FY2026 EPS Estimates for General Motors Boosted by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Erste Group Bank upped their FY2026 earnings estimates for General Motors in a research report issued on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will post earnings of $13.45 per share for the year, up from their prior forecast of $13.40. The consensus estimate for General Motors’ current full-year earnings is $13.29 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $15.07 EPS.

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

Several other equities analysts also recently commented on GM. Tigress Financial increased their target price on shares of General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 28th. Wedbush reaffirmed an “outperform” rating and issued a $95.00 price target on shares of General Motors in a research report on Monday, May 11th. Royal Bank Of Canada upped their price target on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Morgan Stanley increased their price objective on General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Finally, Barclays raised their price objective on General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, General Motors currently has an average rating of “Moderate Buy” and an average target price of $101.41.

General Motors Stock Down 1.2%

General Motors stock opened at $85.32 on Monday. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. General Motors has a 1-year low of $54.33 and a 1-year high of $91.85. The firm’s fifty day simple moving average is $82.78 and its 200-day simple moving average is $79.71. The company has a market capitalization of $74.86 billion, a P/E ratio of 43.09, a P/E/G ratio of 0.49 and a beta of 1.32.

General Motors Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be given a $0.18 dividend. 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 payout ratio is currently 36.36%.

Insider Activity at General Motors

In other news, CEO Mary T. Barra sold 318,448 shares of the firm’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the sale, the chief executive officer owned 428,994 shares in the company, valued at approximately $38,772,477.72. This trade represents a 42.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of the business’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $86.95, for a total transaction of $772,289.90. Following the transaction, the executive vice president directly owned 28,513 shares in the company, valued at $2,479,205.35. This trade represents a 23.75% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 669,486 shares of company stock valued at $59,205,537. 0.44% of the stock is owned by corporate insiders.

Institutional Trading of General Motors

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Tsfg LLC lifted its stake in shares of General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after buying an additional 120 shares during the period. Sumitomo Life Insurance Co. grew its position in General Motors by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after buying an additional 127 shares in the last quarter. UMB Bank n.a. increased its stake in General Motors by 2.0% during the fourth quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock valued at $560,000 after acquiring an additional 136 shares during the period. Waddell & Associates LLC raised its holdings in General Motors by 1.3% in the 4th quarter. Waddell & Associates LLC now owns 10,737 shares of the auto manufacturer’s stock valued at $873,000 after acquiring an additional 137 shares in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC raised its holdings in General Motors by 0.9% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 15,043 shares of the auto manufacturer’s stock valued at $1,223,000 after acquiring an additional 138 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Canadian investment secures future production. Unifor members ratified a three-year labor agreement covering improved wages and benefits, while GM pledged approximately C$1.1 billion to Canadian plants. The investment is expected to support new products, including a next-generation heavy-duty truck at the Ontario plant, improving production visibility and labor stability. GM Canadian workers approve deal
• Positive Sentiment: The Canadian agreement reduces the risk of a disruptive strike and provides a longer-term framework for GM’s North American truck production. However, investors must weigh the benefit against higher labor and launch costs. Unifor ratifies contract with GM
• Neutral Sentiment: GM joined the Lowe’s Foundation’s Building Futures Skilled Trades Coalition, which aims to train one million workers by 2035. The workforce initiative may support future hiring and skills development but has limited near-term earnings impact. Lowe’s skilled trades coalition
• Neutral Sentiment: Analysts note that GM’s Canadian pledge improves production visibility, while tariffs, elevated costs and new-model execution remain risks. GM continues to generate substantially more revenue than Tesla, but Tesla has posted stronger comparative growth momentum. GM Canadian investment analysis
• Negative Sentiment: GM is rolling out an over-the-air update that enables cabin-camera recording in some new vehicles. The feature could create privacy and regulatory concerns, potentially adding reputational risk. GM camera recording update
• Negative Sentiment: A failed wireless software update reportedly requires dealers to manually repair seven SUV models before sale, highlighting execution and quality-control problems that could delay deliveries and increase costs. GM wireless update failure
• Negative Sentiment: GM also faces pressure from Toyota’s expanding U.S. hybrid share and has yet to resolve reported transmission-shudder issues affecting GMC Sierra and Canyon vehicles. These developments could weigh on customer satisfaction, sales leadership and warranty costs. GM under pressure in U.S. auto market

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.