FY2027 EPS Estimates for General Motors Reduced by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities research analysts at Erste Group Bank reduced their FY2027 earnings estimates for General Motors in a research note issued on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now expects that the auto manufacturer will earn $14.13 per share for the year, down from their previous estimate of $14.26. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

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 (EPS) for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. General Motors’s revenue was down 5.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

Several other equities analysts also recently weighed in on the company. Piper Sandler reiterated an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Zacks Research cut General Motors from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 27th. Mizuho increased their price objective on shares of General Motors from $100.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Wall Street Zen cut shares of General Motors from a “buy” rating to a “hold” rating in a research report on Sunday, January 4th. Finally, The Goldman Sachs Group set a $104.00 target price on shares of General Motors in a report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $91.58.

General Motors Price Performance

GM stock opened at $72.98 on Thursday. The stock has a market capitalization of $65.97 billion, a price-to-earnings ratio of 24.25, a price-to-earnings-growth ratio of 0.41 and a beta of 1.37. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. General Motors has a 52-week low of $41.60 and a 52-week high of $87.62. The stock’s fifty day simple moving average is $79.12 and its 200-day simple moving average is $73.31.

Institutional Trading of General Motors

A number of institutional investors have recently modified their holdings of the company. Tsfg LLC lifted its position in General Motors by 5.7% in the 4th quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after acquiring an additional 120 shares in the last quarter. Bogart Wealth LLC increased its holdings in General Motors by 15.6% during the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after purchasing an additional 122 shares in the last quarter. Sumitomo Life Insurance Co. raised its stake in shares of General Motors by 0.7% in the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after purchasing an additional 127 shares during the last quarter. PDS Planning Inc lifted its holdings in shares of General Motors by 3.4% in the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock valued at $325,000 after purchasing an additional 131 shares in the last quarter. Finally, UMB Bank n.a. lifted its holdings in shares of General Motors by 2.0% in the fourth quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock valued at $560,000 after purchasing an additional 136 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were issued a $0.18 dividend. This is a positive change from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. General Motors’s dividend payout ratio (DPR) is 23.92%.

General Motors declared that its Board of Directors has authorized a stock repurchase plan on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Trending Headlines about General Motors

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

• Positive Sentiment: Wolfe Research raised GM to Outperform, giving the stock analyst momentum that can support buying interest. General Motors (NYSE:GM) Raised to Outperform at Wolfe Research
• Positive Sentiment: Erste Group nudged up its FY2026 EPS estimate (to $12.50), a small but constructive revision versus consensus that reinforces GM’s multi-year profitability thesis.
• Positive Sentiment: GM committed ~$600M to upgrade South Korea operations to boost compact SUV output — a near‑term production and margin play that eases concerns about plant exits. GM to invest US$600 in its South Korean operations
• Positive Sentiment: GM celebrated a manufacturing milestone — Fort Wayne built its 11 millionth vehicle — a sign of durable production scale and brand strength. General Motors plant celebrates assembly of 11M trucks
• Neutral Sentiment: GM Financial announced its Q1 2026 operating results release date (Apr 28) — a scheduled event that could create short‑term volatility for GM parent sentiment depending on credit trends. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: New product buzz: reports on the 2027 Corvette Stingray/Grand Sport/GSX V8 upgrades may help brand halo effects but are unlikely to move the stock materially. 2027 Chevrolet Corvette Stingray, Grand Sport, and GSX Receive the Most Torque-Happy NA V8 Ever
• Negative Sentiment: China remains the largest headline risk — coverage highlights that Detroit automakers, including GM, face a major China problem; separate reporting shows GM’s China sales have plunged ~75%, a clear hit to international growth expectations. These Top Stocks Have a Big China Problem to Solve GM’s China Sales Are Down 75%
• Negative Sentiment: Erste trimmed its FY2027 EPS estimate slightly (to $14.13 from $14.26), a modest downgrade that could temper longer‑range upside expectations.
• Negative Sentiment: Market reaction has been negative in recent sessions as investors weigh the China slump and mixed guidance/estimates; a recent note tracked a down move in GM shares. General Motors (GM) Stock Moves -1.32%: What You Should Know

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.