Commonwealth Equity Services LLC reduced its stake in General Motors by 7.4% in the third quarter, selling 17,012 shares to end the period with 213,742 shares valued at $13.0 million. Brighton Jones LLC dramatically expanded its holding by 456.1% in the fourth quarter, acquiring 31,755 additional shares for a total of 38,717 shares worth $2.06 million. Focus Partners Wealth increased its position by 39.1% in the first quarter, adding 43,527 shares to reach 154,848 shares valued at $7.28 million. Voya Investment Management lifted its stake by 2.3% in the first quarter to 519,808 shares worth $24.45 million. Overall, institutional ownership stands at 92.7%, underscoring the company’s strong appeal to large investors.

In its most recent quarterly report, GM delivered earnings per share of 2.80, outperforming consensus estimates by 0.48. Revenue came in at 48.59 billion, exceeding analyst projections of 44.60 billion, though top-line sales were down 0.3% year-over-year. Net margin reached 1.62% and return on equity was 12.29%. The company reiterated its full-year guidance of 9.75 to 10.50 EPS for fiscal 2025, while analysts forecast 11.44 EPS for the current year. GM also announced a quarterly dividend of 0.15 per share, translating to a 0.7% yield and a payout ratio of 12.07%.

Analysts remain broadly positive, with three issuing strong buy opinions, fifteen assigning buy ratings and only two recommending sell. The consensus target stands at 77.76. Goldman Sachs raised its target from 81.00 to 93.00 and maintained a buy recommendation. Piper Sandler upgraded to overweight with a 98.00 target, expecting absorption of one-time charges. Morgan Stanley elevated its view from equal weight to overweight and lifted its target from 54.00 to 90.00. Conversely, Wall Street Zen shifted to a hold rating. Amid special charges of 7.1 billion this quarter, including approximately 6 billion in EV writedowns, management cautioned that EV-related costs could persist into 2026, introducing near-term earnings uncertainty.