General Motors Company $GM Stock Position Raised by Franklin Resources Inc.

Key Points

• Franklin Resources increased its stake in General Motors by 3.3% in Q3 and now owns 31,322,758 shares (about 3.36% of the company) valued at roughly $1.91 billion.
• GM's board approved a $6.0 billion share buyback (up to 8.1% of shares) and raised the quarterly dividend to $0.18 per share (annualized $0.72, ~1.0% yield).
• GM reported Q earnings of $2.51 EPS (beating the $2.26 estimate) with slightly weaker revenue, set FY2026 guidance of 9.75–10.50 EPS, and holds a consensus analyst rating of "Moderate Buy" with a $91.39 price target.

Franklin Resources Inc. lifted its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 3.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,322,758 shares of the auto manufacturer's stock after purchasing an additional 989,189 shares during the period. Franklin Resources Inc. owned approximately 3.36% of General Motors worth $1,909,748,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of General Motors by 11.5% in the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer's stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares during the period. Capital World Investors raised its holdings 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 buying an additional 1,366,467 shares during the period. Viking Global Investors LP raised its holdings 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 buying an additional 5,830,050 shares during the period. Legal & General Group Plc lifted its stake in General Motors by 0.5% during the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer's stock valued at $499,175,000 after buying an additional 54,853 shares in the last quarter. Finally, Norges Bank purchased a new stake in General Motors during the second quarter valued at about $444,319,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on GM shares. Weiss Ratings reissued a "hold (c)" rating on shares of General Motors in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft upped their price target on shares of General Motors from $82.00 to $83.00 and gave the company a "hold" rating in a research report on Wednesday, January 28th. Barclays set a $110.00 price objective on shares of General Motors in a research note on Wednesday, January 28th. Mizuho boosted their target price on shares of General Motors from $100.00 to $105.00 and gave the company an "outperform" rating in a research note on Wednesday, January 28th. Finally, Citigroup increased their target price on General Motors from $86.00 to $98.00 and gave the company a "buy" rating in a report on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $91.39.

General Motors Price Performance

NYSE GM opened at $74.93 on Wednesday. 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 market capitalization of $67.74 billion, a price-to-earnings ratio of 24.89, a price-to-earnings-growth ratio of 0.40 and a beta of 1.37. The company has a 50 day simple moving average of $81.18 and a 200-day simple moving average of $72.07. General Motors Company has a 52-week low of $41.60 and a 52-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 analysts' consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm's revenue was down 5.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities research analysts predict 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 issued a dividend of $0.18 per share. The ex-dividend date is Friday, March 6th. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. This is an increase from General Motors's previous quarterly dividend of $0.15. General Motors's dividend payout ratio is presently 23.92%.

General Motors announced that its Board of Directors has initiated a stock buyback 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 stock through open market purchases. Stock buyback programs are usually an indication that the company's management believes its shares are undervalued.

Trending Headlines about General Motors

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

• Positive Sentiment: Revived Chevy Bolt shifts investor focus to EV profitability — GM is restarting the Bolt with cost-saving measures (shared EV parts, LFP batteries, efficiency gains) that allow a $28,995 2027 base price and improve EV margin prospects, which supports upside to future EPS. General Motors Revives Chevy Bolt EV And Reframes EV Profit Potential
• Positive Sentiment: Dealer/service strength: V2X contract extended through 2030 — a multi-year, >$100M training agreement to upskill GM technicians supports service network quality and could reduce warranty/service costs over time. V2X Extends Strategic Partnership with General Motors to Deliver Advanced Technical Training Nationwide
• Neutral Sentiment: Strategic footprint change in India — GM is re-entering India without selling cars (more of a tech/partnership presence), a move that limits near-term revenue impact but preserves long‑term optionality. General Motors returns to India, but without the cars
• Negative Sentiment: Safety recalls on heavy‑duty Silverados/Sierra HDs — GM is recalling HD trucks for a fuel‑system defect that can cause vehicles to keep running out of fuel or improperly shut down; that raises immediate repair cost, logistics and reputational risks for its high-margin truck franchise. GM recalls HD trucks that can't stop running out of fuel
• Negative Sentiment: Lawsuits and regulatory actions piling up — GM faces engine-related class actions (small turbo/inline‑three suits) and an Iowa AG privacy suit over alleged personal‑data sales; combined legal, warranty and compliance costs could compress margins and weigh on sentiment. GM's Smallest Engine Is The Subject Of A Big New Lawsuit Iowa Attorney General Sues GM Over Selling Personal Data
• Negative Sentiment: Investor concern from past EV writedowns — despite record truck profits, a prior ~$7B EV write‑off and uncertain EV demand continue to haunt sentiment and can limit multiple expansion even if current results are solid. Record Truck Profits, a $7 Billion EV Write Off, and a Market That Doesn't Care

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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