Horizon Investments LLC Buys 30,539 Shares of General Motors Company $GM

Key Points

• Horizon Investments LLC increased its stake in General Motors by 35.4%, buying 30,539 shares to hold 116,690 shares worth about $9.49 million after the quarter.
• GM reported a Q1 beat (EPS $3.70 vs. $2.61 consensus), raised FY‑2026 guidance to $10.62–$12.62 EPS, and announced a $6.0 billion share buyback plus a $0.18 quarterly dividend.
• Wall Street sentiment is largely positive with a consensus rating of “Moderate Buy” and an average target of $92, alongside several recent upgrades from major analysts.

Horizon Investments LLC lifted its holdings in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 35.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 116,690 shares of the auto manufacturer's stock after purchasing an additional 30,539 shares during the quarter. Horizon Investments LLC's holdings in General Motors were worth $9,489,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in GM. Laurel Wealth Advisors LLC acquired a new stake in shares of General Motors in the 4th quarter worth $25,000. Elevation Wealth Partners LLC boosted its position in shares of General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer's stock worth $27,000 after purchasing an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of General Motors in the 3rd quarter worth $29,000. Kelleher Financial Advisors acquired a new stake in shares of General Motors in the 3rd quarter worth $29,000. Finally, Founders Capital Management acquired a new stake in shares of General Motors in the 4th quarter worth $31,000. Institutional investors and hedge funds own 92.67% of the company's stock.

General Motors News Summary

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Piper Sandler reissued an "overweight" rating and issued a $102.00 price objective on shares of General Motors in a research report on Wednesday. Weiss Ratings reissued a "hold (c)" rating on shares of General Motors in a research report on Tuesday, April 21st. DZ Bank raised General Motors from a "hold" rating to a "buy" rating and set a $98.00 price objective for the company in a research report on Thursday, January 29th. Wedbush reissued an "outperform" rating and issued a $95.00 price objective on shares of General Motors in a research report on Tuesday, April 28th. Finally, Deutsche Bank Aktiengesellschaft raised General Motors from a "hold" rating to a "buy" rating and raised their price objective for the stock from $83.00 to $90.00 in a research report on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $92.00.

General Motors Stock Performance

Shares of GM stock opened at $75.91 on Friday. The firm has a market capitalization of $68.44 billion, a price-to-earnings ratio of 30.61, a price-to-earnings-growth ratio of 0.40 and a beta of 1.29. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.15 and a quick ratio of 1.01. The business has a fifty day moving average of $76.50 and a 200 day moving average of $76.44. General Motors Company has a 1 year low of $44.84 and a 1 year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last issued its 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 company had revenue of $43.62 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. 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, research analysts expect that General Motors Company will post 12.73 earnings per share for the current year.

General Motors Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be paid a $0.18 dividend. The ex-dividend date 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 (DPR) is 29.03%.

General Motors declared that its board has authorized a share buyback plan on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company's board believes its stock is undervalued.

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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