Skylands Capital LLC Has $36.10 Million Holdings in General Motors Company $GM

Key Points

• Skylands Capital LLC trimmed its stake in General Motors by 7.6% in Q4 to 443,965 shares worth $36.10 million, making GM about 4.9% of the fund and its third-largest holding.
• GM beat Q1 EPS (reported $3.70 vs. $2.58 est.), delivered roughly in-line revenue, set FY‑2026 EPS guidance of 10.620–12.620, announced a $6.0 billion share buyback, and benefited from a roughly $0.5 billion tariff windfall that boosted near-term profitability.
• Institutional investors own about 92.67% of GM, and analysts maintain a consensus "Moderate Buy" rating with an average price target of $91.25.

Skylands Capital LLC decreased its position in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 7.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 443,965 shares of the auto manufacturer's stock after selling 36,750 shares during the period. General Motors makes up approximately 4.9% of Skylands Capital LLC's holdings, making the stock its 3rd biggest position. Skylands Capital LLC's holdings in General Motors were worth $36,103,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Oakworth Capital Inc. grew its position in General Motors by 216.7% in the 4th quarter. Oakworth Capital Inc. now owns 684 shares of the auto manufacturer's stock worth $56,000 after purchasing an additional 468 shares during the last quarter. Wealthfront Advisers LLC grew its position in General Motors by 12.4% in the 4th quarter. Wealthfront Advisers LLC now owns 124,758 shares of the auto manufacturer's stock worth $10,145,000 after purchasing an additional 13,722 shares during the last quarter. Certuity LLC grew its position in General Motors by 4.1% in the 4th quarter. Certuity LLC now owns 5,585 shares of the auto manufacturer's stock worth $454,000 after purchasing an additional 219 shares during the last quarter. Torren Management LLC bought a new position in General Motors in the 4th quarter worth about $65,000. Finally, Ares Financial Consulting LLC bought a new position in General Motors in the 4th quarter worth about $35,000. Institutional investors own 92.67% of the company's stock.

General Motors Stock Down 0.2%

GM stock opened at $77.92 on Tuesday. General Motors Company has a 12 month low of $44.72 and a 12 month high of $87.62. The firm has a market cap of $70.44 billion, a PE ratio of 25.89, a P/E/G ratio of 0.43 and a beta of 1.34. The firm has a 50 day simple moving average of $76.78 and a 200 day simple moving average of $76.12. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last released its earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, beating the consensus estimate of $2.58 by $1.12. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.60 billion. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. Equities research analysts forecast that General Motors Company will post 12.43 earnings per share for the current fiscal year.

General Motors announced that its Board of Directors has approved a stock buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's board believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on GM shares. Zacks Research lowered shares of General Motors from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, January 27th. Piper Sandler reaffirmed an "overweight" rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. Wolfe Research raised shares of General Motors from a "peer perform" rating to an "outperform" rating and set a $96.00 price target for the company in a research note on Wednesday, March 25th. Barclays reduced their price target on shares of General Motors from $110.00 to $105.00 and set an "overweight" rating for the company in a research note on Monday, March 30th. Finally, UBS Group upped their price target on shares of General Motors from $102.00 to $105.00 and gave the stock a "buy" rating in a research note on Tuesday, April 14th. Two 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 given a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $91.25.

General Motors News Roundup

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

• Positive Sentiment: Q1 results beat and tariff windfall: GM reported solid Q1 results (EBIT‑adjusted $4.3B; net income $2.6B), declared a quarterly dividend, and raised full‑year EBIT‑adjusted guidance after a favorable ~$0.5B adjustment tied to a Supreme Court tariff decision, supporting near‑term profitability. GM releases 2026 first-quarter results, declares quarterly dividend
• Positive Sentiment: Core profit and guidance lift: GM posted a ~22% rise in first‑quarter core profit and lifted its full‑year earnings outlook, driven by strong U.S. truck sales and the expected tariff refund. GM's core profit rises 22% on strong US truck sales
• Positive Sentiment: GM Financial performance steady: GM Financial reported $514M in Q1 net income and healthy retail loan originations (~$8.3B), a modest improvement year‑over‑quarter that supports GM’s captive‑finance contribution. GM Financial Reports First Quarter 2026 Operating Results
• Neutral Sentiment: Analyst views mixed ahead of earnings: Analysts were split heading into Q1 — many expecting a beat but flagging margin pressure from tariffs and consumer weakness as risks. General Motors stock analysts have mixed takes ahead of Q1 earnings
• Neutral Sentiment: Unusual options activity: Large call buying was observed, suggesting some traders are positioning for upside post‑earnings, but this is speculative and not a directional certainty.
• Negative Sentiment: FY‑2026 EPS guide below consensus: Management updated FY‑2026 EPS guidance to a range of 10.620–12.620, versus the consensus ~12.29, which may pressure the stock as it signals more conservative full‑year expectations despite the tariff benefit.
• Negative Sentiment: Insider selling: Reports of notable insider stock disposals over the past year add a possible negative signal for sentiment. Possible Bearish Signals With General Motors Insiders Disposing Stock

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.

Want to see what other hedge funds are holding GM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for General Motors Company (NYSE:GM - Free Report) TSE: GMM.U.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.