Capital World Investors Has $1.11 Billion Stock Holdings in General Motors Company $GM

Key Points

• Capital World Investors increased its stake in General Motors by 8.2% in Q3 to 18,130,519 shares, representing about $1.11 billion or 1.94% of the company.
• GM raised its quarterly dividend to $0.18 per share (annualized $0.72, ~1.0% yield) and the board authorized a $6.00 billion share buyback program (about 8.1% of shares outstanding).
• GM reported EPS of $2.51 (beat vs. $2.26 consensus) while revenue missed slightly, set FY2026 guidance of 9.75–10.50 EPS, and retains a generally positive analyst backdrop with a consensus target near $91.39.

Capital World Investors lifted its holdings in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 8.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,130,519 shares of the auto manufacturer's stock after purchasing an additional 1,366,467 shares during the period. Capital World Investors owned 1.94% of General Motors worth $1,105,420,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the stock. CWM LLC lifted its position in shares of General Motors by 50.8% in the third quarter. CWM LLC now owns 340,858 shares of the auto manufacturer's stock worth $20,782,000 after purchasing an additional 114,756 shares in the last quarter. Corient Private Wealth LLC grew its position in General Motors by 6.2% in the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer's stock valued at $16,802,000 after purchasing an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC acquired a new stake in General Motors in the 3rd quarter valued at $3,411,000. Burney Co. lifted its position in General Motors by 18.7% during the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer's stock worth $5,002,000 after buying an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP acquired a new position in shares of General Motors during the 3rd quarter worth about $1,102,000. 92.67% of the stock is owned by institutional investors.

General Motors Trading Up 0.3%

Shares of NYSE:GM opened at $74.93 on Wednesday. General Motors Company has a 12-month low of $41.60 and a 12-month high of $87.62. The business has a 50 day moving average of $81.18 and a 200-day moving average of $72.07. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The stock has a market cap of $67.74 billion, a PE ratio of 24.89, a P/E/G ratio of 0.40 and a beta of 1.37.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to analysts' expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company's quarterly revenue was down 5.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, equities research analysts forecast that General Motors Company will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a dividend of $0.18 per share. The ex-dividend date is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a yield of 1.0%. This is a positive change from General Motors's previous quarterly dividend of $0.15. General Motors's dividend payout ratio is currently 23.92%.

General Motors announced that its board has authorized a share buyback plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company's leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on GM. Piper Sandler restated an "overweight" rating and issued a $105.00 price objective (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. DZ Bank raised General Motors from a "hold" rating to a "buy" rating and set a $98.00 price target for the company in a research report on Thursday, January 29th. The Goldman Sachs Group set a $104.00 price target on General Motors in a research report on Tuesday, January 27th. Benchmark upped their price objective on General Motors from $65.00 to $90.00 and gave the stock a "buy" rating in a research note on Tuesday, February 10th. Finally, UBS Group raised their target price on shares of General Motors from $97.00 to $102.00 and gave the company a "buy" rating in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $91.39.

More General Motors News

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

• Positive Sentiment: Revived Chevy Bolt shifts investor focus to EV profitability — GM is restarting the Bolt with cost-saving measures (shared EV parts, LFP batteries, efficiency gains) that allow a $28,995 2027 base price and improve EV margin prospects, which supports upside to future EPS. General Motors Revives Chevy Bolt EV And Reframes EV Profit Potential
• Positive Sentiment: Dealer/service strength: V2X contract extended through 2030 — a multi-year, >$100M training agreement to upskill GM technicians supports service network quality and could reduce warranty/service costs over time. V2X Extends Strategic Partnership with General Motors to Deliver Advanced Technical Training Nationwide
• Neutral Sentiment: Strategic footprint change in India — GM is re-entering India without selling cars (more of a tech/partnership presence), a move that limits near-term revenue impact but preserves long‑term optionality. General Motors returns to India, but without the cars
• Negative Sentiment: Safety recalls on heavy‑duty Silverados/Sierra HDs — GM is recalling HD trucks for a fuel‑system defect that can cause vehicles to keep running out of fuel or improperly shut down; that raises immediate repair cost, logistics and reputational risks for its high-margin truck franchise. GM recalls HD trucks that can't stop running out of fuel
• Negative Sentiment: Lawsuits and regulatory actions piling up — GM faces engine-related class actions (small turbo/inline‑three suits) and an Iowa AG privacy suit over alleged personal‑data sales; combined legal, warranty and compliance costs could compress margins and weigh on sentiment. GM's Smallest Engine Is The Subject Of A Big New Lawsuit Iowa Attorney General Sues GM Over Selling Personal Data
• Negative Sentiment: Investor concern from past EV writedowns — despite record truck profits, a prior ~$7B EV write‑off and uncertain EV demand continue to haunt sentiment and can limit multiple expansion even if current results are solid. Record Truck Profits, a $7 Billion EV Write Off, and a Market That Doesn't Care

General Motors 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.