General Motors Company $GM Stock Holdings Increased by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management increased its stake in General Motors by 5.0% to 1,993,319 shares (about $161.4 million), representing roughly 0.22% of the company.
• GM beat Q1 estimates with $3.70 EPS (vs. $2.61 expected) and issued FY2026 guidance of $10.62–$12.62 EPS, prompting multiple analyst upgrades and a MarketBeat average target of $94.65.
• The board approved a $6.0 billion share repurchase (up to 8.1% of shares) and declared a quarterly dividend of $0.18 (annualized $0.72, ~0.9% yield), signaling capital-return priority to shareholders.

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 5.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,993,319 shares of the auto manufacturer's stock after purchasing an additional 95,779 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of General Motors worth $161,419,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Wealth Enhancement Advisory Services LLC grew its stake in shares of General Motors by 20.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 235,793 shares of the auto manufacturer's stock valued at $13,502,000 after buying an additional 39,650 shares in the last quarter. M&T Bank Corp grew its position in General Motors by 82.0% in the fourth quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer's stock worth $5,860,000 after acquiring an additional 32,474 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its position in General Motors by 7.9% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 194,869 shares of the auto manufacturer's stock worth $11,882,000 after acquiring an additional 14,209 shares in the last quarter. Legacy Capital Group California Inc. grew its position in General Motors by 206.4% in the fourth quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer's stock worth $1,708,000 after acquiring an additional 14,150 shares in the last quarter. Finally, Perbak Capital Partners LLP grew its position in General Motors by 94.1% in the third quarter. Perbak Capital Partners LLP now owns 47,086 shares of the auto manufacturer's stock worth $2,871,000 after acquiring an additional 22,829 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company's stock.

Analyst Upgrades and Downgrades

GM has been the subject of several analyst reports. Wolfe Research upgraded General Motors from a "peer perform" rating to an "outperform" rating and set a $96.00 target price for the company in a report on Wednesday, March 25th. Citigroup boosted their target price on General Motors from $105.00 to $108.00 and gave the stock a "buy" rating in a report on Wednesday, April 29th. HSBC boosted their target price on General Motors from $48.00 to $75.00 and gave the stock a "hold" rating in a report on Tuesday, January 13th. Wall Street Zen raised shares of General Motors from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. Finally, DZ Bank raised shares of General Motors from a "hold" rating to a "buy" rating and set a $98.00 price objective for the company in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, General Motors has an average rating of "Moderate Buy" and an average target price of $94.65.

General Motors Price Performance

Shares of General Motors stock opened at $78.67 on Thursday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.15 and a quick ratio of 0.99. General Motors Company has a fifty-two week low of $44.97 and a fifty-two week high of $87.62. The firm has a fifty day moving average price of $76.38 and a two-hundred day moving average price of $76.86. The company has a market cap of $70.93 billion, a PE ratio of 31.72, a price-to-earnings-growth ratio of 0.39 and a beta of 1.29.

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

General Motors announced that its Board of Directors has authorized a share repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's board of directors believes its shares are undervalued.

General Motors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Friday, June 5th will be issued a $0.18 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors's dividend payout ratio is 29.03%.

General Motors News Summary

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

• Positive Sentiment: Q1 beat and analyst upgrades — GM reported strong Q1 results and guidance that prompted at least one firm to raise its price target to $126, highlighting upside to earnings and prompting buy-side interest. General Motors (GM) Reports Strong Q1 Results, Gets Price Target Boosted to $126
• Positive Sentiment: BofA price-target lift and maintained buy rating — Bank of America raised its GM target and kept a buy rating, supporting investor demand and reinforcing bullish commentary from other analysts. BofA Raises GM Stock Price Target, Keeps Buy Rating
• Positive Sentiment: Large U.S. capex commitment — GM said it will invest $830M in Michigan and Ohio as part of a broader $6B U.S. commitment, which supports production capacity and political/regulatory goodwill. General Motors Investing $830M in Michigan and Ohio, Part of $6B Commitment in U.S.
• Neutral Sentiment: PR & community programs — GM and Disney committed $1.25M for STEAM classroom projects, a positive CSR story but with limited direct financial impact. GM, Disney Back Teachers With $1.25 Million For STEAM Classroom Projects
• Neutral Sentiment: Brand and volume context — GM celebrated 100 years in Africa & Middle East and was the sixth best-selling global automaker in 2025; helpful for long-term positioning but not immediate price drivers. GM Africa And Middle East Celebrates 100 Years Of Operations
• Negative Sentiment: Transmission class-action — A new California class-action alleging defects in GM 10-speed transmissions could increase warranty/recall costs and legal exposure if expanded. GM Hit With 10-Speed Transmission Class Action Lawsuit In California
• Negative Sentiment: Driver-data litigation risk — A court ruling has forced GM to defend claims over driver data usage, creating potential legal and reputational risk and possible financial exposure. General Motors Forced to Fight Driver Data Claims After Court Ruling
• Negative Sentiment: Executive turnover — GM’s recently created chief growth officer role was vacated after six months, signaling potential churn in go-to-market leadership; investors may view this as a governance/ execution uncertainty. GM Senior VP And Chief Growth Officer Departs After Six Months In New Role

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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