Erste Group Bank Comments on General Motors FY2026 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Erste Group Bank raised their FY2026 earnings estimates for shares of General Motors in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will earn $12.50 per share for the year, up from their prior estimate of $12.45. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

A number of other analysts also recently weighed in on the company. JPMorgan Chase & Co. increased their price target on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Wedbush boosted their price objective on General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Morgan Stanley restated an “overweight” rating and set a $100.00 target price on shares of General Motors in a research report on Wednesday, January 28th. TD Cowen reiterated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Finally, Piper Sandler reissued an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of General Motors in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $91.58.

General Motors Price Performance

Shares of NYSE GM opened at $72.98 on Friday. The company has a market capitalization of $65.97 billion, a PE ratio of 24.25, a P/E/G ratio of 0.39 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 twelve month low of $41.60 and a twelve month high of $87.62. The firm has a fifty day simple moving average of $79.12 and a 200 day simple moving average of $73.42.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly 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. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the previous year, the company earned $1.92 EPS. The company’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.

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

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were given a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is 23.92%.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in GM. Laurel Wealth Advisors LLC bought a new stake in shares of General Motors during the fourth quarter worth about $25,000. Elevation Wealth Partners LLC boosted its stake in General Motors by 500.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after purchasing an additional 275 shares during the last quarter. SouthState Bank Corp boosted its stake in General Motors by 101.7% during the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after purchasing an additional 177 shares during the last quarter. Kemnay Advisory Services Inc. bought a new stake in General Motors during the 4th quarter worth approximately $30,000. Finally, Founders Capital Management purchased a new stake in shares of General Motors in the fourth quarter worth approximately $31,000. 92.67% of the stock is owned by institutional investors.

Key General Motors News

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.