Russell Investments Group Ltd. Raises Stake in General Motors Company $GM

Russell Investments Group Ltd. lifted its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 2.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,519,439 shares of the auto manufacturer’s stock after acquiring an additional 71,304 shares during the quarter. Russell Investments Group Ltd.’s holdings in General Motors were worth $205,087,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Franklin Resources Inc. grew its holdings in General Motors by 2.7% during 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 increased 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 purchasing an additional 267,477 shares in the last quarter. Capital World Investors lifted its stake in shares of General Motors by 7.8% in the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock valued at $1,588,688,000 after purchasing an additional 1,405,530 shares during the period. AQR Capital Management LLC boosted its holdings in General Motors by 5.5% during the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after buying an additional 748,831 shares in the last quarter. Finally, Morgan Stanley boosted its holdings in General Motors by 3.9% during the fourth quarter. Morgan Stanley now owns 13,191,028 shares of the auto manufacturer’s stock worth $1,072,695,000 after buying an additional 494,404 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Stock Performance

GM opened at $82.55 on Wednesday. The firm’s fifty day simple moving average is $78.86 and its two-hundred day simple moving average is $79.12. General Motors Company has a 52-week low of $47.63 and a 52-week high of $87.62. The company has a market cap of $74.43 billion, a price-to-earnings ratio of 33.29, a PEG ratio of 0.42 and a beta of 1.30. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41.

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

General Motors Announces Dividend

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

Analysts Set New Price Targets

A number of research firms have weighed in on GM. Wall Street Zen raised shares of General Motors from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Wells Fargo & Company raised their target price on General Motors from $57.00 to $59.00 and gave the company an “underweight” rating in a research report on Wednesday, April 29th. UBS Group restated a “buy” rating on shares of General Motors in a research note on Wednesday, June 10th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $95.00 price target on shares of General Motors in a report on Friday. Finally, TD Cowen increased their price target on General Motors from $122.00 to $126.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, General Motors has an average rating of “Moderate Buy” and a consensus price target of $95.65.

General Motors News Summary

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

• Positive Sentiment: GM announced a new defense partnership with Lockheed Martin, potentially expanding its business beyond autos and into military supply chains. GM, Lockheed to collaborate on defense projects
• Positive Sentiment: GM’s new 2027 Chevrolet Silverado was unveiled as a fresh product cycle catalyst, with the company calling it its most powerful and advanced Silverado yet. GM reveals new Silverado pickup as Ford F-150 sales falter
• Positive Sentiment: General Motors recognized Chemico as a 2025 Supplier of the Year, highlighting strong supplier performance and execution in its industrialization category. Chemico Named a 2025 Supplier of the Year by General Motors
• Neutral Sentiment: Analysts highlighted GM’s recent run-up and suggested the stock may still be below fair value, implying valuation support even after a strong rally. General Motors (GM) Stock Could Be 31% Below Fair Value After Recent Run Up
• Negative Sentiment: GM’s stock slipped more than the broader market in the latest session, suggesting traders were taking profits or reacting cautiously to the day’s headlines. Here’s Why General Motors (GM) Fell More Than Broader Market
• Negative Sentiment: A separate report said a long-time GMC dealership is suing GM, which could add some legal and franchise-related noise for investors. A Long-Time GMC Dealership Is Suing General Motors

Insider Activity

In other news, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $85.00, for a total transaction of $586,075.00. Following the transaction, the chief accounting officer owned 25,794 shares of the company’s stock, valued at approximately $2,192,490. The trade was a 21.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, 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 business’s stock in a transaction dated Thursday, May 28th. The shares were 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 owned 37,395 shares in the company, valued at $3,177,453.15. The trade was a 19.61% decrease in their ownership of the stock. 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 sold 598,149 shares of company stock worth $49,307,358 over the last three months. Insiders own 0.54% of the company’s stock.

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.