Royal London Asset Management Ltd. Sells 23,851 Shares of General Motors Company $GM

Royal London Asset Management Ltd. trimmed its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 1.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,396,962 shares of the auto manufacturer’s stock after selling 23,851 shares during the period. Royal London Asset Management Ltd. owned 0.16% of General Motors worth $107,678,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in General Motors during the second quarter worth about $5,958,995,000. Franklin Resources Inc. boosted its stake 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 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 worth $1,802,668,000 after acquiring an additional 267,477 shares during the last quarter. Capital World Investors raised its stake in 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 acquiring an additional 1,405,530 shares during the period. Finally, AQR Capital Management LLC lifted its holdings 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 valued at $868,986,000 after purchasing an additional 748,831 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Trading Up 0.2%

Shares of NYSE:GM opened at $86.31 on Friday. The business’s 50 day simple moving average is $82.54 and its 200 day simple moving average is $79.63. General Motors Company has a 1 year low of $54.33 and a 1 year high of $91.85. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The company has a market capitalization of $75.73 billion, a P/E ratio of 43.59, a P/E/G ratio of 0.39 and a beta of 1.30.

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 for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The firm had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.During the same period in the prior year, the company posted $2.53 EPS. The company’s 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, research analysts anticipate that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be given a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s payout ratio is presently 36.36%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on GM. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and increased their price objective for the company from $90.00 to $99.00 in a research report on Monday, July 27th. Morgan Stanley increased their price target on shares of General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Citigroup raised their price objective on shares of General Motors from $108.00 to $131.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Wall Street Zen raised General Motors from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $100.00 price target on shares of General Motors in a report on Wednesday, July 22nd. 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $101.41.

Insider Activity at General Motors

In other General Motors news, EVP Grant Michael Dixton sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the transaction, the executive vice president directly owned 54,992 shares in the company, valued at $4,863,492.48. The trade was a 42.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the firm’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 completion of the sale, the chief accounting officer directly owned 18,899 shares in the company, valued at approximately $1,700,910. This represents a 26.73% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 669,486 shares of company stock worth $59,205,537 in the last 90 days. Corporate insiders own 0.44% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Ultium Cells is recalling laid-off workers at its Lordstown, Ohio, battery plant as orders from GM increase. The development suggests improving utilization of GM’s EV battery operations and could support progress toward better EV economics. Ultium Cells in Lordstown recalls laid-off workers as GM battery orders rise
• Positive Sentiment: Analyst coverage remains constructive: brokerages reportedly assign GM a consensus price target of $101.41, implying further upside from current levels if the company meets earnings expectations. General Motors Company Receives $101.41 Consensus PT from Brokerages
• Positive Sentiment: Industry analysts cite resilient U.S. vehicle demand, evolving EV trends and new tax benefits as potential supports for domestic automakers, including GM. 4 Domestic Auto Biggies Poised to Benefit From Industry Resilience
• Positive Sentiment: From a technical perspective, GM is holding support near $86 and forming a bullish-flag pattern, which may attract momentum-oriented investors if resistance is broken. Tesla, Ford and GM Stocks Test Key Technical Boundaries
• Neutral Sentiment: GM is giving first-time franchise owners an opportunity to take over a troubled dealership, a potentially positive distribution initiative but one unlikely to materially affect near-term earnings. General Motors gives first-time dealers a chance to turn around troubled store
• Neutral Sentiment: Reports on GM’s V8-engine standardization, experimental engines and planned 2027 model updates provide product and strategy context but do not signal a clear immediate earnings impact. GM is making major changes to some of its biggest models in 2027
• Negative Sentiment: NHTSA opened an engineering analysis covering 997,743 GM pickups and SUVs with the L87 V-8 engine, including the Chevrolet Silverado 1500, GMC Yukon and Cadillac Escalade. Potential engine failures could lead to recalls, repair costs, warranty expense and reputational damage, making this the principal near-term risk for GM. General Motors Faces Safety Probe Over Engine Failures in Nearly 1 Million Vehicles

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.