Sumitomo Mitsui Trust Group Inc. Sells 100,318 Shares of General Motors Company $GM

Key Points

• Sumitomo Mitsui Trust Group trimmed its General Motors stake by 4.2% in Q4, selling 100,318 shares and leaving it with 2,314,279 shares (about 0.25% of GM) worth $188.2 million.
• GM beat EPS estimates ($2.51 vs. $2.26) despite a 5.1% y/y revenue decline, and announced a $6.0 billion share repurchase (up to 8.1% of shares) while raising its quarterly dividend to $0.18.

Sumitomo Mitsui Trust Group Inc. reduced its stake in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,314,279 shares of the auto manufacturer's stock after selling 100,318 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.25% of General Motors worth $188,197,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. CWM LLC raised its holdings in General Motors by 50.8% in the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer's stock valued at $20,782,000 after acquiring an additional 114,756 shares during the period. Corient Private Wealth LLC raised its holdings in General Motors by 6.2% in the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer's stock valued at $16,802,000 after acquiring an additional 20,017 shares during the period. SteelPeak Wealth LLC bought a new position in shares of General Motors during the third quarter worth approximately $3,411,000. Burney Co. increased its holdings in shares of General Motors by 18.7% during the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer's stock worth $5,002,000 after purchasing an additional 12,913 shares during the period. Finally, Permanent Capital Management LP bought a new position in shares of General Motors during the third quarter worth approximately $1,102,000. 92.67% of the stock is owned by institutional investors.

General Motors Stock Performance

Shares of NYSE:GM opened at $76.41 on Monday. The company's 50 day simple moving average is $77.57 and its 200 day simple moving average is $74.62. The stock has a market capitalization of $69.07 billion, a price-to-earnings ratio of 25.38, a price-to-earnings-growth ratio of 0.41 and a beta of 1.34. 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 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 announced its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) 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 analysts' expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm's quarterly revenue was down 5.1% compared to the same quarter last year. During the same period last year, the firm posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, research analysts predict that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors announced that its Board of Directors has authorized a share repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company's board of directors believes its stock is undervalued.

General Motors Increases Dividend

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

Analyst Ratings Changes

Several brokerages have recently commented on GM. Zacks Research cut shares of General Motors from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 27th. Wedbush raised their target price on shares of General Motors from $75.00 to $95.00 and gave the stock an "outperform" rating in a report on Thursday, December 18th. Mizuho raised their target price on shares of General Motors from $100.00 to $105.00 and gave the stock an "outperform" rating in a report on Wednesday, January 28th. Royal Bank Of Canada raised their target price on shares of General Motors from $92.00 to $107.00 and gave the stock an "outperform" rating in a report on Wednesday, January 28th. Finally, Barclays lowered their target price on shares of General Motors from $110.00 to $105.00 and set an "overweight" rating on the stock in a report on Monday, March 30th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, General Motors currently has a consensus rating of "Moderate Buy" and an average price target of $91.38.

Trending Headlines about General Motors

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

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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