Lombard Odier Asset Management USA Corp Takes Position in General Motors Company $GM

Key Points

• Lombard Odier Asset Management USA opened a new position in General Motors of 37,385 shares (~$2.28M) in Q3, joining other institutional investors that now own about 92.67% of the stock.
• GM beat Q4 EPS expectations ($2.51 vs. $2.26), set FY2026 guidance of 9.75–10.50 EPS, and announced shareholder-friendly moves including a $6 billion buyback authorization and a quarterly dividend increase to $0.18 (annualized $0.72, ~1.0% yield).
• Analysts on balance are bullish (consensus rating "Moderate Buy" with a $91.39 target), but key risks cited include weak performance in China, new tariffs raising costs, and the end of the Honda Prologue production stream.

Lombard Odier Asset Management USA Corp acquired a new stake in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 37,385 shares of the auto manufacturer's stock, valued at approximately $2,279,000.

Several other hedge funds have also added to or reduced their stakes in the business. CWM LLC boosted its holdings in General Motors by 50.8% in the third quarter. CWM LLC now owns 340,858 shares of the auto manufacturer's stock valued at $20,782,000 after acquiring an additional 114,756 shares during the last quarter. Corient Private Wealth LLC raised its holdings in General Motors by 6.2% during the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer's stock worth $16,802,000 after purchasing an additional 20,017 shares during the last quarter. SteelPeak Wealth LLC acquired a new position in shares of General Motors in the 3rd quarter worth approximately $3,411,000. Burney Co. lifted its position in shares of General Motors by 18.7% in the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer's stock worth $5,002,000 after purchasing an additional 12,913 shares during the period. Finally, Permanent Capital Management LP bought a new stake in shares of General Motors in the 3rd quarter valued at $1,102,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Trading Up 0.7%

Shares of General Motors stock opened at $72.89 on Tuesday. The stock has a market capitalization of $65.89 billion, a PE ratio of 24.22, a price-to-earnings-growth ratio of 0.39 and a beta of 1.37. General Motors Company has a 52 week low of $41.60 and a 52 week high of $87.62. The stock has a 50 day moving average price of $80.51 and a two-hundred day moving average price of $72.49. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts' consensus estimates of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. During the same period in the prior year, the firm earned $1.92 earnings per share. General Motors's revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, equities analysts anticipate that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders 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 is a positive change from General Motors's previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a yield of 1.0%. General Motors's dividend payout ratio is currently 23.92%.

General Motors declared that its board has initiated a share repurchase 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 shares are undervalued.

General Motors News Summary

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

• Positive Sentiment: Bank charter approval opens a new low-cost funding channel by allowing GM to take insured deposits, which can reduce financing costs and improve liquidity over time — a potential tailwind for margins and balance-sheet flexibility. Is General Motors' Bank Approval a Game Changer for Funding?
• Positive Sentiment: GM is competing aggressively on EV pricing vs. Rivian, which supports volume and market share in the affordable EV segment — helpful for revenue growth and utilization of EV platforms. In EV Affordability Race, Tesla, GM Beat Rivian R2 On Price
• Neutral Sentiment: GM will consolidate Buick, U.S. Chevrolet and GMC certified used-vehicle programs into a single CarBravo platform — simplifies operations and could boost used-vehicle sales efficiency, but impact on near-term earnings is modest. Here’s What General Motors (GM) CarBravo Platform Means For Car Buyers
• Neutral Sentiment: GM to replace certain accessory EV charging adapters — a proactive safety/service move that may incur replacement costs but helps avoid bigger recall fallout and protects brand trust. GM To Replace Accessory EV Charging Adapters
• Neutral Sentiment: Minor product update: GMC Canyon AT4X gains a new bumper option — positive for trim-level demand but immaterial to corporate results. 2026 GMC Canyon AT4X Gets Handy New Bumper Option
• Negative Sentiment: Detroit News reports GM is “surviving, not thriving” in China — weak sales and competitive pressure in the world’s largest EV market threaten growth prospects and make FY guidance and investor sentiment more vulnerable. GM is 'surviving, not thriving' in China. Here's why
• Negative Sentiment: New tariffs since 2025 have already cost automakers tens of billions, raising input and import costs across the industry — a direct margin headwind for global OEMs including GM. Trump tariffs have cost automakers more than $35 million so far
• Negative Sentiment: Production of the GM-based Honda Prologue is expected to end this year, removing a co-developed volume stream and modestly reducing OEM manufacturing leverage and revenue tied to that program. GM-Based Honda Prologue Production Expected To End This Year

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Citigroup lifted their target price on shares of General Motors from $86.00 to $98.00 and gave the stock a "buy" rating in a research note on Monday, January 12th. Benchmark increased their price target on General Motors from $65.00 to $90.00 and gave the stock a "buy" rating in a report on Tuesday, February 10th. JPMorgan Chase & Co. lifted their price objective on General Motors from $85.00 to $100.00 and gave the stock an "overweight" rating in a research report on Wednesday, January 21st. Wedbush boosted their price objective on General Motors from $75.00 to $95.00 and gave the company an "outperform" rating in a research note on Thursday, December 18th. Finally, Zacks Research lowered General Motors from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $91.39.

General Motors Company 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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