General Motors Q3 EPS Estimate Boosted by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities research analysts at Zacks Research increased their Q3 2026 earnings estimates for General Motors in a report issued on Tuesday, August 4th. Zacks Research analyst Team now anticipates that the auto manufacturer will earn $3.06 per share for the quarter, up from their prior estimate of $3.02. The consensus estimate for General Motors’ current full-year earnings is $13.29 per share. Zacks Research also issued estimates for General Motors’ Q3 2027 earnings at $3.51 EPS, Q4 2027 earnings at $3.30 EPS, FY2027 earnings at $13.36 EPS, Q1 2028 earnings at $3.20 EPS, Q2 2028 earnings at $3.14 EPS and FY2028 earnings at $12.70 EPS.

Several other equities analysts also recently weighed in on GM. JPMorgan Chase & Co. lifted their target price on General Motors from $110.00 to $120.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Piper Sandler reaffirmed an “overweight” rating and issued a $102.00 price objective on shares of General Motors in a research note on Wednesday, April 29th. Royal Bank Of Canada boosted their price objective on General Motors from $94.00 to $100.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Evercore reaffirmed an “outperform” rating and set a $100.00 price target on shares of General Motors in a report on Monday, May 4th. Finally, Wall Street Zen raised shares of General Motors from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $101.41.

General Motors Trading Up 0.9%

NYSE:GM opened at $89.08 on Thursday. General Motors has a one year low of $52.09 and a one year high of $91.85. The business has a fifty day moving average price of $81.01 and a 200-day moving average price of $79.17. The firm has a market capitalization of $78.16 billion, a price-to-earnings ratio of 44.99, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, topping the consensus estimate of $3.19 by $0.38. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The company’s quarterly revenue was up 1.9% on a year-over-year basis. During the same period last year, the firm earned $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

General Motors Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is 36.36%.

Insiders Place Their Bets

In other news, EVP Rory Harvey sold 79,494 shares of General Motors stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the sale, the executive vice president owned 46,519 shares in the company, valued at $3,862,007.38. This trade represents a 63.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the business’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the completion of the transaction, the president directly owned 92,293 shares in the company, valued at $8,303,601.21. This trade represents a 43.51% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,247,053 shares of company stock valued at $106,763,425 in the last 90 days. 0.44% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On General Motors

Several institutional investors have recently bought and sold shares of the stock. Cibc World Market Inc. grew its position in shares of General Motors by 57.2% during the fourth quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock valued at $16,318,000 after purchasing an additional 72,984 shares in the last quarter. M&T Bank Corp raised its position in General Motors by 82.0% during the fourth quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after purchasing an additional 32,474 shares during the period. Legacy Capital Group California Inc. increased its position in shares of General Motors by 206.4% during the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock valued at $1,708,000 after purchasing an additional 14,150 shares during the last quarter. Janney Montgomery Scott LLC lifted its position in General Motors by 16.2% in the first quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock worth $15,062,000 after buying an additional 28,163 shares during the last quarter. Finally, Leonteq Securities AG bought a new stake in General Motors in the fourth quarter worth $17,753,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting General Motors

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

• Positive Sentiment: China partnership extended through 2047: GM and SAIC Motor renewed their 50-50 joint venture for 20 years following a major restructuring that included plant closures and a streamlined model lineup. The agreement targets at least 30 new-energy vehicles by 2030, focuses on Buick and Cadillac sales in China, and allows Chevrolet vehicles built in China to be exported to non-U.S. markets. The longer-term arrangement preserves GM’s access to China while emphasizing vehicles and technology tailored to local consumers. GM renews China joint venture with SAIC for 20 years after restructuring
• Positive Sentiment: EV charging network reaches a major milestone: GM, Pilot and EVgo said their fast-charging network now exceeds 300 locations and 1,300 stalls across 40 states, covering roughly 75% of the contiguous United States. Greater charging availability supports EV adoption and strengthens GM’s broader electric-vehicle ecosystem. Pilot, General Motors and EVgo Power EV Road Trips with More Than 300 Fast-Charging Locations Nationwide
• Neutral Sentiment: Analyst estimates are mixed but generally improving: Zacks Research raised its FY2026 EPS forecast to $12.85 from $12.64 and increased its Q1 and Q2 2027 estimates, while cutting its Q4 2026 estimate to $2.52 from $2.85. The revisions suggest stronger expected results beyond the near term, but also some caution about fourth-quarter profitability.
• Negative Sentiment: China execution and geopolitical risks remain: The renewed venture follows costly restructuring and a period of weaker performance in China. Continued investment, intense local competition and U.S.-China tensions could limit the financial benefit of the agreement.

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.