General Motors Company (NYSE:GM) Receives $89.52 Consensus Target Price from Brokerages

General Motors Company (NYSE:GM) (TSE:GMM.U) has received an average recommendation of “Moderate Buy” from the twenty-four research firms that are covering the stock, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell rating, five have assigned a hold rating, fifteen have issued a buy rating and two have given a strong buy rating to the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $91.3913.

GM has been the topic of a number of recent research reports. DZ Bank raised General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a report on Thursday, January 29th. Piper Sandler reissued an “overweight” rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. Zacks Research cut General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Jefferies Financial Group raised their price objective on General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. Finally, HSBC lifted their price objective on General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research report on Tuesday, January 13th.

Institutional Trading of General Motors

Hedge funds and other institutional investors have recently modified their holdings of the company. CWM LLC grew its stake in General Motors by 50.8% during the third quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after acquiring an additional 114,756 shares in the last quarter. Corient Private Wealth LLC lifted its stake in General Motors by 6.2% in the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after purchasing an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC purchased a new stake in General Motors in the 3rd quarter worth $3,411,000. Burney Co. boosted its holdings in shares of General Motors by 18.7% during the 3rd quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after purchasing an additional 12,913 shares during the last quarter. Finally, Permanent Capital Management LP bought a new position in shares of General Motors during the 3rd quarter valued at about $1,102,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors News Roundup

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

• Positive Sentiment: Bank of America names GM a top auto pick for 2026, highlighting pickup demand and regulatory tailwinds that could boost margins and shareholder returns. GM and Ford: Bank of America Names 2 Top Auto Stocks to Buy for 2026
• Positive Sentiment: GM is consolidating and expanding its certified pre-owned (CPO) business onto the CarBravo platform (open to non‑GM cars), aiming to grow used-car margins and dealer revenues — a clearer, higher-margin recurring revenue stream. GM CarBravo Shift Links Used Car Strategy With Undervalued Stock Story
• Positive Sentiment: GM Defense won an Army contract for infantry squad vehicles and safety kits, adding aftermarket and defense revenue that diversifies cash flow beyond consumer vehicle sales. GM Defense Secures Army Contract for Infantry Squad Vehicles, Safety Kits
• Neutral Sentiment: Coverage pieces note GM has outpaced the Nasdaq over the past year and recently beat short-term market moves, underscoring improving investor sentiment but also setting higher expectations. Is General Motors Company Stock Outperforming the Nasdaq?
• Neutral Sentiment: Analyst and market commentary emphasize pickup demand in 2026 (a sector tailwind for GM), but note execution and product cycles will determine how much GM benefits. 2026 could be a big year for Ford and GM pickup truck buyers, owners
• Negative Sentiment: GM faces a large consolidated lawsuit and tens of thousands of consumer complaints alleging sudden V8 engine seizure — a material legal and reputational risk that could lead to settlements, recalls or higher warranty provisions. GM Faces Massive Lawsuit After Tens Of Thousands Of Complaints Over Its V8
• Negative Sentiment: GM and Honda are ending their Michigan hydrogen joint venture, signaling setbacks in alternative-fuel diversification and forcing GM to reallocate R&D and capex plans. The hydrogen divorce: Why Honda and GM are killing their Michigan joint venture

General Motors Stock Down 1.4%

Shares of GM stock opened at $75.12 on Monday. General Motors has a 12 month low of $41.60 and a 12 month high of $87.62. The stock has a market cap of $67.91 billion, a P/E ratio of 24.96, a P/E/G ratio of 0.41 and a beta of 1.37. 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 company has a 50 day simple moving average of $81.50 and a two-hundred day simple moving average of $71.62.

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 for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter last year, the company posted $1.92 EPS. The company’s revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, research analysts expect that General Motors will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be issued 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 1.0%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s payout ratio is presently 19.93%.

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

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.