General Motors (NYSE:GM) Updates FY 2026 Earnings Guidance

General Motors (NYSE:GM) (TSE:GMM.U) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 12.000-14.000 for the period, compared to the consensus EPS estimate of 12.770. The company issued revenue guidance of -.

General Motors Stock Up 5.1%

Shares of NYSE GM opened at $79.67 on Wednesday. The company’s fifty day simple moving average is $78.91 and its 200 day simple moving average is $78.83. General Motors has a 12-month low of $48.87 and a 12-month high of $87.62. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The firm has a market cap of $71.84 billion, a PE ratio of 32.13, a P/E/G ratio of 0.38 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating analysts’ consensus estimates of $3.18 by $0.39. General Motors had a return on equity of 16.68% and a net margin of 1.38%.The company had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. During the same quarter last year, the company earned $2.53 earnings per share. The company’s revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, sell-side analysts forecast that General Motors will post 12.88 earnings per share for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed 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. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s payout ratio is currently 29.03%.

Analyst Ratings Changes

Several research analysts have recently commented on GM shares. Deutsche Bank Aktiengesellschaft raised General Motors from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $83.00 to $90.00 in a report on Tuesday, April 14th. Royal Bank Of Canada cut their target price on shares of General Motors from $95.00 to $94.00 and set an “outperform” rating for the company in a research report on Monday, July 13th. Piper Sandler reissued an “overweight” rating and issued a $102.00 target price on shares of General Motors in a research note on Wednesday, April 29th. Benchmark restated a “buy” rating on shares of General Motors in a research report on Tuesday. Finally, Wolfe Research upgraded General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price objective for the company in a report on Wednesday, March 25th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, General Motors currently has an average rating of “Moderate Buy” and a consensus price target of $97.27.

Insider Buying and Selling

In related news, EVP Rory Harvey sold 79,494 shares of the company’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 46,519 shares in the company, valued at $3,862,007.38. This represents a 63.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $85.00, for a total transaction of $586,075.00. Following the sale, the chief accounting officer directly owned 25,794 shares of the company’s stock, valued at $2,192,490. The trade was a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 697,388 shares of company stock worth $57,752,596 in the last ninety days. 0.54% of the stock is owned by insiders.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM delivered a beat-and-raise quarter, reporting Q2 adjusted EPS of $3.57 on revenue of $48.03 billion, both above expectations, as strong pricing and cost discipline helped margins expand. GM releases 2026 second-quarter results, raises full-year 2026 guidance and declares quarterly dividend
• Positive Sentiment: The company raised its 2026 profit forecast, citing profitable truck and SUV sales, resilient consumer demand, and improved North America margins, which supports the case for better earnings momentum in the second half. GM quarterly core profit rises 30% on truck, SUV strength
• Positive Sentiment: GM also increased its quarterly dividend, reinforcing management’s confidence in cash generation after the earnings beat. GM Financial Reports Second Quarter 2026 Operating Results
• Positive Sentiment: Investors are also encouraged by GM’s growing software and subscriptions business, with OnStar and Super Cruise generating meaningful recurring revenue that could improve the company’s long-term margin profile. GM is quietly becoming a subscriptions company
• Neutral Sentiment: GM is continuing to reset its EV strategy, including write-downs and lower EV deliveries, which creates near-term noise but may reduce future losses if the pivot improves capital allocation. GM swallowed a $10.9 billion pill to reset its EV strategy. It says the worst is nearly over.
• Negative Sentiment: Some coverage still points to EV-related charges and brand challenges, including weak sentiment around Cadillac, which could temper enthusiasm if investors focus on execution risk rather than the earnings beat. Cadillac Is America’s Worst Luxury Brand, By Far

Hedge Funds Weigh In On General Motors

Hedge funds and other institutional investors have recently made changes to their positions in the business. Sumitomo Life Insurance Co. lifted its stake in shares of General Motors by 0.7% during the 4th quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after purchasing an additional 127 shares during the period. UMB Bank n.a. boosted its stake in General Motors by 2.0% in the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after buying an additional 136 shares during the last quarter. First Manhattan CO. LLC. grew its holdings in General Motors by 0.4% in the 4th quarter. First Manhattan CO. LLC. now owns 32,683 shares of the auto manufacturer’s stock valued at $2,658,000 after buying an additional 140 shares during the period. CreativeOne Wealth LLC increased its stake in shares of General Motors by 1.3% during the 4th quarter. CreativeOne Wealth LLC now owns 11,394 shares of the auto manufacturer’s stock valued at $927,000 after acquiring an additional 145 shares during the last quarter. Finally, Arkadios Wealth Advisors increased its stake in shares of General Motors by 0.4% during the 4th quarter. Arkadios Wealth Advisors now owns 43,118 shares of the auto manufacturer’s stock valued at $3,506,000 after acquiring an additional 188 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

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.