Te Ahumairangi Investment Management Ltd Invests $5.46 Million in General Motors Company $GM

Te Ahumairangi Investment Management Ltd acquired a new position in General Motors Company (NYSE:GM) (TSE:GMM.U) during the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 70,846 shares of the auto manufacturer’s stock, valued at approximately $5,461,000.

Several other hedge funds have also recently added to or reduced their stakes in GM. BlackRock Inc. acquired a new position in General Motors in the second quarter valued at $5,958,995,000. Norges Bank purchased a new position in shares of General Motors in the 4th quarter worth about $918,724,000. Bank of New York Mellon Corp acquired a new position in shares of General Motors in the 2nd quarter valued at about $522,916,000. Viking Global Investors LP grew its holdings in shares of General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the period. Finally, Deutsche Bank AG acquired a new stake in General Motors during the 2nd quarter worth approximately $383,939,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at General Motors

In other news, CAO Christopher Hatto sold 6,895 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total transaction of $620,550.00. Following the sale, the chief accounting officer owned 18,899 shares of the company’s stock, 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 SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the completion of the sale, the chief executive officer owned 428,994 shares in the company, valued at approximately $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,241,401 shares of company stock worth $106,313,695. Corporate insiders own 0.44% of the company’s stock.

General Motors Price Performance

GM opened at $87.98 on Monday. General Motors Company has a twelve month low of $54.33 and a twelve month high of $91.85. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The firm has a market cap of $77.20 billion, a price-to-earnings ratio of 44.43, a PEG ratio of 0.40 and a beta of 1.30. The company has a fifty day simple moving average of $82.01 and a 200 day simple moving average of $79.54.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.19 by $0.38. The firm had revenue of $48.03 billion for 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%. The firm’s quarterly revenue was up 1.9% on a year-over-year basis. During the same period in the prior year, the company posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities research analysts expect that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s dividend payout ratio is 36.36%.

Key Stories Impacting General Motors

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

• Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst
• Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report
• Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises
• Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales
• Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles
• Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate.

Analyst Ratings Changes

A number of brokerages have weighed in on GM. Royal Bank Of Canada lifted their price target on shares of General Motors from $94.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. Evercore restated an “outperform” rating and set a $100.00 target price on shares of General Motors in a report on Monday, May 4th. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and upped their price target for the stock from $90.00 to $99.00 in a research report on Monday, July 27th. Finally, Mizuho cut their price objective on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, General Motors presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

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.