PensionDanmark Pensionsforsikringsaktieselskab lifted its holdings in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 3.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 173,260 shares of the auto manufacturer’s stock after acquiring an additional 5,722 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in General Motors were worth $13,355,000 as of its most recent filing with the SEC.
A number of other large investors have also recently added to or reduced their stakes in the stock. Franklin Resources Inc. increased its holdings in General Motors by 2.7% in the fourth quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after buying an additional 835,645 shares during the last quarter. Geode Capital Management LLC lifted 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 purchasing an additional 267,477 shares during the last quarter. Capital World Investors increased its position in General Motors by 7.8% in the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock valued at $1,588,688,000 after acquiring an additional 1,405,530 shares during the period. AQR Capital Management LLC lifted its holdings in 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 worth $868,986,000 after purchasing an additional 748,831 shares during the period. Finally, Dimensional Fund Advisors LP increased its stake in shares of General Motors by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock valued at $1,059,668,000 after acquiring an additional 77,100 shares during the period. 92.67% of the stock is currently owned by institutional investors.
Trending Headlines about General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: Analysts raised earnings estimates. Zacks Research increased its FY2027 EPS forecast to $13.36 from $12.51 and lifted estimates for several 2026–2028 quarters, including FY2028 EPS to $12.70 from $12.33. The revisions suggest greater confidence in GM’s profitability and provide a positive catalyst for the stock. General Motors FY2026 EPS Estimate Boosted by Zacks Research
- Positive Sentiment: GM extended its SAIC joint venture in China through 2047. The long-term agreement preserves GM’s access to Chinese manufacturing, technology and distribution capabilities, while positioning China as a potential hub for Buick and Cadillac electric vehicles. It could support scale and lower production costs, although the market will weigh ongoing competition and geopolitical risks. GM And China Are Teaming Up For Another 20 Years
- Positive Sentiment: GM’s truck-led EV transition is drawing investor attention. The company is emphasizing electric pickups and SUVs, where its established truck franchise may provide a competitive advantage as EV adoption broadens. Its joint fast-charging network with Pilot and EVgo has surpassed 300 sites and 1,300 stalls across 40 states, improving charging access for customers. General Motors draws attention as trucks anchor an electric transition
- Positive Sentiment: GM highlighted its economic footprint. A company report cited roughly 7,000 local jobs and substantial economic activity in Flint, while a Louisiana Delta Community College partnership will expand automotive career pathways. These initiatives support workforce development and GM’s relationships with local communities. GM economic report highlights 7,000 local jobs, impact in Flint
- Neutral Sentiment: Industry results were broadly constructive. Strong quarterly reports from suppliers BorgWarner, Garrett Motion and Magna point to resilient automotive demand and cost-control benefits, but do not directly change GM’s outlook. Honda also reported an earnings beat, indicating healthy industry conditions.
- Negative Sentiment: Affordable EV competition is intensifying. Ford unveiled the $28,350 Fathom electric pickup, targeting the value segment GM is also pursuing. A successful low-cost rival could pressure GM’s EV pricing, market share and margins. Ford’s new Fathom is its cheap EV pickup
Analyst Upgrades and Downgrades
Read Our Latest Analysis on General Motors
Insiders Place Their Bets
In other news, EVP Rory Harvey sold 79,494 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the sale, the executive vice president owned 46,519 shares in the company, valued at approximately $3,862,007.38. This represents a 63.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the sale, the president directly owned 92,293 shares in the company, valued at approximately $8,303,601.21. This represents a 43.51% 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 1,247,053 shares of company stock worth $106,763,425 in the last three months. Company insiders own 0.44% of the company’s stock.
General Motors Price Performance
Shares of General Motors stock opened at $87.60 on Friday. The stock has a market capitalization of $76.87 billion, a price-to-earnings ratio of 44.24, a P/E/G ratio of 0.40 and a beta of 1.30. The firm’s 50-day moving average price is $81.14 and its two-hundred day moving average price is $79.27. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. General Motors Company has a 1-year low of $53.09 and a 1-year high of $91.85.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. General Motors’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities analysts predict that General Motors Company will post 13.29 earnings per share for the current fiscal year.
General Motors Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be given a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s 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.
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