Fjarde AP Fonden Fourth Swedish National Pension Fund Lowers Holdings in General Motors Company $GM

Fjarde AP Fonden Fourth Swedish National Pension Fund trimmed its holdings in General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 235,580 shares of the auto manufacturer’s stock after selling 15,400 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in General Motors were worth $19,157,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. WINTON GROUP Ltd purchased a new stake in shares of General Motors during the 4th quarter worth about $1,727,000. Parallel Advisors LLC boosted its stake in shares of General Motors by 4.5% during the 4th quarter. Parallel Advisors LLC now owns 18,612 shares of the auto manufacturer’s stock worth $1,514,000 after acquiring an additional 799 shares in the last quarter. J.W. Cole Advisors Inc. boosted its stake in shares of General Motors by 58.4% during the 4th quarter. J.W. Cole Advisors Inc. now owns 52,333 shares of the auto manufacturer’s stock worth $4,256,000 after acquiring an additional 19,292 shares in the last quarter. Prudential PLC boosted its stake in shares of General Motors by 93.3% during the 4th quarter. Prudential PLC now owns 51,025 shares of the auto manufacturer’s stock worth $4,149,000 after acquiring an additional 24,635 shares in the last quarter. Finally, Clifford Swan Investment Counsel LLC purchased a new stake in shares of General Motors during the 4th quarter worth about $283,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Piper Sandler reissued an “overweight” rating and set a $102.00 target price on shares of General Motors in a research note on Wednesday, April 29th. UBS Group increased their target price on shares of General Motors from $102.00 to $105.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Wedbush reissued an “outperform” rating and set a $95.00 target price on shares of General Motors in a research note on Monday, May 11th. TD Cowen increased their target price on shares of General Motors from $122.00 to $126.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, The Goldman Sachs Group lowered their target price on shares of General Motors from $104.00 to $91.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $95.65.

General Motors Trading Down 1.3%

Shares of General Motors stock opened at $82.10 on Friday. The firm has a market capitalization of $74.03 billion, a PE ratio of 33.11, a P/E/G ratio of 0.41 and a beta of 1.30. General Motors Company has a twelve month low of $47.19 and a twelve month high of $87.62. The firm’s 50-day moving average price is $77.66 and its 200 day moving average price is $78.45. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.61 by $1.09. The firm had revenue of $43.62 billion for the quarter, compared to analyst estimates of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. General Motors’s quarterly revenue was down .9% compared to the same quarter last year. During the same period last year, the company posted $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, sell-side analysts predict that General Motors Company will post 12.85 EPS for the current fiscal year.

General Motors Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Friday, June 5th will be issued a $0.18 dividend. The ex-dividend date is Friday, June 5th. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors’s dividend payout ratio is presently 29.03%.

Insider Buying and Selling at General Motors

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $85.00, for a total value of $586,075.00. Following the completion of the sale, the chief accounting officer owned 25,794 shares in the company, valued at approximately $2,192,490. This represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 23,000 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $85.00, for a total transaction of $1,955,000.00. Following the completion of the sale, the chief executive officer owned 592,242 shares of the company’s stock, valued at approximately $50,340,570. The trade was a 3.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 577,567 shares of company stock worth $47,557,888. Insiders own 0.54% of the company’s stock.

General Motors News Summary

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

• Positive Sentiment: GM is moving forward with a major $900 million investment tied to a new battery effort at its Warren Tech Center, underscoring the company’s commitment to its electric vehicle future and long-term product pipeline. Article Title
• Positive Sentiment: GM was highlighted as a market outperformer in recent trading, reflecting investor interest in the stock after a strong move higher and suggesting improving sentiment around the automaker. Article Title
• Positive Sentiment: GM was also recognized by Aspen Aerogels as its 2025 Supplier of the Year, reinforcing the automaker’s leadership in EV thermal management and supplier relationships. Article Title
• Neutral Sentiment: GM CEO Mary Barra discussed what it will take for the U.S. to compete with China in the EV race, keeping attention on GM’s strategic positioning but without a direct new financial catalyst. Article Title
• Neutral Sentiment: GM’s board rejected a proposal to separate the chair and CEO roles, a governance update that may not materially change the investment case in the near term. Article Title
• Negative Sentiment: A supplier strike could disrupt GM pickup production, creating a potential operational headwind if the labor issue lasts. Article Title
• Negative Sentiment: Reports that Mary Barra sold 23,000 GM shares may add some pressure on sentiment, even if the sale does not necessarily change the company’s fundamentals. Article Title

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.