Zacks Research Comments on General Motors Q4 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Zacks Research reduced their Q4 2026 earnings estimates for shares of General Motors in a research report issued to clients and investors on Tuesday, November 3rd. Zacks Research analyst Team now anticipates that the auto manufacturer will post earnings of $2.32 per share for the quarter, down from their previous estimate of $2.56. The consensus estimate for General Motors’ current full-year earnings is $13.38 per share. Zacks Research also issued estimates for General Motors’ Q1 2027 earnings at $3.08 EPS, Q2 2027 earnings at $3.74 EPS and Q3 2027 earnings at $3.65 EPS.

Other equities analysts have also recently issued research reports about the stock. UBS Group lowered their price objective on shares of General Motors from $112.00 to $109.00 and set a “buy” rating for the company in a research report on Wednesday, October 21st. Weiss Ratings raised General Motors from a “hold (c)” rating to a “buy (b-)” rating in a research report on Friday. TD Cowen restated a “buy” rating and set a $132.00 price target on shares of General Motors in a research note on Wednesday, October 21st. Deutsche Bank Aktiengesellschaft set a $98.00 price target on General Motors in a research note on Wednesday, October 21st. Finally, Yorkville Ives assumed coverage on General Motors in a research report on Monday, October 5th. They set an “outperform” rating and a $100.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $101.44.

General Motors Price Performance

General Motors stock opened at $88.34 on Wednesday. The company’s 50 day simple moving average is $83.15 and its 200-day simple moving average is $80.69. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.94 and a current ratio of 1.09. General Motors has a 1 year low of $66.75 and a 1 year high of $91.85. The company has a market capitalization of $74.52 billion, a price-to-earnings ratio of 20.26, a price-to-earnings-growth ratio of 0.51 and a beta of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, October 20th. The auto manufacturer reported $3.70 earnings per share for the quarter, topping the consensus estimate of $3.69 by $0.01. General Motors had a net margin of 2.12% and a return on equity of 19.36%. The company had revenue of $50.02 billion during the quarter, compared to analyst estimates of $48.78 billion. During the same quarter last year, the firm posted $2.80 earnings per share. General Motors’s revenue was up 2.9% compared to the same quarter last year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Shareholders of record on Friday, December 4th will be issued a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, December 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s dividend payout ratio (DPR) is presently 16.51%.

General Motors declared that its board has initiated a share buyback plan on Tuesday, October 20th that authorizes the company to repurchase $20 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to purchase up to 27.5% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board believes its shares are undervalued.

Hedge Funds Weigh In On General Motors

A number of hedge funds have recently modified their holdings of GM. Avior Wealth Management LLC increased its position in General Motors by 2.6% during the 3rd quarter. Avior Wealth Management LLC now owns 5,251 shares of the auto manufacturer’s stock worth $404,000 after purchasing an additional 134 shares in the last quarter. Bogart Wealth LLC lifted its stake in shares of General Motors by 17.0% in the second quarter. Bogart Wealth LLC now owns 949 shares of the auto manufacturer’s stock worth $73,000 after acquiring an additional 138 shares in the last quarter. Richardson Financial Services Inc. boosted its stake in General Motors by 75.7% during the 3rd quarter. Richardson Financial Services Inc. now owns 325 shares of the auto manufacturer’s stock valued at $25,000 after acquiring an additional 140 shares during the last quarter. Intelligence Driven Advisers LLC lifted its holdings in General Motors by 2.0% during the 3rd quarter. Intelligence Driven Advisers LLC now owns 7,236 shares of the auto manufacturer’s stock worth $557,000 after buying an additional 143 shares during the last quarter. Finally, Childress Capital Advisors LLC boosted its holdings in shares of General Motors by 2.8% in the 3rd quarter. Childress Capital Advisors LLC now owns 5,288 shares of the auto manufacturer’s stock valued at $407,000 after buying an additional 143 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting General Motors

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

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS estimate to $3.74 from $3.47 and its Q3 2027 estimate to $3.65 from $3.51, signaling improved expectations for those quarters.
• Neutral Sentiment: GM plans to add an AI layer to OnStar and begin a hybrid rollout with large SUVs. These initiatives could support connected-service revenue and broaden its powertrain offerings, though the financial impact is not yet clear. GM adding an AI intelligence layer to OnStar
• Negative Sentiment: Zacks cut its Q4 2026 EPS forecast to $2.32 from $2.56 and slightly lowered Q1 2027 to $3.08 from $3.09. The revisions temper the positive longer-range changes; the cited full-year consensus remains $13.38 per share.
• Negative Sentiment: Recent coverage highlights a $220 million privacy settlement related to driver-data sharing, with Ohio reportedly receiving $8 million. The payout and associated regulatory and reputational risks may weigh on sentiment. GM’s $220 million privacy settlement Ohio to get $8 million from GM

About General Motors

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells vehicles and related services through brands including Chevrolet, Buick, GMC and Cadillac.

GM’s product lineup includes passenger cars, pickup trucks, sport utility vehicles, commercial vehicles and electric vehicles. The company is also developing connected-vehicle technologies, driver-assistance systems and charging and energy-management solutions.