Swedbank AB Lowers Stock Holdings in General Motors Company $GM

Key Points

• Swedbank AB trimmed its stake in General Motors by 4.0% in Q4, selling 37,755 shares and ending the period with 896,293 shares valued at about $72.89 million.
• GM beat Q1 expectations, reporting $3.70 EPS vs. $2.61 consensus and issuing FY2026 guidance of 10.620–12.620 EPS, spurring analyst upgrades and an average price target of $94.65.
• Capital returns and ownership: GM has a $6.0 billion share repurchase authorization (≈8.1% of shares), pays a $0.18 quarterly dividend (0.9% yield), and roughly 92.7% of stock is held by institutional investors.

Swedbank AB lessened its stake in General Motors Company (NYSE:GM - Free Report) TSE: GMM.U by 4.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 896,293 shares of the auto manufacturer's stock after selling 37,755 shares during the period. Swedbank AB owned 0.10% of General Motors worth $72,887,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC purchased a new position in shares of General Motors in the 4th quarter valued at approximately $25,000. Elevation Wealth Partners LLC raised its stake in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer's stock worth $27,000 after purchasing an additional 275 shares during the last quarter. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of General Motors during the third quarter worth approximately $29,000. Kelleher Financial Advisors acquired a new stake in shares of General Motors during the third quarter worth $29,000. Finally, Founders Capital Management purchased a new position in General Motors in the 4th quarter valued at $31,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

GM has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft raised shares of General Motors from a "hold" rating to a "buy" rating and boosted their price objective for the company from $83.00 to $90.00 in a research note on Tuesday, April 14th. Wells Fargo & Company lifted their target price on shares of General Motors from $57.00 to $59.00 and gave the company an "underweight" rating in a report on Wednesday, April 29th. Jefferies Financial Group boosted their price target on shares of General Motors from $85.00 to $97.00 and gave the stock a "hold" rating in a research note on Monday, February 2nd. Piper Sandler reissued an "overweight" rating and set a $102.00 price target on shares of General Motors in a report on Wednesday, April 29th. Finally, Benchmark raised their price objective on shares of General Motors from $65.00 to $90.00 and gave the company a "buy" rating in a research report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $94.65.

General Motors Trading Up 3.3%

Shares of GM opened at $78.67 on Thursday. General Motors Company has a twelve month low of $44.97 and a twelve month high of $87.62. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41. The firm has a market capitalization of $70.93 billion, a P/E ratio of 31.72, a PEG ratio of 0.39 and a beta of 1.29. The firm's 50-day moving average is $76.38 and its two-hundred day moving average is $76.86.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.61 by $1.09. The company had revenue of $43.62 billion during the quarter, compared to the consensus estimate of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The company's revenue for the quarter was down .9% on a year-over-year basis. During the same period last year, the firm earned $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS. On average, research analysts predict that General Motors Company will post 12.73 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, June 5th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors's payout ratio is currently 29.03%.

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.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Q1 beat and analyst upgrades — GM reported strong Q1 results and guidance that prompted at least one firm to raise its price target to $126, highlighting upside to earnings and prompting buy-side interest. General Motors (GM) Reports Strong Q1 Results, Gets Price Target Boosted to $126
• Positive Sentiment: BofA price-target lift and maintained buy rating — Bank of America raised its GM target and kept a buy rating, supporting investor demand and reinforcing bullish commentary from other analysts. BofA Raises GM Stock Price Target, Keeps Buy Rating
• Positive Sentiment: Large U.S. capex commitment — GM said it will invest $830M in Michigan and Ohio as part of a broader $6B U.S. commitment, which supports production capacity and political/regulatory goodwill. General Motors Investing $830M in Michigan and Ohio, Part of $6B Commitment in U.S.
• Neutral Sentiment: PR & community programs — GM and Disney committed $1.25M for STEAM classroom projects, a positive CSR story but with limited direct financial impact. GM, Disney Back Teachers With $1.25 Million For STEAM Classroom Projects
• Neutral Sentiment: Brand and volume context — GM celebrated 100 years in Africa & Middle East and was the sixth best-selling global automaker in 2025; helpful for long-term positioning but not immediate price drivers. GM Africa And Middle East Celebrates 100 Years Of Operations
• Negative Sentiment: Transmission class-action — A new California class-action alleging defects in GM 10-speed transmissions could increase warranty/recall costs and legal exposure if expanded. GM Hit With 10-Speed Transmission Class Action Lawsuit In California
• Negative Sentiment: Driver-data litigation risk — A court ruling has forced GM to defend claims over driver data usage, creating potential legal and reputational risk and possible financial exposure. General Motors Forced to Fight Driver Data Claims After Court Ruling
• Negative Sentiment: Executive turnover — GM’s recently created chief growth officer role was vacated after six months, signaling potential churn in go-to-market leadership; investors may view this as a governance/ execution uncertainty. GM Senior VP And Chief Growth Officer Departs After Six Months In New Role

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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