Q4 EPS Estimates for General Motors Raised by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Zacks Research increased their Q4 2026 earnings estimates for shares of General Motors in a research report issued to clients and investors on Tuesday, August 18th. Zacks Research analyst Team now anticipates that the auto manufacturer will earn $2.56 per share for the quarter, up from their previous forecast of $2.52. The consensus estimate for General Motors’ current full-year earnings is $13.29 per share. Zacks Research also issued estimates for General Motors’ Q1 2028 earnings at $3.09 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The firm had revenue of $48.03 billion for the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the firm earned $2.53 EPS. The company’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

A number of other analysts have also recently commented on the company. TD Cowen boosted their price objective on General Motors from $126.00 to $132.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Citigroup lifted their price target on shares of General Motors from $108.00 to $131.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Morgan Stanley boosted their price target on shares of General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Tigress Financial upped their price objective on shares of General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 28th. Finally, Wall Street Zen raised shares of General Motors from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $101.41.

General Motors Stock Performance

Shares of GM stock opened at $84.98 on Thursday. The company has a market capitalization of $74.57 billion, a P/E ratio of 42.92, a P/E/G ratio of 0.38 and a beta of 1.30. The business’s 50 day moving average is $81.78 and its two-hundred day moving average is $79.50. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. General Motors has a 12-month low of $54.33 and a 12-month high of $91.85.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Laurel Wealth Advisors LLC acquired a new stake in shares of General Motors in the fourth quarter valued at approximately $25,000. Evergreen Advisors LLC purchased a new stake in General Motors in the 1st quarter valued at $26,000. SouthState Bank Corp increased its stake in shares of General Motors by 101.7% in the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after acquiring an additional 177 shares during the last quarter. Kelleher Financial Advisors acquired a new stake in shares of General Motors in the 3rd quarter worth $29,000. Finally, Kemnay Advisory Services Inc. purchased a new position in shares of General Motors during the 4th quarter worth $30,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at General Motors

In other news, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the completion of the sale, the chief executive officer directly owned 428,994 shares in the company, valued at $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the transaction, the president owned 92,293 shares in the company, valued at $8,303,601.21. The trade was a 43.51% decrease in their ownership of the stock. 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. Insiders sold a total of 1,247,053 shares of company stock valued at $106,763,425 in the last 90 days. 0.44% of the stock is owned by company insiders.

General Motors Dividend Announcement

The company 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 dividend yield of 0.8%. The ex-dividend date is Friday, September 4th. General Motors’s payout ratio is presently 36.36%.

Trending Headlines about General Motors

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

• Positive Sentiment: Analysts raise near-term and 2027 estimates: Zacks Research increased its FY2026 EPS forecast to $12.89 from $12.85, FY2027 EPS to $13.44 from $13.36, and fourth-quarter 2027 EPS to $3.38 from $3.30. The firm also lifted its fourth-quarter 2026 estimate to $2.56 from $2.52. These revisions reinforce expectations for continued earnings growth. MarketBeat General Motors estimates
• Positive Sentiment: Higher fair-value target and buyback support sentiment: An updated analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share. Coverage also highlighted GM’s roughly $6 billion buyback and stronger recent performance relative to Ford, supporting the view that shareholder returns and valuation remain important catalysts. General Motors stock fair value rises
• Positive Sentiment: EV charging expansion: EVgo opened a flagship fast-charging location in Detroit with GM’s support near GM’s Global Technical Center. The project may improve GM’s charging ecosystem and strengthen the company’s long-term EV positioning. General Motors and EVgo charging news
• Neutral Sentiment: China strategy is being reshaped: GM and SAIC extended their joint venture for 20 years, maintaining a platform for Buick, Cadillac and intelligent-EV development. At the same time, GM will discontinue Chevrolet sales in China, signaling a narrower brand strategy in a competitive market. General Motors extends China joint venture
• Negative Sentiment: Longer-term estimates were cut: Zacks lowered its first-quarter 2028 EPS estimate to $3.09 from $3.20, suggesting some caution about GM’s distant earnings trajectory despite the improved 2026–2027 outlook.
• Negative Sentiment: Battery investment was scaled back: GM asked to be removed as a partner from an LG Energy Solution battery plant in Lansing, citing EV-demand alignment. The decision may reduce near-term capital spending, but it also highlights slower or more uncertain EV demand and could weigh on perceptions of GM’s EV execution. LG Energy Solution battery plant news

General Motors Company Profile

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.