Teacher Retirement System of Texas Sells 168,531 Shares of General Motors Company $GM

Teacher Retirement System of Texas decreased its holdings in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 17.0% in the 3rd quarter, Holdings Channel reports. The firm owned 821,791 shares of the auto manufacturer’s stock after selling 168,531 shares during the period. Teacher Retirement System of Texas’ holdings in General Motors were worth $50,105,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of GM. Trust Co. of Toledo NA OH purchased a new position in General Motors in the 2nd quarter worth approximately $25,000. GFG Capital LLC bought a new position in General Motors in the second quarter valued at $27,000. Steigerwald Gordon & Koch Inc. purchased a new stake in General Motors during the third quarter valued at about $29,000. RMG Wealth Management LLC purchased a new position in shares of General Motors in the 2nd quarter worth about $32,000. Finally, Armstrong Advisory Group Inc. increased its position in shares of General Motors by 94.6% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 545 shares of the auto manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have issued reports on GM shares. UBS Group reaffirmed a “buy” rating on shares of General Motors in a research note on Friday, January 9th. Zacks Research raised shares of General Motors from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. TD Cowen reissued a “buy” rating on shares of General Motors in a research note on Friday, December 12th. Barclays reaffirmed an “overweight” rating and set a $100.00 price objective on shares of General Motors in a research note on Friday. Finally, Morgan Stanley raised General Motors from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $54.00 to $90.00 in a research note on Monday, December 8th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $80.00.

General Motors Price Performance

Shares of GM stock opened at $81.00 on Friday. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.06 and a current ratio of 1.23. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $85.18. The firm has a market cap of $75.56 billion, a P/E ratio of 16.30, a P/E/G ratio of 0.64 and a beta of 1.31. The business’s 50 day moving average price is $78.39 and its 200-day moving average price is $65.57.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share for the quarter, beating the consensus estimate of $2.32 by $0.48. General Motors had a net margin of 1.62% and a return on equity of 12.29%. The business had revenue of $48.59 billion for the quarter, compared to analysts’ expectations of $44.60 billion. During the same quarter in the previous year, the business posted $2.96 earnings per share. The firm’s revenue for the quarter was down .3% compared to the same quarter last year. On average, equities research analysts anticipate that General Motors Company will post 11.44 earnings per share for the current year.

Key Stories Impacting General Motors

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

• Positive Sentiment: Zacks Research sharply raised EPS forecasts across 2026–2027 and reiterated a “Strong‑Buy” view, lifting quarter and full‑year estimates (FY2027 to $12.41 vs prior ~$10). Higher earnings consensus increases upside to valuation and supports near‑term share gains. Read More.
• Positive Sentiment: JPMorgan raised its price target to $100 (overweight), signaling bullish analyst conviction and creating fresh upside for investors relative to recent levels. Broker upgrades often spark buying momentum. Read More.
• Positive Sentiment: FDIC approval clears the way for GM to form an industrial bank, enabling expanded captive-finance and other financial services that can boost financing margins and recurring revenue over time. Read More.
• Neutral Sentiment: GM is shifting production of a China‑built Buick compact SUV to its Fairfax, Kansas plant starting in 2028 and will end the rebooted Chevy Bolt EV at Fairfax — a manufacturing consolidation that reduces geopolitical/tariff risk and boosts U.S. content but also signals deprioritizing the Bolt lineup. The near‑term impact is mixed for margins and EV positioning. Read More.
• Negative Sentiment: The FTC has taken action against GM/OnStar over privacy concerns, introducing regulatory/legal risk that could lead to fines, compliance costs or reputational damage — a potential near‑term headwind for sentiment. Read More.
• Negative Sentiment: Analysts and commentary warn that fast‑growing Chinese EV makers remain a competitive threat globally; persistent pricing and share pressure from low‑cost entrants could constrain GM’s EV margin expansion. Read More.

Insider Activity

In related news, CAO Christopher Hatto sold 15,697 shares of the stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $70.00, for a total value of $1,098,790.00. Following the completion of the transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at $840,490. This represents a 56.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.54% 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.