FY2026 EPS Estimates for General Motors Boosted by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Erste Group Bank lifted their FY2026 earnings estimates for shares of General Motors in a research note issued on Friday, June 5th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings of $12.78 per share for the year, up from their prior forecast of $12.73. The consensus estimate for General Motors’ current full-year earnings is $12.85 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $14.42 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, beating analysts’ consensus estimates of $2.61 by $1.09. The firm had revenue of $43.62 billion during the quarter, compared to analyst estimates of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The business’s revenue for the quarter was down .9% on a year-over-year basis. During the same period in the previous year, the business earned $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

Several other brokerages have also issued reports on GM. Wells Fargo & Company upped their target price on shares of General Motors from $57.00 to $59.00 and gave the stock an “underweight” rating in a research report on Wednesday, April 29th. The Goldman Sachs Group lowered their price target on General Motors from $104.00 to $91.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. TD Cowen raised their price target on General Motors from $122.00 to $126.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Bank of America initiated coverage on General Motors in a research report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price target on the stock. Finally, Mizuho lowered their price target on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $95.65.

General Motors Stock Down 5.3%

GM opened at $79.35 on Thursday. The company has a fifty day moving average price of $78.18 and a 200-day moving average price of $78.83. The firm has a market capitalization of $71.55 billion, a P/E ratio of 32.00, a price-to-earnings-growth ratio of 0.42 and a beta of 1.30. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.15 and a quick ratio of 0.99. General Motors has a one year low of $47.63 and a one year high of $87.62.

Institutional Trading of General Motors

Institutional investors have recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC purchased a new stake in General Motors during the fourth quarter valued at about $25,000. Elevation Wealth Partners LLC boosted its holdings in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 275 shares during the period. SouthState Bank Corp boosted its holdings in shares of General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the period. Evergreen Advisors LLC purchased a new stake in shares of General Motors during the first quarter worth about $26,000. Finally, Kemnay Advisory Services Inc. purchased a new stake in shares of General Motors during the fourth quarter worth about $30,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at General Motors

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $85.00, for a total transaction of $586,075.00. Following the completion of the sale, the chief accounting officer directly owned 25,794 shares in the company, valued at $2,192,490. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of the company’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $84.97, for a total transaction of $775,266.28. Following the sale, the executive vice president owned 37,395 shares of the company’s stock, valued at approximately $3,177,453.15. The trade was a 19.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 577,567 shares of company stock worth $47,557,888 over the last three months. Company insiders own 0.54% of the company’s stock.

General Motors Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Friday, June 5th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, June 5th. General Motors’s dividend payout ratio is presently 29.03%.

General Motors News Summary

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

• Positive Sentiment: GM announced new energy-storage initiatives, including a partnership with Peak Energy and an equity investment through GM Ventures, to develop sodium-ion batteries for grid-scale storage and data-center power needs. This opens a potentially large new revenue stream tied to rising electricity demand from AI infrastructure. Peak Energy and General Motors Partner to Scale Next-Generation Energy Storage Technology for the Grid
• Positive Sentiment: The company is also expanding vehicle-to-grid and bidirectional charging features, allowing some EV owners to send power back to the grid. Investors may view this as a way to deepen GM’s EV ecosystem and improve the economics of ownership. GM to offer EV owners ability to sell power to US electricity grid
• Positive Sentiment: Analysts and media coverage have highlighted GM’s broader push into battery development, AI-driven engineering, and energy storage as a possible long-term growth catalyst, with some narrative models nudging fair value estimates slightly higher. How The Narrative On General Motors (GM) Is Shifting With Mixed Analyst Targets And New Ventures
• Neutral Sentiment: GM said it may abandon plans to use LFP batteries in future EVs, signaling a possible change in its cost-reduction strategy. The move could help GM differentiate itself, but it also introduces questions about battery costs and EV competitiveness. Exclusive: GM may ditch LFP batteries for future EVs
• Negative Sentiment: Despite the strategic announcements, the stock did not get an immediate lift, and one market note pointed out that GM fell more than the broader market in the latest session, suggesting investors may still be focused on execution risk and near-term profitability rather than the long-term optionality. General Motors (GM) Registers a Bigger Fall Than the Market: Important Facts to Note

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.