Russell Investments Group Ltd. Acquires 147,153 Shares of General Motors Company $GM

Key Points

• Russell Investments Group Ltd. raised its stake in General Motors by 6.4% in Q3, buying 147,153 shares to hold 2,448,135 shares worth $149.265 million (about 0.26% of GM).
• Other institutions ramped up exposure — Vanguard now owns 110,759,703 shares (~$5.45 billion), with Norges Bank, Viking Global and others also adding positions; institutional investors hold 92.67% of GM.
• GM unveiled a $6.00 billion buyback program (up to 8.1% of shares), raised the quarterly dividend to $0.18, set FY2026 EPS guidance of 9.75–10.50, and carries a consensus analyst target of $91.39 (Moderate Buy).

Russell Investments Group Ltd. lifted its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 6.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,448,135 shares of the auto manufacturer's stock after buying an additional 147,153 shares during the quarter. Russell Investments Group Ltd. owned about 0.26% of General Motors worth $149,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of General Motors by 11.5% during 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 acquiring an additional 11,418,367 shares during the period. Norges Bank acquired a new stake in General Motors in the second quarter worth $444,319,000. Viking Global Investors LP increased its stake in General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer's stock valued at $640,659,000 after purchasing an additional 5,830,050 shares in the last quarter. Worldquant Millennium Advisors LLC increased its stake in General Motors by 436.8% in the second quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer's stock valued at $130,826,000 after purchasing an additional 2,163,274 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of General Motors by 125.9% during the second quarter. Marshall Wace LLP now owns 3,699,220 shares of the auto manufacturer's stock valued at $182,039,000 after purchasing an additional 2,061,712 shares during the period. Institutional investors own 92.67% of the company's stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: Bank of America names GM a top auto pick for 2026, highlighting pickup demand and regulatory tailwinds that could boost margins and shareholder returns. GM and Ford: Bank of America Names 2 Top Auto Stocks to Buy for 2026
• Positive Sentiment: GM is consolidating and expanding its certified pre-owned (CPO) business onto the CarBravo platform (open to non‑GM cars), aiming to grow used-car margins and dealer revenues — a clearer, higher-margin recurring revenue stream. GM CarBravo Shift Links Used Car Strategy With Undervalued Stock Story
• Positive Sentiment: GM Defense won an Army contract for infantry squad vehicles and safety kits, adding aftermarket and defense revenue that diversifies cash flow beyond consumer vehicle sales. GM Defense Secures Army Contract for Infantry Squad Vehicles, Safety Kits
• Neutral Sentiment: Coverage pieces note GM has outpaced the Nasdaq over the past year and recently beat short-term market moves, underscoring improving investor sentiment but also setting higher expectations. Is General Motors Company Stock Outperforming the Nasdaq?
• Neutral Sentiment: Analyst and market commentary emphasize pickup demand in 2026 (a sector tailwind for GM), but note execution and product cycles will determine how much GM benefits. 2026 could be a big year for Ford and GM pickup truck buyers, owners
• Negative Sentiment: GM faces a large consolidated lawsuit and tens of thousands of consumer complaints alleging sudden V8 engine seizure — a material legal and reputational risk that could lead to settlements, recalls or higher warranty provisions. GM Faces Massive Lawsuit After Tens Of Thousands Of Complaints Over Its V8
• Negative Sentiment: GM and Honda are ending their Michigan hydrogen joint venture, signaling setbacks in alternative-fuel diversification and forcing GM to reallocate R&D and capex plans. The hydrogen divorce: Why Honda and GM are killing their Michigan joint venture

Wall Street Analysts Forecast Growth

GM has been the topic of a number of research analyst reports. Evercore increased their price objective on shares of General Motors from $85.00 to $95.00 and gave the stock an "outperform" rating in a research report on Monday, February 2nd. Piper Sandler reaffirmed an "overweight" rating and issued a $105.00 target price (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. 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. Morgan Stanley reissued an "overweight" rating and issued a $100.00 price objective on shares of General Motors in a research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on General Motors from $82.00 to $83.00 and gave the company a "hold" rating in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $91.39.

General Motors Stock Down 1.4%

Shares of NYSE GM opened at $75.12 on Monday. 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 company has a 50-day moving average price of $81.50 and a 200-day moving average price of $71.83. The stock has a market capitalization of $67.91 billion, a P/E ratio of 24.96, a P/E/G ratio of 0.41 and a beta of 1.37. General Motors Company has a 1 year low of $41.60 and a 1 year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted 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. The company had revenue of $45.29 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities research analysts forecast that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors declared that its Board of Directors has initiated a stock buyback plan on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's leadership believes its shares are undervalued.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be issued a $0.18 dividend. This is a boost from General Motors's previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. General Motors's dividend payout ratio is 23.92%.

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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