General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Finally, Bank of America started coverage on General Motors in a report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price target for the company. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $91.25.

General Motors Price Performance

Shares of NYSE GM opened at $79.11 on Wednesday. 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 stock has a fifty day moving average price of $76.94 and a 200 day moving average price of $75.52. General Motors Company has a 1-year low of $44.72 and a 1-year high of $87.62. The company has a market cap of $71.51 billion, a PE ratio of 26.28, a P/E/G ratio of 0.45 and a beta of 1.34.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The firm had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. During the same period last year, the company earned $1.92 earnings per share. The company’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts forecast that General Motors Company will post 12.44 EPS for the current year.

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, March 6th were given a $0.18 dividend. The ex-dividend date was Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is currently 23.92%.

General Motors declared that its board has initiated a stock buyback program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

General Motors Company 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.