Analysts Set Expectations for General Motors FY2026 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Erste Group Bank cut their FY2026 earnings per share estimates for General Motors in a report issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will earn $12.40 per share for the year, down from their previous forecast of $12.50. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter last year, the company earned $1.92 EPS. The firm’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.

Several other brokerages have also commented on GM. The Goldman Sachs Group set a $104.00 price objective on General Motors in a report on Tuesday, January 27th. Wells Fargo & Company raised their target price on shares of General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research note on Wednesday, January 28th. Evercore raised their target price on shares of General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a research note on Monday, February 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of General Motors in a research note on Thursday, January 22nd. Finally, DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $91.38.

General Motors Stock Up 5.3%

Shares of NYSE GM opened at $76.65 on Thursday. General Motors has a 52 week low of $41.63 and a 52 week high of $87.62. The business has a 50-day simple moving average of $77.91 and a two-hundred day simple moving average of $74.26. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The company has a market cap of $69.29 billion, a P/E ratio of 25.46, a P/E/G ratio of 0.39 and a beta of 1.34.

Hedge Funds Weigh In On General Motors

Several hedge funds have recently made changes to their positions in the business. Stance Capital LLC purchased a new position in shares of General Motors during the fourth quarter valued at approximately $3,402,000. Rockefeller Capital Management L.P. increased its stake in shares of General Motors by 31.6% during the fourth quarter. Rockefeller Capital Management L.P. now owns 510,885 shares of the auto manufacturer’s stock valued at $41,545,000 after buying an additional 122,750 shares during the period. World Investment Advisors boosted its position in shares of General Motors by 76.6% during the fourth quarter. World Investment Advisors now owns 11,815 shares of the auto manufacturer’s stock valued at $961,000 after purchasing an additional 5,124 shares in the last quarter. PeakShares LLC bought a new stake in shares of General Motors during the fourth quarter valued at approximately $249,000. Finally, Corient Private Wealth LLC boosted its position in shares of General Motors by 14.4% during the fourth quarter. Corient Private Wealth LLC now owns 367,378 shares of the auto manufacturer’s stock valued at $29,876,000 after purchasing an additional 46,218 shares in the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors announced that its board has authorized a stock buyback 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 purchase up to 8.1% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend was Friday, March 6th. General Motors’s payout ratio is presently 23.92%.

Trending Headlines about General Motors

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

• Positive Sentiment: Quarterly results and forward outlook that support upside — GM reported an EPS beat and has reiterated multi-year guidance that underpins higher EPS expectations; this helps explain buyer interest. MarketBeat GM profile and recent results
• Positive Sentiment: Capital investment for ICE/truck business — GM’s Saginaw plant received $150 million to support next‑gen V8 truck engine production, signaling continued cash allocation to profitable truck/SUV markets and supporting near‑term margin expectations. Saginaw plant investment article
• Positive Sentiment: Analyst/value narratives drawing buying interest — value-focused writeups (Zacks and others) are highlighting GM’s valuation and long‑term cash generation as reasons to accumulate after recent volatility. Zacks valuation piece
• Neutral Sentiment: Competitive/industry context — broader OEM moves (Ford’s EV pivot and delivery weakness, Rivian/Tesla product developments) are reshaping market share dynamics; these trends are context for GM’s strategy but not an immediate binary catalyst. Ford deliveries article Rivian opportunity article Tesla Model Y L expansion
• Negative Sentiment: Large recall for rearview camera on ~271,770 vehicles — the NHTSA‑filed recall raises near‑term warranty, repair and reputational risk; investors will watch any associated costs or further safety notices. Reuters recall report
• Negative Sentiment: Additional safety/software incidents and legal exposure — stop‑sale and recall on certain Corvettes for a software glitch, plus refiled/master cylinder and brake‑related lawsuits increase headline risk and potential liability. Corvette stop‑sale article Brake lawsuit refiling
• Negative Sentiment: Analyst revisions — at least one major firm trimmed FY2027 EPS estimates; downward estimate moves can weigh on sentiment if they become a trend. MarketBeat note on analyst estimates

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.