Rakuten Investment Management Inc. Takes Position in General Motors Company $GM

Rakuten Investment Management Inc. acquired a new position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 147,609 shares of the auto manufacturer’s stock, valued at approximately $11,416,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new position in shares of General Motors during the 2nd quarter worth approximately $5,958,995,000. Franklin Resources Inc. increased its holdings in 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 purchasing an additional 835,645 shares in the last quarter. Geode Capital Management LLC raised its position in General Motors by 1.2% in 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 buying an additional 267,477 shares during the last quarter. Capital World Investors boosted its holdings in General Motors by 7.8% during the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after purchasing an additional 1,405,530 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of General Motors by 5.5% in the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after acquiring an additional 748,831 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insiders Place Their Bets

In related news, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total value of $620,550.00. Following the sale, the chief accounting officer directly owned 18,899 shares in the company, valued at approximately $1,700,910. The trade was a 26.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 dated Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total value of $28,781,330.24. Following the completion of the transaction, the chief executive officer owned 428,994 shares of the company’s stock, valued at approximately $38,772,477.72. This represents a 42.61% 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. Insiders sold a total of 669,486 shares of company stock worth $59,205,537 over the last ninety days. 0.44% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. TD Cowen lifted their price target on shares of General Motors from $126.00 to $132.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Wells Fargo & Company raised their price objective on shares of General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a report on Wednesday, July 22nd. UBS Group reaffirmed a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. The Goldman Sachs Group increased their price objective on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Finally, Morgan Stanley increased their price target on shares of General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $101.41.

General Motors News Summary

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 Price Performance

Shares of GM stock opened at $86.31 on Friday. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. The stock has a market cap of $75.73 billion, a price-to-earnings ratio of 43.59, a PEG ratio of 0.39 and a beta of 1.30. The business’s fifty day moving average is $82.54 and its 200 day moving average is $79.63. General Motors Company has a twelve month low of $54.33 and a twelve month high of $91.85.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data 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 business had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. General Motors’s revenue was up 1.9% compared to the same quarter last year. During the same period last year, the business earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Research analysts expect that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Announces Dividend

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

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.