General Motors Company (NYSE:GM) Receives Average Rating of “Moderate Buy” from Analysts

General Motors Company (NYSE:GM) (TSE:GMM.U) has been given a consensus recommendation of “Moderate Buy” by the twenty-four research firms that are covering the firm, MarketBeat.com reports. Two analysts have rated the stock with a sell recommendation, five have issued a hold recommendation, fifteen have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12 month target price among brokers that have issued a report on the stock in the last year is $89.5217.

Several equities analysts recently issued reports on the company. Piper Sandler reiterated an “overweight” rating and issued a $105.00 price objective (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Zacks Research downgraded shares of General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. HSBC raised their price objective on shares of General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a report on Tuesday, January 13th. Wells Fargo & Company increased their target price on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a report on Wednesday, January 28th. Finally, Benchmark boosted their price target on General Motors from $65.00 to $90.00 and gave the company a “buy” rating in a report on Tuesday.

General Motors Trading Up 1.6%

Shares of NYSE GM traded up $1.29 during midday trading on Thursday, reaching $81.11. 1,505,420 shares of the stock were exchanged, compared to its average volume of 8,872,045. General Motors has a 12 month low of $41.60 and a 12 month high of $87.62. The company has a market capitalization of $73.32 billion, a price-to-earnings ratio of 26.95, a P/E/G ratio of 0.44 and a beta of 1.36. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The business has a 50-day simple moving average of $81.73 and a two-hundred day simple moving average of $68.65.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter last year, the business posted $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. As a group, equities research analysts expect that General Motors will post 11.44 EPS for the current year.

General Motors declared that its board has authorized a share repurchase plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be paid a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is presently 23.92%.

Hedge Funds Weigh In On General Motors

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares during the last quarter. Franklin Resources Inc. raised its stake in shares of General Motors by 2.7% during the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock worth $2,615,121,000 after purchasing an additional 835,645 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of General Motors by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock valued at $1,802,668,000 after buying an additional 267,477 shares during the last quarter. Capital World Investors grew its stake in shares of General Motors by 7.8% in the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock valued at $1,588,688,000 after buying an additional 1,405,530 shares in the last quarter. Finally, AQR Capital Management LLC increased its holdings in General Motors by 5.5% during the third quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after buying an additional 748,831 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

Key General Motors News

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

• Positive Sentiment: DZ Bank upgraded GM to a Buy and set a $98 price target, signaling bullish conviction on autonomous/EV upside and providing a near-term catalyst for investor interest. DZ Bank upgrade
• Positive Sentiment: Honda-related developments could benefit GM: reports say Honda may have to compensate GM after weak EV sales and that GM could be a surprise beneficiary — a potential one-off upside to EV revenue/partnership economics. Honda compensation report
• Positive Sentiment: Market-share momentum: GM finished 2025 as Canada’s top EV seller — supports growth narrative in EV markets and helps justify longer-term EPS upgrades by some analysts. Canada EV sales
• Neutral Sentiment: GM released a software/repair fix for engine ticking on certain Chevrolet Silverado/Colorado/Traverse models — reduces warranty/reputational risk but is operationally routine. Engine ticking fix
• Neutral Sentiment: Industry/legal watch: BYD’s complaint against U.S. tariffs is being watched by Tesla, Ford and GM — a policy outcome could reshape competitive dynamics but timing/outcome is uncertain. BYD lawsuit
• Neutral Sentiment: Product/program updates (next-gen Camaro internal debates) and commentary on the GM/Allison split could influence product timing and heavy-truck strategy over time, but immediate financial impact is unclear. Camaro coverage
• Negative Sentiment: Zacks Research trimmed several near-term EPS estimates (Q1 2026, Q4 2026, Q1 & Q2 2027) and maintains a “Hold” — the cuts pressure near-term earnings expectations and help explain the weaker share reaction. (Zacks also raised some later-period forecasts, creating mixed messaging for investors.) Zacks estimates
• Negative Sentiment: Supply-chain risk: GM called an “urgent” supplier meeting over exposure to First Brands — potential disruption or cost exposure from a supplier issue is a downside risk to margins and production. Supplier meeting

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.