Junto Capital Management LP Increases Stock Position in General Motors Company $GM

Junto Capital Management LP boosted its position in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) by 33.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 976,798 shares of the auto manufacturer’s stock after buying an additional 247,302 shares during the quarter. General Motors makes up 1.3% of Junto Capital Management LP’s holdings, making the stock its 26th biggest position. Junto Capital Management LP owned about 0.11% of General Motors worth $75,292,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Evergreen Advisors LLC purchased a new position in shares of General Motors in the 1st quarter valued at about $26,000. SouthState Bank Corp increased its position in shares of General Motors by 101.7% in the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after buying an additional 177 shares in the last quarter. Kelleher Financial Advisors acquired a new position in shares of General Motors during the 3rd quarter worth approximately $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of General Motors during the 4th quarter valued at approximately $30,000. Finally, Comprehensive Financial Planning Inc. PA acquired a new position in General Motors during the second quarter worth $31,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Performance

NYSE:GM opened at $83.86 on Thursday. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The firm has a market capitalization of $73.58 billion, a price-to-earnings ratio of 42.35, a PEG ratio of 0.48 and a beta of 1.32. The company’s 50-day moving average is $83.81 and its two-hundred day moving average is $79.91. General Motors Company has a 1-year low of $54.33 and a 1-year high of $91.85.

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 for the quarter, beating the consensus estimate of $3.19 by $0.38. The business 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%. The business’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Analysts forecast that General Motors Company will post 13.31 EPS for the current year.

General Motors Dividend Announcement

The firm also recently declared 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 is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio is currently 36.36%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Tigress Financial upped their price target on shares of General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 28th. Barclays increased their price objective on General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Jefferies Financial Group upgraded General Motors from a “hold” rating to a “buy” rating and raised their price objective for the company from $90.00 to $99.00 in a report on Monday, July 27th. Morgan Stanley increased their target price on shares of General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $100.00 price target on shares of General Motors in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $101.41.

General Motors News Roundup

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

• Positive Sentiment: CEO Mary Barra reaffirmed GM’s long-term electric-vehicle strategy, while President Mark Reuss highlighted the company’s broad EV lineup and ongoing technology development. The comments support GM’s efforts to maintain a competitive position as the auto industry transitions toward electrification. Mary Barra Reaffirms GM’s Long-Term EV Strategy
• Positive Sentiment: Potentially updated gas and diesel engines for the Chevrolet Silverado HD and GMC Sierra HD could help GM defend its highly profitable full-size truck business ahead of a planned redesign. GM’s HD Trucks Could Get New Gas and Diesel Engines Before Their 2029 Redesign
• Positive Sentiment: Analyst-style screening continues to identify GM as a potential growth stock, and the company has outpaced the consumer-discretionary sector over the past year. However, these are supportive market assessments rather than new operating results. Why General Motors Is a Strong Growth Stock General Motors Stock and the Consumer Discretionary Sector
• Neutral Sentiment: GM is opening a downtown Seattle office to bring together remote technical employees, a move intended to support engineering and technology talent but unlikely to have an immediate financial impact. GM to Open Seattle Office
• Neutral Sentiment: Leadership changes in GM’s Egypt and Africa operations and expanded security-camera features for 2027 vehicles represent routine regional and product developments with limited near-term earnings implications. New GM Egypt and Africa Chairman GM Expands Security Camera Features
• Negative Sentiment: Regulators reportedly expanded a federal investigation involving GM’s brake-by-wire technology. Any safety finding, recall or enforcement action could create costs, reputational damage and additional investor uncertainty. Regulators Expand Brake-by-Wire Probe
• Negative Sentiment: Reports that GM is largely removing Apple CarPlay from its vehicles may alienate some buyers, while renewed scrutiny over OnStar data sharing increases privacy and trust risks. GM’s new dash-cam privacy messaging appears aimed at addressing that backlash. GM and Apple CarPlay GM Data Privacy and Dash-Cam Features
• Negative Sentiment: The latest market-session decline was sharper than the broader market’s, suggesting investors were weighing company-specific concerns alongside general market pressure. Why General Motors Fell More Than the Broader Market

Insider Activity

In other General Motors news, EVP Rory Harvey sold 8,882 shares of the stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $86.95, for a total transaction of $772,289.90. Following the completion of the transaction, the executive vice president owned 28,513 shares of the company’s stock, valued at $2,479,205.35. This trade represents a 23.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of General Motors stock in a transaction dated Tuesday, July 28th. The shares were 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. This represents a 26.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 648,904 shares of company stock worth $57,456,067. 0.44% of the stock is currently owned by corporate insiders.

General Motors Company Profile

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells cars, trucks and sport utility vehicles through its Chevrolet, Buick, GMC and Cadillac brands.

GM’s product portfolio includes gasoline-powered and electric vehicles, full-size pickup trucks, commercial vehicles and luxury automobiles. The company is developing battery-electric and other advanced vehicle technologies, while also offering connected-vehicle services through its OnStar platform.