Strs Ohio Cuts Stock Position in General Motors Company $GM

Key Points

• Strs Ohio trimmed its stake in General Motors by 6.2% in Q4 to 947,399 shares (about $77.04 million), and institutional investors now own roughly 92.67% of the company.
• GM reported a strong Q1 beat (EPS $3.70 vs. $2.61 expected), set FY2026 guidance at $10.620–12.620 EPS, authorized a $6.0 billion share repurchase (≈8.1% of shares) and declared a quarterly $0.18 dividend.
• Analyst sentiment is mixed but tilted positive — MarketBeat shows a consensus rating of Moderate Buy with a $92.00 target, while individual price targets range widely and most analysts rate the stock as Buy or Strong Buy.

Strs Ohio lessened its stake in shares of General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 6.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 947,399 shares of the auto manufacturer's stock after selling 63,044 shares during the quarter. Strs Ohio owned about 0.10% of General Motors worth $77,042,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. Bogart Wealth LLC raised its stake in shares of 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 last quarter. PDS Planning Inc raised its stake in shares of 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 last quarter. Kentucky Trust Co raised its stake in shares of General Motors by 5.1% during the fourth quarter. Kentucky Trust Co now owns 2,944 shares of the auto manufacturer's stock worth $239,000 after purchasing an additional 144 shares during the last quarter. Tiemann Investment Advisors LLC raised its stake in shares of General Motors by 3.1% during the third quarter. Tiemann Investment Advisors LLC now owns 5,045 shares of the auto manufacturer's stock worth $308,000 after purchasing an additional 150 shares during the last quarter. Finally, Hemington Wealth Management raised its stake in shares of General Motors by 14.5% during the third quarter. Hemington Wealth Management now owns 1,219 shares of the auto manufacturer's stock worth $74,000 after purchasing an additional 154 shares during the last quarter. Hedge funds and other institutional investors own 92.67% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on GM shares. Mizuho cut their price target on General Motors from $105.00 to $100.00 and set an "outperform" rating for the company in a research note on Wednesday. The Goldman Sachs Group cut their price objective on General Motors from $104.00 to $91.00 and set a "buy" rating for the company in a research report on Tuesday, April 14th. HSBC increased their price objective on General Motors from $48.00 to $75.00 and gave the stock a "hold" rating in a research report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft upgraded General Motors from a "hold" rating to a "buy" rating and increased their price objective for the stock from $83.00 to $90.00 in a research report on Tuesday, April 14th. Finally, Citigroup increased their price objective on General Motors from $105.00 to $108.00 and gave the stock a "buy" rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, General Motors currently has a consensus rating of "Moderate Buy" and a consensus target price of $92.00.

Trending Headlines about General Motors

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

• Positive Sentiment: Q1 beat and stronger guidance — GM delivered a solid Q1 beat, raised FY guidance and flagged higher EBIT margin expectations, which support earnings momentum and justify recent analyst upgrades. General Motors: Guidance Raise, 10% EBIT Margins, Cheap
• Positive Sentiment: Tariff refund windfall — A Supreme Court ruling has unlocked expected tariff refunds; automakers (including GM) are logging anticipated refunds that improve near-term P&L and cash flow. This helped lift outlook and is a tangible near-term tailwind. Automakers Anticipate $2.3 Billion Payday From Tariff Refunds
• Positive Sentiment: Connected services and AI roll-out — GM is deploying Google Gemini across ~4M vehicles and pushing its connected business (subscriptions/software), a higher-margin recurring revenue stream that analysts say is underappreciated. General Motors adds Google Gemini to 4 million vehicles. Is your car on the list?
• Positive Sentiment: Analyst support after earnings — Banks and research outlets have adjusted targets and views higher after Q1, reinforcing investor confidence in cash returns (buybacks/dividends) and improved guidance. JPMorgan adjusts General Motors stock price target after earnings
• Neutral Sentiment: Large U.S. manufacturing spend — GM boosted U.S. manufacturing spend (~$6B in a year) and earmarked ~$1.4B for gas-engine and parts plants to support current pickup/SUV demand; this preserves high-margin ICE volumes but signals a pragmatic shift vs. pure EV focus. GM just boosted its US manufacturing spend to $6 billion in one year—and it may be returning to the idea that made it great
• Neutral Sentiment: Capital allocation into combustion engines — GM is investing in V8/gasoline engine capacity (multiple articles detail $1.3B and other plant investments). This supports near-term profitability but complicates the EV transition narrative. GM earmarks over $1 billion toward gas-engine output in US, Canada
• Negative Sentiment: EV truck strategy uncertainty — Reports conflict with company denials about EV truck plans, creating execution risk for a high-profile product category and clouding long-term EV growth expectations. GM’s EV Truck Future Suddenly Looks Uncertain as Reports Clash With Company Denials
• Negative Sentiment: Macro/geopolitical risks — Management flagged new risks from geopolitical tensions and fuel-price spikes that could pressure supply chains and demand for SUVs/trucks, adding near-term margin uncertainty. Geopolitical Tensions and Fuel Price Spikes Threaten GM’s Supply Chain and High-Margin SUV Business

General Motors Trading Down 1.3%

NYSE:GM opened at $75.91 on Friday. The stock has a fifty day moving average price of $76.50 and a two-hundred day moving average price of $76.30. The stock has a market capitalization of $68.44 billion, a price-to-earnings ratio of 30.61, a PEG ratio of 0.40 and a beta of 1.29. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.01 and a current ratio of 1.15. General Motors Company has a 1 year low of $44.84 and a 1 year high of $87.62.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, beating 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 business had revenue of $43.62 billion during the quarter, compared to analysts' expectations of $43.51 billion. During the same quarter last year, the business posted $2.78 earnings per share. The business's revenue for the quarter was down .9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. As a group, sell-side analysts anticipate that General Motors Company will post 12.66 earnings per share for the current fiscal year.

General Motors declared that its Board of Directors has authorized a share repurchase 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 usually an indication that the company's leadership believes its stock is undervalued.

General Motors Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Friday, June 5th will be given a $0.18 dividend. The ex-dividend date is Friday, June 5th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors's dividend payout ratio (DPR) is currently 29.03%.

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.

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.