Zacks Research Predicts Lower Earnings for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Zacks Research cut their Q1 2026 earnings estimates for General Motors in a report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the auto manufacturer will earn $2.53 per share for the quarter, down from their previous estimate of $2.59. 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’ Q4 2026 earnings at $2.97 EPS, Q1 2027 earnings at $2.78 EPS and Q2 2027 earnings at $3.04 EPS.

Other equities research analysts also recently issued reports about the stock. Wall Street Zen downgraded shares of General Motors from a “buy” rating to a “hold” rating in a research report on Sunday, January 4th. Tigress Financial boosted their price objective on shares of General Motors from $88.00 to $92.00 and gave the stock a “strong-buy” rating in a research note on Friday, October 24th. 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. Deutsche Bank Aktiengesellschaft upped their price target on General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company raised their price objective on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research report on Wednesday, January 28th. Two investment 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and an average target price of $89.52.

General Motors Stock Performance

NYSE:GM opened at $81.00 on Thursday. The stock’s 50-day moving average is $81.92 and its 200-day moving average is $68.92. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The stock has a market cap of $73.22 billion, a P/E ratio of 26.91, a price-to-earnings-growth ratio of 0.44 and a beta of 1.36.

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

Institutional Trading of General Motors

Several large investors have recently modified their holdings of the stock. Laurel Wealth Advisors LLC bought a new stake in General Motors in the fourth quarter valued at $25,000. Elevation Wealth Partners LLC grew its stake in shares of General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after buying an additional 275 shares during the period. Steigerwald Gordon & Koch Inc. bought a new stake in General Motors in the 3rd quarter valued at about $29,000. SouthState Bank Corp raised 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 worth $29,000 after buying an additional 177 shares during the period. Finally, Kelleher Financial Advisors acquired a new position in General Motors during the 3rd quarter worth approximately $29,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

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 paid a dividend of $0.18 per share. This is an increase from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s payout ratio is 19.93%.

General Motors announced that its Board of Directors has approved a share buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

General Motors News Roundup

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

• Positive Sentiment: Breakthrough charging tech: GM announced XFC cell technology that can recharge an EV battery in just over 5 minutes — a potential game-changer for EV competitiveness and resale/value prospects if it scales. GM XFC Cell Tech Allows EV Battery Recharging In Just Over 5 Minutes
• Positive Sentiment: Analyst lift on near-term earnings: Zacks Research raised Q2 EPS estimates for GM, supporting the view of stronger short-term profitability and helping justify current multiples. Q2 EPS Estimates for General Motors Lifted by Zacks Research
• Positive Sentiment: Value case highlighted: A Zacks piece argues GM looks like a strong value stock on style/valuation metrics — useful for investors attracted to yield/turnaround stories. Here’s Why General Motors (GM) is a Strong Value Stock
• Neutral Sentiment: Service/quality actions: GM issued fixes for ticking noises in several truck/SUV engines — reduces potential warranty/PR fallout but signals ongoing aftersales support needs. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Product strategy noise: Media coverage about internal disputes over the next-gen Camaro and the GM/Allison split highlights strategic choices that may reshape product mix but have unclear near-term EPS impact. Inside GM’s war over the next-generation Chevrolet Camaro How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Analyst haircut to several quarterly EPS estimates: Zacks issued modest downgrades to multiple upcoming quarter estimates (Q1/Q4 2026 and Q1/Q2 2027), which creates short-term pressure on forward guidance expectations. (report excerpt)
• Negative Sentiment: Industry writedowns and EV demand weakness: A WSJ report says Detroit automakers face a roughly $50B hit as EV investment is being scaled back amid cooling demand — a sector-level risk that could pressure GM’s EV plans and long-term margins. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Recall/service tweak for 6.2L V8: GM’s recalled 6.2‑liter V8 will now use thicker oil — an operational/service change that underscores quality/recall risk and could carry warranty costs or reputational impact. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason
• Positive Sentiment: Contract/settlement upside: Coverage indicates Honda may be required to compensate GM for poor EV sales under their deal, which would be a modest positive offset to EV revenue risks. Honda Being Forced to Compensate General Motors for Poor EV Sales

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.