Clear Harbor Asset Management LLC Makes New $1.18 Million Investment in General Motors Company $GM

Key Points

• Clear Harbor Asset Management acquired 15,275 GM shares worth approximately $1.18 million in the second quarter, adding to significant institutional ownership of 92.67%.
• GM reported stronger-than-expected quarterly results, earning $3.57 per share on $48.03 billion in revenue. Analysts have generally raised price targets, with a consensus “Moderate Buy” rating and $101.41 target.
• Regulatory and insider-selling risks remain. The NHTSA is investigating nearly 1 million GM pickups and SUVs over engine-failure complaints, while executives sold substantial shares under pre-arranged trading plans.

Clear Harbor Asset Management LLC acquired a new position in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 15,275 shares of the auto manufacturer's stock, valued at approximately $1,177,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Tsfg LLC increased its position in General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer's stock worth $182,000 after purchasing an additional 120 shares during the last quarter. Bogart Wealth LLC lifted its position in General Motors by 15.6% during the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer's stock valued at $74,000 after purchasing an additional 122 shares during the last quarter. Sumitomo Life Insurance Co. grew its stake in shares of General Motors by 0.7% in the 4th quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer's stock worth $1,584,000 after buying an additional 127 shares in the last quarter. UMB Bank n.a. grew its stake in shares of General Motors by 2.0% in the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer's stock worth $560,000 after buying an additional 136 shares in the last quarter. Finally, Waddell & Associates LLC increased its holdings in shares of General Motors by 1.3% in the 4th quarter. Waddell & Associates LLC now owns 10,737 shares of the auto manufacturer's stock worth $873,000 after buying an additional 137 shares during the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key General Motors News

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

• Positive Sentiment: Analysts lifted some earnings expectations. Zacks Research raised its Q4 2026 EPS forecast to $2.56 from $2.52, while another analyst reportedly boosted full-year FY2026 estimates. GM’s current consensus EPS forecast is $13.29. FY2026 EPS Estimates for General Motors Boosted by Analyst
• Positive Sentiment: GM continues to benefit from better-than-expected earnings. The automaker’s latest quarterly results exceeded both EPS and revenue estimates, with earnings of $3.57 per share on $48.03 billion in revenue. The stock has also gained since that report, supporting near-term investor momentum. General Motors Up Since Last Earnings Report
• Positive Sentiment: Valuation expectations improved. One analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share following mixed reactions to its second-quarter results and guidance. General Motors Fair Value Rises
• Neutral Sentiment: GM is generating higher profits while selling fewer vehicles. That strategy contrasts with Toyota’s volume-focused approach, which is reportedly bringing the rival closer to GM’s long-standing U.S. sales leadership. The development highlights both GM’s improved profitability and potential longer-term market-share risk. GM and Toyota U.S. Auto Sales
• Negative Sentiment: NHTSA opened a probe covering nearly 1 million GM pickups and SUVs. Regulators are reviewing 997,743 vehicles after 499 complaints involving engine failures, including concerns that an earlier recall may not have resolved the problem. The investigation raises potential risks of additional recalls, repair costs, legal exposure and reputational damage. NHTSA Probe Into GM Vehicles
• Negative Sentiment: Longer-term earnings estimates remain mixed. Zacks Research lowered its Q1 2028 EPS forecast to $3.09 from $3.20, signaling some caution about GM’s future earnings trajectory despite the improved near-term estimate.

General Motors Price Performance

General Motors stock opened at $87.98 on Friday. The firm has a 50-day moving average price of $82.01 and a 200-day moving average price of $79.58. The firm has a market capitalization of $77.20 billion, a PE ratio of 44.43, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. 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 Company has a 12-month low of $54.33 and a 12-month high of $91.85.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last released its quarterly 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 firm 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 firm's revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period in the previous year, the company earned $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, equities research analysts forecast that General Motors Company will post 13.29 EPS for the current year.

General Motors Announces Dividend

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 dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors's dividend payout ratio is currently 36.36%.

Analyst Ratings Changes

GM has been the topic of several recent research reports. JPMorgan Chase & Co. upped their target price on shares of General Motors from $110.00 to $120.00 and gave the company an "overweight" rating in a research report on Wednesday, July 22nd. Weiss Ratings reiterated a "hold (c)" rating on shares of General Motors in a research report on Friday, July 17th. Jefferies Financial Group raised General Motors from a "hold" rating to a "buy" rating and boosted their price objective for the stock from $90.00 to $99.00 in a research note on Monday, July 27th. Citigroup upped their price objective on General Motors from $108.00 to $131.00 and gave the company a "buy" rating in a research report on Monday, June 1st. Finally, TD Cowen raised their price objective on General Motors from $126.00 to $132.00 and gave the company a "buy" rating in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, General Motors has a consensus rating of "Moderate Buy" and a consensus price target of $101.41.

Insider Transactions at General Motors

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the company's stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total value of $620,550.00. Following the transaction, the chief accounting officer owned 18,899 shares of the company's stock, valued at $1,700,910. This represents a 26.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available 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 stock in a transaction on Tuesday, July 28th. The stock was 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 position. 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 90 days, insiders sold 1,241,401 shares of company stock valued at $106,313,695. Company insiders own 0.44% of the company's stock.

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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