General Motors Company (GM)

In the past six months, General Motors' stock price has been impacted by several key events. The company's shares gained 57.5% in the past six months, outperforming the Zacks Automotive-Domestic industry. In October 2025, GM's stock surged after reporting mixed third-quarter earnings but improved its full-year profit outlook, though GM warned of a substantial slowdown in EV demand afterward and took a $1.6 billion charge linked to its EV reassessment. In December 2025, Cox Automotive forecasted a slowdown in new-vehicle sales for the fourth quarter of 2025. In January 2026, GM's stock declined by 3% after the company announced significant charges related to its electric vehicle segment and warned that additional EV-related costs might continue into 2026.

Demand seasonality for General Motors' products and services can be observed through various market trends. The fourth quarter of 2025 experienced an expected slowdown in new-vehicle sales, influenced by factors such as tariffs, inflation, and reduced electric vehicle (EV) incentives. Despite this late-year slowdown, overall new-vehicle sales for 2025 were strong, and General Motors led the U.S. auto market with a 6% increase in full-year sales.

General Motors Co. is an American multinational automotive manufacturing company headquartered in Detroit, Michigan. It operates in the consumer cyclical sector, designing, manufacturing, marketing, and distributing vehicles and vehicle parts globally. Its core brands include Chevrolet, Buick, GMC, and Cadillac, offering a wide range of vehicles. The company is investing in electric and autonomous vehicles and provides automotive financing services through General Motors Financial Company.

General Motors has an extensive global presence, with manufacturing and assembly plants and distribution centers across the United States, Canada, and many other countries. Its subsidiaries and affiliates are primarily concentrated in North America and Asia, with these regions hosting over 70% of its total entities. The company conducts business in over 150 countries but has strategically restructured its international operations, withdrawing from markets where it has struggled to focus on markets with robust returns and investments in electric and autonomous vehicles.

General Motors has maintained a strong brand reputation in the past year, particularly in terms of vehicle quality and dependability. In July 2024, GM earned the highest number of model-level awards in the J.D. Power 2024 U.S. Initial Quality Study (IQS). In February 2025, GM received multiple model-level awards in the J.D. Power 2025 U.S. Vehicle Dependability Study, with all four of GM's brands receiving recognition.

General Motors Co. has a diverse ownership structure, with institutional investors holding the largest stake at approximately 88%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors hold an 11% stake, while insiders own less than 1% of the company's stock, with Mary Barra being the largest individual shareholder as of April 2025.