Hudson Value Partners LLC Takes Position in General Motors Company $GM

Hudson Value Partners LLC acquired a new stake in shares of General Motors Company (NYSE:GM) (TSE:GMM.U) during the 2nd quarter, Holdings Channel reports. The fund acquired 5,734 shares of the auto manufacturer’s stock, valued at approximately $442,000.

Other hedge funds have also recently bought and sold shares of the company. Cibc World Market Inc. boosted its stake in General Motors by 57.2% in the 4th quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock worth $16,318,000 after buying an additional 72,984 shares during the last quarter. M&T Bank Corp grew its holdings in General Motors by 82.0% in the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after buying an additional 32,474 shares during the period. Legacy Capital Group California Inc. increased its stake in shares of General Motors by 206.4% during the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock valued at $1,708,000 after acquiring an additional 14,150 shares during the last quarter. Janney Montgomery Scott LLC increased its stake in shares of General Motors by 16.2% during the 1st quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock valued at $15,062,000 after acquiring an additional 28,163 shares during the last quarter. Finally, Leonteq Securities AG purchased a new position in shares of General Motors during the 4th quarter worth about $17,753,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and raised their target price for the stock from $90.00 to $99.00 in a research report on Monday, July 27th. Mizuho dropped their price target on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a research report on Wednesday, April 29th. Tigress Financial increased 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 note on Tuesday, July 28th. UBS Group reiterated a “buy” rating on shares of General Motors in a report on Wednesday, June 10th. Finally, Wall Street Zen raised shares of General Motors from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $101.41.

General Motors Stock Up 1.5%

GM opened at $89.28 on Wednesday. The firm has a 50 day moving average price of $81.40 and a 200 day moving average price of $79.40. The company has a market cap of $78.34 billion, a PE ratio of 45.09, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. General Motors Company has a 1 year low of $53.95 and a 1 year high of $91.85. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 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 analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. General Motors’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter last year, the firm posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Sell-side analysts expect that General Motors Company will post 13.29 earnings per share for the current year.

General Motors Dividend Announcement

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

Insider Buying and Selling at General Motors

In related news, EVP Grant Michael Dixton sold 40,000 shares of General Motors stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the transaction, the executive vice president owned 54,992 shares in the company, valued at approximately $4,863,492.48. The trade was a 42.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 79,494 shares of the company’s 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 directly owned 46,519 shares of the company’s stock, valued at approximately $3,862,007.38. This trade represents a 63.08% 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. Over the last 90 days, insiders have sold 1,247,053 shares of company stock worth $106,763,425. Insiders own 0.44% of the company’s stock.

Trending Headlines about General Motors

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

• Positive Sentiment: GM is creating a parts-supply “safety net.” The automaker reached an agreement worth up to $4.5 billion with a third-party inventory-management company to secure critical components and reduce the risk of production disruptions. The move addresses vulnerabilities exposed by recent industry supply shocks and could improve manufacturing reliability. GM reaches up to $4.5 billion parts deal designed to avoid supply chain troubles
• Positive Sentiment: GM is exiting its Indiana battery joint venture with Samsung SDI. Samsung SDI will take full ownership of the planned $3.5 billion facility, which will now focus partly on energy-storage systems and other applications. For GM, the transaction reduces exposure to weaker-than-expected EV battery demand and frees capital, reinforcing its strategy of moderating EV investment. Samsung SDI takes full control of GM’s Indiana battery plant
• Positive Sentiment: Analyst earnings expectations remain favorable. Erste Group raised its fiscal 2027 EPS estimate for GM to $15.04 from $14.99, while GM’s recent quarterly results exceeded consensus estimates for both earnings and revenue. The company has also been highlighted among companies that raised guidance during the second-quarter earnings season.
• Neutral Sentiment: GM and EVgo are expanding fast-charging infrastructure. The companies opened a flagship charging site in the Detroit area and expect more than 100 additional stalls to be operational by the end of 2026. The expansion supports GM’s EV ecosystem, although the near-term financial contribution is uncertain. EVgo and GM Enhance the Charging Experience with New Flagship Sites
• Negative Sentiment: Labor negotiations could introduce risk. Canadian union Unifor has begun talks with GM following a Ford agreement. Potential wage or contract concessions may pressure costs, though no dispute or disruption has been reported.

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.