General Motors (NYSE:GM) Cut to Hold at Zacks Research

General Motors (NYSE:GM) (TSE:GMM.U) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Tuesday,Zacks.com reports.

GM has been the topic of several other reports. UBS Group increased their target price on General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a research report on Wednesday. TD Cowen reissued a “buy” rating on shares of General Motors in a research report on Wednesday. Deutsche Bank Aktiengesellschaft upped their price target on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday. Argus set a $78.00 price objective on shares of General Motors in a research note on Thursday, October 23rd. Finally, JPMorgan Chase & Co. increased their target price on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $85.70.

General Motors Stock Performance

Shares of NYSE GM opened at $84.95 on Tuesday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.06. The company has a market cap of $79.24 billion, a PE ratio of 17.09, a price-to-earnings-growth ratio of 0.80 and a beta of 1.31. The company has a 50-day simple moving average of $79.49 and a 200-day simple moving average of $66.50. General Motors has a 12 month low of $41.60 and a 12 month high of $87.31.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. General Motors’s revenue was down 5.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts anticipate that General Motors will post 11.44 earnings per share for the current year.

General Motors announced that its Board of Directors has authorized a stock buyback program on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at General Motors

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares in the company, valued at $864,504. This represents a 39.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On General Motors

Large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of General Motors by 11.5% during the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after acquiring an additional 11,418,367 shares during the last quarter. Franklin Resources Inc. grew its position in shares of General Motors by 3.3% during the 3rd quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock valued at $1,909,748,000 after buying an additional 989,189 shares during the last quarter. Capital World Investors grew its holdings in shares of General Motors by 8.2% during the third quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock valued at $1,105,420,000 after purchasing an additional 1,366,467 shares during the last quarter. AQR Capital Management LLC raised its position in shares of General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after purchasing an additional 748,831 shares during the period. Finally, Viking Global Investors LP lifted its holdings in shares of General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the last quarter. 92.67% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about General Motors

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

• Positive Sentiment: Q4 adjusted EPS beat expectations — GM reported $2.51 EPS (ahead of ~$2.20), showing operational strength that helped lift investor sentiment. General Motors (NYSE:GM) Shares Gap Up After Strong Earnings
• Positive Sentiment: $6.0 billion share buyback authorization — The board approved repurchases (up to ~8.1% of shares), a direct boost to EPS and shareholder returns that supports the stock. General Motors (NYSE:GM) to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Dividend and capital-return posture — GM raised its quarterly dividend 20% (to $0.18) alongside the buyback, signaling management confidence in cash flow. GM takes $7.2B charge, boosts dividend
• Positive Sentiment: Multiple analyst price-target upgrades — UBS, RBC, Mizuho and others raised targets and turned more bullish, adding momentum to the rally. UBS price target raise
• Neutral Sentiment: Recurring subscription revenue is growing — GM reported nearly $2B in in-vehicle tech/subscriptions, which supports higher-margin, recurring revenue long term. GM is quietly becoming a subscriptions company
• Neutral Sentiment: Analysts note conservative outlooks — Some research frames GM’s guidance and strategy as cautious, suggesting upside may be limited until guidance visibility improves. Analyst: Outlook Looks Conservative
• Negative Sentiment: Large EV-related charge — GM took roughly $7.2B in one-time charges to realign its EV strategy and restructure in China, depressing reported net income and adding execution risk for EV investments. GM takes $7B hit after shifting EV strategy
• Negative Sentiment: Revenue fell short of estimates — Q4 sales (~$45.29B) missed the Street by a small margin, reinforcing concerns about demand trends. GM misses Q4 sales expectations
• Negative Sentiment: Tariff and trade risks — Management flagged potential tariff costs and evolving trade policy as a material risk that could add billions to costs and pressure margins. Tariff turbulence risks

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.