General Motors (NYSE:GM) Upgraded at DZ Bank

DZ Bank upgraded shares of General Motors (NYSE:GM) (TSE:GMM.U) from a hold rating to a buy rating in a report published on Thursday, Marketbeat.com reports. DZ Bank currently has $98.00 price target on the auto manufacturer’s stock.

A number of other research analysts have also recently weighed in on GM. Deutsche Bank Aktiengesellschaft lifted their price target on shares of General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research report on Wednesday. HSBC raised their target price on General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a research report on Tuesday, January 13th. Wedbush raised their price objective on General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Morgan Stanley restated an “overweight” rating and set a $100.00 price objective on shares of General Motors in a report on Wednesday. Finally, Evercore ISI lifted their price objective on General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a report on Monday, November 24th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, General Motors currently has an average rating of “Moderate Buy” and an average target price of $85.70.

General Motors Price Performance

NYSE:GM opened at $84.01 on Thursday. The company has a quick ratio of 1.06, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The stock has a market cap of $75.94 billion, a PE ratio of 27.91, a P/E/G ratio of 0.78 and a beta of 1.31. General Motors has a 52 week low of $41.60 and a 52 week high of $87.31. The business’s 50-day simple moving average is $80.13 and its two-hundred day simple moving average is $66.95.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the prior year, the firm posted $1.92 earnings per share. The business’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, analysts forecast that General Motors will post 11.44 EPS for the current fiscal year.

General Motors announced that its Board of Directors has approved a stock buyback program on Tuesday, January 27th that permits the company to buyback $6.00 billion in outstanding shares. This buyback authorization permits the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its shares are undervalued.

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a $0.18 dividend. The ex-dividend date is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is 19.93%.

Insider Activity at General Motors

In related news, CAO Christopher Hatto sold 7,724 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the sale, the chief accounting officer owned 12,007 shares of the company’s stock, valued at approximately $864,504. The trade was a 39.15% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.54% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On General Motors

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of General Motors by 11.5% in the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after buying an additional 11,418,367 shares during the period. Franklin Resources Inc. raised its holdings in shares of General Motors by 3.3% during the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock valued at $1,909,748,000 after acquiring an additional 989,189 shares in the last quarter. Capital World Investors raised its holdings in General Motors by 8.2% in the third quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock worth $1,105,420,000 after buying an additional 1,366,467 shares during the last quarter. AQR Capital Management LLC lifted 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 valued at $868,986,000 after acquiring an additional 748,831 shares during the period. Finally, Viking Global Investors LP boosted its stake in shares of General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after acquiring an additional 5,830,050 shares during the period. Institutional investors own 92.67% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: Q4 earnings beat and bullish outlook: GM posted a Q4 adjusted EPS beat and guided to stronger full‑year earnings, which underpins bullish analyst revisions and supports longer‑term upside. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Share repurchase announced: GM plans a $6.0 billion buyback, which is a direct capital-return action that can support the stock and EPS per share. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Analyst upgrades and higher targets: Several firms raised price targets (e.g., Mizuho to $105; DZ Bank upgraded to buy), reflecting improving sentiment after the quarter. These lifts support upside potential. Mizuho Increases GM Price Target to $105
• Neutral Sentiment: Positive style/momentum coverage: Zacks published momentum and growth writeups highlighting GM as attractive to different investor styles — helpful for sentiment but not an immediate catalyst. General Motors is a Top‑Ranked Momentum Stock
• Neutral Sentiment: Longer-term price forecasts: Several outlets published multi‑year forecasts that are generally bullish based on GM’s cash flow and pickup/SUV franchise, but these are outlook pieces rather than immediate drivers. GM Price Prediction and Forecast 2026‑2030
• Negative Sentiment: Large EV and China-related charges: GM took roughly $7B of special charges tied to scaling back EV capacity, supply‑chain settlements and China JV restructuring — a hit to reported net income and a reminder of execution risk in EV transition. Coverage of GM charges and industry context
• Negative Sentiment: EV program changes and cancellations: Reports indicate canceled models and discontinuation of the Bolt as GM refocuses EV plans — this creates near‑term writeoffs and uncertainty about future EV margins and timing. GM’s EV losses from cancellations
• Negative Sentiment: Restructuring, plant shifts and job cuts: GM announced a shift reduction in Canada cutting roughly 500 jobs and faces reports of potential plant sales — signals of cost actions but also short‑term disruption and local community/political friction. GM shift reduction in Canada to cut 500 jobs
• Negative Sentiment: Trade/tariff uncertainty: Analysts flagged evolving tariff and trade policy risks that could raise costs and pressure margins — a macro/regulatory headwind investors are watching. Tariff turbulence risks for GM

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.