Mutual of America Capital Management LLC Reduces Stock Position in General Motors Company $GM

Mutual of America Capital Management LLC lessened its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 6.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 103,185 shares of the auto manufacturer’s stock after selling 7,058 shares during the period. Mutual of America Capital Management LLC’s holdings in General Motors were worth $6,291,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sawgrass Asset Management LLC increased its stake in shares of General Motors by 18.9% in the 3rd quarter. Sawgrass Asset Management LLC now owns 7,441 shares of the auto manufacturer’s stock worth $454,000 after acquiring an additional 1,183 shares during the last quarter. CIBC Asset Management Inc grew its holdings in shares of General Motors by 1.1% in the third quarter. CIBC Asset Management Inc now owns 150,375 shares of the auto manufacturer’s stock valued at $9,168,000 after purchasing an additional 1,642 shares during the period. Sagespring Wealth Partners LLC increased its position in General Motors by 8.9% during the third quarter. Sagespring Wealth Partners LLC now owns 13,560 shares of the auto manufacturer’s stock worth $827,000 after purchasing an additional 1,104 shares during the last quarter. Trek Financial LLC raised its stake in General Motors by 18.3% during the third quarter. Trek Financial LLC now owns 24,128 shares of the auto manufacturer’s stock worth $1,471,000 after purchasing an additional 3,734 shares during the period. Finally, Modera Wealth Management LLC purchased a new stake in shares of General Motors in the 3rd quarter valued at approximately $235,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Trading Down 1.7%

NYSE:GM opened at $84.95 on Thursday. The company has a market capitalization of $79.24 billion, a PE ratio of 17.09, a P/E/G ratio of 0.80 and a beta of 1.31. General Motors Company has a 52-week low of $41.60 and a 52-week high of $87.31. The stock’s 50 day moving average price is $79.49 and its 200 day moving average price is $66.50. The company has a quick ratio of 1.06, a current ratio of 1.17 and a debt-to-equity ratio of 1.50.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period in the previous year, the company posted $1.92 EPS. The company’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, research analysts anticipate that General Motors Company will post 11.44 EPS for the current year.

General Motors announced that its Board of Directors has authorized a share buyback plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s dividend payout ratio is 12.07%.

Key General Motors News

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

• Positive Sentiment: Q4 adjusted EPS beat expectations (reported $2.51 vs. ~ $2.20 consensus), showing core profitability strength. MarketBeat: Q4 results
• Positive Sentiment: Board approved a $6.0 billion share repurchase program and raised the quarterly dividend 20%, boosting capital-return prospects and signaling management confidence. PR Newswire: Buyback & dividend
• Positive Sentiment: Multiple brokerages raised price targets (UBS, RBC, Mizuho), reflecting bullish analyst reactions that may support the stock. The Fly: UBS raise The Fly: RBC raise The Fly: Mizuho raise
• Neutral Sentiment: GM’s software/subscription business is growing (nearly $2B revenue), a longer‑term upside driver but not an immediate offset to near‑term EV headwinds. Business Insider: subscriptions
• Neutral Sentiment: Positive value/long‑term coverage (Zacks, Seeking Alpha) highlights attractive valuation and buybacks as a catalyst for longer‑horizon investors. Zacks: value thesis
• Negative Sentiment: GM took a large EV-related write-down (~$7.2B) that produced a meaningful GAAP loss for the quarter, pressuring near-term headline earnings and investor sentiment. MarketWatch: EV charge
• Negative Sentiment: FY‑2026 EPS guidance (9.75–10.50) came in below consensus (~11.9), a conservative outlook that likely trimmed upside despite the EPS beat. PR Newswire: guidance
• Negative Sentiment: Revenue slightly missed Street expectations and management flagged slower EV adoption and tariff-related costs, which add near‑term operational headwinds. MSN: revenue miss CNBC: tariff costs

Insider Buying and Selling at General Motors

In related news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total value of $556,128.00. Following the transaction, the chief accounting officer directly owned 12,007 shares in the company, valued at $864,504. This trade represents a 39.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.54% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

GM has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. upped their price objective on General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a report on Wednesday, January 21st. Benchmark restated a “buy” rating on shares of General Motors in a report on Wednesday, October 22nd. Wells Fargo & Company increased their price target on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research report on Wednesday. Mizuho boosted their price objective on General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Morgan Stanley restated an “overweight” rating and set a $100.00 target price on shares of General Motors in a research note on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and an average target price of $85.14.

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.