PFA Pension Forsikringsaktieselskab Makes New $92.86 Million Investment in General Motors Company $GM

PFA Pension Forsikringsaktieselskab acquired a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 1,127,884 shares of the auto manufacturer’s stock, valued at approximately $92,859,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC acquired a new position in shares of General Motors during the fourth quarter worth about $25,000. Elevation Wealth Partners LLC lifted its stake in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. acquired a new position in shares of General Motors during the third quarter worth about $29,000. Kelleher Financial Advisors acquired a new position in shares of General Motors during the third quarter worth about $29,000. Finally, Founders Capital Management acquired a new position in shares of General Motors during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Down 1.3%

Shares of General Motors stock opened at $75.91 on Friday. The company has a quick ratio of 1.01, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The firm has a market cap of $68.44 billion, a P/E ratio of 30.61, a P/E/G ratio of 0.40 and a beta of 1.29. General Motors Company has a fifty-two week low of $44.84 and a fifty-two week high of $87.62. The business has a 50-day moving average price of $76.50 and a 200 day moving average price of $76.30.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, topping analysts’ consensus estimates of $2.61 by $1.09. The firm had revenue of $43.62 billion during the quarter, compared to the consensus estimate of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The firm’s revenue was down .9% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.78 earnings per share. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, sell-side analysts forecast that General Motors Company will post 12.66 earnings per share for the current fiscal year.

General Motors Dividend Announcement

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

General Motors announced that its Board of Directors has authorized a share repurchase program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its shares are undervalued.

More General Motors News

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

• Positive Sentiment: Q1 beat and stronger guidance — GM delivered a solid Q1 beat, raised FY guidance and flagged higher EBIT margin expectations, which support earnings momentum and justify recent analyst upgrades. General Motors: Guidance Raise, 10% EBIT Margins, Cheap
• Positive Sentiment: Tariff refund windfall — A Supreme Court ruling has unlocked expected tariff refunds; automakers (including GM) are logging anticipated refunds that improve near-term P&L and cash flow. This helped lift outlook and is a tangible near-term tailwind. Automakers Anticipate $2.3 Billion Payday From Tariff Refunds
• Positive Sentiment: Connected services and AI roll-out — GM is deploying Google Gemini across ~4M vehicles and pushing its connected business (subscriptions/software), a higher-margin recurring revenue stream that analysts say is underappreciated. General Motors adds Google Gemini to 4 million vehicles. Is your car on the list?
• Positive Sentiment: Analyst support after earnings — Banks and research outlets have adjusted targets and views higher after Q1, reinforcing investor confidence in cash returns (buybacks/dividends) and improved guidance. JPMorgan adjusts General Motors stock price target after earnings
• Neutral Sentiment: Large U.S. manufacturing spend — GM boosted U.S. manufacturing spend (~$6B in a year) and earmarked ~$1.4B for gas-engine and parts plants to support current pickup/SUV demand; this preserves high-margin ICE volumes but signals a pragmatic shift vs. pure EV focus. GM just boosted its US manufacturing spend to $6 billion in one year—and it may be returning to the idea that made it great
• Neutral Sentiment: Capital allocation into combustion engines — GM is investing in V8/gasoline engine capacity (multiple articles detail $1.3B and other plant investments). This supports near-term profitability but complicates the EV transition narrative. GM earmarks over $1 billion toward gas-engine output in US, Canada
• Negative Sentiment: EV truck strategy uncertainty — Reports conflict with company denials about EV truck plans, creating execution risk for a high-profile product category and clouding long-term EV growth expectations. GM’s EV Truck Future Suddenly Looks Uncertain as Reports Clash With Company Denials
• Negative Sentiment: Macro/geopolitical risks — Management flagged new risks from geopolitical tensions and fuel-price spikes that could pressure supply chains and demand for SUVs/trucks, adding near-term margin uncertainty. Geopolitical Tensions and Fuel Price Spikes Threaten GM’s Supply Chain and High-Margin SUV Business

Wall Street Analysts Forecast Growth

GM has been the topic of a number of recent research reports. Wolfe Research upgraded General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price objective on the stock in a research note on Wednesday, March 25th. Evercore boosted their price objective on General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. The Goldman Sachs Group reduced their price objective on General Motors from $104.00 to $91.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Wall Street Zen upgraded General Motors from a “hold” rating to a “buy” rating in a research note on Saturday. Finally, Citigroup boosted their price target on General Motors from $105.00 to $108.00 and gave the stock a “buy” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $92.00.

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.