General Motors Company (GM)

In the past six months, General Motors' stock price has experienced notable movements. As of October 27, 2025, the stock price was $69.36, representing a 32.13% increase over the past 12 months, reaching an all-time high of $69.70 on October 23, 2025. In October 2025, GM's stock rose significantly after a strong third-quarter earnings report, but the company also announced layoffs of over 200 salaried employees as part of a strategic restructuring. GM recorded a $1.6 billion special item charge in the third quarter due to recalibrating its EV plans, including transitioning its Orion Assembly plant from EV to ICE production and selling a joint venture-owned cell plant. The company also announced it would end production of its BrightDrop electric delivery van. GM's tariff exposure for 2025 improved from an original $4 billion-$5 billion gross impact to a range of $3.5 billion-$4.5 billion.

Demand for General Motors' products and services can exhibit seasonality, influenced by various factors in the automotive industry. A seasonality-based trading strategy for GM suggests initiating a long position during October and November, and a short position in March. In the third quarter of 2025, EV sales for GM reached record levels, but the company anticipates a significant softening of EV demand starting in October 2025. While the company expects industry light vehicle volumes to grow, factors like higher inflation and fuel prices can act as headwinds. Commercial customer demand has also shown strength.

General Motors Company is an American multinational automotive manufacturing company headquartered in Detroit, Michigan. It operates in the Consumer Cyclical sector, designing, manufacturing, and selling vehicles under brands like Chevrolet, Buick, GMC, and Cadillac. GM also produces auto parts, offers financing, and invests in EV technology, charging infrastructure, and self-driving cars through its Cruise unit.

General Motors has a substantial global presence, operating in over 100 countries with manufacturing facilities across North America, South America, Asia, and Europe. It operates 396 facilities on six continents. In the United States, GM has 50 assembly and parts facilities across 19 states and nearly 4,000 dealerships in all 50 states. Key U.S. manufacturing locations include Factory ZERO in Detroit-Hamtramck, Flint Assembly, and plants in Tennessee, Kansas, and Michigan. GM China is also a significant part of its international operations.

General Motors has maintained a strong brand reputation, particularly in customer loyalty and initial quality. GM has received the Highest Overall Manufacturer Loyalty award from S&P Global Mobility for ten consecutive years, including for 2024. GM's average manufacturer loyalty rate was 67.9% by January 2023. General Motors earned the most model-level awards in the industry in the J.D. Power 2024 U.S. Initial Quality Study, with six models receiving accolades. GM regained its U.S. market share leadership in 2022, holding a 17.0% share in 2024. The company has also been the leading seller of full-sized pickups for five straight years and full-size sport utility vehicles for 50 consecutive years.

General Motors' stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold approximately 88% of the company's stock. As of October 24, 2025, there were 2222 institutional owners and shareholders holding a total of 923,080,887 shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., State Street Global Advisors, Inc., Franklin Resources Inc., Harris Associates L P, Geode Capital Management, Llc and Capital World Investors. Individual investors hold an 11% stake, while insiders own less than 1% of the company.