General Motors Company $GM Shares Acquired by Capital International Inc. CA

Key Points

• Capital International Inc. CA increased its stake in General Motors by 30.9% to 102,473 shares (about $6.25M), and institutional investors now own roughly 92.67% of the stock.
• GM reported a Q4 adjusted EPS of $2.51 (beat the $2.26 estimate) while revenue fell 5.1% YoY, set FY2026 guidance at 9.75–10.50 EPS, and carries a sell‑side consensus EPS of 11.44 with an average target price of $91.39.
• Management increased shareholder returns with a 20% dividend hike to $0.18 quarterly (annualized $0.72, ~1.0% yield) and authorized a $6.0 billion buyback plan to repurchase up to ~8.1% of shares.

Capital International Inc. CA increased its position in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 30.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 102,473 shares of the auto manufacturer's stock after buying an additional 24,217 shares during the quarter. Capital International Inc. CA's holdings in General Motors were worth $6,248,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in GM. CWM LLC lifted its stake in 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 acquiring an additional 114,756 shares during the last quarter. Corient Private Wealth LLC increased its position in shares of General Motors by 6.2% in the 2nd 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 during the last quarter. SteelPeak Wealth LLC purchased a new stake in shares of General Motors in the 3rd quarter valued at approximately $3,411,000. Burney Co. raised its holdings in shares of General Motors by 18.7% in the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer's stock valued at $5,002,000 after purchasing an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP acquired a new stake in shares of General Motors in the 3rd quarter valued at $1,102,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Price Performance

Shares of GM opened at $74.77 on Thursday. General Motors Company has a 1-year low of $41.60 and a 1-year high of $87.62. The stock has a market cap of $67.59 billion, a PE ratio of 24.84, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The firm has a fifty day moving average price of $81.05 and a 200 day moving average price of $72.09.

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

General Motors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid 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 boost from General Motors's previous quarterly dividend of $0.15. General Motors's dividend payout ratio (DPR) is 23.92%.

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

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Citigroup boosted their target price on shares of General Motors from $86.00 to $98.00 and gave the stock a "buy" rating in a research note on Monday, January 12th. Wedbush lifted their price target on General Motors from $75.00 to $95.00 and gave the stock an "outperform" rating in a report on Thursday, December 18th. Wall Street Zen cut General Motors from a "buy" rating to a "hold" rating in a research report on Sunday, January 4th. Piper Sandler reiterated 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. Finally, Benchmark raised their target price on General Motors from $65.00 to $90.00 and gave the stock a "buy" rating in a research report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, General Motors presently has a consensus rating of "Moderate Buy" and an average target price of $91.39.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM reported a Q4 beat and signaled shareholder returns — reported adjusted EPS topped estimates and the company announced a 20% dividend hike plus a $6 billion buyback, supporting near-term shareholder value and cash-return expectations. General Motors (GM) Q4 Adjusted EPS Beats at $2.51 as Company Hikes Dividend 20%, Adds $6B Buyback
• Positive Sentiment: GM is re-entering India with ACDelco parts (not cars), targeting a large $12B aftermarket tied to 300M+ vehicles — a low-capital way to expand parts revenue and margins in a fast-growing market. Why Is General Motors Betting on India's Auto Parts Market?
• Positive Sentiment: GM is repositioning EV economics — the 2027 Chevrolet Bolt is aimed at an aggressive sub-$29k price via shared parts and LFP batteries, and GM has revived the Bolt program to reinforce affordable EV volume and improve long-term EV profit potential. General Motors Revives Chevy Bolt EV And Reframes EV Profit Potential
• Positive Sentiment: Brand momentum: Chevrolet is being reported as the fastest-growing electric utility vehicle brand in a key market, supporting EV share gains. Chevrolet Is The Fastest Growing Electric Utility Vehicle Brand In This Country
• Neutral Sentiment: GM extended a workforce-training partnership (V2X) through 2030, a ~$100M+ program supporting dealership service capability — operationally constructive but unlikely to move the stock materially. V2X Extends Strategic Partnership with General Motors to Deliver Advanced Technical Training Nationwide
• Neutral Sentiment: GM is bringing Cadillac and GMC full-size SUVs to the U.K. at high price points — a market-expansion move that may limit near-term volume but supports premium positioning. GM brings Cadillac and GMC full-size SUVs to the UK at steep prices
• Neutral Sentiment: Macro risk piece discusses geopolitical disruption (Iran war) and energy/transport routes — a background risk for the whole auto sector but not GM-specific actionable news. Does Iran War Show Ford And GM Turned In The Wrong Direction?
• Negative Sentiment: Multiple safety recalls: GM announced recalls affecting thousands of vehicles (including a ~17,000-vehicle Buick Regal recall) for issues that raise repair costs and near-term warranty/headline risk. GM recalls 17,000 vehicles. See affected models.
• Negative Sentiment: Recall wave on pickups: nearly 12,000 2025–2026 Chevrolet Silverado and GMC Sierra pickups recalled for potential engine stall risk and related HD-truck recalls (some reports note issues where trucks can’t stop running out of fuel), which can hit truck-margin narratives and service costs. GM recalls nearly 12,000 pickup trucks over engine stall risk
• Negative Sentiment: New engine litigation: GM faces another class-action over its 1.2L three-cylinder turbo engine — litigation increases potential future liability, repair costs and reputational risk. GM's Smallest Engine Is The Subject Of A Big New Lawsuit

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.

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