General Motors Company (NYSE:GM) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of General Motors Company (NYSE:GM) (TSE:GMM.U) have received an average recommendation of “Moderate Buy” from the twenty-three ratings firms that are currently covering the company, Marketbeat reports. One analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, eighteen have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $101.4091.

A number of analysts have commented on the company. The Goldman Sachs Group boosted their target price on General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $100.00 price target on shares of General Motors in a research report on Wednesday, July 22nd. Wedbush reiterated an “outperform” rating and issued a $95.00 price objective on shares of General Motors in a research report on Monday, May 11th. Wells Fargo & Company increased their price objective on shares of General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a research note on Wednesday, July 22nd. Finally, Barclays raised their target price on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

Insider Transactions at General Motors

In other news, President Mark L. Reuss sold 71,079 shares of General Motors stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the completion of the sale, the president directly owned 92,293 shares in the company, valued at $8,303,601.21. The trade was a 43.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of General Motors stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the sale, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at $38,772,477.72. The trade was a 42.61% decrease in their ownership of the stock. 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 sold a total of 1,207,053 shares of company stock valued at $103,225,825 over the last three months. 0.54% of the stock is currently owned by insiders.

Institutional Trading of General Motors

Institutional investors have recently made changes to their positions in the stock. Tsfg LLC increased its stake in General Motors by 5.7% during the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock worth $182,000 after acquiring an additional 120 shares during the last quarter. Bogart Wealth LLC increased its position in General Motors by 15.6% during the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after purchasing an additional 122 shares in the last quarter. Sumitomo Life Insurance Co. lifted 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 valued at $1,584,000 after buying an additional 127 shares in the last quarter. PDS Planning Inc increased its position in shares of General Motors by 3.4% in the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after acquiring an additional 131 shares in the last quarter. Finally, UMB Bank n.a. raised its stake in shares of General Motors by 2.0% in the 4th 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. 92.67% of the stock is owned by hedge funds and other institutional investors.

General Motors Price Performance

General Motors stock opened at $89.43 on Thursday. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The business has a 50 day simple moving average of $80.14 and a 200-day simple moving average of $78.95. General Motors has a 12 month low of $51.69 and a 12 month high of $91.85. The stock has a market capitalization of $78.47 billion, a PE ratio of 45.17, a price-to-earnings-growth ratio of 0.41 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The firm had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm’s revenue was up 1.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. Equities analysts predict that General Motors will post 13.27 earnings per share for the current year.

General Motors Dividend Announcement

The business 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 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 0.8%. General Motors’s dividend payout ratio (DPR) is presently 36.36%.

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.