General Motors FY2026 EPS Estimate Raised by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Investment analysts at Zacks Research raised their FY2026 earnings estimates for shares of General Motors in a report released on Tuesday, May 12th. Zacks Research analyst Team now anticipates that the auto manufacturer will earn $12.64 per share for the year, up from their prior forecast of $11.81. Zacks Research has a “Hold” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $12.80 per share.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, beating the consensus estimate of $2.61 by $1.09. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The business had revenue of $43.62 billion during the quarter, compared to analysts’ expectations of $43.51 billion. During the same quarter in the prior year, the company posted $2.78 EPS. The firm’s revenue for the quarter was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

A number of other research analysts also recently issued reports on the company. UBS Group boosted their price target on General Motors from $102.00 to $105.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Wells Fargo & Company increased their price objective on General Motors from $57.00 to $59.00 and gave the stock an “underweight” rating in a report on Wednesday, April 29th. Piper Sandler reiterated an “overweight” rating and issued a $102.00 price objective on shares of General Motors in a research report on Wednesday, April 29th. Citigroup boosted their target price on General Motors from $105.00 to $108.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $94.65.

General Motors Stock Performance

Shares of NYSE:GM opened at $75.84 on Thursday. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41. The company has a 50-day moving average price of $76.06 and a 200-day moving average price of $77.33. The company has a market cap of $68.38 billion, a price-to-earnings ratio of 30.58, a price-to-earnings-growth ratio of 0.39 and a beta of 1.29. General Motors has a 12 month low of $46.81 and a 12 month high of $87.62.

General Motors announced that its Board of Directors has approved a share buyback plan on Tuesday, January 27th that allows the company to buyback $6.00 billion in outstanding shares. This buyback authorization allows the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its stock is undervalued.

General Motors Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Friday, June 5th will be issued a $0.18 dividend. The ex-dividend date is Friday, June 5th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is 29.03%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in GM. Franklin Resources Inc. lifted its stake in shares of General Motors by 2.7% in the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after purchasing an additional 835,645 shares during the period. Geode Capital Management LLC grew its stake in General Motors by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock worth $1,802,668,000 after purchasing an additional 267,477 shares during the period. Capital World Investors raised its holdings in General Motors by 7.8% in the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after purchasing an additional 1,405,530 shares in the last quarter. AQR Capital Management LLC raised its holdings in General Motors by 5.5% in the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after purchasing an additional 748,831 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in General Motors by 0.5% during the first quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer’s stock valued at $1,059,668,000 after buying an additional 77,100 shares during the period. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM is pushing deeper into AI and software by restructuring its IT organization, which could improve efficiency and support longer-term tech-driven cost savings. GM’s Data-Privacy Settlement and AI Pivot Might Change The Case For Investing In General Motors (GM)
• Positive Sentiment: Zacks Research raised several near- and medium-term earnings estimates for GM, including Q2 2027, Q1 2027, Q2 2026, FY2027 and Q2 2026, suggesting some analysts still see earnings resilience. General Motors Company (NYSE:GM) analyst updates

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.