Oregon Public Employees Retirement Fund Grows Stock Holdings in General Motors Company $GM

Oregon Public Employees Retirement Fund raised its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 31.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 108,884 shares of the auto manufacturer’s stock after buying an additional 25,802 shares during the period. Oregon Public Employees Retirement Fund’s holdings in General Motors were worth $6,639,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of GM. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of General Motors during the 3rd quarter worth approximately $29,000. Trust Co. of Toledo NA OH acquired a new position in General Motors during the second quarter worth $25,000. GFG Capital LLC acquired a new position in General Motors during the second quarter worth $27,000. Armstrong Advisory Group Inc. boosted its position in General Motors by 94.6% during the third quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock worth $33,000 after purchasing an additional 265 shares in the last quarter. Finally, RMG Wealth Management LLC acquired a new stake in General Motors in the second quarter valued at $32,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on GM. Mizuho set a $100.00 price target on General Motors in a research note on Friday. TD Cowen increased their price objective on shares of General Motors from $92.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. Cowen restated a “buy” rating on shares of General Motors in a research report on Friday, December 12th. JPMorgan Chase & Co. upped their price target on shares of General Motors from $60.00 to $80.00 and gave the company an “overweight” rating in a report on Tuesday, September 30th. Finally, Piper Sandler set a $98.00 price target on shares of General Motors and gave the company an “overweight” rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and a consensus target price of $77.76.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Piper Sandler upgraded GM to “overweight” and raised its price target to $98, signaling some analysts see upside once one‑time charges are absorbed. Piper Sandler upgrade
• Positive Sentiment: Zacks notes GM has a strong earnings‑surprise history and factors that could support another beat in the next report, which can help the stock beyond the one‑time charges. Zacks: beat potential
• Neutral Sentiment: GM reported that full‑year 2025 sales climbed despite a late‑year slowdown — evidence demand isn’t collapsing across the business even as EV demand cools. 2025 sales climbed
• Negative Sentiment: GM will record $7.1 billion in Q4 special charges, roughly $6 billion of which are EV‑related writedowns tied to scaling back U.S. EV investments after policy changes and weakening demand — the primary driver of today’s selloff. Reuters: $6B writedown
• Negative Sentiment: Management warns additional EV‑related costs may continue into 2026 as supplier negotiations and capacity changes progress — increasing near‑term earnings uncertainty. Business Insider: more EV costs likely
• Negative Sentiment: GM is cutting more than 1,000 jobs at two plants amid slower EV demand and production changes, underscoring operational adjustments and potential near‑term disruption. MSN: plant job cuts

Insider Activity

In other news, CAO Christopher Hatto sold 15,697 shares of the company’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $70.00, for a total transaction of $1,098,790.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares of the company’s stock, valued at $840,490. This represents a 56.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, President Mark L. Reuss sold 260,600 shares of the stock in a transaction dated Wednesday, October 22nd. The stock was sold at an average price of $66.45, for a total transaction of $17,316,870.00. Following the transaction, the president owned 98,006 shares in the company, valued at approximately $6,512,498.70. The trade was a 72.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 284,021 shares of company stock worth $18,971,788 over the last quarter. 0.54% of the stock is currently owned by company insiders.

General Motors Stock Performance

Shares of NYSE GM opened at $82.78 on Friday. The company has a 50-day simple moving average of $76.38 and a 200-day simple moving average of $63.78. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.23 and a quick ratio of 1.06. The company has a market cap of $77.22 billion, a PE ratio of 16.66, a price-to-earnings-growth ratio of 0.67 and a beta of 1.31. General Motors Company has a 12 month low of $41.60 and a 12 month high of $85.18.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.32 by $0.48. The firm had revenue of $48.59 billion for the quarter, compared to analyst estimates of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. General Motors’s revenue was down .3% compared to the same quarter last year. During the same quarter last year, the business earned $2.96 earnings per share. General Motors has set its FY 2025 guidance at 9.750-10.500 EPS. On average, equities analysts anticipate that General Motors Company will post 11.44 earnings per share for the current year.

General Motors Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Investors of record on Friday, December 5th were paid a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.7%. The ex-dividend date was Friday, December 5th. General Motors’s dividend payout ratio is presently 12.07%.

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.