Beacon Pointe Advisors LLC Invests $3.57 Million in General Motors Company $GM

Key Points

• Beacon Pointe Advisors initiated a $3.57 million position in General Motors by purchasing 46,327 shares during the second quarter. Institutional investors collectively own 92.67% of GM’s outstanding stock.
• GM exceeded quarterly expectations, reporting $3.57 in EPS and $48.03 billion in revenue, while raising confidence in its outlook; analysts maintain a “Moderate Buy” consensus with a $101.41 price target.
• Key risks include substantial insider selling—$59.2 million of shares sold during the quarter—and an NHTSA engineering analysis of nearly 1 million GM vehicles over potential L87 V-8 engine failures.

Beacon Pointe Advisors LLC bought a new stake in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 46,327 shares of the auto manufacturer's stock, valued at approximately $3,571,000.

A number of other large investors also recently made changes to their positions in the company. Brighton Jones LLC raised its position in shares of General Motors by 456.1% in the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer's stock valued at $2,062,000 after buying an additional 31,755 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer's stock worth $913,000 after acquiring an additional 7,058 shares in the last quarter. Baird Financial Group Inc. increased its stake in General Motors by 4.8% in the second quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer's stock valued at $1,847,000 after acquiring an additional 1,706 shares during the last quarter. Jump Financial LLC raised its position in General Motors by 45.7% during the second quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer's stock valued at $1,248,000 after purchasing an additional 7,951 shares in the last quarter. Finally, AXA S.A. raised its position in General Motors by 69.4% during the second quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer's stock valued at $3,275,000 after purchasing an additional 27,270 shares in the last quarter. Institutional investors own 92.67% of the company's stock.

Insiders Place Their Bets

In related news, President Mark L. Reuss sold 71,079 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total value of $6,394,977.63. Following the sale, the president owned 92,293 shares of the company's stock, valued at approximately $8,303,601.21. The trade was a 43.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the business's stock in a transaction 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. The trade was 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 quarter, insiders have sold 669,486 shares of company stock valued at $59,205,537. Company insiders own 0.44% of the company's stock.

General Motors News Roundup

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

• Positive Sentiment: Ultium Cells is recalling laid-off workers at its Lordstown, Ohio, battery plant as orders from GM increase. The development suggests improving utilization of GM’s EV battery operations and could support progress toward better EV economics. Ultium Cells in Lordstown recalls laid-off workers as GM battery orders rise
• Positive Sentiment: Analyst coverage remains constructive: brokerages reportedly assign GM a consensus price target of $101.41, implying further upside from current levels if the company meets earnings expectations. General Motors Company Receives $101.41 Consensus PT from Brokerages
• Positive Sentiment: Industry analysts cite resilient U.S. vehicle demand, evolving EV trends and new tax benefits as potential supports for domestic automakers, including GM. 4 Domestic Auto Biggies Poised to Benefit From Industry Resilience
• Positive Sentiment: From a technical perspective, GM is holding support near $86 and forming a bullish-flag pattern, which may attract momentum-oriented investors if resistance is broken. Tesla, Ford and GM Stocks Test Key Technical Boundaries
• Neutral Sentiment: GM is giving first-time franchise owners an opportunity to take over a troubled dealership, a potentially positive distribution initiative but one unlikely to materially affect near-term earnings. General Motors gives first-time dealers a chance to turn around troubled store
• Neutral Sentiment: Reports on GM’s V8-engine standardization, experimental engines and planned 2027 model updates provide product and strategy context but do not signal a clear immediate earnings impact. GM is making major changes to some of its biggest models in 2027
• Negative Sentiment: NHTSA opened an engineering analysis covering 997,743 GM pickups and SUVs with the L87 V-8 engine, including the Chevrolet Silverado 1500, GMC Yukon and Cadillac Escalade. Potential engine failures could lead to recalls, repair costs, warranty expense and reputational damage, making this the principal near-term risk for GM. General Motors Faces Safety Probe Over Engine Failures in Nearly 1 Million Vehicles

General Motors Stock Performance

Shares of GM opened at $86.31 on Friday. 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 stock has a 50-day moving average of $82.54 and a 200-day moving average of $79.63. The company has a market cap of $75.73 billion, a PE ratio of 43.59, a P/E/G ratio of 0.39 and a beta of 1.30. General Motors Company has a one year low of $54.33 and a one year high of $91.85.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last issued its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, topping analysts' consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. During the same period in the previous year, the company posted $2.53 EPS. The company's revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities research analysts predict that General Motors Company will post 13.29 EPS for the current fiscal year.

General Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors's dividend payout ratio (DPR) is 36.36%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. UBS Group reissued a "buy" rating on shares of General Motors in a report on Wednesday, June 10th. Evercore reaffirmed an "outperform" rating and issued a $100.00 price objective on shares of General Motors in a research note on Monday, May 4th. Morgan Stanley lifted their target price on General Motors from $100.00 to $101.00 and gave the company an "overweight" rating in a research report on Wednesday, July 22nd. Barclays increased their target price on shares of General Motors from $105.00 to $110.00 and gave the stock an "overweight" rating in a report on Wednesday, July 22nd. Finally, Wells Fargo & Company raised their price target on shares of General Motors from $60.00 to $61.00 and gave the company an "underweight" rating in a research note on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $101.41.

About General Motors

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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