National Pension Service Buys 1,720,384 Shares of General Motors Company $GM

Key Points

• National Pension Service increased its General Motors stake by 78.8% in the fourth quarter, buying 1,720,384 additional shares and bringing its total holdings to 3,903,579 shares worth about $317.4 million.
• GM posted strong quarterly results, reporting $3.70 EPS versus expectations of $2.61 and revenue of $43.62 billion, while maintaining FY2026 guidance of 10.62 to 12.62 EPS.
• Recent headlines highlight GM’s push beyond core auto sales, including approval of an AI-enabled vendor for retail operations, reported progress toward an industrial bank charter, and work tied to NASA’s lunar terrain vehicle program.

National Pension Service boosted its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 78.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,903,579 shares of the auto manufacturer's stock after purchasing an additional 1,720,384 shares during the quarter. National Pension Service owned about 0.43% of General Motors worth $317,439,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the stock. Tsfg LLC boosted its position in General Motors by 5.7% during the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer's stock worth $182,000 after purchasing an additional 120 shares during the period. Bogart Wealth LLC boosted its position in General Motors by 15.6% during the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer's stock worth $74,000 after purchasing an additional 122 shares during the period. PDS Planning Inc boosted its position in General Motors by 3.4% during the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer's stock worth $325,000 after purchasing an additional 131 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its position in General Motors by 0.9% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 15,043 shares of the auto manufacturer's stock worth $1,223,000 after purchasing an additional 138 shares during the period. Finally, Fourth Dimension Wealth LLC boosted its position in General Motors by 47.3% during the fourth quarter. Fourth Dimension Wealth LLC now owns 442 shares of the auto manufacturer's stock worth $36,000 after purchasing an additional 142 shares during the period. Institutional investors 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: GM approved Pinnacle Intelligence as a vendor for Business Development Center services, reinforcing its push to use AI-enabled tools in retail operations and customer support. General Motors Selects Pinnacle Intelligence for BDC Services, Supporting Its Integrated AI-Enabled Approach
• Positive Sentiment: Reports that GM received preliminary FDIC approval for an industrial bank charter could improve financing flexibility and support future captive-lending growth. Ford, GM, Stellantis Join Crypto Firms In Trump-Era Bank Charter Push After Winning Preliminary FDIC Approval: Report
• Positive Sentiment: GM also landed work tied to NASA’s lunar terrain vehicle program, highlighting its battery and propulsion technology beyond traditional auto sales. General Motors to make batteries for NASA's new manned moon rover
• Neutral Sentiment: GM recognized several suppliers in its annual awards, which is a constructive sign for operations but not likely a major stock driver by itself. Bridgestone Recognized as 2025 Supplier of the Year by General Motors
• Negative Sentiment: CEO Mary T. Barra sold a large amount of GM shares in multiple transactions, and EVP Rory Harvey also sold shares, which may weigh on sentiment even though the sales were planned. Mary T. Barra insider trade details

General Motors Stock Up 0.3%

Shares of GM stock opened at $84.38 on Friday. General Motors Company has a 12 month low of $46.81 and a 12 month high of $87.62. The firm has a market cap of $76.08 billion, a PE ratio of 34.03, a price-to-earnings-growth ratio of 0.42 and a beta of 1.29. The stock has a 50 day moving average of $76.73 and a 200-day moving average of $78.03. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41.

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 EPS for the quarter, topping analysts' consensus estimates of $2.61 by $1.09. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The company had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.51 billion. During the same period in the previous year, the company earned $2.78 earnings per share. The company's quarterly revenue was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, equities analysts predict that General Motors Company will post 12.85 EPS for the current year.

General Motors Dividend Announcement

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. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, June 5th. General Motors's dividend payout ratio is presently 29.03%.

Analyst Ratings Changes

GM has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed 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 target price for the company in a research report on Thursday, January 29th. Evercore reaffirmed an "outperform" rating and set a $100.00 target price on shares of General Motors in a research report on Monday, May 4th. Benchmark upped their target price on General Motors from $65.00 to $90.00 and gave the stock a "buy" rating in a research report on Tuesday, February 10th. Finally, Wells Fargo & Company upped their price target on General Motors from $57.00 to $59.00 and gave the stock an "underweight" rating in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $94.65.

Insiders Place Their Bets

In related news, EVP Rory Harvey sold 79,494 shares of the company's stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total value of $6,599,591.88. Following the completion of the transaction, the executive vice president directly owned 46,519 shares in the company, valued at approximately $3,862,007.38. This represents a 63.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 215,391 shares of the company's stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $80.01, for a total value of $17,233,433.91. Following the completion of the transaction, the chief executive officer owned 770,491 shares of the company's stock, valued at $61,646,984.91. The trade was a 21.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 538,548 shares of company stock valued at $44,241,546 over the last 90 days. 0.54% of the stock is currently owned by corporate insiders.

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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