17,714 General Motors Company $GM Shares Sold by Howard Capital Management LLC

Key Points

• Howard Capital Management reduced its General Motors stake by 17.2%, selling 17,714 shares and retaining 85,365 shares valued at approximately $6.6 million. Institutional investors and hedge funds collectively own 92.67% of GM.
• Analysts remain broadly bullish, with a consensus rating of “Moderate Buy” and an average price target of $101.22. Recent targets range from $61 at Wells Fargo to $112 at BNP Paribas Exane.
• GM recently exceeded quarterly earnings and revenue estimates, while investors are watching growth in digital services and upcoming earnings. Risks include insider selling, a proposed engine-defect class action, and concerns that the stock’s valuation may have outpaced underlying business growth.

Howard Capital Management LLC lowered its position in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 17.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 85,365 shares of the auto manufacturer's stock after selling 17,714 shares during the period. Howard Capital Management LLC's holdings in General Motors were worth $6,573,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Evergreen Advisors LLC purchased a new stake in General Motors during the 1st quarter worth $26,000. Comprehensive Financial Planning Inc. PA purchased a new position in General Motors in the 2nd quarter valued at about $31,000. Burk Holdings LLC purchased a new position in General Motors in the 2nd quarter valued at about $31,000. Premier Financial Group purchased a new position in General Motors in the 2nd quarter valued at about $31,000. Finally, Elevation Wealth Partners LLC grew its stake in shares of General Motors by 70.6% during the second quarter. Elevation Wealth Partners LLC now owns 464 shares of the auto manufacturer's stock valued at $36,000 after acquiring an additional 192 shares in the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently issued reports on GM shares. Benchmark reaffirmed a "buy" rating and set a $105.00 target price (up from $90.00) on shares of General Motors in a research report on Tuesday, July 21st. Wells Fargo & Company increased their price target on General Motors from $60.00 to $61.00 and gave the company an "underweight" rating in a report on Wednesday, July 22nd. Barclays raised 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. BNP Paribas Exane lifted their price objective on General Motors from $102.00 to $112.00 and gave the stock an "outperform" rating in a report on Monday, August 31st. Finally, JPMorgan Chase & Co. dropped their price objective on General Motors from $120.00 to $110.00 and set an "overweight" rating on the stock in a report on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $101.22.

Insider Transactions at General Motors

In other General Motors news, EVP Grant Dixton sold 40,000 shares of the 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 sale, the executive vice president directly owned 54,992 shares of the company's stock, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of the firm's stock in a transaction dated Monday, July 27th. The stock was 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 in the company, valued at approximately $2,479,205.35. The trade was a 23.75% 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. Insiders have sold a total of 549,665 shares of company stock valued at $49,010,828 over the last quarter. Insiders own 0.44% of the company's stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Analysts expect GM to beat third-quarter earnings estimates, supported by resilient vehicle demand, strategic pricing and higher deliveries. The company is among four automakers identified as having a favorable Earnings ESP setup. Q3 Auto Earnings Preview
• Positive Sentiment: GM is being highlighted as a strong value stock, which may attract investors as money moves away from richly valued technology shares. Its prior quarter also showed earnings and revenue above consensus estimates, although investors will focus on whether that momentum continued in Q3. GM Value Stock Analysis
• Positive Sentiment: GM’s expansion of higher-margin digital services, including OnStar and Super Cruise, could improve profitability beyond traditional vehicle sales. The company is also progressing toward eyes-off driving technology, with an anticipated launch in the 2028 Cadillac Escalade IQ. Developments Affecting Ford and GM
• Neutral Sentiment: GM is attracting unusually high investor attention ahead of its earnings release. That visibility can support trading interest, but the coverage itself does not change the company’s fundamentals. GM Trending Stock
• Neutral Sentiment: GlobalFoundries plans two New York semiconductor fabs backed by as much as $21 billion in Japanese funding, with GM listed among prospective customers before the facilities begin operating in 2029. The arrangement could strengthen long-term chip availability, but its financial impact is several years away. GlobalFoundries Chipmaking Deal
• Negative Sentiment: A proposed class-action lawsuit alleges GM concealed an engine defect that can cause failures. The claims remain allegations, but litigation, recalls or potential repair costs could create financial and reputational risks. GM Engine Defect Lawsuit
• Negative Sentiment: A recent analysis notes that GM’s stock has substantially outperformed the market even as vehicle sales remained roughly flat and profitability declined over the latest twelve months, raising concerns that valuation may be ahead of underlying business growth. GM Stock Performance Analysis

General Motors Stock Up 0.4%

NYSE GM traded up $0.30 on Friday, hitting $83.96. 7,486,418 shares of the stock traded hands, compared to its average volume of 7,527,913. The stock has a 50-day moving average of $84.34 and a 200 day moving average of $81.10. General Motors Company has a twelve month low of $57.55 and a twelve month high of $91.85. The company has a market capitalization of $73.67 billion, a P/E ratio of 42.40, a price-to-earnings-growth ratio of 0.46 and a beta of 1.40. 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 (NYSE:GM - Get Free Report) TSE: GMM.U last released its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping analysts' consensus estimates of $3.19 by $0.38. The company had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%. General Motors's quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, analysts expect that General Motors Company will post 13.53 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 17th. Investors of record on Friday, September 4th were paid a dividend of $0.18 per share. The ex-dividend date was Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors's dividend payout ratio (DPR) is 36.36%.

About General Motors

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

GM serves customers primarily in North America and also operates in international markets. Its business includes gasoline-powered and electric vehicles, commercial and fleet vehicles, vehicle financing through GM Financial, and connected-vehicle services such as OnStar.

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