General Motors Company $GM Shares Purchased by Perbak Capital Partners LLP

Key Points

• Perbak Capital Partners LLP raised its stake in General Motors by 94.1% in Q3 to 47,086 shares (worth about $2.87M), making GM 0.5% of the fund's portfolio and its 22nd largest holding.
• GM recently increased its quarterly dividend to $0.18 and the board authorized a $6.0 billion share buyback (up to ~8.1% of shares), supported by stronger free cash flow and FY2026 EPS guidance of 9.75–10.50.
• Institutional investors and hedge funds own 92.67% of GM, several analysts have raised price targets, and the consensus rating is a "Moderate Buy" with a target of $91.39.

Perbak Capital Partners LLP raised its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 94.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 47,086 shares of the auto manufacturer's stock after acquiring an additional 22,829 shares during the period. General Motors makes up 0.5% of Perbak Capital Partners LLP's investment portfolio, making the stock its 22nd biggest holding. Perbak Capital Partners LLP's holdings in General Motors were worth $2,871,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in GM. Brown Brothers Harriman & Co. raised its stake in shares of General Motors by 64.2% during the third quarter. Brown Brothers Harriman & Co. now owns 5,806 shares of the auto manufacturer's stock worth $354,000 after purchasing an additional 2,270 shares during the last quarter. FORA Capital LLC grew its position in General Motors by 61.7% in the 3rd quarter. FORA Capital LLC now owns 50,207 shares of the auto manufacturer's stock valued at $3,061,000 after buying an additional 19,151 shares during the last quarter. Limestone Investment Advisors LP purchased a new position in General Motors in the 3rd quarter valued at $750,000. Legacy Advisors LLC acquired a new position in General Motors in the 3rd quarter valued at $300,000. Finally, Vise Technologies Inc. raised its position in General Motors by 10.1% during the 3rd quarter. Vise Technologies Inc. now owns 11,373 shares of the auto manufacturer's stock worth $693,000 after buying an additional 1,045 shares during the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

More General Motors News

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

• Positive Sentiment: GM’s free cash flow has surged (from roughly $3B to about $10B on a trailing-average basis), enabling sustained dividends, buybacks and $10–$12B/year of U.S. manufacturing investment — a clear liquidity and capital-allocation positive for shareholders. How is General Motors Using Strong Cash Flow to Fuel Growth?
• Positive Sentiment: UAW/tariff-driven production moves (Detroit Diesel adding a shift and jobs) suggest support for U.S. supplier activity and capacity that can help GM’s production continuity and localization strategy. As Detroit Diesel adds shift, more jobs, UAW says tariffs are working
• Positive Sentiment: GM’s tactical EV moves — including the revival/relaunch of the Chevrolet Bolt — highlight a pragmatic shift toward lower-cost, demand-aligned EV offerings that may improve near-term margins versus earlier high-cost rollouts. The Chevrolet Bolt Lives Again: Inside GM’s Unprecedented EV U-Turn
• Neutral Sentiment: Industry restructuring: Honda’s large EV write-downs and rival retrenchments underline a tougher EV environment; this is sector-wide and creates both risks and competitive opportunities for GM. EV Write-Offs Rise, Yet One Auto Giant Is Doubling Down
• Neutral Sentiment: Weakness at Ford and industry recalls elsewhere are weighing on auto sentiment generally — that can pressure GM’s multiple even if the company’s fundamentals differ. Ford (F) Fumbles Once Again and Continues To Disappoint Investors
• Neutral Sentiment: A smaller supplier (Surface Transforms) filed an administration notice and warned of job cuts after losing a GM contract — a localized supplier disruption that could signal supplier churn but is not yet a broad production issue. Brakes firm Surface Transforms files administration notice and warns on job cuts after GM contract loss
• Negative Sentiment: Safety recall: GM is recalling more than 17,000 Buick Regal vehicles for a rear toe-link fracture that can cause loss of control — a near-term liability, repair cost and reputational hit that is weighing on the stock. GM recalls 17K vehicles over rear toe link fracture that could lead to crashes
• Negative Sentiment: Legal/ governance noise: a shareholder notice questioning whether GM insiders breached fiduciary duties could generate litigation risk and management distraction if it progresses to a formal suit. Did General Motors Company Insiders Breach their Fiduciary Duties to Shareholders?

Analyst Ratings Changes

Several analysts have recently commented on GM shares. Evercore raised their target price on shares of General Motors from $85.00 to $95.00 and gave the stock an "outperform" rating in a research note on Monday, February 2nd. Piper Sandler reiterated an "overweight" rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. HSBC increased their price target on shares of General Motors from $48.00 to $75.00 and gave the stock a "hold" rating in a report on Tuesday, January 13th. Wedbush lifted their price objective on General Motors from $75.00 to $95.00 and gave the company an "outperform" rating in a report on Thursday, December 18th. Finally, UBS Group boosted their target price on General Motors from $97.00 to $102.00 and gave the stock a "buy" rating in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, General Motors currently has a consensus rating of "Moderate Buy" and a consensus target price of $91.39.

General Motors Stock Performance

NYSE:GM opened at $72.35 on Friday. The firm's fifty day simple moving average is $80.72 and its 200-day simple moving average is $72.20. 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 $65.40 billion, a PE ratio of 24.04, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37. General Motors Company has a fifty-two week low of $41.60 and a fifty-two week high of $87.62.

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

General Motors Increases Dividend

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

General Motors declared that its Board of Directors has initiated a stock repurchase program on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares buyback programs are typically an indication that the company's board believes its stock is undervalued.

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.

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