Jefferies Financial Group Inc. Invests $14.54 Million in General Motors Company $GM

Jefferies Financial Group Inc. purchased a new stake in General Motors Company (NYSE:GM) (TSE:GMM.U) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 188,672 shares of the auto manufacturer’s stock, valued at approximately $14,543,000.

Several other hedge funds also recently modified their holdings of GM. Laurel Wealth Advisors LLC bought a new position in General Motors in the fourth quarter valued at about $25,000. Evergreen Advisors LLC bought a new stake in shares of General Motors during the first quarter worth about $26,000. SouthState Bank Corp grew its holdings in shares of General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the last quarter. Kelleher Financial Advisors acquired a new position in shares of General Motors in the third quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of General Motors in the fourth quarter valued at approximately $30,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Down 0.3%

Shares of General Motors stock opened at $86.09 on Friday. The stock’s 50-day moving average is $82.41 and its 200 day moving average is $79.59. General Motors Company has a one year low of $54.33 and a one year high of $91.85. The firm has a market cap of $75.54 billion, a price-to-earnings ratio of 43.48, a PEG ratio of 0.39 and a beta of 1.30. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.19 by $0.38. The firm had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The company’s revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities research analysts anticipate that General Motors Company will post 13.29 EPS for the current year.

General Motors Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be paid 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 currently 36.36%.

General Motors News Summary

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

• Positive Sentiment: Ultium Cells is reportedly recalling laid-off workers at its Lordstown battery plant as General Motors’ battery orders increase. The development suggests improving demand and utilization for GM’s EV battery operations. Ultium Cells in Lordstown recalls laid-off workers as GM battery orders rise
• Positive Sentiment: A market analysis identified GM as positioned to benefit from resilient domestic vehicle demand, changing EV economics and new tax benefits, supporting the broader outlook for U.S. automakers. 4 Domestic Auto Biggies Poised to Benefit From Industry Resilience
• Positive Sentiment: Brokerages have assigned GM a consensus price target of $101.41, implying additional upside if the company meets expectations. General Motors Company Receives $101.41 Consensus PT from Brokerages
• Positive Sentiment: GM’s strong second-quarter results, raised 2026 outlook, substantial free cash flow, domestic lithium access and continued truck/SUV strength are being cited as reasons for a favorable setup heading into 2027. General Motors: Great Setup Heading Into 2027
• Positive Sentiment: Tentative three-year agreements with Unifor covering more than 4,600 Canadian workers reduce the immediate risk of strikes and production disruptions, although ratification is still pending. Investors Reacting to General Motors Reduced Strike Risk After Unifor Labor Deal
• Neutral Sentiment: GM is giving first-time dealers an opportunity to acquire and turn around a troubled franchise, a move that could broaden its dealer-owner base but is unlikely to materially affect near-term earnings. General Motors Gives First-Time Dealers a Chance to Turn Around Troubled Store
• Neutral Sentiment: GM’s 2027 lineup includes major changes to several high-volume models, while new EVs will use Tesla-style charging ports but may require adapters. The updates could improve product competitiveness, though charging complexity remains a consideration. GM Is Making Major Changes to Some of Its Biggest Models in 2027
• Negative Sentiment: Federal regulators are investigating possible brake-performance problems involving more than 1.1 million vehicles equipped with GM’s eBoost brake-by-wire system. A recall, repair costs, litigation or reputational damage could weigh on the stock if regulators find a safety defect. What Does General Motors Face in the 1.1 Million Vehicle Brake Probe?
• Negative Sentiment: The departure of GM’s Australia and New Zealand chief creates management uncertainty in that regional operation, although the direct financial impact is unclear. General Motors Australia and New Zealand Boss Jess Bala Axed

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. JPMorgan Chase & Co. lifted their target price on shares of General Motors from $110.00 to $120.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. Morgan Stanley upped their price target on shares of General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. Tigress Financial boosted their price objective on shares of General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $100.00 price objective 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 given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $101.41.

Insider Activity at General Motors

In related news, President Mark L. Reuss sold 71,079 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the transaction, the president directly owned 92,293 shares of the company’s stock, valued at $8,303,601.21. This represents a 43.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of General Motors stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the sale, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. The trade was a 42.61% 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 669,486 shares of company stock worth $59,205,537 over the last ninety days. 0.44% of the stock is owned by corporate insiders.

About General Motors

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.