FY2026 EPS Estimates for General Motors Raised by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for General Motors in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings of $12.50 per share for the year, up from their prior forecast of $12.45. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

GM has been the subject of several other research reports. TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th. Citigroup upped their price objective on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft boosted their price target on General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Evercore lifted their price objective on General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. Finally, JPMorgan Chase & Co. boosted their target price on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $91.58.

General Motors Trading Down 1.5%

Shares of GM stock opened at $75.46 on Friday. The firm’s 50-day simple moving average is $79.28 and its 200-day simple moving average is $73.21. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62. The firm has a market cap of $68.21 billion, a P/E ratio of 25.07, a PEG ratio of 0.41 and a beta of 1.37.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The firm had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same period in the prior year, the firm posted $1.92 earnings per share. The business’s quarterly revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

Hedge Funds Weigh In On General Motors

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new stake in General Motors in the fourth quarter valued at approximately $918,724,000. Viking Global Investors LP grew its holdings in General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after purchasing an additional 5,830,050 shares in the last quarter. Life Cycle Investment Partners Ltd purchased a new stake in General Motors during the 4th quarter worth $309,380,000. Two Sigma Investments LP lifted its holdings in General Motors by 348.4% in the 3rd quarter. Two Sigma Investments LP now owns 3,549,170 shares of the auto manufacturer’s stock worth $216,393,000 after buying an additional 2,757,695 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC grew its stake in shares of General Motors by 436.8% during the second quarter. Worldquant Millennium Advisors LLC now owns 2,658,525 shares of the auto manufacturer’s stock valued at $130,826,000 after acquiring an additional 2,163,274 shares in the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. General Motors’s payout ratio is 23.92%.

General Motors declared that its board has approved a stock buyback program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Wolfe Research upgraded GM to “Outperform” and set a $96 price target, citing sector-wide buy opportunities after recent weakness — a catalyst for demand from growth/value investors. General Motors (NYSE:GM) Raised to Outperform at Wolfe Research
• Positive Sentiment: GM announced product updates that may boost margin and halo value: 2027 Corvette Stingray/Grand Sport/GSX get a high-torque naturally aspirated V8, helping brand strength and performance-image sales. 2027 Chevrolet Corvette Stingray, Grand Sport, and GSX Receive the Most Torque-Happy NA V8 Ever
• Positive Sentiment: GM is investing $600M to modernize its South Korea operations to boost compact SUV output — improves utilization and regional competitiveness, easing near‑term plant exit concerns. GM to invest US$600 in its South Korean operations
• Positive Sentiment: GM continues tech progress — Level 3 autonomy road tests with the Escalade IQ advance AV capability that could unlock software/repeat revenue opportunities. GM advances Level 3 autonomy with Escalade IQ road tests
• Positive Sentiment: Production milestone: a GM plant celebrated assembling its 11 millionth truck — a positive signal on manufacturing scale and legacy pickup demand. General Motors plant celebrates assembly of 11M trucks
• Neutral Sentiment: GM Financial set Q1 2026 operating results release for April 28 — an upcoming event for credit/fixed-income investors and potential short-term volatility around disclosures. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: A fire at an automotive-glass supplier plant near Dayton prompted checks; GM and suppliers report no disruptions so far — monitor supplier status for any future parts constraints. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: GM’s China sales are down roughly 75%, a severe headwind to global volumes and profitability if the trend persists — China exposure remains a major risk for revenue recovery. GM’s China Sales Are Down 75%, And The Clock Running Out Isn’t One It Controls
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast for GM — a downward revision that could weigh on sentiment if other forecasters follow. Erste Group cuts FY2027 EPS estimate for GM
• Negative Sentiment: Union at GM’s Silao, Mexico plant proposed a 10% salary increase for the 2026–2028 contract — higher labor costs and negotiation risk could pressure margins if settlement is elevated. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

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.