Robeco Institutional Asset Management B.V. Has $251.85 Million Position in General Motors Company $GM

Key Points

• Robeco Institutional Asset Management B.V. boosted its stake in General Motors by 164.9% to 3,097,019 shares, now owning about $251.85 million (≈0.33%); overall institutional investors hold roughly 92.67% of GM's stock.
• Sell‑side analysts give GM a consensus rating of "Moderate Buy" with an average target of about $91.38, though individual price targets range from the mid‑$50s to $105 and most analysts rate it a Buy or Strong Buy.
• GM beat Q4 EPS estimates ($2.51 vs. $2.26), set FY2026 guidance of 9.75–10.50 EPS, raised its quarterly dividend to $0.18, and authorized a $6.00 billion share repurchase program (up to 8.1% of shares).

Robeco Institutional Asset Management B.V. raised its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 164.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,097,019 shares of the auto manufacturer's stock after buying an additional 1,927,752 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.33% of General Motors worth $251,850,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of GM. Brighton Jones LLC boosted its stake in shares of General Motors by 456.1% during the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer's stock valued at $2,062,000 after buying an additional 31,755 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer's stock valued at $913,000 after buying an additional 7,058 shares during the period. Baird Financial Group Inc. boosted its stake in shares of General Motors by 4.8% during the 2nd quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer's stock valued at $1,847,000 after buying an additional 1,706 shares during the period. Jump Financial LLC boosted its stake in shares of General Motors by 45.7% during the 2nd quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer's stock valued at $1,248,000 after buying an additional 7,951 shares during the period. Finally, AXA S.A. boosted its stake in shares of General Motors by 69.4% during the 2nd quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer's stock valued at $3,275,000 after buying an additional 27,270 shares during the period. Institutional investors and hedge funds own 92.67% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on GM. Wells Fargo & Company lifted their target price on shares of General Motors from $48.00 to $57.00 and gave the company an "underweight" rating in a research note on Wednesday, January 28th. Morgan Stanley reissued an "overweight" rating and set a $100.00 target price on shares of General Motors in a research note on Wednesday, January 28th. Piper Sandler restated an "overweight" rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. TD Cowen restated a "buy" rating on shares of General Motors in a report on Wednesday, January 28th. Finally, HSBC raised their price target on shares of General Motors from $48.00 to $75.00 and gave the company a "hold" rating in a report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $91.38.

General Motors Stock Down 0.4%

General Motors stock opened at $76.41 on Friday. The company has a market capitalization of $69.07 billion, a P/E ratio of 25.38, a P/E/G ratio of 0.41 and a beta of 1.34. The firm's fifty day simple moving average is $77.57 and its 200-day simple moving average is $74.51. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a 1-year low of $42.75 and a 1-year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last released its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating analysts' consensus estimates of $2.26 by $0.25. The business 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%. General Motors's revenue for the quarter was down 5.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts forecast that General Motors Company will post 11.44 earnings per share for the current fiscal year.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were issued a $0.18 dividend. This is a boost from General Motors's previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors's payout ratio is 23.92%.

General Motors declared that its Board of Directors has approved a stock repurchase program on Tuesday, January 27th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's board of directors believes its stock is undervalued.

General Motors News Summary

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

• Positive Sentiment: Competitor weakness could help GM: weak U.S. Q1 deliveries and costly EV program setbacks at Ford create a window for GM to capture share in key segments and fleet contracts. Why Ford's Q1 Will Be Less Lucrative Than Its Crosstown Rival's
• Positive Sentiment: Analyst and media interest / momentum narrative: recent coverage highlights GM as a momentum candidate and a top-watched stock, which can support demand in the stock if growth/EV execution remains visible. Here's Why General Motors (GM) is a Strong Momentum Stock
• Neutral Sentiment: GM’s long-term EV commitment is intact while some rivals pivot to hybrids — positive for strategic clarity but raises near-term capital allocation and execution questions. Why GM is sticking with EVs as rivals pivot to
• Neutral Sentiment: General visibility: Zacks notes elevated investor attention and tools highlighting GM; useful for flows but not a fundamental catalyst by itself. General Motors Company (GM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Production disruption for the Chevy Blazer: GM confirmed a pause and a U.S. production restart in 2027 for the gas-powered Blazer, creating at least a six‑month supply gap that could dent near-term sales and margins for that model. GM confirms 2027 U.S. production start for gas-powered Chevy Blazer
• Negative Sentiment: Analyst outlook trimmed: Erste Group slightly lowered FY2026 EPS estimates for GM, signaling some caution among sell‑side models versus consensus — a headwind for sentiment if more downgrades follow. Analysts Set Expectations for General Motors FY2027 Earnings
• Negative Sentiment: Recall pressure: GM issued a recall covering ~32,988 Corvettes over a missing turn-signal failure warning — modest operational and reputational cost but a near-term expense and distraction. GM Recalls 32,988 Chevrolet Corvette Vehicles Over Missing Turn Signal Failure Warning

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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