General Motors Company $GM Shares Sold by Keybank National Association OH

Key Points

• Keybank National Association OH cut its stake in General Motors by 52.6% in Q4, selling 18,739 shares and leaving 16,911 shares valued at $1.375 million.
• Several large institutions — including Franklin Resources, Capital World Investors, AQR, Viking Global and Ameriprise — increased their GM holdings, and institutional investors now own about 92.67% of the company.
• GM reported a Q1 EPS beat ($3.70 vs. $2.61), raised FY‑2026 guidance, declared a $0.18 quarterly dividend and authorized a $6.00 billion share buyback, with tariff refunds and connected‑services/AI rollouts cited as near‑term tailwinds.

Keybank National Association OH lessened its holdings in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 52.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,911 shares of the auto manufacturer's stock after selling 18,739 shares during the period. Keybank National Association OH's holdings in General Motors were worth $1,375,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Franklin Resources Inc. lifted its stake in General Motors by 3.3% during the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer's stock worth $1,909,748,000 after acquiring an additional 989,189 shares in the last quarter. Capital World Investors lifted its stake in General Motors by 8.2% during the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer's stock worth $1,105,420,000 after acquiring an additional 1,366,467 shares in the last quarter. AQR Capital Management LLC lifted its stake in General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer's stock worth $868,986,000 after acquiring an additional 748,831 shares in the last quarter. Viking Global Investors LP lifted its stake in General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer's stock worth $640,659,000 after acquiring an additional 5,830,050 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in General Motors by 5.3% during the 3rd quarter. Ameriprise Financial Inc. now owns 6,001,245 shares of the auto manufacturer's stock worth $365,897,000 after acquiring an additional 302,140 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company's stock.

Trending Headlines about General Motors

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

• Positive Sentiment: Q1 beat and stronger guidance — GM delivered a solid Q1 beat, raised FY guidance and flagged higher EBIT margin expectations, which support earnings momentum and justify recent analyst upgrades. General Motors: Guidance Raise, 10% EBIT Margins, Cheap
• Positive Sentiment: Tariff refund windfall — A Supreme Court ruling has unlocked expected tariff refunds; automakers (including GM) are logging anticipated refunds that improve near-term P&L and cash flow. This helped lift outlook and is a tangible near-term tailwind. Automakers Anticipate $2.3 Billion Payday From Tariff Refunds
• Positive Sentiment: Connected services and AI roll-out — GM is deploying Google Gemini across ~4M vehicles and pushing its connected business (subscriptions/software), a higher-margin recurring revenue stream that analysts say is underappreciated. General Motors adds Google Gemini to 4 million vehicles. Is your car on the list?
• Positive Sentiment: Analyst support after earnings — Banks and research outlets have adjusted targets and views higher after Q1, reinforcing investor confidence in cash returns (buybacks/dividends) and improved guidance. JPMorgan adjusts General Motors stock price target after earnings
• Neutral Sentiment: Large U.S. manufacturing spend — GM boosted U.S. manufacturing spend (~$6B in a year) and earmarked ~$1.4B for gas-engine and parts plants to support current pickup/SUV demand; this preserves high-margin ICE volumes but signals a pragmatic shift vs. pure EV focus. GM just boosted its US manufacturing spend to $6 billion in one year—and it may be returning to the idea that made it great
• Neutral Sentiment: Capital allocation into combustion engines — GM is investing in V8/gasoline engine capacity (multiple articles detail $1.3B and other plant investments). This supports near-term profitability but complicates the EV transition narrative. GM earmarks over $1 billion toward gas-engine output in US, Canada
• Negative Sentiment: EV truck strategy uncertainty — Reports conflict with company denials about EV truck plans, creating execution risk for a high-profile product category and clouding long-term EV growth expectations. GM’s EV Truck Future Suddenly Looks Uncertain as Reports Clash With Company Denials
• Negative Sentiment: Macro/geopolitical risks — Management flagged new risks from geopolitical tensions and fuel-price spikes that could pressure supply chains and demand for SUVs/trucks, adding near-term margin uncertainty. Geopolitical Tensions and Fuel Price Spikes Threaten GM’s Supply Chain and High-Margin SUV Business

Analyst Ratings Changes

GM has been the topic of several research reports. Jefferies Financial Group increased their target price on General Motors from $85.00 to $97.00 and gave the stock a "hold" rating in a research note on Monday, February 2nd. Mizuho decreased their target price on General Motors from $105.00 to $100.00 and set an "outperform" rating on the stock in a research note on Wednesday. Citigroup increased their target price on General Motors from $105.00 to $108.00 and gave the stock a "buy" rating in a research note on Wednesday. HSBC increased their target price on General Motors from $48.00 to $75.00 and gave the stock a "hold" rating in a research note on Tuesday, January 13th. Finally, UBS Group upped their price target on General Motors from $102.00 to $105.00 and gave the stock a "buy" rating in a report on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $92.00.

General Motors Trading Down 1.3%

GM opened at $75.91 on Friday. The business's 50-day simple moving average is $76.50 and its 200-day simple moving average is $76.44. The company has a market cap of $68.44 billion, a P/E ratio of 30.61, a PEG ratio of 0.40 and a beta of 1.29. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.01 and a current ratio of 1.15. General Motors Company has a one year low of $44.84 and a one year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last released its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.61 by $1.09. The firm had revenue of $43.62 billion for the quarter, compared to the consensus estimate of $43.51 billion. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The firm's quarterly revenue was down .9% compared to the same quarter last year. During the same quarter last year, the business posted $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. As a group, equities research analysts expect that General Motors Company will post 12.73 EPS for the current fiscal year.

General Motors Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, June 5th. General Motors's dividend payout ratio (DPR) is currently 29.03%.

General Motors declared that its board has initiated a share repurchase program on Tuesday, January 27th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company's leadership 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.

Want to see what other hedge funds are holding GM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for General Motors Company (NYSE:GM - Free Report) TSE: GMM.U.

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.