FY2026 EPS Estimates for General Motors Raised by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Erste Group Bank boosted their FY2026 earnings per share estimates for shares of General Motors in a research note issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings of $12.95 per share for the year, up from their prior estimate of $12.78. The consensus estimate for General Motors’ current full-year earnings is $12.88 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $14.48 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, topping the consensus estimate of $2.61 by $1.09. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The business had revenue of $43.62 billion during the quarter, compared to the consensus estimate of $43.51 billion. During the same period in the prior year, the company earned $2.78 EPS. General Motors’s revenue for the quarter was down .9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

Other equities research analysts also recently issued reports about the stock. Mizuho reduced their price target on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 29th. JPMorgan Chase & Co. upped their price objective on shares of General Motors from $98.00 to $110.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 8th. TD Cowen increased their price objective on shares of General Motors from $122.00 to $126.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Wolfe Research upgraded shares of General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 target price on the stock in a research report on Wednesday, March 25th. Finally, Deutsche Bank Aktiengesellschaft raised shares of General Motors from a “hold” rating to a “buy” rating and boosted their target price for the stock from $83.00 to $90.00 in a research note on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, General Motors presently has a consensus rating of “Moderate Buy” and an average price target of $97.27.

General Motors Stock Down 2.1%

Shares of NYSE GM opened at $76.08 on Friday. The company has a current ratio of 1.15, a quick ratio of 0.99 and a debt-to-equity ratio of 1.41. The company has a market cap of $68.60 billion, a price-to-earnings ratio of 30.68, a PEG ratio of 0.38 and a beta of 1.31. General Motors has a 12 month low of $48.87 and a 12 month high of $87.62. The stock has a 50-day moving average price of $78.83 and a two-hundred day moving average price of $78.91.

General Motors Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, June 5th were given a dividend of $0.18 per share. The ex-dividend date was Friday, June 5th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is currently 29.03%.

Insider Buying and Selling

In other news, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $85.00, for a total transaction of $586,075.00. Following the completion of the transaction, the chief accounting officer owned 25,794 shares of the company’s stock, valued at approximately $2,192,490. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of General Motors stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $84.97, for a total transaction of $775,266.28. Following the transaction, the executive vice president owned 37,395 shares in the company, valued at approximately $3,177,453.15. This trade represents a 19.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 697,388 shares of company stock worth $57,752,596 in the last ninety days. Company insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Tsfg LLC raised its position in General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock worth $182,000 after acquiring an additional 120 shares in the last quarter. Bogart Wealth LLC lifted its stake in shares of General Motors by 15.6% in the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock valued at $74,000 after purchasing an additional 122 shares during the period. Sumitomo Life Insurance Co. boosted its holdings in General Motors by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after buying an additional 127 shares in the last quarter. PDS Planning Inc grew its position in General Motors by 3.4% during the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after buying an additional 131 shares during the period. Finally, UMB Bank n.a. increased its holdings in 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 buying an additional 136 shares in the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting General Motors

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

• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for GM, signaling improving profit expectations ahead of earnings.
• Positive Sentiment: Multiple earnings-preview articles say GM has a strong chance to beat estimates again, helped by its recent track record of earnings surprises and favorable setup for the quarter.
• Positive Sentiment: GM may benefit from China restructuring efforts and growing digital revenue, which could help support margins and earnings growth.
• Neutral Sentiment: Market commentary and options-market coverage suggest traders are positioning for a potential move in GM, but no clear direction was confirmed.
• Negative Sentiment: Investor concern remains around GM’s China exposure, which continues to be described as a key problem for the stock.
• Negative Sentiment: Broader EV-sector headlines show a tough environment for automakers, with valuation pressure and industry uncertainty still hanging over the space.

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.