General Motors (NYSE:GM) Updates FY 2026 Earnings Guidance

General Motors (NYSE:GM) (TSE:GMM.U) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 12.000-14.000 for the period, compared to the consensus EPS estimate of 12.770. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several brokerages have recently commented on GM. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $100.00 price objective on shares of General Motors in a research report on Wednesday. Morgan Stanley increased their price objective on General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a report on Wednesday. JPMorgan Chase & Co. upped their target price on shares of General Motors from $110.00 to $120.00 and gave the stock an “overweight” rating in a report on Wednesday. Wells Fargo & Company increased their price target on shares of General Motors from $60.00 to $61.00 and gave the stock an “underweight” rating in a report on Wednesday. Finally, Royal Bank Of Canada raised their target price on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $99.59.

General Motors Trading Up 3.4%

GM stock opened at $82.23 on Thursday. The company has a quick ratio of 0.99, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. The stock has a market capitalization of $74.15 billion, a price-to-earnings ratio of 41.53, a price-to-earnings-growth ratio of 0.40 and a beta of 1.31. General Motors has a twelve month low of $49.87 and a twelve month high of $87.62. The firm’s fifty day simple moving average is $79.03 and its two-hundred day simple moving average is $78.83.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.General Motors’s revenue was up 1.9% on a year-over-year basis. During the same period in the previous year, the company posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, analysts anticipate that General Motors will post 12.88 earnings per share for the current year.

General Motors Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is currently 29.03%.

Insider Activity at General Motors

In other news, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $85.00, for a total value of $586,075.00. Following the sale, the chief accounting officer directly owned 25,794 shares of the company’s stock, valued at approximately $2,192,490. The trade was a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 215,391 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $80.01, for a total transaction of $17,233,433.91. Following the completion of the transaction, the chief executive officer directly owned 770,491 shares of the company’s stock, valued at $61,646,984.91. This represents a 21.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 697,388 shares of company stock valued at $57,752,596. 0.54% of the stock is owned by corporate insiders.

Key General Motors News

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

• Positive Sentiment: GM posted a big Q2 earnings beat, with EPS of $3.57 versus estimates around $3.19 and revenue of $48.03 billion above expectations. Management also raised 2026 EPS guidance to $12.00-$14.00, signaling confidence in demand and margins.
• Positive Sentiment: Results showed stronger North American profitability, helped by truck and SUV strength, disciplined incentives, pricing power, and lower EV losses. Investors are also reacting to comments that GM is finding new growth avenues in software, subscriptions, and even defense-related opportunities.
• Positive Sentiment: Analysts turned more constructive after the report, with JPMorgan raising its price target to $120 and maintaining an overweight rating. Other commentary highlighted GM’s ongoing share buybacks and improving cash generation as supportive for the stock.
• Neutral Sentiment: Some articles note that GM is still dealing with EV reset costs, tariff pressure, and broader auto-industry competition, including weaker brand perception around Cadillac and labor issues at GM Korea. Article Title
• Negative Sentiment: GM’s EV strategy remains under pressure, with write-downs and restructuring costs still weighing on reported profits even as the company says the worst may be behind it.

Institutional Investors Weigh In On General Motors

Several institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC boosted its holdings in General Motors by 456.1% in the fourth quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after acquiring an additional 31,755 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in General Motors by 61.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after purchasing an additional 7,058 shares in the last quarter. Baird Financial Group Inc. grew its holdings in shares of General Motors by 4.8% in the 2nd quarter. Baird Financial Group Inc. now owns 37,524 shares of the auto manufacturer’s stock worth $1,847,000 after acquiring an additional 1,706 shares during the last quarter. Jump Financial LLC increased its position in shares of General Motors by 45.7% in the second quarter. Jump Financial LLC now owns 25,366 shares of the auto manufacturer’s stock worth $1,248,000 after acquiring an additional 7,951 shares in the last quarter. Finally, AXA S.A. grew its holdings in shares of General Motors by 69.4% during the second quarter. AXA S.A. now owns 66,547 shares of the auto manufacturer’s stock valued at $3,275,000 after buying an additional 27,270 shares in the last quarter. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

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.