Q2 EPS Estimates for General Motors Lifted by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Investment analysts at Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for shares of General Motors in a report issued on Tuesday, February 10th. Zacks Research analyst Team now expects that the auto manufacturer will earn $2.99 per share for the quarter, up from their previous forecast of $2.87. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q3 2026 earnings at $3.31 EPS, FY2026 earnings at $11.81 EPS, Q3 2027 earnings at $3.39 EPS, Q4 2027 earnings at $3.24 EPS, FY2027 earnings at $12.46 EPS and FY2028 earnings at $13.11 EPS.

A number of other research firms have also recently weighed in on GM. Jefferies Financial Group lifted their price objective on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research report on Monday, February 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. Wedbush upped their price target on shares of General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. DZ Bank upgraded shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a research note on Thursday, January 29th. Finally, Benchmark raised their price target on General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors Price Performance

Shares of General Motors stock opened at $79.84 on Wednesday. The stock has a market cap of $72.17 billion, a P/E ratio of 26.53, a P/E/G ratio of 0.44 and a beta of 1.36. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The stock’s fifty day moving average is $81.82 and its 200 day moving average is $68.73. General Motors has a one year low of $41.60 and a one year high of $87.62.

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

Institutional Investors Weigh In On General Motors

A number of large investors have recently bought and sold shares of GM. Brighton Jones LLC increased its stake in shares of General Motors by 456.1% during the 4th 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 grew its holdings in General Motors by 61.4% in the second 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 during the period. Blue Trust Inc. increased its position in General Motors by 21.9% during the second quarter. Blue Trust Inc. now owns 3,012 shares of the auto manufacturer’s stock worth $148,000 after purchasing an additional 541 shares during the last quarter. PDS Planning Inc purchased a new position in General Motors during the second quarter worth approximately $210,000. Finally, Eastern Bank boosted its holdings in shares of General Motors by 556.0% in the 2nd quarter. Eastern Bank now owns 820 shares of the auto manufacturer’s stock valued at $40,000 after purchasing an additional 695 shares during the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.18 per share. This is a positive change from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio is 19.93%.

General Motors announced that its board has approved a share repurchase program on Tuesday, January 27th that permits the company to buyback $6.00 billion in shares. This buyback authorization permits the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

More General Motors News

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

• Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, signaling meaningful upside vs. current levels and supporting investor appetite for the stock. DZ Bank upgrade
• Positive Sentiment: Reports indicate Honda may owe GM compensation tied to weak Honda EV sales under their commercial arrangements — a potential one‑time gain or recurring adjustment that would help GM’s EV economics. Honda compensation story
• Positive Sentiment: Zacks Research raised several medium‑ to long‑range estimates (FY2026/FY2027 and some Q2–Q3 projections), implying better earnings power ahead — a supportive signal for medium‑term valuation. (Zacks maintains a Hold rating.)
• Neutral Sentiment: Coverage of GM’s strategic split with Allison discusses potential changes to GM’s heavy‑duty truck strategy — strategic implications exist but timing/financial impact are unclear. Allison split
• Neutral Sentiment: Reporting on internal debates over the next‑generation Chevrolet Camaro highlights product/branding decisions that could affect margins and allocation of R&D/capex, but no immediate financial readthrough. Camaro story
• Neutral Sentiment: GM issued a service fix for ticking noises on Silverado/Colorado/Traverse engines — reduces customer complaints and potential reputational damage, though it may result in warranty costs. Engine ticking fix
• Negative Sentiment: MSN reports on a recall/campaign for GM’s 6.2‑liter V8 that includes a change to thicker engine oil to address wear — a reminder of recall and warranty expense risk that can pressure near‑term margins and investor sentiment. 6.2L V8 recall
• Negative Sentiment: Zacks trimmed several near‑term EPS forecasts (Q1 2026, Q4 2026, Q1/Q2 2027) — small downgrades that could temper expectations for the next few quarters even as Zacks raised some longer‑term estimates. (Zacks remains at Hold.)

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.