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

General Motors (NYSE:GM) (TSE:GMM.U) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 9.750-10.500 for the period, compared to the consensus earnings per share estimate of 11.900. The company issued revenue guidance of -.

General Motors Price Performance

General Motors stock opened at $84.95 on Thursday. The company has a current ratio of 1.17, a quick ratio of 1.06 and a debt-to-equity ratio of 1.50. The stock has a market cap of $79.24 billion, a P/E ratio of 17.09, a PEG ratio of 0.80 and a beta of 1.31. The company has a 50-day moving average price of $79.49 and a 200 day moving average price 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 released its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The firm’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts anticipate that General Motors will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be paid a $0.18 dividend. This is a positive change from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. General Motors’s payout ratio is presently 12.07%.

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

Wall Street Analyst Weigh In

A number of research analysts have commented on GM shares. Royal Bank Of Canada upped their price target on General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a research note on Wednesday. TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday. Evercore ISI boosted their price target on shares of General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a research note on Monday, November 24th. Argus set a $78.00 price objective on shares of General Motors in a research note on Thursday, October 23rd. Finally, JPMorgan Chase & Co. upped their target price on shares of General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $85.70.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total transaction of $556,128.00. Following the completion of the sale, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at $864,504. The trade was a 39.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is currently owned by corporate insiders.

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

Hedge Funds Weigh In On General Motors

Several hedge funds have recently added to or reduced their stakes in the stock. AQR Capital Management LLC boosted its holdings in shares of General Motors by 5.5% in the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after buying an additional 748,831 shares in the last quarter. Viking Global Investors LP boosted its stake in General Motors by 81.1% in the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after acquiring an additional 5,830,050 shares in the last quarter. Amundi grew its holdings in shares of General Motors by 43.8% during the third quarter. Amundi now owns 5,988,209 shares of the auto manufacturer’s stock worth $348,454,000 after purchasing an additional 1,824,263 shares during the last quarter. Ameriprise Financial Inc. increased its position in shares of General Motors by 8.0% during the second quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock worth $280,457,000 after purchasing an additional 424,396 shares in the last quarter. Finally, Jacobs Levy Equity Management Inc. lifted its holdings in shares of General Motors by 1.8% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 4,160,159 shares of the auto manufacturer’s stock valued at $253,645,000 after purchasing an additional 75,339 shares during the last quarter. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

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.