Commonwealth Equity Services LLC reduced its position in General Motors by 7.4% during the third quarter, selling 17,012 shares and ending the period with 213,742 shares valued at approximately $13.03 million. Brighton Jones LLC more than quintupled its holdings in Q4, adding 31,755 shares to reach 38,717 shares worth roughly $2.06 million. Focus Partners Wealth increased its stake by 39.1% in Q1, acquiring 43,527 additional shares to hold 154,848 shares valued at $7.28 million. Overall, institutional ownership remains high at 92.67%, underscoring continued portfolio rebalancing among major funds.

In its latest quarterly report, General Motors posted adjusted earnings per share of $2.80, outperforming consensus estimates by $0.48. Revenue for the quarter reached $48.59 billion, surpassing analyst forecasts by nearly $4 billion, though down 0.3% year-over-year. Net margin stood at 1.62%, while return on equity climbed to 12.29%. The company attributed the slight revenue decline to global supply chain constraints but highlighted robust demand for mid-priced SUVs and light trucks as supporting margins.

GM declared a quarterly dividend of $0.15 per share, translating to an annualized payout of $0.60 and a yield of approximately 0.7% based on current share counts. The dividend payout ratio remains conservative at just over 12%, reflecting strong free cash flow generation. Management set full-year 2025 adjusted EPS guidance between 9.75 and 10.50, while analysts project earnings to reach approximately 11.44 per share, implying potential upside if vehicle demand and cost controls hold.

Several major brokerages have raised their outlooks on GM. Goldman Sachs increased its price target and reaffirmed a Buy rating, citing resilient North American margins. Piper Sandler elevated the stock to Overweight with a target of 98, highlighting potential absorption of one-time charge impacts. Evercore ISI raised its target by 6 points, while Morgan Stanley upgraded from Equal Weight to Overweight and more than doubled its target, pointing to stronger cash flow from electric-vehicle investments. The consensus rating across 23 analysts sits at Moderate Buy.